ConnectWise Evolves Their Sales Quoting Process And Grows One Product's Sales By 3,328%

ConnectWise is an enterprise software company serving the unique needs of technology companies such as IT solution providers, system integrators, and software developers. In the last 10 years, ConnectWise software has become the premier business operating system for technology companies and the company has experienced rapid growth that required an efficient sales team to maximize on their market potential. As everyone at ConnectWise pushed full-steam ahead, the sales quoting process was lagging behind.

A time-consuming, centralized process for creating sales quotes was to blame. Two sales administrators created pricing and proposal documents for the entire sales team, using complicated, manual spreadsheets and Microsoft Word templates. At critical times—like the end of each month or quarter—quotes piled up as the administrative team struggled to accommodate higher demand. Everyone was frustrated—including customers who had to wait up to two business days for a quote.

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