Momentum uses AI and automation to help teams improve pipeline management and close rates with automated MEDDIC, notifications, call summaries, and deal rooms that connect Slack, Salesforce and the rest of your revenue stack.
Every time I show a sales manager the Momentum call summaries, I get one of 3 responses: a) awesome, b) amazing, or c) love it!
My aha moment was when our Sales Leadership uncovered an upcoming churn in the summarized notes literally right after the AE’s meeting ended!
Looking at Momentum updates while having my morning cappuccino provides us with all the visibility and updates we need without having to ask.
I want to help my team optimize deals, save time when talking with prospects, and maintain Salesforce hygiene
Call Summaries
MEDDIC on Autopilot
Momentum GPT Chat
Spotless Email Follow Ups
AI Signals
Backfill
I want to make my sales motions repeatable, streamlining processes and automate routine tasks to drive consistency across my team
Notifications
Deal & Account Rooms
Approvals
Custom Automations
Turn on dozens of prebuilt recipes so reps can follow the right next steps to keep Salesforce updated and stakeholders informed on deal progress.
Momentum captures AI-powered notes and tasks after calls and automatically syncs it to Salesforce and Slack.
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.
Empower your reps to work better across teams and departments by streamlining how to request an engineer, ask for approvals, redline MSAs, and more.
Say goodbye to siloed sales tools and hello to a connected stack that works in harmony. With Momentum, seamlessly integrate your entire tech stack and use AI to drive greater efficiency and visibility.
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Data Hygiene
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"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!"
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.
