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Momentum Reviews & Product Details

Alex  C.
AC
Dir Oof RevOps
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Momentum?

Being able to automate most manual functions that were done with salesforce but also being able to bring salesforce reports to life in a slack channel to help harbor collaboration between teams. Very helpful on the customer retention side Review collected by and hosted on G2.com.

What do you dislike about Momentum?

a bit hard to figure out if you arent familar with automation but their CS team does a great job in teaching and how to build workflows Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Helping our sales reps quickly and easily put leads or opportunities into Salesloft cadences. Helps us combat churn really well by bringing our churn salesforce report to life. helps us track our daily go lives and sales without having to rely on a salesforce report or manually tabulate the numbers. has made us more collaborative Review collected by and hosted on G2.com.

Momentum Overview

What is Momentum?

Momentum is a no code platform to automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum gives revenue team the building blocks to operationalize sales motions and improve efficiency. With pre-assembled recipes, including Slack deal rooms, deal desk approvals, and automatic capturing of files and notes into opportunities, deals close faster, with better accountability and collaboration along the way.

Momentum Details
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Product Description

Momentum is a no code deal collaboration platform to build and automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum provides revenue teams with the building blocks to operationalize sales motions and improve sales efficiency.


Seller Details
Seller
Momentum
Year Founded
1966
HQ Location
Centurion, ZA
Twitter
@dealmomentum
194 Twitter followers
LinkedIn® Page
www.linkedin.com
5,712 employees on LinkedIn®
Ownership
JSE:MTM

Ashley W.
AW
Overview Provided by:

Recent Momentum Reviews

LR
La-Or R.Small-Business (50 or fewer emp.)
5.0 out of 5
"Momentum is great. They help our sales team focus on the human interaction within calls."
I love that once you set it up, it is like you hired your own personal call assitant. Their team is also just great!
Taylor H.
TH
Taylor H.Mid-Market (51-1000 emp.)
5.0 out of 5
"I can't imagine my life without Momentum."
Momentum has made my life as a RevOps leader so much easier. The automation paired with AI has brought incredible information into our CRM. Sales n...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Supercharging revenue ops with momentum"
Biggest draws: - AI powered automations (call summarizations, drafted emails, next step updating in SFDC, auto-fill fields) - Deal / Customer sla...
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Momentum Media

Momentum Demo - Momentum Deal Room
We turn Slack channels into Smart Deal Rooms that are 2-way connected to Salesforce and handle things like updating opportunities, taking notes, tracking calls and emails, and capturing files.
Momentum Demo - Momentum Notifications
From win announcements to direct messages that tell you when a deal is blocked, Momentum is perfect for pushing real-time Salesforce alerts to Slack.
Momentum Demo - Automatically Unblock Deals To Make Progress
Ask for approvals via DM or in-thread without losing track of where your deals stand.
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Have you used Momentum before?
Yes

18 out of 19 Total Reviews for Momentum

4.8 out of 5
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18 out of 19 Total Reviews for Momentum
4.8 out of 5
18 out of 19 Total Reviews for Momentum
4.8 out of 5

Momentum Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for MomentumQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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LR
Product Marketing Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Momentum?

I love that once you set it up, it is like you hired your own personal call assitant. Their team is also just great! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

It is sometimes difficult to figure out how to take it off for calls where you are not allowed to have an AI tool. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Momentum is allowing our team to truly be present on calls rather then scrambeling to take notes. We are able to put all of our efforts into the actual human to human interaction. Review collected by and hosted on G2.com.

Taylor H.
TH
Head of Revenue Operations
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Momentum?

Momentum has made my life as a RevOps leader so much easier. The automation paired with AI has brought incredible information into our CRM. Sales no longer needs to update CRM data manually, and leadership knows where to go in our system to find it. It truly is brilliant. Integrating Slack and Google Drive allows for great cross-team collaborations without requiring all users to be in a CRM. It's just a great tool and company! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

Honestly, there is no need for this question when it comes to this tool. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Time. Momentum gives us time back in our day to do money making activities. It also ensures data quality across the org. Review collected by and hosted on G2.com.

Verified User in Internet
AI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Momentum?

Biggest draws:

- AI powered automations (call summarizations, drafted emails, next step updating in SFDC, auto-fill fields)

- Deal / Customer slack rooms with slack automations (emoji react --> update sfdc, email back and forth history)

- Slack Notifications (deal approvals for contracts, closed won deal notifications, new deal movement notifications)

- People (super responsive and helpful team, invested in making their product better with their customers)

Momentum essentially helps give our company view into our CRM without requiring that everyone at the company have a Salesforce license

It is a super powerful tool to play with automating our revenue tech stack. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

With any new product that is being built, there can be some hiccups, but the team is very quick to respond, troubleshoot, and fix.

