Set your sales team up for success with customizable, automated playbooks that guide your reps and account executives through every stage of the sales cycle. Run your sales process as intended, everytime.
“We have a Slack culture and the simplicity of Momentum ensures our Sales Account Team, Ops Teams, and Management Team engage, interact, and don’t let things slip through the cracks.”
Provide your team with written instructions and explanations so that they can successfully progress opportunities from one stage to the next.
Bring in knowledge base tools like Guru and Notion or even links to sales battlecards your team can reference throughout relevant sales stages.
Create Deal Checklists with custom links and tasks that let your reps know exactly what they need to complete before moving an opportunity to the next stage.