Easily manage advanced approvals in Slack that are fully integrated with Salesforce CPQ. Enable your revenue team to sail through deal stages without waiting around.
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
Keep track of all approvals and delegated approvers from a single dashboard, ensure approval details are captured, and unblock your team with an approval process that is executed seamlessly.
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.
Automate MSA redlining, discount requests, and more using pre-built templates or customized workflows to operationalize deal desk processes and improve handoffs and coordination.
