ConnectWise Sell and Epicor CPQ both serve the CPQ software market but cater to different business needs. ConnectWise Sell excels in managing large enterprises within the IT sector, emphasizing comprehensive sales and document management features. Epicor CPQ, on the other hand, offers strong training and onboarding support, making it a favorable choice for smaller enterprises seeking streamlined proposal and quoting processes. Both products offer integration and custom reporting features, making them versatile choices under specific operational contexts.
ConnectWise Sell: ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.
Epicor CPQ (formerly KBMax): KBMax is a Visual CPQ and Product Configuration software used in various industries for complex product configurations. It supports cloud deployment with robust security features, enabling scalability and control.
Top use cases: ConnectWise Sell vs Epicor CPQ (formerly KBMax)
Use cases tied to ConnectWise Sell and Epicor CPQ (formerly KBMax) from verified data sources. Click any use case for supporting evidences.
| ConnectWise Sell | Epicor CPQ (formerly KBMax) |
|---|---|
Top Capabilities: ConnectWise Sell vs Epicor CPQ (formerly KBMax)
Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.
Deployed Industries: ConnectWise Sell vs Epicor CPQ (formerly KBMax)
Lengths: relative industry prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.
Deployed Market Segments: ConnectWise Sell vs Epicor CPQ (formerly KBMax)
Share of peer evidence by company size for ConnectWise Sell and Epicor CPQ (formerly KBMax). Each product segments add up to 100%. Click any segment for supporting evidence.
| ConnectWise Sell | Epicor CPQ (formerly KBMax) | |
|---|---|---|
| Key Capabilities Supported | ConnectWise Sell supports sales document management and proposal & quote management, making it ideal for enterprises needing robust sales operations. Its digital signature and engagement management appeal to IT service businesses seeking efficient workflow management. → | Epicor CPQ facilitates sales document management and proposal & quote management, suiting businesses that prioritize streamlined processes. Integration with pricing and engagement management helps smaller firms generate leads effectively. → |
| Business Goals | ConnectWise Sell focuses on acquiring customers and increasing sales and revenue by offering solutions for scaling best practices. Large enterprises benefit from improved ROI and enhanced customer relationships. → | Epicor CPQ aids in acquiring customers and enhancing customer relationships, reflecting its focus on personalized service. Its goals align with enterprises looking to improve ROI and increase sales efficiently. → |
| Core Features | ConnectWise Sell offers integration, custom reports, and ease of migration as standout features. These support large IT enterprises in maintaining data integrity and facilitating complex migrations. → | Epicor CPQ shines with its training & onboarding feature, supporting smooth user transitions. Custom reports and integration features assist diverse industry needs, from engineering to construction. → |
| Vendor Support | ConnectWise Sell provides 24/7 support and multiple communication channels, which are crucial for resolving complex issues quickly. This support structure benefits large enterprises facing dynamic challenges. → | Epicor CPQ offers 24/7 support and emphasizes training & onboarding, perfect for businesses with extensive onboarding needs. Phone and email support accommodate smaller enterprises with personalized approaches. → |
| Segments and Industries | ConnectWise Sell is predominantly used by large enterprises within the IT and computer security sectors. This reflects the product's capability to handle extensive operations with rigorous requirements. → | Epicor CPQ caters to enterprises across mechanical, industrial engineering, and construction. Its appeal spans enterprises of all sizes seeking specific operational efficiencies. → |
| Operational Alignment | ConnectWise Sell aligns with large-scale operations requiring meticulous sales and document management. It equips large IT enterprises for complex workflows. → | Epicor CPQ fits well in operational workflows needing streamlined processes and strong onboarding. Its design favors enterprises that integrate multiple teams and processes effortlessly. → |
Applying your context and needs changes the comparison
ConnectWise Sell and Epicor CPQ (formerly KBMax): Best activities based on customer satisfaction
ConnectWise Sell in Action: Unique Activities
What solutions does ConnectWise Sell provide for Sales Document Management?
"...The ability to mass import data directly from vendor spreadsheets helps to make complex quotes simple and quick...." Peer review by Bill McCord, Manager of Information Systems, InfoSystems, Inc
How can ConnectWise Sell optimize your Workflow Management Workflow?
"...Spend time learning how you will integrate your current systems and workflow...." Peer review by User
Why is ConnectWise Sell the best choice for Helpdesk Management?
"...User friendlyGreat designFun and accessibleGreat help desk support..." Peer review by Verified User, Administrative Assistant in Corporate, Computer & Network Security
Why is ConnectWise Sell the best choice for Products & Pricelist Management?
"...It also helps with confirming real-time product pricing and availability from our distributors...." Peer review by Garry Adams, Client Relationship Manager, JMARK Business Solutions, Inc. IT Support and IT Services Tulsa OK, Springfield MO, Fayetteville AR
Epicor CPQ (formerly KBMax) in Action: Unique Activities
What Are the key features of Epicor CPQ (formerly KBMax) for Training & Onboarding?
"...-KBMaz is a Cloud base package with both online training and support and it has a unique and wonderful understanding of drawing and also various design Engineering concepts...." Peer review by Christine M, Landscape Architect
What solutions does Epicor CPQ (formerly KBMax) provide for Engagement Management?
"...Our teams were able to take a creative hook and put a well-thought out strategy behind it in order to engage dozer customers and attract new ones...." Peer review by Clare Koeppel, Marketing Consultant for Global Construction Infrastructure, Caterpillar
Integrations
Ecosystem partners each product commonly connects with.
ConnectWise Sell
News
Latest ConnectWise Sell news
ConnectWise warns of new ScreenConnect flaw without patch - BleepingComputer
ConnectWise has identified a vulnerability in its ScreenConnect Remote Access platform, affecting both cloud and on-premises deployments. The company has issued temporary mitigation steps to block potential attacks while working on a permanent fix. ScreenConnect is widely used by MSPs and IT departments for remote troubleshooting and system maintenance.
Latest Epicor CPQ (formerly KBMax) news
Epicor Acquires PIM Provider KYKLO
Epicor has acquired KYKLO, a provider of product information management solutions, to enhance its AI-driven cognitive ERP vision. This acquisition aims to help Epicor's customers manage and deploy product information across multiple channels, supporting collaboration with suppliers and strengthening eCommerce strategies.
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