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Momentum

San Francisco

sales-assistant productivity

About

Workflow automation platform for revenue teams.

Website Rank
 
2.88M
Category Rank
(Business_and_Co…)
5.29K
Country Rank
(US)
2.45M
Website Traffic
 
37.8K
Monthly Visits Trend
Top Traffic Countries
Top Traffic Sources
Recent Reviews
 
18
Company Size
 
11 - 50
Employees On Linkedin
 
39
Twitter Followers
 
145
Twitter Likes
 
100
Twitter Posts
 
221
Facebook Followers
 
-
Facebook Likes
 
-

Summary

Momentum is a workflow automation platform for revenue teams that provides features such as deal rooms, cues, approvals, playbooks, and advanced automations, and use cases including automating CPQ approval motions, ensuring consistent processes, and building custom automations.

Features

  • Deal Rooms
  • Cues
  • Approvals
  • Playbooks
  • Advanced Automations
  • AI Summaries
  • MEDDIC Autopilot
  • Ask Momentum
  • Spotless Follow Ups
  • AI Signals
  • Backfill
  • Notifications
  • Account Rooms
  • Customer Channels
  • Pre-built Recipes
  • Data Insights
  • Calendar Schedule
  • Tasks and Next Steps
  • Smart Connectivity

Use Cases

  • Automate CPQ approval motions
  • Ensure consistent processes
  • Build custom automations for your team
  • Capture AI-powered call summaries, field updates, and tasks
  • Sync with Salesforce and Slack
  • Identify churn and pipeline risk
  • Save listening time
  • Keep Salesforce updated with data insights
  • Sync with Google calendar for call notes
  • Add tasks and next steps automatically
  • Share calls across Slack and Salesforce
  • Connect tasks to other tools like Asana
Pricing

Deal Rooms

$99
Annual

Deal Rooms

$129
Monthly

Cues

$49
Annual

Cues

$59
Monthly

Approvals

$79
Annual

Approvals

$99
Monthly

Playbooks

$149
Annual

Playbooks

$179
Monthly

Advanced Automations

$199
Annual

Advanced Automations

$229
Monthly
Recent Reviews (18)
getnachonacho
2023-10-19

Businesses use @DealMomentum to improve pipeline management and close rates with automated MEDDIC, notifications, call summaries, and deal rooms that connect Slack, Salesforce and the rest of the revenue stack. #NachoDeals Save 30% forever πŸ‘‰ https://hubs.ly/Q025TGr-0

dealmomentum
2023-08-08

πŸš€Exciting News! We're thrilled to present Autopilot 2.0: your new secret weapon in data hygiene! 🎯 https://www.momentum.io/meddic-autopilot #Autopilot2 #Salesforce #CRM #DataInsights #SalesEnablement #momentumLaunchWeek πŸš€

AiMarvel_io
2023-05-23

πŸ’‘ @dealmomentum a San Francisco startup streamlines revenue team workflows. Their platform automates tasks, enhances Slack, and optimizes closing rates Momentum integrates with Slack, Salesforce, and other tools, automating productivity features https://youtu.be/j3shgBME5k8

Work_With_AI
2023-03-10

R to @Work_With_AI: 🦾/2: @dealmomentum launched Moment Sales AI on @ProductHunt. Capture summaries and tasks after sales calls, and then automatically sync to @salesforce and @SlackHQ

mrp
2023-03-08

R to @dealmomentum: "Momentum uses AI to capture call summaries, CRM fields, and tasks after sales calls. It automatically syncs with @salesforce and posts to @SlackHQ. Improve data hygiene, increase efficiency, and save hours of tedious admin work." Congrats @santiycr @awilson820 @moizjv! πŸš€

dealmomentum
2023-03-08

We've been cooking up something very exciting...announcing Momentum Sales AI! AI-powered sales call summaries, tasks and action items - all synced automatically to Slack and Salesforce! Would love your support on Product Hunt today πŸŽ‰https://www.producthunt.com/posts/momentum-sales-ai

