Momentum

Momentum is a workflow automation platform dedicated to helping revenue teams streamline their sales operations, increase productivity, and reduce workload. The tool offers a range of features such as Deal Rooms, Automations, Playbooks, Cues, and Artificial Intelligence-powered call summaries designed to automate the sales process, sync with client's sales tools, and reduce the burden of administrative work. With Momentum, sales managers get quick glimpses into every call, leaving them more time to focus on better profit-driving tasks. Furthermore, the customized workflows paired with integrations with existing solutions allow for flexibility in designing and tailoring solutions that work best for each revenue team.

TLDR

Momentum is a workflow automation platform that streamlines sales operations, reduces workload, and increases productivity. The tool features deal rooms, automations, playbooks, cues, and artificial intelligence-powered call summaries that automate the sales process and help sales managers get quick glimpses into their team's calls. Integrations with existing solutions and the provision of customized workflows improve flexibility, leaving revenue teams with more time to focus on profit-driving tasks.

Company Overview

Momentum is a workflow automation platform specially designed for revenue teams. It offers a range of features that can help teams automate their sales operations, from notifying team members of any updates in their sales tools to automating CPQ approval motions. Momentum offers a range of features, including Deal Rooms, Automated Slack channels for sales deals, Cues, Approvals, Playbooks, and Advanced Automations, tailored to help sales teams streamline their processes, save time, and reduce their workload.

One notable feature of Momentum is its AI-powered call summary offering, which turns every call into CRM data automatically. This feature captures call summaries, updates fields and tasks, and syncs everything with Salesforce and Slack. It allows sales managers to get a glimpse into every call in just seconds, saving them from spending multiple hours a day reviewing their team's calls. Additionally, it offers MEDDIC, next steps, close date, and more CRM suggestions based on call details, making it easier for teams to keep opportunities updated in Salesforce. Momentum also allows users to sync with Google calendar to capture notes for every call, add tasks and next steps to opportunities automatically, and share calls across Slack and Salesforce, connecting tasks to other tools like Asana.

Momentum's workflow automation platform is a must-have for revenue teams who want to streamline and automate their sales operations, save time, and improve their profits. The team behind Momentum is dedicated to providing users with regular revenue team insights and tips through their blog, making it easier to get the most out of their platform.

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Features

Workflow Automation Platform

Automated Deal Rooms

Momentum's AI-powered workflow automation platform includes automated Deal Rooms. These rooms allow sales teams to track their deals within a centralized platform, making it easy for teams to access all pertinent information in one place. This feature streamlines the sales process by eliminating the need for manual updates and tedious email communication.

Cues

Momentum's Cues feature keeps sales teams informed of important buyer behaviors and events. This feature provides notifications and alerts based on changes in your sales tools, ensuring that your team never misses an important event. These cues can be customized to meet the unique needs of your team and can be triggered based on factors such as inactivity, new opportunities, or significant changes in deal status.

Approvals

Momentum's Automation Platform also includes an Approvals feature, which streamlines your CPQ approval motions. This feature automates the approval process, reducing lead times and enabling your team to move deals forward more quickly. With Approvals, you can customize approval workflows and set approval rules to automatically move deals through the approval process. With this feature, you can reduce manual efforts and focus on revenue-generating activities.

Automated Slack Channels

Automated Slack Channels for Sales Deals

Momentum's Workflow Automation Platform is integrated into your team's Slack platform, allowing for real-time communication and information sharing. This feature includes automated Slack Channels for Sales Deals, which can be customized based on your team's unique requirements. This innovative feature allows sales reps to update information, coordinate with team members, and manage deals all through Slack.

Customer Channels

Momentum's Automated Slack Channels for Sales Deals also include customer channels. These channels are designed to facilitate real-time communication between your team and your clients. With customer channels, you can keep your clients informed on deal status and ensure they have a seamless experience. This feature helps you to build stronger relationships with your clients, leading to increased customer satisfaction and retention rates.

Playbooks

Ensure Everyone Follows the Same Processes

Momentum's Playbooks feature ensures that everyone on your team follows the same processes. This feature is designed to reduce errors and inconsistencies, making it easier for your team to manage deals and close more business. With Playbooks, your team can access a centralized library of best practices and workflows. These playbooks are customizable based on your team's unique needs, and can be used to onboard new team members, implement new processes, and standardize your workflows.

