ConnectWise Sell Overview
This is a summary of the comprehensive capabilities and benefits of ConnectWise Sell based on over 4074 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
ConnectWise Sell, Oracle CPQ Cloud, QuoteWerks, Dealhub, Powertrak CPQ, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if ConnectWise Sell is right for your needs? Our Cuspera AI engine can evaluate how ConnectWise Sell fits your specific business needs, industry, and context. Get your personalized assessment report today.
ConnectWise Sell supports business activities such as:
- Sales Document Management
- Workflow Management
- Helpdesk Management
- Engagement Management
- Products & Pricelist Management
ConnectWise Sell can help you with many business goals, such as Acquire Customers, Increase Sales & Revenue, Scale Best Practices, Enhance Customer Relationships, Improve ROI, etc. As a solution, ConnectWise Sell's capabilities include Templates, Ticketing, Personalization, etc.
ConnectWise Sell was founded in 1982. Information Technology and Services Vertical is its biggest customer base.
Reviews
"...Where ConnectWise Sell shines is quick and professional quotes, from one page to a full three page pull out...." Peer review by Derek Davis, Inside Sales, Lockstep Technology Group
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well ConnectWise Sell solved their CPQ needs. Cuspera uses 4074 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities peers achieved using ConnectWise Sell.
Use Cases
Peers recommend Sales Document Management , Workflow Management , Helpdesk Management , as the business use cases that they have been most satisfied while using ConnectWise Sell.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management |
4.37/5 ★ |
"...Where ConnectWise Sell shines is quick and professional quotes, from one page to a full three page pull out...." Peer review by Derek Davis, Inside Sales, Lockstep Technology Group |
| proposal & quote management |
4.35/5 ★ |
"...It can be setup to allow your customers to pick and remove products, change quantities, and electronically approve the quote...." Peer review by Jared Connell, Manager of Sales Support, Five Nines Technology Group |
| digital signature |
4.77/5 ★ |
"...Users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals...." Peer review |
| contract management |
4.73/5 ★ |
"...Agreement amendments that were not entered were easily overlooked, resulting in the amendments never being billed...." Case Study Emerge IT |
| Workflow Management |
4.53/5 ★ |
"...Compare the products under consideration for the step by steps that effect your natural work-flow...." Peer review by Verified User, Account Manager in Sales, Information Technology and Services |
| Helpdesk Management |
3.79/5 ★ |
"...Their support is not helpful and it takes a very long time to get things answered...." Peer review by Manager in Information Technology |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.37/5 ★ |
"...Where ConnectWise Sell shines is quick and professional quotes, from one page to a full three page pull out...." Peer review by Derek Davis, Inside Sales, Lockstep Technology Group |
|
| proposal & quote management |
4.37/5 ★ |
| digital signature |
4.37/5 ★ |
| contract management |
4.37/5 ★ |
| Workflow Management |
4.53/5 ★ |
"...Compare the products under consideration for the step by steps that effect your natural work-flow...." Peer review by Verified User, Account Manager in Sales, Information Technology and Services |
|
| Helpdesk Management |
3.79/5 ★ |
"...Their support is not helpful and it takes a very long time to get things answered...." Peer review by Manager in Information Technology |
|
40+ more Business Use Cases
Our AI advisor, Wyz, harnessed 4074 insights from peers and experts to help you assess how these ConnectWise Sell use cases fit your CPQ needs.
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study JNR NetworksRead More |
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Case Study Kinetics GroupRead More |
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Case Study Keller Logistics GroupRead More |
Frequently Asked Questions(FAQ)
for ConnectWise Sell
What is ConnectWise Sell?
What is ConnectWise Sell used for?
What are the top features of ConnectWise Sell?
Who uses ConnectWise Sell?
What are ConnectWise Sell alternatives?
Where is ConnectWise Sell located?
Popular Business Setting
for ConnectWise Sell
Top Industries
- Information Technology and Services
- Computer & Network Security
- Transportation/Trucking/Railroad
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used ConnectWise Sell to Acquire customers and Increase sales & revenue
ConnectWise Sell Alternatives
Peer and Expert Opinion on Features
for ConnectWise Sell
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (274) |
| Ticketing | Read Reviews (57) |
| Personalization | Read Reviews (27) |
| Alerts: popups & Notifications | Read Reviews (26) |
| Capture information | Read Reviews (20) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (274) |
| Ticketing | Read Reviews (57) |
| Personalization | Read Reviews (27) |
| Alerts: popups & Notifications | Read Reviews (26) |
| Capture information | Read Reviews (20) |
IT and Other Capabilities
for ConnectWise Sell
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (139) |
| Data Import | Read Reviews (288) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (139) |
| Data Import | Read Reviews (288) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (374) |
| Phone Support | Read Reviews (43) |
| Email Support | Read Reviews (34) |
| Chat Support | Read Reviews (34) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (374) |
| Phone Support | Read Reviews (43) |
| Email Support | Read Reviews (34) |
| Chat Support | Read Reviews (34) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (56) |
| Custom Reports | Read Reviews (460) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (56) |
| Custom Reports | Read Reviews (460) |
Software Failure Risk Guidance
?for ConnectWise Sell
Overall Risk Meter
Top Failure Risks for ConnectWise Sell
Vendor Profile Details
HQ Location
4110 George Rd., Suite 200, Tampa, FL 33634, USA
Employees
501-1000
Social
Financials
M&A
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