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Momentum

Momentum

Momentum is an AI-powered revenue platform that streamlines sales processes and improves Salesforce hygiene.

AI automationSales managementWorkflow automation
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Introduction

Momentum is a revenue platform that uses AI and workflow automation to help teams manage deals, get pipeline insights, and improve Salesforce hygiene. It automates sales processes, provides call summaries, and integrates with various sales tools to optimize sales motions and drive consistency in the sales team.

Key Features

AI-powered call summaries

Workflow automation

Deal rooms

Notifications and alerts

Automated approvals

Custom automations

Salesforce integration

Frequently Asked Questions

What is Momentum?

Momentum is a revenue platform that uses AI and workflow automation to help teams manage deals, get pipeline insights, and improve Salesforce hygiene. It automates sales processes, provides call summaries, and integrates with various sales tools to optimize sales motions and drive consistency in the sales team.

How to use Momentum?

To use Momentum, teams can integrate their sales tools like Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, and more into the platform. Momentum provides AI-powered call summaries, notifications, deal rooms, and approvals to streamline and automate sales processes. Users can configure automation workflows, sync data between tools, and gain insights into the deal process by leveraging Momentum's advanced automations and integrations.

What is Momentum's main purpose?

Momentum's main purpose is to automate sales processes, improve pipeline management, and optimize sales motions using AI and workflow automation technologies.

Which sales tools does Momentum integrate with?

Momentum integrates with sales tools like Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, and more to create a connected sales tech stack.

What are the core features of Momentum?

The core features of Momentum include AI-powered call summaries, workflow automation, deal rooms, notifications, automated approvals, custom automations, and Salesforce integration.

What are some use cases for Momentum?

Some use cases for Momentum include streamlining deal management, improving pipeline management, optimizing sales motions, maintaining Salesforce hygiene, and enhancing collaboration across teams.

Use Cases

  • Streamline deal management
  • Improve pipeline management
  • Optimize sales motions
  • Maintain Salesforce hygiene
  • Enhance collaboration across teams

How to Use