How Salesforce and Momentum work together to increase revenue team efficiency

Momentum integrates with Salesforce bi-directionally to bring accurate customer data across your entire sales tech stack and helps teams increase productivity, efficiency, and collaboration.

Salesforce is where you keep your customer data, but it’s not where teams tend to work. You might be heads down in Slack, Gong, or even Asana. With Momentum’s Slack-first experience, you can connect and use all your tools from one place with streamlined, timely workflows and always-accurate data so reps, leaders, and cross-functional teams can win together.

Using our native integration with Salesforce, you can build customized workflows or use pre-built ones to kick off automations that let your teams and stakeholders know what’s happening and what needs to happen with a deal or opportunity.  Whether it’s requesting approvals from legal, capturing updates into Salesforce, or sharing win-loss data with your product marketing team, Momentum helps you do it all the way you want.

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With this integration, you’ll:

• Communicate and collaborate better. Quickly deliver insights and up-to-date information to your cross-functional teams so they always know what’s going on and can help you make decisions faster.
• Automate your sales processes with pre-built or custom workflows. Create rich, interactive workflows using simple AND / OR logic to send alerts, request support, or streamline approvals.
• Increase visibility with a connected tech stack. Easily see or drill down into where a deal is at, update opportunities, request new information, or even share news from the space you spend most of your time — Slack.

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See it in action with this example using Deal Rooms:

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Want to learn more? Sign up for a live demo or chat with our team using the Intercom chat.