5 Reasons Why MSPs Should Add CPQ To Their Business Workflow

5 Reasons Why MSPs Should Add CPQ To Their Business Workflow

5 useful reasons for MSPs and IT Partners to use CPQ software in their sales quoting process.

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8 Features that MSPs should look for in CPQ

Picking the Best Pricing Model for Your MSP

Build a Modern Quoting Process for your MSP Business with a CPQ

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CPQ Software

Quoting Process

5 Reasons Why MSPs Should Add CPQ To Their Business Workflow

5 useful reasons for MSPs and IT Partners to use CPQ software in their sales quoting process.

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CPQ

Quoting software, CPQ software, MSP Quoting process

8 Features that MSPs should look for in CPQ

CPQ

Quoting, Quote builder, Proposal Builder

What Every IT Partner Needs to Know About CPQ

MSP Pricing

Pricing Model

Picking the Best Pricing Model for Your MSP

POPULAR STORIES

CPQ

Quote Builder

Build a Modern Quoting Process for your MSP Business with a CPQ

Learn how to implement a quick, easy, and fool-proof process to create accurate, personalized, and feature-rich proposals and quotes with CPQ software.

msp sales

sales process

Ten Tips to Speed Up and Streamline Your MSP’s Sales Closing Process

How can you get leaner and meaner with your MSP sales and progression? Read blog to gain proven and time-tested hacks for your critical sales processes.

Company Updates

Life At Zomentum

The Life At Zomentum: A Curtain Call For The Engineers

How does behind-the-scenes life at the world’s first IT sales acceleration platform company - Zomentum look like? A few hearty tet-e-tets with the company's seasoned engineers will reveal everything and inspire new talents to come by.

MSP Sales

Announcement

Zomentum raises $13M Series A funding - charging forward in its mission to revolutionize SMB IT sales.

Announcing Zomentum's $13M Series A Funding. A letter from CEO Shruti Ghatge on Zomentum's growth and what lies ahead.

MSP Sales

2021 MSP Tips

Starting Off In 2021: 3 Efficient Steps To Enhance MSP Cybersecurity Offering

Combating cyber threats is the basic requirement for all MSPs to protect their clients. This blog tells offers insights on how to update their existing toolkit.

MSP Sales

2021 MSP Tips

Starting Off In 2021: 6 Eye-Popping Industry Predictions For The MSP Community

It's time to move on from a tumultuous 2020 and step into a promising year. Our list of 6 MSP trends can help you stay updated & optimistic.

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Ten Tips to Speed Up and Streamline Your MSP’s Sales Closing Process

Ten Tips to Speed Up and Streamline Your MSP’s Sales Closing Process

How can you get leaner and meaner with your MSP sales and progression? Read blog to gain proven and time-tested hacks for your critical sales processes.

The Life At Zomentum: A Curtain Call For The Engineers

The Life At Zomentum: A Curtain Call For The Engineers

How does behind-the-scenes life at the world’s first IT sales acceleration platform company - Zomentum look like? A few hearty tet-e-tets with the company's seasoned engineers will reveal everything and inspire new talents to come by.

What Every MSP Should Know About Sales Assessment?

What Every MSP Should Know About Sales Assessment?

What is the mystery behind Sales Assessment? Unlock its crucial details and understand how it can benefit your MSP business perform better in the long run. Also, find out the importance of an easy-to-use IT Assessment tool in this blog.

For MSPs: Navigating the realm of Co-Managed IT services (Co-MIT)

For MSPs: Navigating the realm of Co-Managed IT services (Co-MIT)

Many MSPs today choose to collaborate with the internal IT teams of different companies to offer them uninterrupted technology experience. Learn ways to navigate this CO-MIT ecosystem in this blog.

Best Practices for Increasing Inbound Lead Velocity for Your MSP

As a service provider, you need to be sharp & efficient when producing inbound leads instead of using age-old tactics. Read this blog to discover ways in which you can create new sales opportunities coupled with your competent sales team.

