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.
Thanks @Caroline. Can you fill this out? Need it by next Monday.
Security questionnaire.xlsx
Excel Spreadsheet
1
Momentum
APP3:13 PM
John Smith is at it again!
Name:
Ashley James
Subject:
Security Analysis
When:
Mon 18th at 3:30pm
Opportunity:
Steel Co
For call notes, check the threaded message
1 reply
Today at 3:13 PM
Caroline
3:22 PM
Sure thing! I'm on it :)
John
1:55 PM
Hey team! The discovery meeting went really well! I'm moving this to Demo
1
1
Momentum
APP2:02 PM
Congrats @John! This opportunity has been moved from Discovery to Demo.
Guidance for Success
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.
Knowledge base
- Enterprise Demo tips
- Competitive battle cards for Enterprise
Invites
We recommend inviting @Susanne(Sales Engineer) and@Sam(CSM)
Invite All
Sam
2:04 PM
joined #op-lendingbank along with Susanne.
Susanne
2:04 PM
Just caught up with the deal room. Keep me posted.
John
2:55 PM
Will do! I'll work on getting us ready for the demo.
1
Momentum
APP2:02 PM
@John, here are the milestones for enterprise deals at the demo stage:
Milestones
- A demo environment has been requested to Engineering
Complete
- Sales Engineer and CSM introduced to the customer
Complete
- BANT qualification metrics captured
Complete
Momentum
APP2:41 PM
You have a new Approval request for:
Custom Terms Approval
Opportunity
Name: Burlington Team Plan
Stage: Develop Opportunity
Amount: $455,000
Close Date: Feb 27
Custom Terms
* 5X cap on liability
* no logo use for marketing
* 120 day payment term
Salesforce:Burlington Team Plan Opportunity
Reason
Burlington is key for the quarter!
1 approver: @John
Approve
Reject
Start a Conversation
Momentum
APP10:42 PM
You approved the custom request Request a Sales Engineer with the following reason:
Approved
Opportunity:
Burlington Team Plan
The building blocks to streamline your key sales processes
Make your sales repeatable and auditable with a low-code workflow builder that operationalizes key workflows that will move deals forward.
Manage approvals and discount requests with unparalleled speed
Keep everyone informed and stay on track with important tasks for every deal
Make your playbook interactive and deliver it to reps at the right time
Close Deals As A Team Sport
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.
Sales Ops Leaders
Arm your reps with critical workflows and guided selling prompts to bring about better Salesforce hygiene and repeatable process - without introducing new tooling.
Sales Engineers
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.
Deal Desk Teams
Bring visibility, coordination, and automation to everyone involved in the Deal Desk so deal time-to-close improves and team handoffs run smoother.
Sales RepsMomentum
"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."
Peter Ahn
vp of sales / twingate
Learn more about how Momentum can help you close deals faster
