Create POC docs automatically, manage folders, and communicate important sales meetings using Salesforce, Slack, and Google Workspace
Save time by automatically creating docs from pre-built templates. Quickly store files in a Google Drive folder and automatically drop links in Salesforce and Slack Deal Rooms.
Ensure teammates never miss critical deal meetings by sending automated Google Calendar reminders in the appropriate Slack Deal Rooms 24 hours before the event.
Stay organized and reduce digital clutter by automatically storing relevant documents in designated Google Drive folders for every new Salesforce opportunity.
We use Momentum's Google Drive integration to create POC docs for every opportunity. This allows us to take reps through a structured POC process and capture all the relevant things up front so we obtain the technical win.
Automatically create POC docs from your playbooks and manage and store them in Google Drive.
Send out event reminders 1 day before the event.
Automatically create Google Drive folders for any new opportunity