How to gain fluidity with MSP Client Management & Document Building

Zomentum brings in more features to its existing sales pipeline management system. Know how these fit into your MSP business needs.

All You Need to Know About Creating E-Signatures in MS Word

Struggling to create e-signatures on your business documents with MS Word? Read this blog to solve your woes.

Hide Taxes in Quotes | New ZapTriggers | Role-based Access

Choose between Zomentum and ConnectWise as your CRM. Changes you make in Zomentum will be synced to AutoTask in real-time. Access all Quote line items pushed into Connectwise through Zomentum by accessing the respective pdf attachment. Synchronize product details in ConnectWise after sending a Quote for Approval.

Monitoring MRR is Essential to MSP Growth Plans

MRR is one of the essential metrics MSPs should be tracking and emphasizing upon. With assured and stable income, MSPs have more freedom to build and execute aggressive long-term growth plans without stretching their resources to the limit. Is your sales team doing everything possible to drive recurring revenue?

4 Sales Challenges MSPs Must Overcome To Increase MRR

With the rising technological advances, it’s the best time for the MSPs to be in the market. But you must focus on eradicating challenges to reach your revenue goals. In our latest blog, learn how to fight against the odds and increase MRR.

The 9 Key Sales Metrics Every MSP Should Be Tracking

MSPs can boost deal size, lead conversion, and revenue growth. You ask how? By tracking these 9 key metrics listed in our latest blog. Read on!

Is Sales Automation Key To The Success Of MSPs/IT Business Owners?

One of the most important tools in any MSP's arsenal is AUTOMATION. Do you ask why? Then read our latest blog to know how sales automation is the key to your success.

5 Reasons Why Zomentum's CRM is Better for MSPs

For an MSP, one of the most important tools in their arsenal is the CRM that not only helps to streamline the sales pipeline, but brings visibility and collaboration, account management, visibility of sales cycle, and quotations. In our blog, we reveal how you can achieve all the features with Zomentum.

How A Business Proposal Software Makes Your Process Efficient Amid The Pandemic

With the new normal in the place, MSPs are striving to revive their business again. With the manual and redundant task to create sales proposals, MSPs lose time and money. In our latest blog, we tell you how you can save time, close deals faster, and maximize revenue with business proposal software.

10 Reasons Why Growing Businesses Need To Use A CRM

CRM is helping many businesses to streamline their sales process and focus on generating more revenue. And in our latest blog, we list 10 ways in which you can leverage a CRM tool to grow your business effortlessly.

How Digital Signatures Can Make Your Proposal Efficient And Close Deals Faster

Digital signatures are not email signatures. In our latest blog, we help you understand what are digital signatures, how is a document digitally signed and how can you close deals faster with digital signatures.

How Proposal Management Software Can Save Time and Increase Sales

We think the right proposal management tool is a collaboration system that allows sales teams to create customized proposals easily. But a proposal builder software is more than this and can help you immensely in multiple ways. Want to make your sales process effective using a proposal software? Then read on.

6 Reasons Your Sales Team Needs Bid Proposal Software

You can build awareness, trust, and rapport with your prospects using the sales proposals that you send. Irrespective of the content, you can do wonders with the sales documents. Unaware of how powerful sales proposals are? Read our blog to decode this sales trend.

5 MSP Sales Mistakes To Avoid

Why do you think customers should buy from you? Or do you market yourself enough to generate leads that satisfy your MRR goal? Are you sales interested than being sales focussed? These are a few mistakes that we help you avoid in our latest blog. So read along!

How To Use Video To Add A Personalized Touch To Your Sales Proposals

Videos in sales proposals deliver valuable context and insights into business processes, enabling prospects to clearly understand the pitch. This blog highlights the different ways of utilizing videos in sales proposal templates, the importance of personalized videos, and more!

What Is A Request For Proposal And How To Choose The Best Proposal To Respond To The Same

What does a company do when looking for a vendor or service provider to work with? It involves sending a Request for Proposal or RFP. But what is RFP, and how can a sales team respond to it to win the business? Read on to what kind of proposals are ideal business winners.

