Zomentum
3 Case Studies
A Zomentum Case Study
Steve Dempsey, Principal of NeoTech Networking LLC, needed a faster, more repeatable way to create quotes and proposals after relying on time-consuming Microsoft Word templates. As a growing MSP he required a quoting tool that integrated with Autotask (and QuickBooks) to streamline billing and improve sales productivity, so he turned to Zomentum.
Zomentum delivered a quoting solution with Autotask integration and optional add‑ons that let customers self‑configure orders, enabling NeoTech to upsell easily—boosting some deals from about $1,000 to over $2,500. The Zomentum/Autotask connectivity sped up quote signings, improved sales workflow, reduced manual work, and allowed NeoTech to cancel other subscriptions, unlocking the full potential of their PSA.
Steve Dempsey
Principal