ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

4.5 out of 5 stars

Ratings and Reviews 22 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

What is CPQ+?

Implementing Configuring, Pricing, and Quoting (CPQ) systems goes beyond just installing software to enhance efficiency; it represents a significant shift in the sales environment, driven by a high-quality CPQ solution. This solution quickly becomes a prominent feature within your business, greatly influencing both your sales personnel and, importantly, your clientele. The initial engagement that customers have with your company's capabilities should be intuitive, accessible, and reliably deliver polished outcomes. To effectively launch any sales system, it is crucial to comprehend the complexities of workflows, pricing models, product inventories, adherence to industry standards, and improvements to the sales cycle. Moreover, the use of strategic tools and practices can enable sales teams and leaders to increase their earnings and foster rapid expansion, ultimately enhancing overall operational efficiency. A strong CPQ strategy not only supports these objectives but also plays a critical role in boosting the overall effectiveness of the organization while setting the stage for future innovations in sales processes.

Media

Media

Integrations Supported

3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
Salesforce
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Company Facts

Organization Name

CPQ+

Company Location

United Kingdom

Company Website

www.cpqplus.eu/

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

CPQ

Not specified

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