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What is Zomentum?

Zomentum is a specialized sales acceleration platform tailored specifically for IT partners, integrating pipeline management, proposal and quote generation, sales automation, and comprehensive reporting and analytics to facilitate seamless sales for managed service providers (MSPs). With Zomentum, users can produce documents 70% faster, boost deal values by up to 600%, and enhance conversion rates significantly. Currently, thousands of MSPs leverage Zomentum to enhance their revenue streams, shorten sales cycles, and streamline the purchasing experience. Our platform has helped customers generate nearly $100 million in total revenues. We are dedicated to cultivating a reliable network of IT partners, fundamentally transforming the IT procurement process for small and medium-sized enterprises globally, ultimately driving efficiency and growth in the sector.

What is Boxxstep?

The engagement platform tailored for buyers is essential for connecting sales teams with the various buying committees of their clients. Typically, purchasing decisions are made by a wide array of individuals from multiple departments within an organization, and this committee can often be more extensive than anticipated. Understanding, assisting, and extracting insights from these key stakeholders is crucial for influencing your present success and future opportunities. Are you familiar with the specific challenges and needs that your prospective clients encounter? What methods do you use to gather and systematically arrange this vital information? The decision-making process for your prospects can be complex and fraught with difficulties; what tactics can you employ to help them and reduce the likelihood of them choosing to remain inactive? Identifying the members of the buying committee is essential; knowing their roles, reporting lines, and the internal dynamics at play can significantly impact your approach. What are the priorities and concerns of these individuals? The group responsible for making purchase decisions generally consists of a variety of buyers, including executive, economic, technical, and user buyers, each bringing their distinct viewpoints and priorities to the table. By acknowledging the significance of these varied roles, you can more effectively customize your strategies to address their collective requirements, which is vital for fostering successful engagement. Ultimately, understanding these dynamics will empower you to facilitate smoother interactions and drive more effective decision-making.

Media

Media

Integrations Supported

Autotask PSA
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
Datto SaaS Defense
Kaseya BMS
Keap
Microsoft Dynamics 365
Salesforce
Zapier

Integrations Supported

Autotask PSA
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
Datto SaaS Defense
Kaseya BMS
Keap
Microsoft Dynamics 365
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$99/month (up to 2 users)
Free Trial Offered?
Free Version

Pricing Information

$126 per user per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zomentum

Date Founded

2018

Company Location

United States

Company Website

zomentum.com

Company Facts

Organization Name

Boxxstep

Date Founded

2016

Company Location

United Kingdom

Company Website

www.boxxstep.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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