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New implementation
Design the pipeline, required data, catalogue, documents, approvals and connected handovers, then configure and test them against real opportunities.
Zomentum consulting and implementation
Make Zomentum fit the way your MSP sells and delivers
I help MSPs set up, repair and improve Zomentum across products, quoting, approvals, automation and the handover into HubSpot, the PSA and accounting.
- Almost five years inside Zomentum
- Former MSP owner
- New implementations and established systems
From setup or repair to a working quoting process
1Find the real starting point
2Agree process and system ownership
3Prepare data and decisions
4Configure and connect
5Test and hand over
Two common starting points
Start with the work your MSP actually needs
Some teams are implementing Zomentum for the first time. Others already use it but have outgrown the original catalogue, documents, rules or handovers. Both require the sales process and connected systems to be understood before configuration begins.
Existing system
Trace quoting errors, manual work and failed handovers back to the product data, template, permission, automation or integration causing them.
What the work can cover
The practical parts of a reliable quoting process
The scope depends on the process being built or the failure being corrected. Work can stay inside Zomentum or follow the data across the connected stack.
Catalogue and pricing
Clarify product ownership, cost, margin, billing frequency, bundles and the records that need to reach downstream systems.
Quotes, proposals and terms
Build maintainable quote sections, proposal templates, commercial terms and approval steps that reduce repeated manual editing.
Stages, permissions and automation
Align opportunity stages, required information, responsibilities, notifications and actions with the way the team sells.
CRM, PSA and finance handovers
Define what HubSpot, Zomentum, Autotask, HaloPSA, Xero, QuickBooks or another connected platform should own, then correct the supported mappings and workflow between them.
How the work runs
Build or repair the ownership model before adding more automation
Changing fields without deciding which system owns the commercial truth creates another workaround. The work starts with real products, proposals and handovers, then moves into controlled configuration and testing.
Discover and decide
Review the sales route, catalogue, documents, approvals, responsibilities, connected systems and normal exceptions.
Configure and connect
Build or correct the agreed data, templates, stages, rules, permissions, supported integrations and automation.
Test and hand over
Run real opportunities and exception cases, correct defects, document ownership and train the people maintaining the process.
A good fit when
Use this route for a new build or an established system
The scope can start inside Zomentum or follow a failure into the connected stack.
You want the system configured for you
The sales route, catalogue and connected handovers need to be built and tested.
Quotes still need repeated correction
Products, costs, templates or approvals no longer support the current process.
Won deals create incomplete records
PSA or billing records fail after the proposal is approved.
Fit and boundaries
- You want a new Zomentum implementation configured for you
- Quotes still need repeated manual correction
- Products, costs or recurring terms disagree between systems
- Won deals create incomplete PSA or billing records
- The catalogue, proposal structure or approvals are already complex
- Internal time or platform expertise is limited
Implementation and repair in one route
Use this page for both new Zomentum implementations and established systems that need focused repair or improvement.
Frequently asked questions
What does a Zomentum consultant help with?
A Zomentum consultant can design, review and configure product data, quoting, proposal templates, permissions, approvals, workflows and integrations while keeping the wider sales-to-delivery process in view.
Can you help with a new Zomentum implementation?
Yes. The work can include process discovery, catalogue preparation, configuration, proposal templates, approvals, supported integrations, testing, training and handover. The scope depends on the existing data, systems and decisions needed before the build.
Can you help with Zomentum and Autotask or HubSpot together?
Yes. Much of my work covers the ownership and handover between Zomentum, HubSpot and Autotask, including product records, deal context, won-work setup, costs and reporting.
What experience does Ben have with Zomentum?
I spent almost five years at Zomentum in product and solutions roles. I now provide independent consulting based on that experience and my earlier background running an MSP.
Show me what needs building or where the handover is failing
Bring the current sales route, a real proposal or a downstream error. I’ll help you work out whether the next step is definition, implementation or focused repair.