Average Ratings 22 Ratings

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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.

Description

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
3CX Yes 
Avalara Yes 
CloudRadial Yes 
Data Secure No 
Datto RMM Yes 
DeskDirector Yes 
FAT FINGER Yes 
Formstack Yes 
GfK Etilize Yes 
Opsera No 
SAP CRM No 
SAP Subscription Billing No 
SAP Variant Configuration and Pricing No 
Salesforce Yes 
T-Max Phone Systems Yes 
Teamwork.com Yes 
TurboDocx Yes 
Wise-Pay Yes 
Workato No 

Integrations

NetSuite Yes 
3CX No 
Avalara No 
CloudRadial No 
Data Secure Yes 
Datto RMM No 
DeskDirector No 
FAT FINGER No 
Formstack No 
GfK Etilize No 
Opsera Yes 
SAP CRM Yes 
SAP Subscription Billing Yes 
SAP Variant Configuration and Pricing Yes 
Salesforce No 
T-Max Phone Systems No 
Teamwork.com No 
TurboDocx No 
Wise-Pay No 
Workato Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

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

Vendor Details

Company Name

SAP

Founded

1972

Country

Germany

Website

www.sap.com/products/financial-management/cpq.html

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 

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 No 
Self Service Portal No 
eCommerce Yes 

Pricing Optimization

Channel Analysis No 
Competing Product Analysis No 
Forecasting No 
Market Analysis No 
Multi-Store Management Yes 
Price List Management Yes 
Price Optimization Automation Yes 
Pricing Analytics Yes 
Profitability Analysis Yes 
Scenario Planning Yes 

Product Configurator

2D Drawing No 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management No 
Requirements Management Yes 
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 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 

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