Streamline and automate lead qualification and sales handoffs right from Slack

For revenue teams looking to increase efficiency across the sales cycle, automating the lead qualification and handoff process is essential. Most companies start with a prospecting tool like Apollo or Zoominfo, and then layer in a sequencing tool like Outreach, Salesloft or Amplemarket to handle the outbound messaging.

We think there's a 3rd step that can dramatically improve your process, and ensure that no leads are getting missed. By bringing your leads into a channel in Slack using Momentum, you can get instant visibility into who has filled out a demo form, and who from your team is handling that lead. But that's not all. Using buttons to actually take action on that lead can save your SDR teams hours of manual effort a day, and provide instant visibility to the AEs and leadership on how leads are being handled.

Here are 4 ways to leverage Slack using Momentum to streamline and automate your lead qualification and handoff process even further.

‍

Add leads to Outreach or Salesloft directly from Slack

When a lead comes in via Momentum, with the click of a button, you can add prospects directly to a Outreach or Salesloft sequence right from Slack. We automatically give you a dropdown of your sequences and put them into the right one without having to go back into either tool. These automatically sync back to Salesforce based on your setup.

Here's a quick look at how easily this is done with just a few clicks:

‍

‍

‍

‍

_{Update lead with missing data and sync to Salesforce automatically}

Sometimes a lead comes in that is missing key data. With one click, you can have a dropdown of fields with the basic details you probably want to include for each lead, including Name, Email, Industry, and Lead Source. This ensures that from the moment the lead gets into Salesforce, there's a clean data associated with him or her.

‍

‍

Qualify or Disqualify Lead as SQL

As soon as you confirm this is a good lead, you want to qualify, hand it off to the AE and move on the next person. Doing this via a button in Slack means you'll respond as quickly as you can and ensure you're qualifying or disqualifying, and staying up-to-date on your Salesforce admin work with very little effort. Momentum will help ensure that the related validation rules are met too.

‍

‍

‍

Convert lead to account or opportunity and sync to Salesforce

Depending on your sales process, when the SDR does the handoff to the AE, that creates an opportunity in Salesforce. Using Momentum, you can create this opportunity right from Slack and notify the assigned AE as well as the rest of the sales org in a general #sales channel.

‍

‍

If you're looking for an efficient way to automate your lead qualification and handoff processes in Slack, look no further than bringing Momentum into this process. Our simple (but powerful) automations makes it easy for sales teams to quickly respond to qualified leads; sequence them within Slack; and assign tasks right from within the app so that no lead slips through the cracks during this key phase of the sales cycle.

Want to start a trial of Momentum and see it in action? Book a time and we'll get you set up!

‍