How Momentum Works
Connect Salesforce to Slack securely via Momentum
See and manage your Salesforce opportunities right in Slack, with customized views depending on your role. Setup takes five minutes:· Install the Salesforce package
· Install Momentum in Slack
· Authorize access into Salesforce from Slack
Create Smart Deal Rooms to manage opportunities
Momentum provides a centralized place to capture notes, tasks, and files without leaving Slack, while keeping Salesforce seamlessly up-to-date.
Collaborate with your company in real-time to move deals forward
Streamline collaboration across finance, customer success, and engineering through dedicated Slack channels for deals.
Follow the sales stages from your playbook with Deal Playbooks
Set your sales process and share resources and tips for each stage of the opportunity so every rep knows what next step to take.
Manage approvals, handoffs, and timely tasks with Deal Assist
Raise an issue to keep deal momentum going strong and tap the right people at the right time where they are most responsive.
Close the loop and handoff the deal with Deal Report
Momentum’s next-gen sales coordination makes approving deals faster and handoffs smoother by giving everyone the visibility they need to perform at their best.
