Momentum's Slack Workflow Playbook

Momentum scans live calls and synced notes for new competitor mentions and alerts RevOps or Enablement in real time so they can counterpunch with intel, assets, or training.

When a deal closes, Momentum delivers a complete handoff summary to the CSM in Slack — including use case, key moments, and next steps.

The moment a deal hits your CRM, Momentum assigns it based on territory, product line, or capacity logic and notifies the AE directly.

Momentum alerts managers and routes every new lead in seconds with key attributes so your BDRs don’t waste time digging.

Momentum flags stale opps with outdated close dates and nudges the rep to take action — move it, close it, or escalate it.

Momentum auto-tags losses in CRM with “feature missing” feedback and notifies Product/RevOps when those tags trend across reps.

When a deal shifts quarters, Momentum alerts the manager and includes the reason (entered by AE) so pipeline calls stay sharp.

If a deal hasn’t progressed in a certain amount of time, Momentum alerts the rep with last activity context and prompts next steps, or manager follow-up if needed.

Momentum alerts reps and CSMs ahead of expiring trials or POCs, so they can renew, convert, or plan a graceful exit without last-minute scrambling.

When a new lead lacks source data, Momentum flags the rep to fill in the blanks, keeping marketing ROI clean and outreach strategy smart.

After calls, Momentum prompts reps in Slack to drop notes, then auto-tags and syncs to Salesforce. Integrates with Gong summaries or templates too.

Momentum shares lost deal insights in Slack as they happen; surfacing patterns by reason code, deal size, and rep notes. Turns pain into patterns.

If key MEDDIC fields are missing in an opp, Momentum pings the AE with direct-edit links to fill them in before pipeline reviews or stage movement.

Momentum surfaces discount or contract approval requests instantly in Slack for execs to review, approve, or reject with deal info baked in.

Momentum watches SLA timers and alerts the owner + manager when leads aren’t touched within your defined threshold with time elapsed and contact info included.

Momentum flags accounts that lack a renewal date once they hit a post-sale stage, ensuring your CS and RevOps teams stay ahead of QBRs and churn risk.

Momentum alerts BDRs when a new prospect reaches key intent thresholds or gets added to pipeline — synced with CRM and linked to relevant cadences.

When an SDR converts a meeting, Momentum alerts the AE with full context: call notes, key objections, firmographics, and intent data.

Momentum surfaces stage changes immediately, so managers and GTM teams can track velocity, risk, or movement across accounts.

Momentum alerts CSMs and Account Managers about upcoming renewals 30–60–90 days out, with account health, usage, and prior QBR notes.

When an opp advances stages without a next step logged, Momentum prompts the AE to fill it in (directly in Slack) so nothing falls through.

Momentum automatically shares closed-won deals with highlights: who closed it, how, and what made it work. Optional: auto-publish to #wins channel.