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Average Ratings 22 Ratings

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Description

Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. After 100+ successful CPQ implementations over 12 years, we have assembled a global team of over 150 solutions consultants who shape every client engagement for success. Our team couples deep industry knowledge with CPQ domain experience, setting CloudSense apart in terms of achieving business outcomes. We leverage a clear and proven delivery methodology that can adapt to meet the specific business goals of every customer. We guide our customers through the challenges and pitfalls of digital transformation, helping them minimize risk and release value faster. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. To learn more about how CloudSense’s CPQ and Order Management solutions can help your business deliver sales transformation, speak to one of our experts today, or visit cloudsense.com

Description

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3CX No 
Asio by ConnectWise No 
AtcomCloud No 
Autotask PSA No 
BrightGauge No 
CloudRadial No 
ConnectBooster No 
ConnectWise PSA No 
DV Publisher Suite Yes 
DeskDirector No 
FAT FINGER No 
Formstack No 
GfK Etilize No 
KickFire No 
Microsoft Dynamics 365 No 
NetSuite No 
Salesforce No 
T-Max Phone Systems No 
Teamwork.com No 
Wise-Pay No 

Integrations

3CX Yes 
Asio by ConnectWise Yes 
AtcomCloud Yes 
Autotask PSA Yes 
BrightGauge Yes 
CloudRadial Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
DV Publisher Suite No 
DeskDirector Yes 
FAT FINGER Yes 
Formstack Yes 
GfK Etilize Yes 
KickFire Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
Salesforce Yes 
T-Max Phone Systems Yes 
Teamwork.com Yes 
Wise-Pay Yes 

Pricing Details

$85/user/month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CloudSense

Founded

2009

Country

United Kingdom

Website

www.cloudsense.com

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

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

Product Features

CPQ

2D Drawing No 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

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

Sales Enablement

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

Sales Force Automation

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

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