Importance Of A Proposal And Quoting System

Putting together an appropriate, precise, professional sales proposal or quote is perhaps the most important part of the sales cycle. This post highlights the importance of a good proposal and quoting system in winning new businesses.

5 Sales Automation Recipes That You Must Use In Your Sales Flow

Thousands of companies around the world are automating their sales pipeline to save invaluable time and money and ultimately win more business. This post highlights 5 essential elements of the sales flow that can be automated for improved sales results.

Shruti and Rahil's Four Million Dollar Journey

A sneak peek on how Shruti and Rahil successfully grew zomentum from scratch to build a team of 25 employees and raise 4 million dollars in seed funding, despite covid-19.

The 8 Best Proposal Apps to Win Projects and Land New Clients

In case you are stuck with a clunky proposal tool that doesn’t help close deals faster, this post is for you–Here are 8 proposal apps, and a quick look at their features to help you choose the one that can make your proposal process simple and effective.

What is a CRM Software?

Data is analyzed to know customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth: In this blog, we elaborate more on the provided Wikipedia definition of a CRM and its functionalities.

Activities in Pipeline View | Export Product Information to PSAs | View all Past Activities for Every Entity

View all activities with opportunities in Pipeline View. Export Product information to any PSAs without integration. View any changes made to clients and opportunities in the ‘History’ section within your Zomentum account

5 Reasons Why Zomentum's Proposal Builder Is Better Than Most

An MSP who uses Word or PDF to create sales documents is the one who understands the pain of doing so. As simple as the word ‘sales document’ sounds, the more complex is its process of creation. Understanding which, in our blog we let you know 5 reasons why Zomentum stands out!

How To Import Word & PDF Documents Into Zomentum's Proposal Template

As an MSP, Microsoft Word & PDFs have been an integral part of your business. Not just it consumes time, the effort to maintain hard copies is a separate account. But with Zomentum's proposal builder, you can create sales documents in a gist, and this blog is totally for an MSP who is already at it!

The 4 Most Common (And Costly) Errors Found in Proposals and How to Avoid Them

More often than not, it is not about your product/service quality; it is about the proposal you submitted. Here are 4 of the most common mistakes in proposal writing, along with a tip to help you avoid the same mistakes when writing your next proposal.

The 3 Types of CRM Software (And Which Is Right for Your Business)

Businesses often use many CRM tools depending on their needs, as each tool is optimized for a specific set of tasks. This blog highlights the three main types of CRM software and the advantages that each one can bring to your business.

Factors To Consider Before Investing In A Proposal Management Software

Investing in a system that can help improve processes and speed up sales is the ideal route for businesses to win more contracts. Here are the factors that businesses should consider before investing in such a system, in this case a proposal management software.

What Does the Best Sales Proposals Content Have in Common

When a proposal is an important document in the sales cycle, it is reviewed by all decision-makers and stakeholders. It is wise that MSPs craft proposals that are best and informative. In our blog, we list down techniques we learned from our customers to help you create the best proposal.

What Is A Proposal Software?

As an MSP you might have created business proposals using the time-consuming & manual techniques. In our latest blog, we help you understand the usability of a proposal software and how it can help you attend to tasks in a timesaving manner, and cut down on redundant responsibilities.

15 Tools to Help You Easily Manage & Create Proposals in 2020

This time we go vogue and list all the trending proposal software in the market. If you are an MSP or a salesperson looking to ease your proposal and sales documentation process, here's a list of top 15 proposal builders.

The Types of Proposal Template Strategies, And How To Choose The Best One

The concept of business proposal software might seem too much of a task for a salesperson, but trust us, it’s much easier to use when compared to PowerPoint, Word, or Docs. Proposal software is faster and better when used strategically. In our latest blog, we list some proposal template strategies that could be your savior!

Want To Know The Benefits Of Using A Proposal Software? We List 8 Here!

