Rebuy Engine’s Strategic Leap: How Momentum Supercharged Sales Efficiency

The Challenge: Scaling Efficiency in a Fast-Paced Startup

At Rebuy Engine, speed is everything. The company, a leader in AI-driven e-commerce personalization, thrives on agility and responsiveness. However, as the business scaled, so did the complexity of managing sales conversations and ensuring critical insights reached the right teams at the right time.

For Aaron Dungca, who leads Customer Success and Implementations, this meant constantly chasing down updates from sales reps, manually tracking progress across multiple tools, and ensuring seamless coordination between sales, revenue operations, and customer success. The disjointed workflow between Salesforce and Slack was a growing pain point, leading to inefficiencies that slowed down decision-making.

"Reps no longer need to fill things out, and I no longer need to ask reps for feedback on where things are at. For a fast-moving startup, every moment saved is awesome."

Aaron and his team needed a solution that could automate these manual touchpoints, provide real-time visibility, and enhance overall efficiency—without disrupting their existing workflows.

The Solution: Momentum’s AI-Powered Automation

Enter Momentum—a game-changer in bridging the gap between Salesforce and Slack. Within just a year of integration, Aaron and his team at Rebuy Engine witnessed a transformational shift in efficiency, visibility, and automation.

With AI-driven call summaries and automated MEDDIC optimizations, decision-making became faster and more data-driven. The ability to automatically sync sales updates from Salesforce into Slack eliminated the need for reps to manually enter data—freeing up time for higher-value activities.

"Momentum gives us powerful visibility into sales conversations and seamlessly automates Salesforce-to-Slack workflows. Our reps save time, and I’m no longer chasing them for updates."

Key features that made the difference:

• Bidirectional automation – Seamless sync between Salesforce and Slack ensured teams always had real-time updates.
• Smart notifications & alerts – Customer Success teams received immediate pings for open annual agreements, and support teams got instant notifications post-implementation.
• AI-driven insights – Automated call summaries and MEDDIC tracking empowered teams with better forecasting and execution.

The Impact: Time Saved, Decisions Accelerated

Momentum didn’t just optimize workflows—it transformed the way Rebuy Engine operates.

• Faster response times – With key deal updates and customer milestones automatically surfaced in Slack, the team was able to react immediately rather than waiting on manual updates.
• Enhanced collaboration – By unifying data across Salesforce and Slack, different departments stayed aligned and informed without additional effort.
• Effortless CRM management – Momentum’s AI features eliminated tedious CRM upkeep, ensuring the system was always up to date without human intervention.

"The AI-driven call summaries and automated MEDDIC features mean that informed decision-making happens almost on autopilot. For someone in Customer Success and Implementations, having scalable, automated motions and real-time insights at my fingertips has made coordinating with the sales and revenue operations teams seamless and far more efficient."

With a solid foundation in place, Aaron and his team are gearing up for the next phase—leveraging even more of Momentum’s capabilities to refine and scale their automation efforts.

Looking Ahead: Scaling Automation for Even Greater Efficiency

The next 12 months are set to be an exciting period for Aaron Dungca and his team as they double down on Momentum’s advanced features to drive even greater efficiency gains. By fine-tuning their existing systems and exploring new automation opportunities, Rebuy Engine is poised to continue leading the charge in e-commerce personalization—without operational bottlenecks holding them back.

For companies navigating rapid growth, Momentum proves that smarter automation isn’t just a luxury—it’s a necessity.

Ready to streamline your sales and success workflows? Discover how Momentum can transform your team.