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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
Since companies have their own business wants, it is practical that they abstain from settling on an all-encompassing, “perfect” software system. At any rate, it would be difficult to stumble on such a software product even among sought-after software systems. The efficient step to do can be to write the numerous vital aspects that call for a inspection including critical features, pricing, skill ability of staff members, business size, etc. Next, you should double down on your research exhaustively. Have a look at some of these Zomentum review articles and scrutinize each of the software systems in your shortlist more closely. Such well-rounded product research guarantees you avoid mismatched applications and subscribe to the system which provides all the benefits your business 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 could also be beneficial to investigate other subcategories of CPQ Software collected in our base of B2B software reviews.
Every business has its own characteristics, and might require a specific CPQ Software solution that will be designed for their business size, type of clients and staff and even individual niche they cater to. It's not wise to count on locating an ideal solution that is going to be suitable for every company regardless of their background is. It may be a good idea to read a few Zomentum CPQ Software reviews first and even then you should keep in mind what the service is supposed to do for your business and your staff. Do you require a simple and intuitive app with only essential features? Will you actually make use of the advanced functionalities required by pros and large enterprises? Are there any particular tools that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to get a solid solution that will fit your budget.
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 are aware that when you decide to get a CPQ Software it’s vital not only to see how professionals evaluate it in their reviews, but also to check if the real users and enterprises that bought these solutions are actually content with the product. Because of that need we’ve designer 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 an easy to digest form showing how many people had positive and negative experience with Zomentum. With that information available you will be equipped to make an informed business 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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