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Use Cases
February 5, 2024

Pipeline Visibility

Using Momentum to Improve Pipeline Visibility

Elevate Your Sales Pipeline Visibility with Momentum

In today's dynamic sales landscape, visibility into your sales pipeline is not just advantageous—it's essential. Momentum revolutionizes the way businesses manage and monitor their sales processes. By integrating AI signals, Salesforce notifications, and seamless report sharing into Slack, Momentum offers a comprehensive suite of tools designed to enhance decision-making, improve stakeholder communication, and drive sales efficiency. Let's explore how Momentum leverages these powerful tools to transform your sales pipeline visibility.

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

AI Signals: Forecast Risk Signal for Enhanced Stakeholder Communication

Momentum's AI Signals tool is a game-changer for sharing real-time intelligence with your business. With the ability to generate a notification for any interesting conversation topic, Momentum informs stakeholders proactively. This feature ensures that all relevant parties are aware of potential changes in the pipeline, allowing for timely adjustments in strategy. For example, when Momentum detects a conversation indicating a possible delay in the close date, it automatically sends an alert to each team. This preemptive approach enables sales teams to manage expectations and strategize accordingly, maintaining alignment and momentum towards quarterly goals.

Salesforce Notification: Real-Time Opportunity Updates

The Salesforce Notification feature within Momentum seamlessly integrates with your Salesforce CRM, providing real-time updates directly to your fiscal quarter channel. Whenever a sales representative updates an opportunity, indicating a shift to a different quarter, Momentum instantly notifies the team. This ensures that everyone is on the same page, facilitating more accurate forecasting and resource planning. Such transparency is crucial for maintaining a streamlined sales process, enabling teams to adapt to changes swiftly and efficiently.

Salesforce Report to Slack: Keeping the Team Informed

Momentum takes communication and collaboration a step further with its Salesforce Report to Slack feature. This tool automatically sends a any report directly to your team's Slack channel. This instant, centralized access to critical data empowers teams to focus their efforts on closing deals and addressing any last-minute hurdles. By providing a weekly snapshot of imminent opportunities, Momentum helps sales teams prioritize effectively, ensuring that no opportunity slips through the cracks

Autopilot + Notification: Automating and Informing Big Deal Alerts

The Autopilot feature within Momentum is designed to streamline sales operations by automatically syncing fields related to expected Annual Recurring Revenue (ARR) associated with an opportunity. As your team learns of a deal size change during a call, Momentum is already at work writing this information into your CRM.

After this, when an opportunity's amount is increased, crossing the threshold into a "big deal," Momentum triggers a notification. This alert not only celebrates the upsell but also informs the team of significant developments in real-time. Such automation and notification synergy ensure that sales efforts are recognized and that the team can quickly align on strategies to nurture and close big deals.


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