I'm excited about the future product roadmap. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Automating sales activity

Democratizing visibility of our sales process to the rest of the company

Summarizing hundreds of phone calls and reducing time for reps to do admin work Review collected by and hosted on G2.com.

WL
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Momentum?

The automation we have in place for connecting slack and salesforce is killer. The note taking AI is amazing, plus a huge time saver! Their team is great to work with and are innovating so quickly it is exciting to see what they are bringing to the table. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

The only thing I dislike is that I don't have access to their full platform. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Cutting through the noise and mess of slack by automating and connecting data from Salesforce to Slack, which makes it so much easier to keep teams, managers, and execs up to date and informed on the activities of our GTM teams. Review collected by and hosted on G2.com.

Scott M.
SM
Revenue Operations Lead
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Momentum?

Momentum has a ton of wow factor features, but what it really comes down to for us is the flexibility and versatility of the platform. Much like Salesforce Flows, Momentum is a revolution in automation and driving the efficient movement and transformation of your data all while keeping it at the fingertips of those who need it most. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

The only feedback I've had thus far for the Momentum team is that I'd love to be able to interact with the platform via Salesforce Flows. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Momentum helps us keep tabs on what is happening in Salesforce by serving up alerts to the right people in a manner that is accessible to both end users and administrators. Review collected by and hosted on G2.com.

Vanessa H.
VH
Senior Director, Revenue Operations
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Momentum?

We've been able to automate a number of rote tasks and reduce the mental overhead for our sales team using Momentum workflows that connect with Salesforce, Gong, Asana, and Google Drive. I really like their vision: they have some functionality similar to Troops and Rattle but go beyond that to solve a far wider array of process and data management tasks. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

A few small hiccups/bugs uncovered so far, but Momentum's team has been extremely quick in resolving each one. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Some Momentum recipes we love:

- Deal rooms generally. Their setup, management, and in-room guidance on next steps.

- After a Gong call, one-click add of net new attendees to Salesforce

- Ensure we have a Drive folder connected to each Account

The above really reduce mental overhead for our sales team, allowing them to focus more on building strong customer relationships. They also save me time trying to do cleanup or enforce process consistency. Review collected by and hosted on G2.com.

Tejasvi M.
TM
Campaign Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Momentum?

Ability to keep things moving without doing anything manually. Updates in Slack automatically show up within Salesforce, which is great! Review collected by and hosted on G2.com.

What do you dislike about Momentum?

I don't have anything to say here. It has been a great tool so far and would love to explore more :) Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Updating workflows, automating tasks, and logging details from Slack are quite a few things that we've done so far. There are a few more things that are on our to-do list, will give them a try! Review collected by and hosted on G2.com.

Yash B.
YB
Senior Associate - Digital Marketing
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Momentum?

It is easy, useful and cheap. You can manage, view and complete your tasks with a click of a button Review collected by and hosted on G2.com.

What do you dislike about Momentum?

While it is a good overall package, Similar tools are available for free on the web. There is no great differentiation. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

Task Management

Task workflow. Review collected by and hosted on G2.com.

Keola W.
KW
Enterprise Account Executive
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Momentum?

We have a Slack culture and the simplicity of Momentum ensures our Sales Account Team, Ops Teams, and Management Team engage, interact, and don't let things slip through the cracks. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

I think it's coming but more ability to update SFDC records from the Momentum Opportunity Channels. Today everything is fed into Chatter. Ideally, Contacts, Notes, Documents could be mapped to the fields in SFDC Accounts, Opportunites, Contacts, etc... Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

We have better team communication and visibility on opportunities. It feels like we get timely updates from different team members because they are as simple as updating the channel in Slack, (vs a ticket or deciding who to include when sending an email).

For our larger or more complex deals, we can quickly bring the Management team up to speed and engage the greater team on Slack thread with history. This also allows for other team leaders to chime in with examples or help. Review collected by and hosted on G2.com.

Mathew V.
MV
Principal Sales Operations Specialist/Salesforce Admin
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Momentum?

Working with Momentum has been a great experience. The ability to collaborate with the team and come up with new and innovative ideas have been a benefit to our organization. Having a Slack channel allows us to easily communicate with the team as we are making enhancements. I consider Momentum as part of our overall team. Review collected by and hosted on G2.com.

What do you dislike about Momentum?

I have nothing negative to say about working with Momentum. They have been a great partner for our company. Review collected by and hosted on G2.com.

What problems is Momentum solving and how is that benefiting you?

The Slack to Salesforce integration allows me to easily create a new SFDC Case from a Slack request to enhance our tracking of requests or technical enhancements in a single tool. They have also assisted us with Process Builder and Workflows within our organization which allows us to streamline and consolidate our processes in a single system. Review collected by and hosted on G2.com.