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

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

See activities in the pipeline view

Now you can see all the activities assigned to you and edit them directly from your opportunities section's pipeline view. That means you no longer need to go into each opportunity page to make edits or update your tasks & meetings, saving time and making it simpler for the sales team to manage their activities.


See Activities In The Pipeline View
See Activities In The Pipeline View


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How does it help?

All your opportunities and activities visible at the same plece mean, less time navigating between sections to make sure all activities have been completed. I.e.

  1. Faster sales process with minimum navigation 
  2. Easy prioritisation with simplified visibility of tasks
  3. Better and cleaner data 


Export Product from Zomentum 

Need to update your PSA, but do not want to use an integration?

The latest update to Zomentum's integration and export capabilities would allow you to update your 3rd party systems by downloading all the products(live), clients, contacts and opportunities(coming soon) into a CSV  and uploading it into your PSA, making sure both Zomentum and your PSA remain in-sync.


Export Product from Zomentum
Export Product from Zomentum


How does it help?

Not all PSA’s and 3d party tools have the ability to integrate with a sales platform like Zomentum (though our Zapier integration makes that really hard). In such cases an export capability makes sure that

  1. All tools including Zomentum are sync with each other
  2. Negates the need for custom integration
  3. Keeps billing and customer payments in check 


See all past activities for every entity 


Any activities and changes made to your opportunity and clients were always tracked, now Zomentum also allows you to view these activities for each of the entities within your Zomentum account. That is, now you can view the changes made to opportunities and clients in their respective sections from within your Zomentum account.


See All Past Activities For Every Entity
See All Past Activities For Every Entity



How does it help?

A historic view of entity wise activities allows you to keep track of changes (authorized or unauthorized) that might have been made to the data present in your Zomentum account. 

‚Äć

If you'd like to experience the entire platform, schedule a demo with us.

SEO for MSPs PPC for MSPs
Definition Optimizing your website to rank organically in search engine results pages (SERPs) without paying for clicks. Paying for advertisements that appear at the top of SERPs, and you're charged each time someone clicks on your ad.
Cost Generally, lower cost as it's based on time and effort to optimize your website. Can be expensive, as you pay for every click on your ads, and costs can add up quickly.
Time to Results Takes time to see significant results, often several months to gain visibility in organic listings. Provides immediate results; your ads can start generating traffic and leads as soon as your campaign is live.
Sustainability Sustainable over the long term if you consistently maintain your SEO efforts. Reliant on a continuous budget; traffic stops when you stop paying for ads.
Click Quality Usually, it has higher click quality as users find organic results more trustworthy and relevant. Click quality can vary, and not all clicks may lead to conversions, potentially leading to a wasted budget.
Competition Competing with other websites for organic rankings, but the playing field can be more level. Competing with other businesses for ad placements can be fierce, and costs can rise in competitive markets.
Targeting Options Limited control over specific keywords that drive traffic; relies on keyword optimization. Precise control over keywords, demographics, and location targeting, allowing for more precise audience reach.
Performance Tracking Tracking and measuring results can be challenging, but tools like Google Analytics can help. Easily track and measure performance with detailed metrics and conversion tracking tools.
Long-term Strategy Builds a strong online presence and brand authority over time. Effective for short-term goals and promotions but doesn't contribute to long-term organic growth.
Click Costs No direct click costs; traffic is "free" once you've optimized your site. Direct click costs are associated with each visitor who clicks on your ad.
Advertisements vs. Organic Results Focuses on achieving high rankings in organic search results. Focuses on paid ads displayed above organic results.
Keyword Research Important for optimizing content and targeting relevant keywords. Crucial for selecting the right keywords and managing bidding strategies for ad campaigns.
Activities in Pipeline View | Export Product Information to PSAs | View all Past Activities for Every Entity
Activities in Pipeline View | Export Product Information to PSAs | View all Past Activities for Every Entity

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

3 women discussing whats new

See activities in the pipeline view

Now you can see all the activities assigned to you and edit them directly from your opportunities section's pipeline view. That means you no longer need to go into each opportunity page to make edits or update your tasks & meetings, saving time and making it simpler for the sales team to manage their activities.


See Activities In The Pipeline View
See Activities In The Pipeline View


‚Äć

How does it help?

All your opportunities and activities visible at the same plece mean, less time navigating between sections to make sure all activities have been completed. I.e.

  1. Faster sales process with minimum navigation 
  2. Easy prioritisation with simplified visibility of tasks
  3. Better and cleaner data 


Export Product from Zomentum 

Need to update your PSA, but do not want to use an integration?

The latest update to Zomentum's integration and export capabilities would allow you to update your 3rd party systems by downloading all the products(live), clients, contacts and opportunities(coming soon) into a CSV  and uploading it into your PSA, making sure both Zomentum and your PSA remain in-sync.


Export Product from Zomentum
Export Product from Zomentum


How does it help?

Not all PSA’s and 3d party tools have the ability to integrate with a sales platform like Zomentum (though our Zapier integration makes that really hard). In such cases an export capability makes sure that

  1. All tools including Zomentum are sync with each other
  2. Negates the need for custom integration
  3. Keeps billing and customer payments in check 


See all past activities for every entity 


Any activities and changes made to your opportunity and clients were always tracked, now Zomentum also allows you to view these activities for each of the entities within your Zomentum account. That is, now you can view the changes made to opportunities and clients in their respective sections from within your Zomentum account.


See All Past Activities For Every Entity
See All Past Activities For Every Entity



How does it help?

A historic view of entity wise activities allows you to keep track of changes (authorized or unauthorized) that might have been made to the data present in your Zomentum account. 

‚Äć

If you'd like to experience the entire platform, schedule a demo with us.

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