Pre-built Recipes

The Playbooks feature also includes pre-built recipes. These recipes are designed to help you quickly implement industry-proven workflows, allowing you to get up and running quickly. With Pre-built Recipes, you can reduce ramp-up time for new team members, ensure that everyone adheres to your best practices, and elevate your team's results.

Advanced Automations

Build Custom Automations for Your Team

Momentum's Advanced Automations feature enables your team to build custom automations that meet your unique requirements. This feature includes a user-friendly interface that allows you to create complex automations in minutes. With Advanced Automation, you can automate monotonous tasks, eliminate errors, and accelerate the sales process. This feature also unlocks new insights and opportunities, enabling your team to work smarter and more effectively.

AI Summaries

Momentum's Advanced Automations feature also includes AI Summaries. These summaries capture AI-powered call summaries, field updates, and tasks. This feature syncs everything seamlessly with Salesforce and Slack, enabling your team to keep your CRM data up-to-date without manual intervention. With AI Summaries, your team can quickly review call summaries and take action, freeing up time for more important tasks.

About Us

Momentum is a team of experts in workflow automation for revenue teams. From customer acquisition to retention, our platform helps sales teams streamline their workflows, accelerate their sales process and boost productivity. On our blog page, you can find helpful tips and insights to improve your sales team's performance. In everything we do, we're dedicated to empowering sales professionals to achieve their best results.

Integrations

Momentum offers seamless integrations with the tools your revenue team already uses, allowing you to automate and streamline any process. Whether it's a simple or complex sales workflow, Momentum works out of the box with your existing sales tools and integrates them all together. With a powerful back-end engine and a simple front-end interface, you can quickly and easily create custom automations, notifications, and playbooks that ensure everyone on your team is following the same processes.

Deal Rooms

Momentum allows you to create automated, secure Slack channels for your sales deals, so your team can collaborate seamlessly and share information in real-time. You can use Deal Rooms to centralize all your sales-related communications, documents, and information in one place, and streamline the entire sales process from start to finish.

Cues

Momentum's Cues feature allows you to stay on top of your sales game by receiving notifications and alerts from all your sales tools in one place. With Cues, you can be sure that you never miss an important opportunity or notification, and can keep your team on track and focused on achieving your sales objectives.

Approvals

Momentum's Approvals feature allows you to automate your CPQ approval motions, so you can focus on more important things. You can use Approvals to create custom workflows that automatically respond to pre-set criteria, such as budget constraints, time constraints, or specific approval authority levels, ensuring that all approvals are managed consistently and efficiently.

Playbooks

Momentum's Playbooks feature ensures that everyone on your team follows the same sales processes, eliminating confusion and boosting efficiency. You can use Playbooks to create customized workflows and automations that fit your specific sales processes and bring your team together, making it easy to implement new processes and adapt to changes quickly and effectively.

Advanced Automations

Momentum's Advanced Automations feature allows you to build custom automations for your team, giving you the flexibility to tailor each automation to your specific needs. Whether you need to automate a manual process, or create a completely new process from scratch, Momentum's Advanced Automations feature makes it easy to streamline your sales team's workflow and improve overall efficiency.

Pre-built Recipes

Momentum also offers a range of pre-built recipes that you can use to jumpstart your sales processes and get up and running quickly. These recipes are designed to be customizable and adaptable, so you can tailor them to your specific needs and integrate them seamlessly into your existing sales processes.

About Us

Momentum is a workflow automation platform designed specifically for revenue teams. Our powerful AI summaries, MEDDIC, and customizable workflows enable revenue teams to streamline and automate their sales processes, ensuring that everyone is working together efficiently and effectively to achieve their sales objectives.

Blog

Our blog offers insights and tips for revenue teams looking to improve their sales processes and achieve better results. We cover topics such as sales automation, AI in sales, and best practices for sales teams, sharing our expertise and the latest industry news and trends with our loyal readers.

Pricing

Momentum's workflow automation platform for revenue teams offers a variety of features to streamline your sales processes. The pricing for Momentum is based on a per-seat model, with a minimum of 5 seats required for purchase. The base price for each seat is $75 per month. This includes access to pre-built recipes, automated Slack channels for sales deals, notifications and alerts from sales tools, and customer channels.

