Momentum is a deal collaboration platform for modern sales teams to loop in the right people, share deal info, and ask for approvals. Leverage the benefits of Slack — without the chaos.
Deal Room for Steel Co Opportunity
Pinned by Momentum
Welcome to the Deal Room for
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Thanks @Caroline
Excel Spreadsheet
John Smith is at it again!
For call notes, check the threaded message
1 reply
Today at 3:13 PM
Congrats @John! This opportunity has been moved from Discovery to Demo.
Remember to stay high-level, focus on the potential value our product can give, not the specific features. Demos should show no more than 3 or 4 features (the most relevant for this stakeholder) and last no more than 15 minutes. Less is More.
- Enterprise Demo tips
- Competitive battle cards for Enterprise
We recommend inviting @Susanne (Sales Engineer) and @Sam (CSM)
@John, here are the milestones for enterprise deals at the demo stage:
- A demo environment has been requested to Engineering
- Sales Engineer and CSM introduced to the customer
- BANT qualification metrics captured
* 5X cap on liability
* no logo use for marketing
* 120 day payment term
1 approver: @John
You approved the custom request Request a Sales Engineer with the following reason:
Approved
Reduce your time to close and unlock your teams’ potential with a deal platform built natively in Slack that streamlines communication, automates data collection in Salesforce, and manages approvals and handoffs.
Make your sales repeatable and auditable with a low-code workflow builder that operationalizes key workflows that will move deals forward.
Automatically capture every file shared internally and with customers. Sync deal highlights such as notes and relevant insights to Chatter. Update any deal field via Slack messages and buttons.
Ensure your team is pinging the right people at the right time. Make your sales motions repetable and interactive. Go from telling your team how to do things to enabling the best actions at the right time in a low-friction way.
Build complex approval workflows that involve anyone in your company. Execute those approvals quickly and easily via Slack messages. Every step of the process will be fully tracked and auditable in Salesforce.
Momentum helps the entire sales teams coordinate with the rest of the company to close communication gaps, unblock key tasks, and keep everyone engaged from start to close.
Keep Salesforce updated with key deal data (notes, tasks, and more), and coordinate with anyone in your company to moves deals over the goal line.
Arm your reps with critical workflows and guided selling prompts to bring about better Salesforce hygiene and repeatable process - without introducing new tooling.
Get demos scheduled faster and work through RFP processes faster. Reduce lengthy back-and-forths and work together to get questions answered that will help close the deal.
Bring visibility, coordination, and automation to everyone involved in the Deal Desk so deal time-to-close improves and team handoffs run smoother.
"Momentum enables us to achieve our sales number faster while having some fun along the way. With dedicated deal channels, everyone can finally row to the same beat. This can mean the difference of closing a deal in two weeks versus two months. It’s a huge win to have Momentum be part of our sales process."