Mostly, the MSPs & salespeople use document editors like MS Word to create their proposals, which is not wrong, but it is difficult. Business owners & sales folks are on the edge to decide on whether to use proposal builders or MS word. In this post, we list down 8 reasons to use proposal software.

Presentation vs. Proposal Software: Which Is Better For Your Sales Proposals?

MSPs and the sales teams have been using PowerPoint to create their sales quotes and documents for decades now. However, the latest trend is the proposal software, which allows sales teams to create personalized and customized proposals. Here, we help you choose the best among the two.

What Is A Business Proposal Software And How To Structure A Proposal?

Drafting a new proposal, especially for one of your hot prospects in a day, might just feel like a daunting task. What should the proposal have? How long should the proposal be? Find answers to these redundant questions in our fresh blog!

6 Reasons Why Your Sales Proposals Don’t Get the Job Done and How to Fix Them

A good sales proposal is a reiteration of whatever has been discussed between a seller and a prospective customer. A bad sales proposal, however, is like a failed marriage proposal; awkward. In our latest blog, we list 6 reasons your sales proposals don’t work and how you can fix them.

6 Ways To Increase The Close Rate Of Your MSP Sales Proposals (+Free Report)

For businesses including MSPs, creating proposals that increase the deal closure rate can be a daunting task. While larger businesses spent years figuring out the answer to the question 'What makes an exceptional proposal?', we built a package on our research into a blog.

9 Awesome MSP CRM Features & Why You Need Them

With over a hundred CRM software options available, how do you know which feature to prioritize over the others in your software selection? We list 9 features of a CRM and elaborate its uses in your daily business to help you select the one that's needed.

Why You Must Use A CRM To Manage Sales

Many organizations realize the need for a CRM, however, there are organizations that despite the realizations have not adopted one, yet. In this blog, we list 5 real-life statistics to help you understand the importance and usability of a CRM.

Custom Fields | Calendar Integration | Product Bunding Enhancements

Custom Fields allow you to add custom data in Zomentum’s CRM Module. Integrate your calendar with your Zomentum account. Create multiple custom product bundles according to requirements.

19 Strategies To Create MSP Sales Proposals That Closes For You [Infographic]

To help you craft your sales proposals in the right tone with best-looking features, we bring to you an infographic with 19 best practices that will improve your sales proposal and help you grow your business.

4 Metrics To Boost Your MSP Sales Pipeline Velocity

Your sales pipeline is efficient only when your prospects move through the stage of the buying process faster, thus helping you predict the future and tweak your strategies for a better turn around. In our latest blog, we list four metrics that will boost your MSP sales pipeline velocity.

7 Effective Ways To Manage An MSP Sales Pipeline

With an extreme grasp on the technological aspects, MSPs are not inclined towards sales & marketing, irrespective of opportunities that can open doors to client base & business requirements. Here, we list 7 ways that will let MSPs administer workflows & service needs.

What's new in Zomentum this April?

It is time for our monthly product update where we fill you in on everything new about Zomentum. Readout this section of the blog to keep yourself updated with the latest additions to your favourite sales software. For anything extra, just get in touch!

A Panel For The Quarantined: Webinar

To help MSPs & the channel partners understand the exposure to COVID-19, and position their business to be resilient in the face of the global threat, Zomentum conducted a webinar with industry experts. Read our blog to enlighten yourself with the learnings.

Why most sales CRM initiatives by MSPs fail?

Over 40 percent of MSPs avoid using CRM software applications. In our latest blog, we list 3 major factors because of which MSPs evade the fundamental cause of a CRM & how Zomentum can be a saviour to bridge the crack.

List of tech tools to enable remote work amid Coronavirus outbreak

As the world prepped to celebrate the advent of 2020, China reported cases of coronavirus. In less than a quarter, the outbreak is uncontrollable; forcing employees to work from home. We list tech tools for our MSPs to enable the employees with productive work from home strategy.

How sales proposals for MSPs should be in 2020?

