Connect the moving pieces of your deal process in Slack

Features

Streamline cross-team collaboration through the tool everyone already uses

See past deal process and performance and bridge the gaps in knowledge and process.

Coordinate with anyone in your company to move deals over the goal line faster.

Get the info you need from reps efficiently to speak to team performance and quotas.

Keep deal info and sales processes up-to-date directly from Slack

Get everyone on the same page with your company’s sales process, changes, and ensure data hygiene.

Capture critical deal data like notes, tasks, and more that automatically update in Salesforce for streamlined visibility.

Always see where a deal is at with up-to-date info for accurate forecasting and reporting.

Easily access the right enablement for your deal in Slack

Provide enablement to reps at the right time and deal stage by setting up Slack / commands with Knowledge Base.

Receive enablement for the current stage of your deal right in Slack via Momentum’s Google Drive integration.

See how enablement is performing with prospects and driving deals forward in the Slack deal room.

Raise an issue to remove blockers on deals

Raise an issue with leadership for non-standard deal requests that don’t fit inside a box to unblock deals quickly.

Raise deal blockers to the right people at your company to move deals forward so you can crush your quota.

Bring visibility and coordination to deal issues to improve time-to-close and performance.

Get accurate data on the status of a deal at any time

Know whatever deal updates are captured in Slack are automatically reflected in SFDC, ensuring process adoption and compliance.

See where your deal stands and what the next step is in your process is without pulling up SFDC.

Always have accurate SFDC data on deals so you can effectively forecast without having to get info from reps.

How Momentum Works

Connect

See and manage your Salesforce opportunities right in Slack, with customized views depending on your role.

Create

Momentum provides a centralized place to capture notes, tasks, and files without leaving Slack, while keeping Salesforce.

Collaborate

Streamline collaboration across finance, customer success, and engineering through dedicated Slack channels for deals.

Playbook

Set your sales process and share resources and tips for each stage of the opportunity so every rep knows what next step to take.

Approval

Raise an issue to keep deal momentum going strong and tap the right people at the right time where they are most responsive.

Close

Momentum’s next-gen sales coordination makes approving deals faster and handoffs smoother by giving everyone the visibility they need.

Sales RepsMomentum

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