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Zomentum Review
What is Zomentum?
Zomentum is a sales management tool built to automate and simplify the sales process of managed service providers. The software aids them in facilitating conversions, winning more deals, and accelerating business growth. It extends the capabilities of an MSP CRM system by integrating other essential tools and features which include proposal builder, electronic signature, and analytics.
Zomentum’s CRM features help MSPs gain full visibility and control over their sales funnel. They can build their own checklists and assign automated tasks. These tasks can be tracked in one place together with all activities and communications related to their prospects and clients. Zomentum streamlines how they create and send sales documents like quotes, proposals, and contracts. They can quickly create documents using templates and customize them like adding custom data fields and videos.
The software also enables their prospects and clients to easily sign sales documents. Users can build different types of acceptance or approval workflows and collect digital signatures. Notifications are sent when documents move from one signatory to another as well. Last but not least, Zomentum lets them get valuable insights into sales data through real-time reminders, sales reports, and dashboards.
Show MoreOverview of Zomentum Benefits
Sales Funnel Management
Zomentum allows MSPs to monitor and handle their sales funnel efficiently. Built with CRM capabilities, the software lets them keep track of every opportunity and ensure that their team members are updated on the things they need to do. Zomentum permits users to create action-oriented tasks, organize them into checklists, and assign tasks. They can monitor the progress of these tasks and receive notifications when the tasks are already completed.
The sales management software also enables them to track all communications with prospects and clients, including phone and email conversations. This improves accountability and facilitates collaboration with the team. Prioritizing opportunities, scheduling meetings, and monitoring sales activities are possible as well.
Sales Documents
Zomentum streamlines the process of creating and sharing any type of sales document, be it a quote, proposal, or contract. With its drag-and-drop proposal builder, users can quickly generate proposals using the templates they imported or those templates built within the software. These proposals can also be personalized to enhance engagement with prospects and clients. For instance, they’ll be able to add customized videos to their proposals for up-selling and cross-selling opportunities. Moreover, they can send these proposals as interactive microsites and revise them in real-time.
Another sales document management feature present in Zomentum is the ability to enable a digital signature. This gives their prospects and clients a fast and convenient way to sign documents. To make their signing process organized and efficient, Zomentum allows users to create their approval workflow which can be a single instance, multi-stage, or sequential. Furthermore, they can indicate who will be the signatories and recipients of the documents. They can track if a document has been opened, read, commented, or signed by a prospect or client as well as send reminders to those who haven’t signed the document yet.
Insights and Analytics
With Zomentum, executives, managers, and supervisors of MSPs can immediately gain insights into how their business is performing. They can access all the sales data they need from customizable reports and dashboards. Thus, they will be able to monitor and analyze sales growth, group or individual performance, and client engagement. They can identify and understand what’s driving or hampering business growth and make better decisions.
Show MoreOverview of Zomentum Features
- MSP CRM
- Checklists
- Task Management
- Proposal Builder
- Template
- Personalization
- Reminders
- Digital Signatures
- Approval Workflow
- Notifications
- Insights & Analytics
Awards & Quality Certificates
Zomentum Position In Our Categories
Because companies have unique business needs, it is only prudent that they steer clear of getting a one-size-fits-all, ideal software system. Needless to say, it is difficult to chance on such an app even among widely used software solutions. The rational step to undertake can be to tabulate the various major functions that entail examination like major features, costing, skill ability of staff, organizational size, etc. The second step is, you should conduct the product research to a full extent. Browse through some of these Zomentum evaluations and scrutinize the other software options in your list more closely. Such detailed research ensure you steer clear of unsuitable software solutions and pay for the one which meets all the function your business requires to achieve growth.
Position of Zomentum in our main categories:
TOP
20
Zomentum is one of the top 20 CPQ Software products
If you are considering Zomentum it could also be beneficial to examine other subcategories of CPQ Software gathered in our database of B2B software reviews.
Every organization has different requirements and needs a system that can be customized for their size, type of employees and clients, and the specific industry they are in. For these reasons, no platform can provide perfect tools off-the-shelf. When you try to find a software product, first be sure what you need it for. Read some Zomentum CPQ Software reviews and ask yourself do you desire basic features or do you need sophisticated functionality? Are there any industry-specific tools that you are seeking? Get the answers to these queries to aid your search. There are lots of factors that you need to consider and these include your budget, specific business requirements, your company size, integration needs etc. Take your time, check out a few free trials, and finally choose the system that provides all that you want to enhance your firm efficiency and productivity.
How Much Does Zomentum Cost?
Zomentum Pricing Plans:
Free Trial
Zomentum
$99/month/MSP
What are Zomentum pricing details?
Zomentum Pricing Plans:
Free Trial
Zomentum
$99/month/MSP
Zomentum offers a single enterprise pricing plan which costs $99/MSP/month. The plan includes the following features:
Zomentum – $99/month/MSP
- Up to 2 Users
- CRM
- 360 Degree Client View
- Whitelabeled Proposals
- Template Library
- Task Lists & Reminders
- E-Signatures
- Product Catalog
- Insights
- Native PSA Integration
User Satisfaction
Positive Social Media Mentions
105
Negative Social Media Mentions
13
We realize that when you make a decision to purchase a CPQ Software it’s important not only to see how professionals evaluate it in their reviews, but also to find out whether the actual users and companies that bought it are genuinely content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Zomentum reviews across a wide range of social media sites. The data is then presented in an easy to understand way indicating how many users had positive and negative experience with Zomentum. With that information at your disposal you will be prepared to make an informed purchasing choice that you won’t regret.
Video
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Zomentum?
Zomentum integrates with the following business systems and applications:
- GfK Etilize
- Autotask
- ConnectWise
- Zapier
- Hubspot
- Click Funnels
- QuickBooks
- Kaseya
- Infusionsoft
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