Unify Sales and Expand Revenue With HaloPSA and Zomentum

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.

The speed at which Zomentum helps us close proposals has enabled us to stream our work. Even down to sending proposals whilst in the meeting. Prospects like the way we work.

Helps create and manage prospect lifecycles. Zomentum gives our entire team a clear view of where each prospect stands and the next steps for each opportunity.

It allows for Sales to record the opportunity status by which tile you present the opportunity under, this hugely helps with Management being able to follow the opportunity status without chasing Account Management. In the notes section, it provides evidence of emails sent out to the client and their responses, this makes it easier to find evidence of the electronic trail instead of searching through emails.

It allows us to generate professional proposals using its templates feature quickly, reminds us to stay on top of existing documents that have had little activity and automates the process from Sale to Delivery with its integration to our PSA. We have struggled in the past to have a real sales process, Zomentum gave us a structure to follow meaning we have been able to increase our sales opportunities