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Write to Salesforce fields, save notes, and save hours of manual work.
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Features
Product
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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June 26, 2025
Top Sales Workflow Automation Platforms for 2025: Buyer’s Guide for GTM Leaders
By
Jonathan M Kvarfordt
Read more
See all post
March 8, 2023
Momentum Sales AI: Never Miss A Sales or Customer Update Again
Momentum Sales AI is the most effective way to capture conversational summaries after calls and sync those to your CRM. This powerful new product leverages Open AI’s GPT3 to simplify the process of call summaries for sales and customer success teams. We capture tasks and key field updates, after every call, saving your team hours of tedious admin work.
By
Ashley Wilson
Read full article
January 23, 2023
Streamline and automate lead qualification and sales handoffs right from Slack
In this blog post, we'll cover 4 ways to leverage Slack using Momentum and automation to streamline and automate how your SDRS and reps handle lead qualification and the handoff process.
By
Ashley Wilson
Read full article
October 28, 2022
Here’s why scaling sales teams is about removing friction
One of the biggest challenges for any company is scaling its sales team. As the company grows, it becomes increasingly difficult to maintain the same level of success and momentum.
By
Ashley Wilson
Read full article
October 6, 2022
Stop Wasting Time In Pipeline Review Meetings
In this post, we'll discuss the problems with Pipeline Review meetings and propose an alternative way to stay up to date on data hygiene and better forecasting.
By
Ashley Wilson
Read full article
October 3, 2022
Momentum vs Troops: Go beyond notifications ✨
While tools like Troops are built for simple tasks like sending notifications in Slack, Momentum can be used to power a wide range of automation use cases.
By
Ashley Wilson
Read full article
September 30, 2022
Slack + Momentum: The Fastest Way To Update MEDDIC in Salesforce
Updating MEDDIC in Slack is such a quick win. Leadership is happy to not chase down reps to fill in fields, and reps are happy to have a way to quickly enter this right from Slack.
By
Ashley Wilson
Read full article
September 27, 2022
6 Tips for Handling Inbound Leads Like a Pro: Boost Conversion Rates
The process of handling inbound leads can be frustrating and challenging for your SDR team. Luckily, there's a solution. Here are 6 ways to handle inbound leads as a pro using automation and the sales tools you're already leveraging.
By
Ashley Wilson
Read full article
September 21, 2022
Automate your CPQ approval processes to close deals faster with Momentum for Salesforce CPQ
Our integration with Salesforce CPQ makes viewing and managing approvals easier than ever. You can now run the most complex approval processes right in Slack and ensure approval details are updated in Salesforce CPQ.
By
Clayton Pritchard
Read full article
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
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