Most CRM systems make it impossible to sell in a manner that makes sense for MSPs. Zomentum makes it easy to set up a sales pipeline, manage contact information, assign tasks, track the status of various proposals, and get timely approval notifications in a single platform. You as an MSP can also create powerful sales funnel management processes that drive momentum in your business growth.
Most CRM systems that you use make it impossible to sell to your clients in a way that makes sense for your MSP business. Zomentum makes it easy to set up your sales pipeline, manage contact information, assign sales tasks, track proposal status and get timely approval notification under one platform. Create powerful sales funnel management processes that bring momentum to your business growth.
Configure each stage of your sales pipeline to address your unique business needs. Move deals across every stage with an intuitive drag and drop interface.
Track and note all lead-related information, including calls, email messages, and events in a single place. Never miss an opportunity and win more clients with timely follow-up tasks.
Keep track of important activities based on their priority and status. Complete tasks on time so your sales process runs smoothly. Complete all activities from a single page, without having to switch between views or tabs.
Create and configure as many pipelines as needed based on your desired business goals and customer experience. Set up specific sales processes to upsell and cross-sell your services.
Configure every stage of your sales pipeline as per your business needs. Move deals across every stage with an intuitive drag and drop interface. Get a Single page view of all your opportunities and associated tasks. Highlight opportunities that are unattended and assign tasks. Stay on top of important opportunities, complete tasks, create activities, move opportunities and win more deals in less time.
Track and note all opportunity information such as calls, emails, and events in a single place. Never miss an opportunity and win clients with timely follow-ups. Schedule tasks, meetings and emails, set up timely reminders for activities. Take quick notes, to make sure that you never miss anything.
Keep track of important activities based on priority and status. Assign owners and ensure they complete tasks on time so that your sales process runs smoothly. Completing all the activities from a single page without having to switch between views or tabs. Hover over any opportunity or client and get information straight from the activities page.
Visualize opportunities as they move through multiple stages of a sales process. Create and configure as many pipelines as you need; depending on your goal and the customer journey. Set up specific sales processes to upsell and cross-sell your services.
Many of the most popular applications MSPs employ are not designed to help you sell better. Spreadsheets and PSAs are good, but inflexible repositories for your valuable client data. Why not upgrade to a sales funnel management tool that consolidates all sales activities in one place? Zomentum makes that happen and allows you to stay on top of critical objectives like growing sales, Monthly Recurring Revenue (MRR), and profitability.
Zomentum connects with your PSA and management tools including Connectwise and Autotask, bringing all your client and sales information into a single platform. With the Zapier integration, you can also import leads from marketing and process automation applications that are a part of your sales ecosystem.
Use recurring templates for sending quick follow-up messages and personalize your emails with merge-tags.
Receive alerts on unscheduled activities and for overdue tasks. Get timely update notifications related to important sales goals.
Keep track of all opportunity-related information in a single activity feed.
Import data related to opportunities in bulk into Zomentum using common Excel and CSV formats.
Quickly find information using an easy to access global search function.
Stay on top of all incoming and outgoing email communications with each individual sales opportunity.
Send and receive all communications in Zomentum using the two-way sync function.
Send and receive email messages using registered aliases.
Zomentum’s secure two-factor authentication process bolsters MSP’s data security efforts.