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Zomentum is a comprehensive sales automation and management platform designed to streamline workflows and enhance productivity for businesses. It offers a range of features that help users manage opportunities, documents, and contacts efficiently. The app allows for easy sorting and searching of these elements, making it simpler to locate specific items quickly.

Key features of Zomentum include advanced custom field management, such as multi-select and hyperlink fields, which enable users to organize data effectively and integrate it seamlessly with other platforms. The platform also supports enhanced product catalog search and filtering, allowing users to find products more quickly and accurately. Additionally, Zomentum provides robust integration capabilities with various third-party systems, ensuring smooth data synchronization and workflow automation.

Zomentum's approval workflow system allows for granular rule configurations, automating complex approval processes while maintaining compliance and control. The platform also offers features like quote block customization, allowing users to personalize quotes with solid colors and gradients for a more professional appearance. Furthermore, Zomentum supports real-time sync with several PSA and marketing tools, ensuring consistent data across all connected systems.

Overall, Zomentum is designed to optimize sales processes by providing a clean and organized database, streamlined workflows, and enhanced usability. Its features aim to improve productivity and efficiency in managing sales operations, making it a valuable tool for businesses seeking to streamline their sales management.

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

Categories:

Business

Customer Revenue Optimization Software

Proposal Software

Website: zomentum.com

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