Excited to announce AI Call Summaries, Notes & Tasks - check it out! 🎉
Streamline your CPQ approval processes by reaching the right people in Slack in seconds. Build customized workflows that match your sales processes while providing approvers with contextual data from your tools like Salesforce CPQ, Zendesk, Clari, and Gainsight.
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!
director of global deal desk
Uncover insights across all of your active and pending approvals from a single dashboard both within the Momentum web app and Slack app. Ensure all approval details are captured and unblock your reps with approval processes that are executed seamlessly.Â
See and manage approvals via Slack DM, Deal Rooms, or in-thread messages at the right time, without combing through dozens of emails and losing track of where deals stand. Then sync it all back to Salesforce CPQ to keep a record.
Bring context from your other sales tools like Zendesk, Gainsight, Clari, and Salesforce CPQ into your approval process for faster and sounder decision-making.
