What users are saying about
52 Ratings
2 Ratings
52 Ratings
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Score 8.2 out of 100
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.3 out of 100

Likelihood to Recommend

SalesOutlook

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way.I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
Ejaz Hussain | TrustRadius Reviewer

Zomentum

Any next-gen MSP should be utlizing Zomentum to elevate their sales game.
Gregory McKiernan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

SalesOutlook
8.9
Zomentum
Customer data management / contact management
SalesOutlook
9.7
Zomentum
Workflow management
SalesOutlook
9.5
Zomentum
Territory management
SalesOutlook
9.0
Zomentum
Opportunity management
SalesOutlook
8.0
Zomentum
Integration with email client (e.g., Outlook or Gmail)
SalesOutlook
9.7
Zomentum
Contract management
SalesOutlook
9.0
Zomentum
Quote & order management
SalesOutlook
9.0
Zomentum
Interaction tracking
SalesOutlook
7.3
Zomentum
Channel / partner relationship management
SalesOutlook
8.7
Zomentum

Customer Service & Support

SalesOutlook
7.2
Zomentum
Case management
SalesOutlook
7.5
Zomentum
Call center management
SalesOutlook
5.5
Zomentum
Help desk management
SalesOutlook
8.5
Zomentum

Marketing Automation

SalesOutlook
7.0
Zomentum
Lead management
SalesOutlook
7.0
Zomentum
Email marketing
SalesOutlook
7.0
Zomentum

CRM Project Management

SalesOutlook
7.6
Zomentum
Task management
SalesOutlook
8.3
Zomentum
Billing and invoicing management
SalesOutlook
7.0
Zomentum
Reporting
SalesOutlook
7.5
Zomentum

CRM Reporting & Analytics

SalesOutlook
7.9
Zomentum
Forecasting
SalesOutlook
8.0
Zomentum
Pipeline visualization
SalesOutlook
8.5
Zomentum
Customizable reports
SalesOutlook
7.3
Zomentum

Customization

SalesOutlook
7.3
Zomentum
Custom fields
SalesOutlook
8.0
Zomentum
Custom objects
SalesOutlook
6.0
Zomentum
Scripting environment
SalesOutlook
7.0
Zomentum
API for custom integration
SalesOutlook
8.0
Zomentum

Security

SalesOutlook
8.0
Zomentum
Single sign-on capability
SalesOutlook
8.0
Zomentum
Role-based user permissions
SalesOutlook
8.0
Zomentum

Social CRM

SalesOutlook
8.2
Zomentum
Social data
SalesOutlook
8.0
Zomentum
Social engagement
SalesOutlook
8.3
Zomentum

Integrations with 3rd-party Software

SalesOutlook
7.5
Zomentum
Marketing automation
SalesOutlook
8.5
Zomentum
Compensation management
SalesOutlook
6.5
Zomentum

Platform

SalesOutlook
7.0
Zomentum
Mobile access
SalesOutlook
7.0
Zomentum

Proposal Creation & Organization

SalesOutlook
Zomentum
8.0
Proposal branding
SalesOutlook
Zomentum
10.0
Proposal templates
SalesOutlook
Zomentum
10.0
Proposal content library updates
SalesOutlook
Zomentum
10.0
Guided proposal creation
SalesOutlook
Zomentum
5.0
Searchable proposal database
SalesOutlook
Zomentum
5.0

Proposal Collaboration & Workflow

SalesOutlook
Zomentum
8.4
RFP management & response
SalesOutlook
Zomentum
5.0
Proposal collaboration & approval
SalesOutlook
Zomentum
8.0
User permissions/proposal editing controls
SalesOutlook
Zomentum
10.0
Sales proposal workflow
SalesOutlook
Zomentum
10.0
Proposal automation user interface
SalesOutlook
Zomentum
9.0

Proposal Delivery

SalesOutlook
Zomentum
8.0
Proposal distribution
SalesOutlook
Zomentum
10.0
Interactive proposals
SalesOutlook
Zomentum
10.0
Proposal content tracking
SalesOutlook
Zomentum
4.0

Pros

SalesOutlook

  • sales analysis
  • Product movement analysis
  • Tertiary sales
  • Documentation & Contract
  • Sales & Marketing review
  • Category performance
Jai Soni | TrustRadius Reviewer

Zomentum

  • Digital Quote/Proposal Creation
  • Opportunity Tracking
  • Automating Client Communication
Gregory McKiernan | TrustRadius Reviewer

Cons

SalesOutlook

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
Anonymous | TrustRadius Reviewer

Zomentum

  • Communicating updates as they come available
  • Communicating bugs as they are discovered
Gregory McKiernan | TrustRadius Reviewer

Usability

SalesOutlook

SalesOutlook 9.0
Based on 3 answers
Provides a more efficent and organizaed approach to my workload. Easy to implement and utilize
Jeffrey Serra, MBA | TrustRadius Reviewer

Zomentum

Zomentum 9.0
Based on 1 answer
From implementation to ongoing utilization, the interfaces have always been very easy to understand. Support has been fantastic for confirming whether limitations exist, or features will be added.
Gregory McKiernan | TrustRadius Reviewer

Support Rating

SalesOutlook

SalesOutlook 9.3
Based on 3 answers
Support provided by the team was very prompt at the time of inducting the tool, the overall experience was very good.
Ejaz Hussain | TrustRadius Reviewer

Zomentum

Zomentum 10.0
Based on 1 answer
Amazing support! I felt like an integral part of the R&D/QA team!
Gregory McKiernan | TrustRadius Reviewer

Alternatives Considered

SalesOutlook

it is very user-friendly and having very good compatibility with other software. Moreover the aftersales training and support is best amongst in the industry.
Jai Soni | TrustRadius Reviewer

Zomentum

CW Sell felt antiquated and out of date. Proposify was cost prohibitive, but could have satisfied our requirementsZomentum has been amazing as it evolves along with our business (PSA integrations/Etilize/POs)
Gregory McKiernan | TrustRadius Reviewer

Return on Investment

SalesOutlook

  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
Anonymous | TrustRadius Reviewer

Zomentum

  • Reduced license costs compared to CW Sell
  • Improved conversion rates on quotes/proposals
  • Improved brand recognition / client experience
Gregory McKiernan | TrustRadius Reviewer

Pricing Details

SalesOutlook

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Zomentum

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

SalesOutlook
9.0
Zomentum
9.0

Usability

SalesOutlook
9.0
Zomentum
9.0

Support Rating

SalesOutlook
9.3
Zomentum
10.0

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