CPQLite

CPQLite

Solunus Technologies
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
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+

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About

CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes: Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints. Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability. Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates. Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive. Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.

About

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales Teams: The primary users of CPQLite are sales representatives who need to quickly configure products, apply pricing, and generate quotes. CPQLite helps them reduce errors, speed up the sales cycle, and close deals more efficiently. Sales Managers: Managers can use CPQLite to ensure pricing accuracy, monitor sales performance, and approve discounts or special pricing. It helps them track opportunities and guide sales teams through complex deals. Finance and Operations Teams: These teams are interested in ensuring that pricing, discounting, and quoting processes are in line with financial goals. CPQLite ensures compliance with pricing rules and profit margins. Product Managers: CPQLite helps product managers set product configurations and pricing rules. They can also monitor which products are being quoted most frequently and make data-driven adjustments. IT Teams: IT professionals benefit from the seamless integration of CPQLite with Salesforce, minimizing the need for custom development or additional tools. Executives: Leadership teams, including CEOs, CFOs, and CMOs, are concerned with the overall efficiency and profitability of the sales process. CPQLite offers transparency and analytics to help them make strategic decisions.

Audience

IT solution providers, including managed service providers, AV professionals, value added resellers, and more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$25 USD/user/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.5 / 5
ease 4.6 / 5
features 4.3 / 5
design 4.5 / 5
support 4.3 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Solunus Technologies
Founded: 2014
United States
solunus.com

Company Information

ConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/cpq

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Categories

CPQ

Categories

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

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

Sales Enablement Features

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 Features

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

Integrations

3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
Wise-Pay

Integrations

3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
Wise-Pay
Claim CPQLite and update features and information
Claim CPQLite and update features and information
Claim ConnectWise CPQ and update features and information
Claim ConnectWise CPQ and update features and information