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Text Content

Excited to announce Spotless Email Follow Ups after every call -check it out! 🎉

Platform


HOW IT WORKS

Overview of Momentum's workflow automation platform for revenue teams

Learn More

USE CASES

Deal Rooms

Automated Slack channels for sales deals

Cues

Notifications and alerts from your sales tools

Approvals

Automate your CPQ approval motions

Playbooks

Ensure everyone follows the same processes

Advanced Automations

Build custom automations for your team

IntegrationsCase Studies
Company


About Us

The team behind Momentum

Blog

Revenue team insights &  tips

LoginGet A Demo

Product



HOW IT WORKS

Overview of Momentum's workflow automation platform for revenue teams

Learn More

MOMENTUM AI



AI Summaries

New!


MEDDIC Autopilot

New!


Ask Momentum

New!


Spotless Follow Ups

New!


Approvals

MOMENTUM AUTOMATION



Notifications



Deal Rooms



Account Rooms



Approvals



Customer Channels

Advanced Automations

Pre-built Recipes

IntegrationsCase StudiesUser Docs
Company


About Us

The team behind Momentum

Blog

Revenue team insights &  tips

LoginBook A Demo





AUTOMATE YOUR SALES USING AI


Momentum helps teams improve pipeline management and close rates with automated
MEDDIC, notifications, call summaries, and deal rooms that connect Slack,
Salesforce and the rest of your revenue stack.

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Watch the demo


HIGH PERFORMING REVENUE TEAMS USE MOMENTUM



Every time I show a sales manager the Momentum call summaries, I get one of 3
responses: a) awesome, b) amazing, or c) love it!

Alek Milovidov
Sr. Director of RevOps,
alation

My aha moment was when our Sales Leadership uncovered an upcoming churn in the
summarized notes literally right after the AE’s meeting ended!

Arpan Patel
Head of GTM Ops,
guru

Looking at Momentum updates while having my morning cappuccino provides us with
all the visibility and updates we need without having to ask.

Neil Manvar
director of Sales Engineering,
Sentry


THE ULTIMATE REVENUE TEAM CO-PILOT
‍

I want to help my team optimize deals, save time when talking with prospects,
and maintain Salesforce hygiene

Call Summaries

MEDDIC on Autopilot

Momentum GPT Chat

Spotless Email Follow Ups

Explore Momentum AI


I want to make my sales motions repeatable, streamlining processes and automate
routine tasks to drive consistency across my team‍

Notifications

Deal & Account Rooms

Approvals

Custom Automations

Explore Momentum Automation


IMPROVE YOUR DATA HYGIENE IN MINUTES

Turn on dozens of prebuilt recipes so reps can follow the right next steps to
keep Salesforce updated and stakeholders informed on deal progress.





TURN YOUR CALLS INTO CRM DATA INSTANTLY

Momentum captures AI-powered notes and tasks after calls and automatically syncs
it to Salesforce and Slack.

Learn more about AI Call Summaries→


STAY IN THE KNOW WITHOUT ASKING

Get unparalleled visibility into the deal process with Deal Rooms,
Notifications, and Approval motions that keep critical fields updated without
any heavy lifting from your team.





MAKE YOUR SALES MOTIONS REPEATABLE

Empower your reps to work better across teams and departments by streamlining
how to request an engineer, ask for approvals, redline MSAs, and more.




SUPERCHARGE YOUR SALES TECH STACK

Say goodbye to siloed sales tools and hello to a connected stack that works in
harmony. With Momentum, seamlessly integrate your entire tech stack and use AI
to drive greater efficiency and visibility.

Slack
Salesforce
Outreach
Gong
Google Workspace
Asana
Notion
Jira
Salesforce CPQ


SLACK

automations



AUTOMATICALLY INVITE USERS TO DEAL ROOMS

requests



REQUEST APPROVAL OF A DEAL DISCOUNT

Notifications



NOTIFY UPON NEW OPPORTUNITY CREATION


SALESFORCE

Data Hygiene



PROMPT SDR IN SLACK TO PROVIDE QUALIFICATION REASON

Notifications



POST CLOSED-WON MESSAGE TO #SALES CHANNEL

automations



CREATE CUSTOMER CHANNEL BASED ON DEAL STAGE


OUTREACH

automations



ADD LEADS TO OUTREACH SEQUENCES FROM SLACK

Notifications



SET SLA REMINDERS FOR LEADS THAT HAVEN'T BEEN ADDED TO A SEQUENCE

Notifications



MANAGE AND EDIT SEQUENCES FROM SLACK


GONG

automations



ADD GONG MEETING ATTENDEES TO SALESFORCE AS CONTACTS

Notifications



POST CALL INSIGHTS IN CORRESPONDING DEAL ROOM

Notifications



SHARE MOST IMPORTANT CALL RECORDINGS


GOOGLE WORKSPACE

Notifications



NOTIFY DEAL ROOM OF UPCOMING CALENDAR EVENT ASSOCIATED WITH THE DEAL

automations



UPLOAD A FILE FROM A DEAL ROOM WITH AN EMOJI REACTION

automations



CREATE AUTOMATIC GOOGLE DRIVE FOLDERS UPON SALESFORCE OPPORTUNITY CREATION


ASANA

automations



CREATE ASANA TASK USING AN EMOJI REACTION ON SLACK

automations



CREATE A TASK FOR THE ONBOARDING TEAM ONCE A DEAL IS MARKED CLOSED-WON

automations



CREATE A TASK FOR LEGAL TO COMPLETE MSA REDLINING


NOTION

Notifications



SHARE KNOWLEDGE BASE LINKS WITH AN AE BASED ON DEAL STAGE

Notifications



SHARE ONBOARDING INFORMATION IN  CUSTOMER CHANNEL WHEN CLOSED-WON

automations



CREATE POC DOCUMENT WHEN ENTERING POC STAGE BASED ON TEMPLATES


JIRA

automations



REPORT A BUG USING AN EMOJI REACTION ON SLACK

requests



CREATE DEAL SUPPORT TICKETS BASED ON DEAL STAGE IN SALESFORCE

Notifications



NOTIFY CUSTOMER CHANNEL AND ACCOUNT ROOM WHEN A REPORTED BUG IS FIXED


SALESFORCE CPQ

requests



SET UP DISCOUNT APPROVAL PROCESS VIA SLACK

automations



SYNC DEAL APPROVAL CONVERSATION FROM SLACK TO THE SALESFORCE OPPORTUNITY

Notifications



NOTIFY DEAL ROOM WHEN A DEAL APPROVAL HAS BEEN ACCEPTED OR DENIED

Discover Integrations


REVENUE TEAMS


MOMENTUM

"In my 15+ years in SalesOps and Deal Desk, auditable non-standard deal approval
documentation has been an unaddressed challenge. Momentum has a simple and
elegant solution for this. I can get executive approval via Slack and archive it
directly into Salesforce. Absolutely brilliant!"

Mark Moore

Head of Deal Desk

Momentum is flexible with our workflows and helps me move fast and agile. It
saves me a lot of time by not needing to pull Salesforce apart.

Miguel Valdez

‍Senior Manager, Revenue Operations





View more Customer Stories


MOVE FASTER WITH MOMENTUM


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2023 Copyright Momentum Labs.
All rights reserved.



PRODUCT

AI SummariesMEDDIC AutopilotAsk MomentumSpotless Follow UpsNotificationsDeal
RoomsAccount RoomsPlaybooks

INTEGRATIONS

SalesforceSalesforce CPQSlackGongOutreachGoogle Workspace
AsanaZendeskAll Integrations >

COMPANY

Case StudiesAboutBlog

SUPPORT

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