Automate and accelerate advanced approval processes from Slack with Momentum’s integration with Salesforce CPQ.
Keep your sales reps from having to wait around with a seamless CPQ process that keeps every deal moving quickly from one stage to the next.
Automate approval processes by creating repeatable motions, improving team collaboration, and productivity while shortening time-to-close.
Get more time back in your day by managing approvals right in your Slack DM or Deal Room. Plus, all updates are automatically synced back to CPQ in Salesforce.
Every time I start with a company, there are foundational building blocks we have to get. Salesforce is one of those. Momentum is another, because it ties together all those pieces - Salesforce, CPQ, your email tool - and makes it easy for sales reps to see that data, for your team to collaborate, and for that data to be updated.
Set up advanced approval processes to DM request to dynamic approvers
Create Slack channels for deal desk and others to discuss an approval request
Sync the discussion and approval reasons back to Salesforce for record keeping