Momentum

New customer accounts only.

Unlock revenue insights as soon as they happen.

Momentum brings visibility to deals and accounts via automations and workflows. Improve how you close with notifications, AI note taking, and deal rooms that connect Slack, Salesforce and the rest of your revenue stack. 

Break out of the tech silos

Today, revenue teams have to manage multiple tools in their sales tech stack to run their processes and are slowed down by context switching costs and siloed information. Momentum automates the busy work and meets your team in the tools they know and love.

Save your team hours of manual work every single week

Momentum is the new way to run your sales motions - it integrates all your tools and deal data in a Slack-first experience so you can efficiently run your playbook from one place.

Deal Rooms

Deal Rooms are Slack Channels dedicated to specific sales opportunities, giving teams a space to collaborate, share details, and discuss next steps. Deal Rooms capture deal information and update Salesforce instantly, while bringing in deal details across all your sales tools so teams stay in the loop.

Cues

Cues triggers real-time alerts from Salesforce to Slack, so you can deliver the right information, to the right person, at the right time. Build customized notification workflows tailored to your team’s preferences, or use pre-built recipes for the most popular workflows.

Playbooks

Automated playbooks proactively set your teams up for success by coaching them on what to do and how to do it with checklists, resources, and written explanations. Run your sales processes as intended, through every stage of the sales cycle.

Approvals

Approvals help your revenue teams close deals faster by cutting out any waiting time. Create and manage custom deal desk and CPQ deal desk and CPQ approval workflows in Slack that are fully integrated with Salesforce CPQ.

Advanced Automations

Advanced Automations connect your disparate sales tools like Slack, SFDC, Gong, and more, through interactive and flexible workflows. Momentum turns three processes into one, and becomes the central hub to control all your sales operations.