Case Study: Emerge IT Solutions achieves streamlined quoting and boosted cross‑selling with ConnectWise CPQ

How One IT Services Company Grew into Cross-Selling Bliss with ConnectWise

Emerge IT Solutions, a Kentucky‑based provider of managed services, on‑site NOC support and value‑added resale, struggled with siloed teams and an inconsistent quoting process. Customers often received separate, uncoordinated quotes from multiple teams, pricing and branding varied by rep, and missed or unentered agreement amendments and device additions led to lost revenue and poor cross‑selling visibility.

By adopting ConnectWise Sell, ConnectWise Manage and Communications Manager, Emerge centralized quoting, standardized templates and automated workflows and notifications. The result was a consistent, faster quoting process (one rep averages 150–200 quotes and ~60 product orders per month), improved billing for agreement changes, stronger cross‑selling, increased customer satisfaction and growth in their client base.

Emerge

April Sterling

Operations Support Manager