Contracts, Quotations and Proposals
Turn around quick proposals and quotes that convert with our customizable and interactive templates. Source real-time inventory and pricing from vendors and make a fantastic first impression with interactive microsite quotes.
Bring custom distributor feed to Zomentum
Distributors or vendors share pricing and availability data with you through a CSV or XML file via FTP, public link or email. Set up configurations in Zomentum to fetch data from these endpoints.
Send professional quotes to your customers with an embedded e-sign button
Negotiate in real-time with chat feature and keep track of all changes. Show off your tech prowess before you even close the deal.
Manage and Automate Sales
Ensure timely follow-ups and responses with automated email triggers and design customized workflows to save time on administrative tasks.Set automation rules using IFTTT framework and impress your clients.
Reports and Analytics
Create customized reports evaluating sales performance, document conversion, and revenue growth. Uncover insights and create repeatable “sales plays” that win your next deals.
QBRs and Assessments
Become your client’s trusted vCIO with quarterly business reports that demonstrate return on IT investment. Recommend the essential upgrades they need to stay ahead