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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
ScalePad Cognition360 revolutionizes the ticket data from ConnectWise PSA into insightful and predictive business intelligence tailored for managed service providers. It features an extensive array of over 130 interactive reports and benchmarks that reveal underlying insights related to profitability, technician productivity, ticket trends, project outcomes, agreement renewals, and various other aspects. By utilizing a specialized data warehouse for reporting, Cognition360 effectively reduces the load on production systems, facilitating both historical trend examination and "what-if" scenarios. The incorporation of advanced machine learning and AI technology enhances predictive analytics, empowering MSP executives and virtual CIOs to pinpoint capacity issues, uncover hidden cost factors, assess client profitability, and identify operational hurdles, which can lead to a boost in profitability of 10–15%. Furthermore, for users of ConnectWise Manage, the integration process is straightforward, necessitating minimal setup and capitalizing on existing Power BI licenses for easy report visualization and interpretation. This innovative approach not only streamlines reporting but also provides actionable insights that can drive strategic business decisions.
API Access
Has API
API Access
Has API
Integrations
ConnectWise PSA
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectBooster
Datto RMM
Integrations
ConnectWise PSA
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectBooster
Datto RMM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$449 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ConnectWise
Founded
1982
Country
United States
Website
www.connectwise.com/platform/business-management/cpq
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/cognition360/
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
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
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling