Unify your sales and expand your  revenue

Unify your sales process and take advantage of readily available information to grow revenue using Zomentum and ConnectWise

A sales tool stack that’s tailor-made for MSPs like you

You don’t have to change the way you sell and manage deals, you just improve it with a sales tool that’s tailored to fit your needs. So we’re focused on making Zomentum easy to connect with your PSA and gain more value with your existing PSA information. Accelerate sales productivity by enriching your sales team with rich PSA data.

All of the ways Zomentum can fit into your Sales workflow

Focus On Important Opportunities

Import your important opportunities from ConnectWise based on various filters. Allocate resources based on opportunity stage, opportunity status and market type.

Stay Synchronous

Avoid confusion with one uniform record of all your products and line items in Zomentum and ConnectWise. Create line-items in ConnectWise and use that readily available information to create proposals in Zomentum, win quotes in Zomentum and find the respective line items automatically updated in ConnectWise.

Gain Quicker Approvals

Gain approvals faster with integrated e-sign. Manage deals in your PSA as soon as you win.

All of the ways Zomentum can fit into your Sales workflow

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Make your PSA information work for your sales team

Close more opportunities in less time

Import opportunities and contact information. Configure your sales pipeline and manage everyday sales tasks from a single source of truth.

Get documents signed faster

Fast track sales approvals with integrated e-sign that’s also legally binding. Avoid sales delays by clarifying sales objections in real-time.

Upsell with updated Line Items

Upsell your products with flexible Quotes.
Import products, and line items information directly from ConnectWise.

Filter your opportunities

Help your salespeople spend more time closing important deals. Set filters to send only the important opportunities from ConnectWise into Zomentum. Close more opportunities by focusing on specific deal segments such as deal stage, deal status, and deal type.

Stay updated at all
times

Synchronize information on opportunities, clients and line items. Maintain a single record of information in ConnectWise and Zomentum.

Deliver consistent experience

Make sure that your customers have a consistent experience across sales, quoting and business delivery with seamless data integration between Zomemtum and ConnectWise.

Speed up your sales process to skyrocket revenue

Grow your revenue today with Zomentum and ConnectWise
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