Momentum is a workflow automation platform for revenue teams that offers unique features such as Deal Rooms, Automated Slack channels, Notifications, Approvals, Playbooks, and Advanced Automation. Momentum captures AI-powered call summaries, field updates, and tasks, and syncs everything with Salesforce and Slack. Momentum focuses on insights tailored for sales and CS, allowing sales managers to get a glimpse into every call in just seconds and decide where to allocate coaching time. Momentum also listens for key deal data to update Salesforce and offers CRM suggestions based on call details.
Momentum Features
- 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
- AI Summaries: MEDDIC Ask Momentum
- Notifications: Deal Rooms Account Rooms Approvals Customer Channels
- About Us: The team behind Momentum Blog Revenue team insights & tips
- Call Summaries: AI-powered call summaries, field updates and tasks, and syncs everything with Salesforce and Slack
- Insights: Tailored for sales and CS, take action now without waiting for your weekly pipeline or account review meetings
- Efficiency: Get a glimpse into every call in just seconds, and decide where to allocate coaching time
- Automatic Updates: Momentum is listening for key deal data to update Salesforce for you, update MEDDIC, next steps, close date, and more with just a click
- Syncing: Keep opportunities updated in Salesforce with CRM suggestions based on call details, sync with Google calendar to capture notes for every single call without any extra effort
- Task Management: Add tasks and next steps to your opportunities automatically
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