Helps standardize quoting process. Set default margins at administrative level. Pulls product, pricing, and availability from each of our distributors. Won quotes sync to our PSA and financial system automatically. Excellent technical support.

The speed at which we can put together a quote or proposal using integrations such as Etilize. We like being able to have our prospects sync from our Marketing CRM into Zomentum and then into our PSA for management.

Specifically, I like dashboard of Zomentum Partner-Align where data about partner’s performance is presented in the most convenient manner and its legibility depends on how partners have configured it; ability to connect Zomentum Partner-Align with several CRM systems which reduces the issue of data inapt synchronization; lead tracking in real time that contributes to the maximization of sales; and sales optimization and better clarity in overall work.