Increase revenue team efficiency with automation

Momentum is a RevOps automation platform that connects your sales stack and helps  teams follow consistent sales motions so deals close faster.

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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 three processes is now one with Momentum, which is incredibly efficient.

Honeycomb

Chad Malchow

Vice President of Sales

Chad Malchow

Replace manual work and switching between sales tools with automation

Momentum's workflow automation platform is built exclusively for revenue teams to empower them to work in a Slack-first experience.

See How It Works

Unleash the full power of your sales 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.

Graphic Slack

Slack

automations

Slack
Automatically invite users to Deal Rooms

requests

Slack
Request approval of a deal discount

Notifications

Slack
Notify upon new opportunity creation
Graphic Salesforce

Salesforce

Data Hygiene

Salesforce
Prompt SDR in Slack to provide qualification reason

Notifications

Salesforce
Post Closed-Won message to #sales channel

automations

Salesforce
Create Customer Channel based on deal stage
Graphic Outreach

Outreach

automations

Outreach
Add leads to Outreach sequences from Slack

Notifications

Outreach
Set SLA reminders for leads that haven't been added to a sequence

Notifications

Outreach
Manage and edit sequences from Slack
Graphic Gong

Gong

automations

Gong
Add Gong meeting attendees to Salesforce as contacts

Notifications

Gong
Post call insights in corresponding Deal Room

Notifications

Gong
Share most important call recordings
Graphic Google Workspace

Google Workspace

Notifications

Google Workspace
Notify Deal Room of upcoming calendar event associated with the deal

automations

Google Workspace
Upload a file from a Deal Room with an emoji reaction

automations

Google Workspace
Create automatic Google Drive folders upon Salesforce opportunity creation
Graphic Asana

Asana

automations

Asana
Create Asana task using an emoji reaction on Slack

automations

Asana
Create a task for the onboarding team once a deal is marked Closed-Won

automations

Asana
Create a task for Legal to complete MSA redlining
Graphic Notion

Notion

Notifications

Notion
Share knowledge base links with an AE based on deal stage

Notifications

Notion
Share onboarding information in  Customer Channel when Closed-Won

automations

Notion
Create POC document when entering POC stage based on templates
Graphic Jira

Jira

automations

Jira
Report a bug using an emoji reaction on Slack

requests

Jira
Create deal support tickets based on deal stage in Salesforce

Notifications

Jira
Notify Customer Channel and Account Room when a reported bug is fixed
Graphic Salesforce CPQ

Salesforce CPQ

requests

Salesforce CPQ
Set up discount approval process via Slack

automations

Salesforce CPQ
Sync deal approval conversation from Slack to the Salesforce opportunity

Notifications

Salesforce CPQ
Notify Deal Room when a deal approval has been accepted or denied

Make your playbook interactive in minutes

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

Standardize sales motions, requests, and handoffs

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 up-to-date on deal status 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

Love

Momentum

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Treasure Data

"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

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Honeycomb.io

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