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Text Content

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

Platform


HOW IT WORKS

Overview of Momentum's workflow automation platform for revenue teams

Learn More

USE CASES

Approvals

Deal Rooms

Cues

Playbooks

Account Rooms

Customer Channels

Advanced Automations

Pre-built Recipes

IntegrationsCase Studies
Company


About Us

The team behind Momentum

Blog

Revenue team insights &  tips

LoginBook A Demo




PUSH QUALITY DATA INTO YOUR CRM


Momentum reinvigorates how sales teams update Salesforce using Slack and
automation. Make your sales process repeatable with dynamic notifications, form
fields, and deal rooms that automatically sync back to Salesforce. 

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HIGH PERFORMING REVENUE TEAMS USE MOMENTUM



I’ve never seen a tool like Momentum in my 20 years in sales leadership. What
used to be three processes is now one with Momentum, which is incredibly
efficient.

Chad Malchow

Vice President of Sales


THE TEAM THAT CLOSES TOGETHER STAYS TOGETHER 🙌

Momentum automates the tedious parts of running a deal by seamlessly connecting
tools, people, and processes to keep the entire revenue team on track.



APPROVALS

Automate your CPQ approval motions and create multi-layer approvals with full
auditability that always syncs with Salesforce.

DEAL ROOMS

Create automatic Slack channels that invite the right people and bring in key
deal information while real-time syncing back to Salesforce.

NOTIFICATIONS

Trigger real-time alerts and notifications between Salesforce and Slack to react
quicker to key deal changes when it matters most.

RENEWALS

Stay updated on renewals well before they occur and manage accounts better with
Slack channels that capture every important detail in your CRM.

See How It Works


UNLEASH THE FULL POWER OF YOUR SALES TECH STACK

Bring your sales tools out of their silos and connect them so that they work
better together and drive more value for your team.

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


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.




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.


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.




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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PLATFORM

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AutomationsPre-built RecipesSecurity

INTEGRATIONS

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COMPANY

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