Sync your Customer and Quote Data with Zomentum Grow and HaloPSA
Streamline Sales Process for easier Customer Management
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Sync your Customer and Quote Data with Zomentum Grow and HaloPSA
Streamline Sales Process for easier Customer Management
Eliminate numerous tools! Zomentum Grow is an all-in-one solution designed to maximize your revenue.
Eliminate numerous tools! Zomentum Grow is an all-in-one solution designed to maximize your revenue.
No hopping between HaloPSA & Zomentum Grow
All customer and quote-related information is transferred automatically in real-time between Zomentum Grow and HaloPSA. No manual intervention is needed.
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Drive sales with a seamless flow of Quote line data
Create quotes and proposals, manage your sales pipeline, and close more deals in Zomentum. Once converted, all customer data associated with the quote, including company, client details, and all line items, seamlessly move into HaloPSA. Next, push your deals for various onward processes like implementation, ticketing, project management, billing, etc.
Create new opportunities and grow revenue with existing customers
Automatically import all your existing customer data including contact, address, social media, and other details into Zomentum Grow. Easily manage your QBR process and drive more revenue from your existing clients.
No hopping between HaloPSA & Zomentum Grow
All customer and quote-related information is transferred automatically in real-time between Zomentum Grow and HaloPSA. No manual intervention is needed.
Drive sales with a seamless flow of Quote line data
Create quotes and proposals, manage your sales pipeline, and close more deals in Zomentum. Once converted, all customer data associated with the quote, including company, client details, and all line items, seamlessly move into HaloPSA. Next, push your deals for various onward processes like implementation, ticketing, project management, billing, etc.
Create new opportunities and grow revenue with existing customers
Automatically import all your existing customer data including contact, address, social media, and other details into Zomentum Grow. Easily manage your QBR process and drive more revenue from your existing clients.
Make your PSA information work for your sales team
Close more leads in less time
Import opportunities and contact information. Configure your sales pipeline and manage everyday sales tasks from a single source of truth.
Get documents signed faster
Fast track sales approvals with an integrated e-sign that’s legally binding. Avoid sales delays by clarifying sales objections in real-time.
Upsell with ready-to-use quotes
Upsell your products with flexible Quotes. Import products and pricing information directly from HaloPSA
Improve sales productivity
Get all products, quotes, and bundles as configured in HaloPSA. Help your salespeople spend more time closing deals and less time configuring prices.
Stay updated at all times
Synchronize pricing information on all quotes and bundles. Receive all opportunity information in HaloPSA as soon as a deal is marked won in Zomentum Grow.
Deliver consistent experience
Make sure your customers have a consistent experience across sales, quoting and business delivery with seamless data integration between Zomemtum Grow and HaloPSA.
Get the Only Sales Acceleration Application Natively Integrated with HaloPSA
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