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Deal Execution Agent
Write to Salesforce fields, save notes, and save hours of manual work.
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Proactively capture churn, sentiment and feedback to retain your customers.
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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
February 16, 2022
Announcing Momentum Cues, the easiest way to automate notifications in Salesforce and Slack
Today we’re excited to announce the release of Momentum Cues, a new self-serve product that helps teams decrease their time to react to important deal changes and increase efficiency with Salesforce notifications in Slack.
By
Ashley Wilson
Read full article
February 11, 2022
The 10 Major Deal Desk Functions: What Does A Deal Desk Team Do?
What do deal desk teams do, and how do they measure success? We’ve identified ten major deal desk functions you need to focus on to build an effective team.
By
Mohammed Shehu
Read full article
February 3, 2022
Building the Deal Desk Association - A conversation with Steve Chung
Steve Chung started the Deal Desk Association to convene other deal desk practitioners. In this interview, he chats to us about the hurdles he has faced, his plans for the association, and how you can get involved.
By
Mohammed Shehu
Read full article
January 24, 2022
How to triple your annual growth rate (ft. Francoise Brougher, Former COO at Pinterest)
Francoise Brougher, former COO at Pinterest, gives us her thoughts on business process improvement, how to remove roadblocks from the enterprise sales process, and what her key ingredients for building successful teams are.
By
Mohammed Shehu
Read full article
January 17, 2022
A Lifetime in Sales: Mark Moore on Customer Data and Remote Work
Mark Moore, Senior Director of Global Deal Desk at Treasure Data, chats to Momentum about his career in sales and deal desk, Treasure Data's work in the CDP space, and the future of remote collaboration.
By
Mohammed Shehu
Read full article
January 3, 2022
Top 9 Slack integrations for collaborative B2B selling
If your B2B team works primarily in Slack, you can add different plugins designed to boost your sales workflow and enable collaborative selling. Here’s our list of tools to check out.
By
Mohammed Shehu
Read full article
December 20, 2021
The future of sales tooling for B2B teams
Sales leaders need a thoughtful approach to choosing the best sales tooling for their teams. Santiago Ordoñez, CEO of Momentum, offers 4 questions to ask before buying your next sales tool, plus his thoughts on the future of sales tooling.
By
Santiago Suarez Ordonez
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December 13, 2021
4 Helpful Enterprise Sales Forecasting Methods to Boost Accuracy
As an enterprise sales team, it’s essential to know how different sales scenarios might play out based on where each prospect is in your pipeline. Read on to learn four ways to forecast enterprise sales.
By
Mohammed Shehu
Read full article
December 8, 2021
8 Crucial Elements for B2B Sales Team Growth: Strategies for Success
Growth is a beautiful problem to have - but it tends to break internal processes. In this post, we explore eight crucial elements for B2B sales team growth.
By
Mohammed Shehu
Read full article
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