Home > Softwares > Others Software > RFP Software > ConnectWise Sell

ConnectWise Sell

Name: ConnectWise Sell
Rating: 4.5 (2 reviews)

By ConnectWise

1235 Interested

Highlights : About ConnectWise Sell

Professional Templates

Automatic Upselling

Sales Notifications

Better Reporting

Online Quote Delivery

Workflow Automation

About ConnectWise Sell

ConnectWise Sell is a quote and request for proposal solution suitable for businesses of all sizes. Primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details. Users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard. The product offers integration with various CRMs, business support software, vendors, distributors and more. Integrations include Netsuite, Salesforce, Microsoft Dynamics, Autotask, TechData, Avalara and Dell.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Professional Templates

Select a quote or proposal template based on your business needs. Easily and quickly create and manage templates for your products and recurring revenue opportunities.

Distribution Feeds

Populate quotes with product and price information from top distributors. Pull in up-to-date lists to keep quotes accurate.

Interactive Quotes

Deliver quotes online and attach personal videos and supporting documents directly to quotes to deliver that personal touch and increase close rates.

Automatic Upselling

Allow clients to upsell themselves based on fully detailed, easily accessible upsell options provided in the quote.

Sales Notifications

Be notified when a client views the quote, so you can follow up with a timely phone call and keep the sales cycle moving.

Better Reporting

Gain insight from your quoting information, like margin or won quotes by rep, revenue by manufacturer, and more.

Online Quote Delivery

Deliver a professional and interactive quote experience to new and existing customers from anywhere at any time.

E-Signature

Allow your customer to execute and document their order with an official electronic signature with no additional effort.

Product Sourcing

Have pricing and availability at your fingertips with distributor catalog feeds, including images, descriptions, and detailed parametric data.

Procurement Automation

When paired with ConnectWise Manage, you can place orders with top distributors when a client signs the quote—automatically!

Workflow Automation

Take advantage of configurable, off-the-shelf approval rules, guided selling, and automatic payment collection to increase efficiency and profitability.

Pipeline Visibility

Track and display events and activities on sales homepages so your team can stay ahead of the game.

Stay Ahead of Sales

Get automated notification and see events, transactions, and won or lost activities in one central location.

Quote and Proposal Automation

Prepare and deliver professional quotes using customizable templates, populate product and price information from top distributors, and publish online via an interactive portal for client feedback.

Product Sourcing

ConnectWise Sell puts product pricing and availability at your fingertips with distributor catalog feeds, including images, tunable descriptions, and detailed parametric data.

Sales Reporting

Gain deeper insight into your quoting data, using ConnectWise Sell Business Intelligence to transform the way you analyze and use the company stats collected.

Benifits

Get Sales Back to Business

Eliminate time waste with template-based quotes and proposals so your sales reps can spend more time selling, and less time building their documents. You can also eliminate duplicate data entry and human error as your data flows seamlessly into the quote creation process.

Source Your Products

Compare and pull pricing from your distributors, your own price files, or a custom catalog. Say goodbye to piecing your quotes and proposals together line item by line item.

Create a Consistent Experience

From your quote or proposal all the way through to service delivery, your customers will come to expect excellence from you. And you save valuable time by automating it all.