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Momentum is a workflow automation platform that aims to streamline the sales workflow, using AI-powered call summaries, automated CPQ approval processes, and identification of churn and pipeline risks in the sales pipeline. The platform also synchronizes with Salesforce, Google Calendar, and Asana for greater productivity and efficiency.

Description

Momentum is the cutting-edge and highly advanced workflow automation platform that revolutionizes the way revenue teams work. Our groundbreaking solution is designed to streamline the sales workflow, providing exceptional support with innovative AI-powered call summaries that offer a more comprehensive and detailed analysis of important sales calls.

Our automation system also includes a highly effective solution to help keep sales deal notifications and alerts organized and easily accessible. Among these benefits, Momentum provides an automated CPQ approval process that is highly reliable and quick, allowing revenue team members to focus on other tasks, leading to more productivity and revenue growth. With our high standard custom automations, revenue teams can automate tasks that are repetitive in nature, leading to increased efficiency in a shorter timeframe.

Apart from the amazing automation features, Momentum’s software incorporates a powerful system to identify churn and pipeline risks in your sales pipeline, enabling members of the revenue team to act quickly and make adjustments before revenue is lost. With Momentum’s Salesforce synchronization, sales opportunities and leads can be easily tracked, resulting in a more organized and productive sales workflow.

Moreover, our automated calendar syncing feature, Google Calendar, ensures that revenue teams have resources and deadlines in sync from their CRM to their calendar, helping to avoid conflicts, missed deadlines and providing a central hub for team members to stay informed of upcoming sales activities. Lastly, Momentum seamlessly connects tasks to other leading tools like Asana, resulting in streamlined work processes that lead to increased productivity, greater efficiency, and more successful sales deals.

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