AkkioHQ
2023-03-08

R to @AkkioHQ: @dealmomentum uses AI to capture call summaries, CRM fields, and tasks after sales calls. It automatically syncs with Salesforce and posts to Slack. Improve data hygiene & increase efficiency: https://www.momentum.io/ai-summaries

dealmomentum
2023-01-23

We're all hearing about prospecting & lead gen tools right now. But once a lead comes in, how do you ensure qualification is efficient AND your Salesforce data is clean? https://www.momentum.io/posts/streamline-and-automate-lead-qualification-and-handoffs-with-the-power-of-slack-momentum

Ops_Stars
2022-12-24

Looking for the perfect #Sales storm πŸŒ€ to improve your #B2BMarketing approval process workflow? Our community member @C_Pritchard shared some #SalesTech tools from @dealmomentum to help make #ProcessAutomation approvals simple and efficient ⬇️ https://bit.ly/3HuypU8

dealmomentum
2022-09-22

Did you hear? Momentum now integrates with @Salesforce CPQ! πŸ™Œ Connect Salesforce CPQ with @SlackHQ, @DocuSign, and your other sales tools to accelerate your approval process and shorten your sales cycles. #Dreamforce #DF22 https://www.momentum.io/salesforce-cpq-integration

dealmomentum
2022-09-16

.@TreasureData is streamlining its approval processes and shortening sales cycles with Momentum Approvals. Thanks to Momentum they now run approvals through a well-structured, repeatable motion in Slack and sync everything back to Salesforce. Learn more: https://www.momentum.io/customer-stories/treasure-data-automates-deal-desk-workflows-and-increases-team-efficiency-with-momentum

dealmomentum
2022-09-13

Did you hear? We launched our newest product: Momentum Approvals! πŸ’₯ Read more about it in @destinationCRM's coverage πŸ‘‡ https://www.destinationcrm.com/Articles/CRM-News/CRM-Across-the-Wire/Momentum-Launches-Momentum-Approvals-154854.aspx

C_Pritchard
2022-09-12

Another awesome product launch from the @dealmomentum team!

dealmomentum
2022-09-12

We're excited to officially announce Momentum Approvals and our integration with @Salesforce CPQ! 🎊 Streamline your approvals by connecting the right people to the right approvals with the right context at the right time, all in @SlackHQ. Learn more: https://www.momentum.io/posts/announcing-momentum-approvals-to-create-automate-and-run-complex-approval-processes-from-slack

dealmomentum
2022-08-24

R to @dealmomentum: The August issue of @SaasIndustry's magazine covers multiple automation topics, and you can read the whole article in their app on @GooglePlay and the @AppStore: - Google Play: https://play.google.com/store/apps/details?id=com.bgfajjfdac.bdhcbgfajjfdac - App Store: https://apps.apple.com/in/app/saas-industry-magazine/id1621134598 You can also check out the past issues!

dealmomentum
2022-08-24

In the latest issue of @SaasIndustry's digital magazine, our CEO, @santiycr, shared more details about the recent product launch of Momentum for Upsells & Renewals and why it's crucial for revenue teams, especially right now. Check out the full article below! πŸ‘‡

dealmomentum
2022-08-23

We recently sat down with @CobyBerman, Co-founder and COO of @RadarLabs, to learn from his experience managing Enterprise sales teams and give you tips for setting your team up for success. Check it out πŸ‘‡ https://www.momentum.io/posts/interview-how-to-set-up-your-team-for-success-selling-to-enterprise-vs-smb

dealmomentum
2022-08-18

Attending Customer Success Festival next month in SF? Make sure you check out @awilson820's session! Ashley will be on a panel discussing how to embed a customer-centric philosophy within an organization's culture. Grab tickets: https://events.customersuccesscollective.com/location/sanfrancisco/

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