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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 distinct business-related needs, it is only wise they avoid picking an all-encompassing, “perfect” system. Having said that, it would be almost impossible to pinpoint such an app even among widely used software solutions. The clever thing to do is to note down the varied critical functions that need deliberation like major features, price terms, skill competence of staff, company size, etc. Next, you should conduct the product research through and through. Go over these Zomentum reviews and check out each of the solutions in your shortlist more closely. Such well-rounded research ascertain you avoid unsuitable software solutions and pay for the system which provides all the aspects your company requires for success.
Position of Zomentum in our main categories:
TOP
20
Zomentum is one of the top 20 CPQ Software products
If you are interested in Zomentum it may also be beneficial to investigate other subcategories of CPQ Software gathered in our base of B2B software reviews.
Since each company has particular business wants, it is advisable for them to abstain from seeking a one-size-fits-all faultless software application. Needless to say, it would be pointless to try to find such an app even among market-leading software platforms. The intelligent thing to do would be to catalog the various essential elements that require consideration such as required features, budget, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some Zomentum CPQ Software reviews and check out each of the other solutions in your shortlist in detail. Such in-depth research can make sure you weed out ill-fitting applications and select the solution that offers all the elements you need for business success.
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 decide to purchase a CPQ Software it’s important not only to find out how professionals score it in their reviews, but also to find out whether the real users and enterprises that use this software are genuinely content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Zomentum reviews across a broad array of social media sites. The data is then displayed in a simple to digest way indicating how many people had positive and negative experience with Zomentum. With that information at hand you should be prepared to make an informed buying decision 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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