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Orchestrate Revenue Workflows Inside Salesforce With Momentum
Make Salesforce the System of Action
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Auto-log notes, next steps, and deal intelligence. No rep lift.
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Detect deal risk and sync alerts to dashboards and Slack.
Trigger workflows from CRM signals across sales, CS, and product.
Empower GTM teams to operate inside Slack, not just in Salesforce.
Keep data clean across Sales Cloud and Data Cloud automatically.
From Passive CRM to Proactive Execution
Salesforce Is Your Record. Momentum Makes It Move.
Momentum turns Salesforce from a record-keeping system into a revenue execution layer. It syncs insights from calls, Slack, and field updates and uses AI to launch workflows, trigger alerts, and keep every GTM motion moving forward.
Automate CRM Hygiene at Scale
Momentum keeps Salesforce clean without rep input.
Log call summaries, follow-ups, and MEDDIC fields automatically
Keep opp data fresh and complete
Eliminate manual entry while improving pipeline visibility
Reps stay focused. Data stays accurate.
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Launch GTM Workflows From Salesforce
Momentum uses Salesforce as a workflow trigger instead of just a storage tool.
Launch actions when fields change or API events fire
Trigger deal reviews, CS escalations, or follow-ups instantly
Use pre-built templates or custom automation logic
Execution flows from CRM data, not manual reminders.
Detect and Save At-Risk Deals
Momentum flags risks using AI and routes alerts before it’s too late.
Detect silence, negative sentiment, or competitor mentions
Update Salesforce fields and Slack channels instantly
Improve pipeline health across industries like SaaS, healthcare, and fintech
Risk doesn’t sit. It surfaces and gets handled.
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Sync Salesforce and Slack for Teamwide Alignment
Momentum connects your CRM to where collaboration already happens.
Route insights from Salesforce into Slack channels or DMs
Align Sales, CS, Product, and Support with shared deal context
Cut through CRM clutter with real-time visibility
Everyone sees what’s happening and knows what to do next.
How It Works: From Setup to Impact
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1. Connect Salesforce
Secure, no-code setup. One click to go live.
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2. Define Rules and Signals
Use built-in Cues or build GTM-specific flows.
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3. Momentum Orchestrates It All
Logs, syncs, alerts, and triggers automatically.
From call to CRM to action, the loop stays closed.
Why Momentum + Salesforce Is Built for GTM Ops
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AI-first, not admin-first.
Built for operators, not just admins.
Works across Slack and Salesforce — not siloed.
Syncs real-time data across teams, tools, and timelines.
Comes with plug-and-play GTM use cases.
Powered by generative AI for better automation and insights.
What GTM Leaders Are Saying
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“Momentum is like a sales manager that never sleeps — it updates Salesforce, flags risks, and tells my team where to focus.”
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