We have exciting news! We’re building up our suite of ConnectWise integrations and we’re happy to announce that we now integrate with ConnectWise Sell. A lot of our users have been requesting this, and it is now available for you to connect with.
ConnectWise Sell is a quoting and proposal software that makes it easier and more hassle-free to conduct your sales business, as it is all built in the cloud and eliminates the need to use complicated spreadsheets.
Paired with BrightGauge, it becomes really easy to keep an eye on the status and results of all your quotes.
How to connect to ConnectWise Sell
If you’re already a BrightGauge user, then you know how simple it is to connect with any of the datasources in our stack.
When you’re in your BrightGauge overview page, click on DATA to get the dropdown menu, then select Datasources.
Find ConnectWise Sell, follow any prompts, and that should get you all set up.
If you’re looking for further instructions, please read our ConnectWise Sell support doc.
Just checking out BrightGauge for the first time? We’ll show you around with a live one-on-one demo - just contact our sales team today.
What do I get out of the box?
When bringing you new datasources, our priority is to get you viewing your data as soon as possible. Before releasing any integration, we make sure to pre-build gauges, dashboards, and reports to get you started on the right foot.
After all, what good is data if you can’t get to it?
With ConnectWise Sell, you’ll get 12 gauges, 1 dashboard, and 2 reports to kick things off.
Gauges
Our default ConnectWise Sell gauges include Count of Quotes by Quote Status, Count of Quotes by Year, Gross Margin, Open Quotes, Quotes Approved Last 30 Days, and more.
Dashboard
One pre-built dashboard is going to give you visibility into your total revenue on open opportunities, your gross margin for the year, and plenty of information on any open quotes.
Reports
Transparency is key to any successful relationship. When it comes to business relationships, reports are a powerful way to build trust. To help you get on the right track, you’ll get 2 report templates when you integrate with ConnectWise Sell.
The Quote Overview reports on all open quotes by customer while the Sell Overview reports on all quotes approved in the last 30 days as well as those expiring in 30 days.
Used internally, these reports will do a whole lot to get your entire team aligned.
If you’ve got questions about our ConnectWise Sell integration, please feel free to submit a support ticket or contact us and we’ll be happy to help you out.