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Apex Computing’s Success Story: Simplifying Proposal Processes
See how Apex Computing turned documentation hurdles into seamless workflows by adopting Zomentum’s platform, enhancing efficiency, and strengthening client relationships
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About Company
Apex Computing Services, founded in 2002, is a trusted IT support provider based in Manchester. Serving businesses and schools across the North West, they specialize in delivering tailored, future-ready IT solutions that drive efficiency and security. With a robust portfolio of services, Apex Computing serves organizations of all sizes, helping them tackle IT challenges—from day-to-day support to strategic technology planning. The company’s offerings encompass managed IT support, cybersecurity solutions, cloud services, infrastructure setup, and network management, ensuring their clients have the digital backbone needed to operate efficiently and securely.
The Challenge
- Apex Computing needed an efficient way to manage proposals, quotes, and contracts while enabling seamless integration with their PSA (Autotask) and distributor networks for inventory updates.
- The company wanted to simplify its documentation and feedback process, from creating business cases to receiving client feedback, while tracking project progress in real-time.
The Solution
- Apex Computing chose Zomentum to handle its end-to-end documentation process. Zomentum's platform allowed them to build proposals, create business cases, and track document engagement, while also integrating with Autotask and distributor networks for accurate inventory and pricing.
- With Zomentum, Apex Computing gained a robust solution for creating interactive proposals, attaching quotes directly, and allowing clients to edit and provide feedback. This made the entire proposal process feel like a live, collaborative experience.
The Results
With Zomentum, Apex Computing was able to:
• Streamlined Proposal Process
Apex Computing has reduced time spent on creating proposals by leveraging Zomentum’s intuitive tools for building proposals and business cases.
• Real-Time Document Insights
With Zomentum’s document insights, Apex Computing tracks clicks, open rates, and feedback, allowing their team to make data-driven decisions and close deals faster.
• Smooth Integration with Autotask and Distributors
Zomentum’s integration with Autotask PSA and global distributors has simplified Apex Computing’s product management. They can now pull in products and services from their inventory directly into proposals, with real-time stock and pricing.
• Enhanced Client Interaction and Satisfaction
Clients can now interact with proposals, offering a personalized and collaborative approach that fosters trust and accelerates decision-making.
"Zomentum transformed our document process, making it easy to create proposals, track projects, and integrate with Autotask and distributors. It allows real-time customer interaction on proposals, streamlining everything from creation to billing."
Most used features
Business Challenges:
- Apex Computing faced inefficiencies in their proposal, quote, and contract processes, relying on manual systems that lacked interactive capabilities and integration options.
- Apex Computing struggled with document management, needing a solution to consolidate proposal creation, feedback tracking, and integration with existing systems like Autotask for a smoother workflow
Business Outcome:
- By integrating Zomentum, Apex Computing now creates interactive proposals, tracks document engagement, and leverages distributor integrations—all in one platform.
- With Zomentum, Apex Computing significantly improved client satisfaction through interactive proposals and streamlined processes, leading to faster deal closures and a more cohesive document flow.
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