Hello! This month we have quite a few new releases, that we believe, will make your selling experience with Zomentum, even more of a delight.
1. ConnectWise as your CRM - Choose this option if you want to manage opportunities in ConnectWise and make it your source of truth. You will only make quotes in Zomentum and push it under Opportunities. In ConnectWise, this option also allows you push quotes under Opportunities in ConnectWise whenever you want.
2. Zomentum as your CRM - Do more with Zomentum. Manage your pipeline and quotes in Zomentum. Send the quote to ConnectWise once it is marked as WON.
Autotask real-time sync is now four times more efficient and integrates as frequently as every 15 minutes as opposed to an hour, any changes you make in Zomentum will be synced to AutoTask real time. Any changes you make in AutoTask will be synced back to Zomentum every 15mins.
Access all Quote line items pushed into Connectwise through Zomentum by accessing the respective pdf attachment that are simultaneously uploaded. These pdfs are also accessible by users who cannot access the Zomentum account.
Seamlessly synchronize product information with ConnectWise as soon as you push Quote for approval in Zomentum.
P.S : You need to select ConnectWise as your CRM to avail this feature. This feature is not available for users who select Zomentum as the CR
Zomentum now provides the option to assign status to all your documents manually.
Easily hide the tax module within your Quote with the click of a button.
Uncover all activity updates with a single consolidated view and stay on top of overdue tasks at all times.
Any opportunity added in Zomentum will reflect in your AutoTask account and can be accessed from the Zomentum opportunity page.
Zomentum now supports a weekly billing period similar to your PSA.
A bunch of new Zaps have been added for you to whiz through new automations with Zapier.
Three new ZapTriggers from Zomentum including Document, Client and Opportunity have been updated.
Zomentum now has Role based permissions to better navigate through the access minefield.
It allows three different roles including Admin, Manager and User.
That’s all with the features and updates we have for October. We will see you soon with a slew of new updates that bring you closer to best in class IT sales experience!