Remove the manual processes associated with billing, licensing, and invoicing. Automate PSA contract updating, so you don’t lose revenue on unbilled licenses.
No need to depend on any native distributors for syncing contract data on PSA. Zomentum is integrated with PSA like Autotask and Connectwise.
The license data for your clients is securely synced with native and API integrations with vendors such as Microsoft, Google, Bitdefender, and more.
Keep up to date with the licenses being added or removed from your tenant accounts through weekly or daily summary reports.
Duplicate data or different line items in PSA and invoices
Every month end tedious contract updating in PSA for invoicing
Losing profits and revenue on unbilled licenses
Track your client's licenses, optimize license use, and stay compliant. Without any hassle manage the number of licenses, exclude free units or add line items as required.
All vendor APIs are integrated, and licenses are automatically synced. Generic licenses you can import from your vendor through CSV or Excel files with licensing information.
By identifying all unbilled licenses, Zomentum ensures that they are pushed so that you do not lose revenue
Streamline your billing process while automatically synchronizing your customer licensing information to your PSA. Zomentum prevents revenue leakage by providing all-around visibility into pricing and billing.
Ensure timely follow-ups and responses with automated email triggers and design customized workflows to save time on administrative tasks.
Eliminate the need for multiple tools by adding Zomentum's sales automation platform
Design proposal quotes and proposals
Convert opportunities into revenue
Automate all repetitive sales workflows
Analyze sales pipeline health
Discover up-selling opportunities during the sales process, and QBR
Zomentum for vendors is potentially one of the most impactful tools the channel has seen. The ability for vendors to provide support, content, and direction to channel partners where and when they need it allows us all to win more together, drive better security and do so seamlessly. This changes everything, which is why SaaS Alerts decided to become an early adopter.
After a long search for a sales automation & quoting solution, after a Zomentum Grow demo we were quickly impressed with its simplicity, feature set and integrations with critical MSP services, such as Etilize, distributors and PSAs.We have converted a fairly manual, rigid, labour intensive process to one that is far more streamlined, automated and significantly easier to onboard (and retain) employees onto.
The speed my staff and I can generate proposals and quotes. The ability to have the client adjust them to suit their requirements. The fact we can make great looking and professional proposals.The integration to our PSA (Autotask) is nice and allows us to ensure we end up billing exactly what we have quoted. We can also create videos to talk through the more complex proposals and integrate them into the actual proposal too.
While using Zomentum, I have the ability to send a customer quote for one laptop and my proposal goes from $1,000 to over $6,200 because the client has the ability to change the quantity of the items ordered. It also allows our clients to add or upsell items such as monitors, docking stations and wireless combos on their own.
The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.
Zomentum makes it so quick and easy to create proposals that previously took a ton of time. The option of having my document templates built into the Zomentum platform or using pre-built global templates makes producing quotes for any service or hardware pretty straightforward. In addition, the platform’s inbuilt Etilize integration has made it a breeze to search and choose services or hardware with a specific distributor.
We've synchronized 7,162,000+ licenses and plugged $45 million revenue leaks for partners!