Despite having access to the wealth of valuable customer information from your CRM, PSA, RMM, and quoting software; many MSPs are unable to take advantage of that data to fuel business growth. Zomentum helps you transcend silos of disparate information and centralize business insights across your sales funnel. Aggregating all the sales-related data in the same platform makes it easier to make decisions that will drive your growth.
Despite having a wealth of valuable customer insights across your CRM, PSA, RMM and Quoting software, as an MSP, you are left unable to take advantage of it to fuel your business growth. Zomentum helps you transcend siloes of disparate information and centralize business insights across your sales funnel. Aggregating all sales data in the same platform makes it easy to derive actionable insights that drive growth.
Use any of the predefined Zomentum reports to quickly create visualizations and gain actionable insights that help you make smarter business decisions.
Create custom reports using a wide array of metrics, specific to your business’s needs to better manage sales processes and your lead funnel.
Zomentum’s intuitive and aesthetic dashboards highlight critical business metrics and eliminate the pain points of normal data collection processes for MSPs.
Use intuitive funnel charts to visualize which quotes or proposals will be successful. Use data to draft proposals that win more deals with the least amount of time and effort.
Use one of the predefined reports to create reports quickly, gain actionable insights fast that fuel smart business decisions.
Create your custom reports from a wide array of metrics specific to your business needs and uncover actionable insights.
Intuitive and aesthetic dashboards that highlight all critical metrics and remove the pain of data collection and transformation to help you report on it. Understand the tasks/activities that are scheduled vs complete in each task, etc.
Close deals faster with integrated legally binding e- signatures. Allow clients to raise any clarification through comments and have your salespeople address client queries in real-time
Track all your important KPIs that contribute towards overall sales growth. Find out what works and take decisive action to grow your business.
Zomentum integrates with the tools MSPs use to run their businesses, including PSA and CRM tools such as Kaseya, Connectwise, and Autotask. Our software also integrates with Zapier to import leads and push deal-related information into the other tools that are part of your MSP ecosystem. Learn more here.