Sending sales proposals is a crucial stage for salespersons. Most of the time, we consider a perfect sales pitch to be the reason for deal closure. But what if your sales proposal was the one that intrigued your user to sign the contract? To uncover the tips to create an intriguing sales proposal, read our blog.

Why now is a good time to revisit your BCDR as an MSP

With the advent of changing business circumstances and the need for an alternate business continuity plan, it's now or never for modern MSPs to gauge their service capabilities and establish an agreement with customers.

How are fellow MSPs leveraging multiple tools to get a Remote Set-up for clients

Times are changing quickly, and MSPs are choked with continuous requests of a remote work set-up from multiple clients. Between assuring business continuity, answering support tickets and retaining key-value clients; here's a list of a few tried and tested tool hacks that help you do all of this efficiently.

Increase your team's productivity amid the coronavirus outbreak with an effective remote work policy

Amid the novel COVID- 19 pandemic, we list some important factors organizations should implement in their remote working policies for their employees. If you wish to enlighten yourself with certain policies, then read our blog for a better idea.

Why A Managed Services Provider Is Your Saviour

With the technological advancements taking place, the need to continuously evolve your IT infrastructure has become an essential. While handling all aspects of your business seems tiresome, an MSP is your best combatant to not just take care of your IT, but also implement the best of the technologies as per your business needs.

Fix Your MSP Sales Pitch Today!

As an MSP, putting across pragmatic pitches to your customers is better than technology inclined pitches. And while you communicate with your customers, make sure your pitches are not too 'sale-sy' in tone. In our latest blog, we list some ways for you to approach your customers in a better way with intriguing and interactive pitches.

MSP Sales Trends in 2020

As we step into 2020, we see a great shift in the world of MSPs towards making efforts to market and sell their services effectively. And we uncover few unexplored sales trends that every MSPs must adopt. If you are eager to get insights about how you can sell better, then read our blog.

7 Steps for MSPs to help you choose the right prospects

As an MSP, you build a sales pipeline to gather prospects who can be nurtured to become your customers. But what if you fill the sales pipeline with prospects who might never convert or their rate of conversion is less than 10%? Read this blog to understand the concept of selecting ‘prospects’ and not ‘contacts’.

How to drop the leads who don't fit your ideal customer persona?

As an MSP, keeping your sales pipeline full is a habit that you have inculcated. But the prospects you have in your pipeline, are they the ones you are actually looking for? Not all of them in your pipeline are the ‘right’ ones. In this blog, understand how to fill your sales pipeline with ‘hot’ leads and drop the ones that are not ideal.

4-Step Guide To Building An MSP Sales Pipeline

As an MSP, do you have a plan to outline your sales pipeline, yet? Well, the most important step in building a sales pipeline is to ideate how you want it to be once it’s operational. Does everything sound like a jargon? Read the article to understand the importance of a sales pipeline and its benefits.

99 MSP metrics and formulas

What if I told you, you could generate 50% more profit with the same number of employees? That's what the top MSPs in the industry are achieving today. These top providers are not trying something different. Rather they focus on key metrics and priorities that drive massive results. Unlock some of the most insightful metrics that will skyrocket your sales.

9 habits to keep your MSP sales pipeline full

Keeping your sales pipeline full is intriguing, however, as an MSP do you have a solid plan to achieve the goal? In this blog, we list 9 ways which when implemented regularly becomes a habit. And the outcome? A sales pipeline with multiple prospects to deal with.

Customize Sales Pipeline | Saved Blocks | Analytics

Customize your sales pipeline. Add your logo and customized images to your documents. Save information blocks to reuse specific components in documents. Use charts and visualizations and create reports using them. Automate your entire prospect to customer flow with automation

How can emails help MSPs interact & convert better

The average email conversion rate is calculated to be anywhere between 15 to 18 percent. But are the MSPs really coining hard in this range? If you say, yes, you are doing well. But if your answer is a no, get on with this trending & simplest marketing automation technique. In either of the cases, read the blog to understand the prodigies.

