Case Study: Vision Computer Solutions achieves streamlined quoting and faster sales with ConnectWise CPQ

How one partner mastered everything – from quoting to marketing – to drive stronger sales with support from the ConnectWise® Suite

Vision Computer Solutions, started in 1999, outgrew its original systems and found itself juggling spreadsheets, disparate ticketing tools, and manual processes that made tracking work slow and error-prone. As the team expanded, leadership—including VP Chuck Lobert—saw a need to centralize operations and streamline sales, service, and marketing.

By implementing the ConnectWise suite (Manage, Automate, Sell, and CampaignDirector), Vision integrated quoting, marketing, NOC operations, and service workflows into one platform. The result: standardized processes and templates, reduced administrative time, better sales‑and‑marketing alignment, and more closed deals as staff shifted focus to higher‑value activities.

Vision Computer Solutions

Chuck Lobert

Vice President of Sales & Technology