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Core Features
Deal execution Agent
Detect lost deals, feedback, and churn causes, then automate fixes.
Customer Retention Agent
Automate post-call tasks—update Salesforce, save notes, and sync data.
Coaching Agent
Sales and CS focus on revenue—Momentum handles admin.
AI CRO
Sales and CS focus on revenue—Momentum handles admin.
Integrations
Integrates with your team's tools to automate and streamline processes.
Features
MEDDIC Autopilot
Executive Briefs
AI Signals + Alerts
AI Coaching
AI Notetaker
Slack Notifications
IQ Reports
Customers
Case Studies
Wall of ❤️
Resources
Documentation
Build vs. Buy
Security
Solutions
AI Hub
Access Prompt Library
ROI Calculator
7 Step Strategy
Webinars
Blog
Welcome to the Momentum Blog
Fresh insights, tactics, and tips for revenue teams
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July 28, 2025
Why Most AI Sales Tools Fail at Revenue Orchestration (And What to Use Instead)
By
Jonathan M Kvarfordt
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September 12, 2022
Announcing Momentum Approvals to Create Automate and Run Complex Approval Processes from Slack
Here at Momentum, we’re all about making the lives of sales a little bit easier. That’s why we’re excited to officially announce Momentum Approvals with integrations to Salesforce quotes and Salesforce CPQ.
By
Clayton Pritchard
Read full article
August 2, 2022
Momentum for Zendesk, the best way to streamline ticketing across Salesforce, Slack, and all your other sales tools
Our Zendesk integration seamlessly connects your entire tech sales stack with Zendesk for streamlined ticket management so you can improve operational efficiency and always stay on top of all customer bugs and issues with automated reporting.
By
Clayton Pritchard
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July 20, 2022
Announcing Momentum for Upsells & Renewals with Account Rooms, Customer Channels, and New Integrations
Today, I’m thrilled to announce the launch of Momentum for Upsells & Renewals with Account Rooms and Customer Channels in Slack plus integrations with Zendesk, Gainsight (beta), and Catalyst (beta).
By
Santiago Suarez Ordonez
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July 19, 2022
How to Set Up Your Team for Success Selling to Enterprise vs. SMB
In this fireside chat, Coby Berman, current Co-founder and COO of Radar and former Director of Sales at mParticle, shared his expertise on what you need to do in order to set your revenue team and your company up for success selling to Enterprise.
By
Clayton Pritchard
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June 17, 2022
How Salesforce and Momentum work together to increase revenue team efficiency
Momentum integrates with Salesforce bi-directionally to bring accurate customer data across your entire sales tech stack and helps teams increase productivity, efficiency, and collaboration.
By
Clayton Pritchard
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May 23, 2022
Make yourself known as the Deal Desk Professional who Gets Sh!t Done
Recently, Mark Moore, Sr. Director of Global Deal Desk at Treasure Data, sat down with our Head of Marketing, Clayton Pritchard, to discuss how to navigate ambiguity, improvise, and become known as a deal desk professional who “gets sh!t done” no matter what.
By
Clayton Pritchard
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May 11, 2022
Treasure Data automates deal desk workflows and increases team efficiency with Momentum
Treasure Data’s global sales teams needed a way to streamline their deal desk processes to push forward complex deals while keeping key data like approvals organized in a central hub. Here’s how Momentum helped Treasure Data automate and scale its deal desk workflows.
By
Ashley Wilson
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April 26, 2022
Use Momentum’s Google Workspace Slack integration to unlock new levels of team productivity
Momentum's Google Workspace Slack integration is now out of beta! Streamline your digital processes by bringing Google Drive, Google Calendar, and Salesforce to Slack.
By
Ashley Wilson
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March 22, 2022
How documentation makes your deal desk more efficient (ft. Jesse Rabbits, GitLab)
Joining us from his home in New York, Jesse Rabbits, Senior Deal Desk Manager at GitLab, shares his thoughts on deal enablement, sales documentation, and deal desk leadership.
By
Mohammed Shehu
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