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Subscriptions are the bread and butter of any software-as-a-service (SaaS) business. Savvy SaaS businesses regularly track customer retention, churn, and other essential metrics, but monthly recurring revenue (MRR) ties directly to SaaS profitability.
Discover how Zomentum Connect can help you overcome your billing and license reconciliation challenges easily in your Autotask PSA.
MSP assessments or reports are a compilation of data that provides insights into your work as a managed technology service provider for your client. The right MSP assessment delivers the most impactful information at the right time.
Discover how to connect with buyers and maximize sales using LinkedIn Sales Navigator.
Explore seven tips from our sales experts that’ll have your conversion rates improving in no time.
Discover LinkedIn Social Selling tricks and tips to get more leads, referrals, and clients.
This MSP LinkedIn campaign will help you take a real step towards leveraging those happy clients for referrals.
It’s hard to consider msp sales as a battle but when we acknowledge that we’re in a harder and unfamiliar sales scenario, only then can we prepare to win those deals.
The MSP sales journey starts with a simple but often overlooked first step: setting sales goals. In this blog, Derek Marin shares strategies for effective sales goal setting.
et Insights on your current position among your peers in the market and focus on your business growth.
The best CSPs build their services and cloud solution market around you. Use the list in this post to choose the right CSP billing software for you.
Want to achieve your business goals in 2022? Read our latest blog to see how MSPs can optimize their sales and marketing investments.
Learn the strategies that will allow you to make sure every cent you spend on marketing has a greater chance to turn into revenue.
Learn how to write a proposal that will help you win more deals. This post highlights 12 tips for crafting a winning proposal that will help you close more sales.
Learn how to find the communities that match your ideal persona and where your next perfect customer is hiding.
Understand your customers’ business problems before you make your first pitch. In this post, learn about the value of technology sales assessments for sales professionals and how to make the most of them in your sales process.
Run your cloud subscription business with ease by automating your administrative processes and increasing your gross margin.
The primary reason MSPs get obsessed with their websites is that most don’t know there is an alternative to posting blogs on their website. Find out the blogging tips from Nate Freedman, who has been published in authority blogs over 85 times in the last four years.
Uncover strategies to increase your visibility and identify key competitive differentiators for your business in a crowded MSP market.
Learn how to write a sales proposal that will make your technology services stand out. Check out these ten essential elements for crafting a winning proposal.
Managing invoices manually can become complicated as your company grows, this is where automation comes in. Know more about leveraging automation for your invoice management process and optimizing your billing process.
Taking your MSP business to the next level can be a real struggle. There is something unique about the MSP business model, isn't there? So many things to focus on. At last, you get more clients, and then your top tech hands his notice in. You can't recruit for love or money. You eventually build a great team, then your top client hands their notice in. How can you get that growth, bottom-line profit, and sleep at night with so much to do?
IT experts discuss a powerful marketing and lead generation system, built and applied across multiple MSPs, to help you generate more leads and convert them into clients.
Read the backstory behind the acquisition and why it brings us closer to our vision — the first intelligent Revenue Platform for technology partners.
Key performance indicators (KPIs) are a concrete way to measure your MSP business' health and rate of growth. Here are 8 MSP KPIs you should be tracking to build a successful MSP Business.
This blog will talk about IT process automation and the benefits of implementing it in your IT service business. We’ll also show you how to automate repetitive tasks to streamline workflows so you can be more dynamic and productive.
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If you need to create or manage proposals and contracts, here are nine tools that can help. Read on for more details!
Ready to start the year on a good foot? Understanding these five mistakes can help you avoid them from happening and give you an advantage over your competitors.
The goal for your IT Business should be to maximize net profit while still delighting the clients. MSP Marketing expert Paul Green showcases 5 fundamentals that will help you grow Net Profit.
Are you an MSP who is grappling with the sheer complexity of the SaaS billing process. Don’t let it go unchecked! This article talks about 5 ways you can implement License Reconciliation to improve your MSP business.
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It can be quite a challenge for MSPs to get their sales strategy right. The sales battleground is tough, that’s why every opportunity counts. This webinar is for all MSPs looking to up their sales game.
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How MSPs can use cyber liability insurance to set up a safety net to protect their business in the aftermath of a cyberattack
Retargeting campaigns help you to reach out to your website visitors after they leave your website without buying. These campaigns allow you to retarget your visitors with relevant visual or text ads when they visit other websites. You can set up your retargeting campaign with Google Ads, Facebook retargeting, LinkedIn Ads, and other retargeting advertising platforms. Retargeting builds visibility for your brand and serves as a vital tool to connect with your prospects to increase sales.
Selling MSP services can be unpredictable and long. For some managed services businesses, a laid-back approach can work. Especially those organizations that have more sales opportunities coming in than spots that they have available for new customer onboardings. It's a great strategy to set the expectation early in the process that your MSP is exclusive, and that the customer is the one who is fortunate to have found you.
Cybersecurity advancements have revolutionized breach prevention, but what happens when these protective measures fail? The war against hacking is never-ending, with both sides trying to stay ahead of the other. Although the good side wins a lot of battles, cybercriminals are working just as tirelessly to outpace every new obstacle we throw their way.
