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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 Velocify?

Succeeding in today's mortgage market requires a well-organized and sophisticated sales approach. Velocify®, a component of the ICE Mortgage Technology™ Platform, leverages the capabilities of sales automation to improve your team's efficiency and maintain their focus on revenue-generating activities. By optimizing and executing your customized sales process within Salesforce, your sales team, Salesforce admins, and loan officers will be significantly empowered to grow the business and secure more loans. This integration transforms your Salesforce framework into a powerful asset for lead generation, deal closure, and the creation of valuable reports. Are you ready to elevate your lead conversion rates by an astonishing 400%? Gain access to mortgage leads from over 1,400 connected sources, automatically distribute new leads, reassign those that haven’t been acted upon, prioritize communications with potential clients, and craft individualized sales workflows to ensure timely follow-ups for all leads. By swiftly addressing urgent inquiries, you can implement more effective sales strategies, ultimately resulting in a higher volume of closed loans, which fosters enhanced profitability and expanded growth prospects for your enterprise. In the competitive landscape of mortgages, adopting these strategies is essential for staying ahead of the curve.

Media

Media

Integrations Supported

Keap
Datto SaaS Defense
Zapier

Integrations Supported

Keap
Agent Legend
BoldLeads
Botsplash
Campus Cloud Services SIS
Constant Contact
Conversica
FlowUp
Formstack Documents
Gong
LeadsBridge
LenderHomePage
LendingWise
ProspectBoss
TrueDialog
Ytel
iContact
truDigital

API Availability

API Availability

Pricing Information

$99/month (up to 2 users)
Zomentum is priced at $99/month (up to 2 users). Every additional user is billed at $29/month.

Pricing Information

$60 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

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

ICE Mortgage Technology

Date Founded

2000

Company Location

United States

Company Website

www.icemortgagetechnology.com/products/velocify

Categories and Features

CPQ

Approval Workflow
Guided Selling
Proposal Generation
Quotes / Estimates
Renewal Management

CRM

Calendar/Reminder System
Document Storage
Internal Chat Integration
Lead Scoring
Quotes / Proposals
Segmentation
Task Management
Territory Management

Lead Management

Not specified

MSP

Billing & Invoicing
CRM
Dashboard
Live Chat
Scheduling

Proposal Management

Calendar Management
Collaboration
Contact Management
Electronic Signature
Knowledge Library
Pipeline Management
Revision Management
Task Management
Templates

Quoting

Not specified

Sales Acceleration

Not specified

Sales Analytics

Not specified

Sales Enablement

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Proposal Management

Categories and Features

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Lead Distribution
Pipeline Management
Source Tracking

Lead Scoring

Not specified

Sales Acceleration

Not specified

Sales Gamification

Not specified

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