Make quick, thoughtful decisions using Salesforce workflows that bring your CRM data into your sales tech stack.
Add a layer of engagement to Salesforce. Easily deliver insights and information to your teams within their sales tooling, so they stay up-to-date and make decisions faster.
Create customizable, automated workflows using simple AND / OR logic to send alerts, request support, or streamline approvals.
Decrease context switching by updating Salesforce opportunities, requesting reports, and more from Slack and your other tools.
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.
Improve data hygiene with a Slack notification reminder for a lead qualification reason
Automatically create new SFDC contacts based on meeting attendees in Gong calls
Create a deal support ticket in Asana based on SFDC deal stage