It is no secret that a strong sales team fuels long-term growth. But setting up your first team isn't easy. It requires the right mix of strategies, processes, and tools, all driven by the organization's goals and what it wants to achieve. That's why we have our panel of experts sharing their insights on how to get started with building a robust sales team. Catch Jaime Williams and Tom Watson sharing their experiences recruiting a great sales team, setting them up for success, networking tips, and sales enablement strategies that work!
No matter how well-designed your website is people bounce off in seconds. In this blog, we show you how to use Facebook retargeting to stop your traffic from leaking out of your marketing funnel.
It’s time to retire the copy-paste marketing tactics and implement a growth, calm mindset shift that makes you stand apart. In this webinar, we talk with Andrew Moon from Orange Nomad, sharing how an IT Partner’s growth is tied to building scalable solutions for clients. Solving their biggest business problems with your solutions is how you transition from business owner to business consultant. Along the way, you’ll hear multiple anecdotes and real-life examples from Andrew (who successfully ran his own MSP for 10 years) on how to better position your services so you can foster long-term relationships with your customers, while also accelerating your sales and revenue.
Sales and Customer Success are linked. In this blog post, Nate Freedman talks about the importance of having a Customer Success system and how it contributes to growing sales.
C-Level sales is an art. When selling at the CEO or CIO level, you need to speak the language of leadership. In this blog, Jamie presents her ten rules for when MSPs meet with C-Level executives.
As a marketing agency, you are at the forefront of generating leads and business for your MSP clients —and you’re assessed by ROI. However, many agencies are assessed by a metric they have no insight into. To bridge the ROI gap and become revenue growth advisors, you need a sales partner.
Ben Spector, a former MSP owner discusses his experience transitioning from the channel to the vendor side, the importance of implementing a Sales Acceleration Platform, and some sales tips and tricks.
5 useful reasons for MSPs and IT Partners to use CPQ software in their sales quoting process.
Helpful tips and tricks to help MSPs and IT Partners choose the right CPQ software for their business
MSP sales is hard. Learn how CPQ can automate your existing quote sales process and save your business time.
One of the most difficult decisions facing IT Partners is how to set their MSP Pricing. Learn how you can pick the best pricing model for your MSP business.
Learn how to implement a quick, easy, and fool-proof process to create accurate, personalized, and feature-rich proposals and quotes with CPQ software.
Speed up and streamline your sales process with these nine tips. Make each part of your sales process run more smoothly for you and your customers.
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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.
Announcing Zomentum's $13M Series A Funding. A letter from CEO Shruti Ghatge on Zomentum's growth and what lies ahead.
As more businesses become aware of the risks and consequences of cyberattacks, they expect their technology partners to provide the most effective cybersecurity tools and services. Follow these three steps to quickly improve your company's portfolio of effective cybersecurity offerings
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.
Moving on the old methods of gaining new prospects is a must in 2021 if you wish to boost your revenues. Read our MSP Marketing tips to gain insights.
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The new year brings a new set of goals for every MSP business. It's the best time for them to rise to the occasion by avoiding some common mistakes. Read all about it here.
How to soar high against your MSP competitors in 2021? Have a look at these business tips to evolve as a successful managed service providing company.
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.
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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.
The right digital marketing strategy can be a tricky decision. In this blog post, learn about the six of the most effective ways to use digital marketing to grow your technology service business.
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Zomentum brings in more features to its existing sales pipeline management system. Know how these fit into your MSP business needs.
Struggling to create e-signatures on your business documents with MS Word? Read this blog to solve your woes.
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.
Learn why monitoring your monthly recurring revenue (MRR) is essential to achieving your business goals as an MSP. We also share tips on how you can increase your MRR and grow your business. See how you can monitor MRR for growth.
Choose information to sync between Autotask and Zomentum. Ability to sync CW product fields with Zomentum's products. Fill all the merge tags at once. Push data to Syncro when a document is marked ‘Won’. Syncro estimates are marked ‘Approved’ when pushed from Zomentum.
Learn how to overcome the four most common sales challenges service providers face so you can increase your monthly recurring revenue.
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!
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.
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.
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.
It's no secret that CRMs are powerful tools for sales organizations of all sizes. But did you know that they can be especially beneficial for technology service providers? Learn seven reasons why tracking deals with a CRM is essential for any professional technology business looking to grow.
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.
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.
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.
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!
Add a personal touch to your sales proposals with customized videos. Learn how they increase engagement, build trust, and improve prospect relationships.
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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.
When you're running a technology services business, the quality of your quotes can make or break your sales. Learn why a proposal and quoting system is essential to making sales and which features should be included.
Automating your sales process can improve efficiency and free up time for more important tasks. Find out how sales automation can help you achieve your goals.
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.
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.
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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.
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
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!
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!
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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.
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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.
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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.
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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.
Proposals can be an invaluable tool for salespeople and entrepreneurs. Discover the value of proposal software and how it can benefit your business.
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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.
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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!
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.
Sure. You’ve created proposals in presentation software, like PowerPoint, but what about proposal software? This post explains the pros and cons of each so you can make the best decision for your business.
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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!
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.
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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.
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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.
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 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.
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.
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