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ConnectWise Sell

Status: Unverified

ConnectWise Sell, formerly Quosal, is a cloud-based quoting and sales platform natively integrated with NetSuite, and proud recipient of the 2017 SuiteApp of the Year. As a NetSuite user, integration with ConnectWise Sell as your CPQ solution makes creating professional proposals and quotes faster than ever, allowing reps to quote products and services directly from distribution partners. It’s easy to update cover letters, statements of work, even quote items that don’t yet exist inside of NetSuite. Sell walks you through a guided process for consistency, and automatically feeds sales pipeline information back to NetSuite opportunities, providing the real time visibility that’s so critical for success. See how Sell built for NetSuite can shorten your sales cycle and help your business run more smoothly.

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Description

Quote-to-Cash Automation that Seamlessly Ties into NetSuite

ConnectWise Sell, formerly Quosal, addresses key pain points in the ITSP and VAR quote-to-cash process through the use of patented technology, integrations with strategic vendors and distributors, and a NetSuite integration that is unmatched in the CPQ market.

If you haven’t considered an automated quoting and selling platform, then you may be overlooking one of the greatest improvements that you could make to your sales operations.

Key Benefits

Spend More Time Selling:
What would it mean if you could save a few hours on all of your quotes? With ConnectWise Sell, you’ll spend less time maintaining your business and more time developing it. There’s a lot that you can accomplish when you aren’t sinking hours into creating quotes with spreadsheets!

Enhance Your Sales Strategy:
ConnectWise Sell removes the roadblocks of growth by standardizing your quoting and selling process and providing you insight into key metrics that will help you develop and execute a sales strategy.

The Integrations You Need:
In addition to our award-winning NetSuite integration, ConnectWise Sell gives you access to tools for vendors such as Cisco, HP, and Dell that help you turn Deal Registrations and configurations into customer facing quotes in minutes.

Stand Out from the Competition
Be the first to your customer’s inbox with professional and accurate quotes that simplify their buying process and publicize your company’s brand.

No More Errors:
Even a simple error on a quote can lead to a tremendous profit loss. With automated pricing calculations and approval workflows, you can be sure that your team is consistently sending out accurate quotes – each and every time.

How We Work with NetSuite

ConnectWise Sell’s integration with NetSuite allows for an automated quote-to-cash process which eliminates redundant data entry and greatly enhances delivery to your customer.

Access Sell from your NetSuite Opportunity with the click of a button so you can quickly build a quote for your customer. As the quote is created and sent, your opportunity will be updated with product information, pricing totals, and even a copy of the actual quote.

ConnectWise Sell can interact with many key processes within NetSuite:

  • Opportunities
  • NetSuite Quotes
  • Products & Sources
  • Accounts & Contacts
  • And More!
FEATURES

Quote-to-Cash Automation

From quoting to procurement, ConnectWise Sell improves your sales process every step of the way. Quickly create professional and accurate quotes and proposals, accept orders from your customers for the products you’ve quoted, and then place electronic orders with distribution, all the while keeping your NetSuite opportunity updated.

Online Quote Delivery & eSignature

ConnectWise Sell's patented Order Porter functionality allows you to present your quote or proposal in a customized, branded, and interactive experience. Through this secure web-quote you can give your customer the ability to view and select different options, make changes, and even approve their order with built in eSignature. In addition, you’ll receive notifications when your customer interacts with the quote, so you’re always informed and ready to go when you contact them.

Recurring Revenue Support

For IT solutions providers who have a recurring revenue model, quoting can be very difficult. ConnectWise Sell allows you to easily quote one-time or recurring charges. In addition, Sell handles sophisticated payment options whether you are offering lease terms or customized financing.

Dynamic Sales Reporting

With Sell Intel, you’ll have access to all of your quoting data in a central location to help drive strategic decision making. Pre-built dashboards provide optimized sales data out of the box, while also allowing full customization so you can tailor reporting to fit your specific needs.

Access Your Product and Pricing Catalogs and Information Sources – Including Distribution

Use ConnectWise Sell to quote any product – even before it is added into NetSuite. Whether you’re importing the product from a catalog, or searching for it through major distributors such as Ingram Micro and Tech Data, you’ll have access to real time pricing and availability from all of your product sources.