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Zomentum For Partners
Automate Quoting to e-Sign to Billing in One Platform
Track opportunities, build proposals and quotes, get e-sign, collect payments, manage recurring contracts and automate all of this and more!
4000+ Partners rely on zomentum to enhance their sales.
Teams That Use Zomentum See Results
3 Mins
$400M
5X
70%
Save Time and Increase Margins by Simplifying each Step of Selling, Onboarding and Booking Revenue from Customers.
We’re rated 4.6. on G2
Contracts, Quotations and Proposals
Turn around quick proposals and quotes that convert with our customisable and interactive templates. Source real-time inventory and pricing from distributors and make a fantastic first impression with interactive microsite quotes.
Vendor License Reconciliation
Streamline your billing process while automatically synchronising your vendor licensing information to your PSA. Zomentum prevents revenue leakage by providing all-around visibility into pricing and billing.
Manage and Automate Partner Sales
Ensure timely follow-ups and responses with automated email triggers and design customised workflows to save time on administrative tasks.
Create End-to-End Funnel Reports
Download reports evaluating sales performance, document conversion, and revenue growth. Uncover insights and create repeatable “sales plays” that win your next deals.
Realize the Power of a Well-connected Tech Stack
Zomentum has 50+ well-functioning and relevant integrations providing a single, authentic source of truth. This helps to align teams, eliminate conflicts and drive revenue predictability. Zomentum integrates with your existing tech stack to free your team of time-consuming tasks and data transfer errors.
Simplify your Sales Process, Reduce Redundant Tasks, and Improve Efficiency
Improve productivity and keep opportunities moving from one stage to another with powerful automation.
$400M
70%
See What Our Customers Say About Us
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 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.
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
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
From days to minutes! Zomentum has revolutionized our sales process, allowing us to generate quotes and obtain digital signatures on contracts, MSAs, and terms and conditions at an unprecedented speed. Zomentum has streamlined our operations and brought efficiency to our workflows.
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
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 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.
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
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
From days to minutes! Zomentum has revolutionized our sales process, allowing us to generate quotes and obtain digital signatures on contracts, MSAs, and terms and conditions at an unprecedented speed. Zomentum has streamlined our operations and brought efficiency to our workflows.
We Have Been Recognised by the Industry for Our Partner-first Approach
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