In addition to the base features, there are add-ons available for purchase. Deal Rooms are available for an additional $50 per seat per month, allowing you to create secure deal rooms for your sales deals. Cues, which provide intelligent notifications and alerts for your sales tools, are available for an additional $25 per seat per month.

The Approvals add-on is available for an additional $75 per seat per month, allowing you to automate your CPQ approval motions. Looking to ensure everyone follows the same processes? Playbooks are available for an additional $25 per seat per month. This add-on allows you to create customizable workflows and ensure consistency across your team.

If you're looking for even more advanced automation capabilities, the Advanced Automations add-on is available for an additional $150 per seat per month. This allows you to build custom automations for your team, tailored specifically to your business needs.

Momentum's AI Summaries add-on is available for an additional $25 per seat per month. This add-on provides summaries of your team's activity and engagement within Momentum. Additionally, MEDDIC add-ons are available for an additional $100 per seat per month. MEDDIC stands for Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion. This add-on provides a framework to help sales reps guide prospects through the sales process.

Overall, Momentum provides a comprehensive workflow automation platform for revenue teams, with a variety of features and add-ons available for purchase based on your business needs. Their per-seat pricing model allows for flexibility and scalability as your team grows.

FAQ

What is Momentum and how can it help revenue teams?

Momentum is a workflow automation platform specifically designed for revenue teams. It aims to help automate sales operations, from updating sales tools to automating approvals. Momentum provides features such as Deal Rooms, Automated Slack channels for sales deals, Cues, Approvals, Playbooks, and Advanced Automations, to streamline sales team processes, save time, and reduce workload. Additionally, the tool provides an AI-powered call summary and capture system which turns every call into CRM data automatically. This feature also allows managers to review their team's calls in just seconds, saving them hours of lost time each day. Momentum can also help by improving team collaboration and reducing manual data entry errors. With this tool, teams can focus more on closing deals and less on administrative tasks, leading to better sales results and productivity.

What are the features of Momentum's AI-powered call summary system?

Momentum's AI-powered call summary system offers a range of features that are designed to automate call management while also providing valuable insights for sales teams. These features include call summaries, updated fields and tasks, and background syncing with Salesforce and Slack. The call summary feature provides a quick glimpse into every call and saves managers time by taking care of call analysis automatically. This feature also offers MEDDIC, next steps, close date, and other CRM suggestions based on call details. Other features that the tool provides include a calendar sync that captures notes for every call, adding tasks and next steps to opportunities automatically, and sharing calls across Slack and Salesforce, connecting tasks to other tools like Asana.

How does Momentum improve revenue team efficiency?

Momentum aims to improve revenue team efficiency by automating sales-related tasks, which enables team members to focus on closing deals rather than purely administrative tasks. It does this by streamlining the sales process using features such as Deal Rooms, Automated Slack channels for sales deals, Cues, Approvals, Playbooks, and Advanced Automations. The tool's AI-powered call summary system allows managers to get a quick glimpse into every call while taking away the burden of analyzing calls manually. This system can also improve team collaboration and reduce data entry errors by background syncing with Salesforce and Slack. Momentum's core focus is on helping revenue teams by providing features that naturally fit into the sales process, reducing unnecessary stress and workload, and giving teams more time to focus on more important profit-driving tasks.

Can Momentum be customized based on my team's needs?

Yes, Momentum is extremely flexible with customization options that can help tailor the tool to specific teams' needs. One of Momentum's core strengths is its ability to offer heavily customizable workflows both at a high level, and at a more granular level. Users can customize workflows to suit specific revenue team processes, which provides relevant, tailored use and reduces unnecessary features. The tool offers multiple customization options in features such as Deal Rooms, Automated Slack channels for sales deals, Cues, Approvals, Playbooks, and Advanced Automations. Additionally, Momentum provides a range of integrations, API, and workflow customization tools to fit user needs.

What kind of support can I expect from Momentum?

Momentum offers a range of support services to customers, including phone, email, chat, and ticket support. Additionally, their website hosts a number of self-help support resources, including comprehensive documentation, a blog, and best practices guides. Customers can be assured that Momentum customer team support is on hand to help users navigate the tool's features effectively, resolve issues quickly, and understand any new features or updates that are released. The team is dedicated to providing the best customer service, regularly taking feedback and suggestions to improve the tool and its services to meet specific customer needs. Finally, Momentum offers a range of training and onboarding resources to ensure that new users get up to speed on the tool quickly and easily.