MSPs: It's time to ace the referral game

Marketing is tough for MSPs but, referrals are the easiest and inexpensive ways to generate recurring revenue. In this blog, we help MSPs discover and unlock ways to implement referral programs and campaigns, ways to approach your customer base and create a chain of referral reactions.

How to Choose the Right CPQ Software for Your Company?

A CPQ software, which stands for Configure, Price & Quote system, can solve time-consuming sales problems of your business. For companies, where the prices are personalized & configured, a CPQ software will help you analyze the market better & streamline your sales process accordingly.

Secret to making a great MSP sales pitch!

Here are 4 things MSPs must implement to ace their sales pitches. And we're sharing one of them with you. Make your impression in LinkedIn because 62% of decision-makers look for an informative LinkedIn profile before your sales meeting. Check this blog to get a thorough idea of our hacks.

17 Exciting MSP Events in 2020

The evolution of customer expectations for seamless experiences is reducing the chances for MSPs to cope up with the modern trends. Before they realize or adapt to the changes, a newer trend arises. We list a few insightful events that MSPs must attend to keep themselves updated.

Client Onboarding Checklist for an MSP

Rightly said, 'Your first impression is always the last impression'. And while you are client onboarding, a single mistake can cost you dollars. Through our blog understand why client onboarding is a crucial part of your journey and ways to streamline the process.

MSPs: Time to Seize the IoT change

MSPs must always foresee the future and there is no big market trend when compared to the uprising spin of IoT devices. As the trend is taking its shape, learn how to maintain, manage, and monitor the data collected from the IoT devices.

What’s new in Zomentum - December 2019

The new year is here and so is a slew of new features and updates to our product. We are excited to announce these updates aimed at making your sales process more efficient and leverage to your growing sales.

Shut Up & Make A Good Impression

Always remember, preparation is key. Imagine getting into a potential client meeting and you don't know anything about the company or their business needs. You might ramble throughout the meeting, which might not get you a great first impression. This is a situation that can definitely be avoided by following 3 essential steps to making a 1st impression, so shut up and enjoy!

The Quintessential Truth about Selling

The simple, immutable truth is this; selling today is about two things – solving a business problem and solving a math problem. They are both solvable, and yet I know of very few MSPs who actually take the time to solve both. Let’s identify what I mean by each and walk through some simple steps to address each problem.

Importance of sales KPIs For MSPs

Tracking sales alone as a measure of your MSP’s success or growth is not enough. We need to create key indicators that track the behavior required today to make sales tomorrow. Those indicators are what we refer to as Key Performance Indicators (KPIs). Read more to know about the key KPIs that will enable your MSP sales team to grow revenue for your business.

Tips To Become a Smart MSP

As a managed service provider (MSP), there is nothing better than a big market presence, bringing home huge revenue, or gaining enterprise client. However, managing growth doesn’t come easy. Scaling your business and also keeping up with the market trends are challenging. Read more to know how you can become a smart MSP!

The Startup Story of Zomentum

Every startup has a story of its own. Zomentum is the fastest growing MSP based startup built for the Managed Service Provider community. Here, you'll find the interview of the co-founders of Zomentum and their startup's story in a nutshell.

Benefits of Outsourcing IT With A Managed Service Provider

There has been a long-drawn-out debate on what’s more practical, scalable, and cost-efficient for your business — setting up your own in-house IT staff or outsourcing it to a MSP. If you are a large enterprise, it may seem wise to set up your own IT staff in house. But if you do not have the might of a large enterprise, then it is in your best interest that you outsource to an MSP. Read more to know why!

MSP Sales During The Holidays

Holidays can be anything but fun for MSPs. With clients and prospects off vacationing or spending time with their family, we know it's difficult to close the monthly sales. We talked to a few smart MSPs and brought home a few nuggets of MSP sales wisdom for you.

MSP Sales & First Impression

MSP Sales strategies & efforts can be better attained when the sales rep makes a great first impression. Read through some tips which can help you crack better deals & provide positive customer engagement.