Advice and answers
from the Momentum Team

Data Hygiene
March 3, 2024

Data Hygiene

Using Momentum to Enhance Data Hygiene

Revolutionizing Data Hygiene with Momentum

In the world of sales, data is king. However, maintaining pristine data hygiene amidst the chaos of deals, calls, and constant updates can be a daunting challenge for sales teams. That's where Momentum comes in—our innovative product suite is specifically designed to streamline data management processes, ensuring your CRM system remains accurate, up-to-date, and incredibly efficient. By automating tedious tasks and enhancing team communication, Momentum not only saves time but also significantly improves the quality of your data. Let's dive into how some of Momentum's key features—Autopilot, Notifications, and Deal Rooms—transform data hygiene practices for the better.

Here are just a few examples of how Momentum's blank slate tools can work in harmony to advance your organization's data hygiene.

Autopilot: Seamless CRM Synchronization

Momentum's Autopilot feature is a breakthrough in automated data management. After every call, Autopilot automatically syncs CRM fields, eliminating the need for manual rep intervention. This ensures that all customer interactions are captured in real-time, keeping your CRM data accurate and comprehensive. For instance, if a sales rep discusses a potential deal size increase or a new decision-maker enters the conversation, Autopilot updates these details in the CRM immediately. This level of automation not only improves data accuracy but also allows sales reps to focus more on selling and less on administrative tasks. Configure for any field whether automatic or rep-guided syncs are the best way to ingest data.

Scheduled Notifications: Proactive Opportunity Management

Keeping track of follow-ups and next steps for each opportunity can be overwhelming. Momentum's Scheduled Notifications feature proactively alerts team members when next steps on their opportunities have lapsed. This timely reminder ensures that no task falls through the cracks, maintaining the momentum of sales progress. For example, if a rep needs to send a proposal or follow up with a prospect and hasn't done so within the set timeframe, Momentum sends a notification to prompt action. This not only helps in staying on top of each deal but also significantly enhances data hygiene by ensuring that every opportunity is updated with the latest actions taken.

Salesforce Notification + Deal Rooms: Enhanced Collaboration and Data Accuracy

Momentum takes collaboration and data accuracy to the next level with Salesforce Notifications and Deal Rooms. Whenever a deal progresses but lacks key field updates in Salesforce, notifications are sent directly to Momentum deal rooms. Deal rooms host conversation around each deal and routing alerts to these channels will inform each opportunity team how they can best move each deal forward. These managed Slack channels, linked to each opportunity, allow the team to see real-time updates and missing data points. Crucially, team members can update Salesforce directly from the Slack notification, ensuring that no detail is overlooked. For instance, if a deal moves to the negotiation stage but the decision-maker's name is missing, a notification prompts the team to fill in this crucial information. This seamless integration between communication and CRM platforms dramatically improves data hygiene by closing the loop on data entry and accuracy.

Reach out to the Momentum team for personalized recommendations for how we can help improve your data hygiene.