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Momentum.io

Momentum.io

Overview

What is Momentum.io?

Momentum is a no code platform to automate sales workflows. Embedded into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum's access gives revenue team the building blocks to operationalize sales motions.

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Recent Reviews

TrustRadius Insights

Momentum.io has been instrumental in solving a range of business problems for its users. By automating sales activity and reducing …
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Pricing

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What is Momentum.io?

Momentum is a no code platform to automate sales workflows. Embedded into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum's access gives revenue team the building blocks to operationalize sales motions.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Momentum.io?

Momentum is a no code platform to automate sales workflows. Embedded into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum's access gives revenue team the building blocks to operationalize sales motions.

Momentum.io Video

Momentum.io Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Momentum.io has been instrumental in solving a range of business problems for its users. By automating sales activity and reducing administrative work, reps have been able to streamline their sales process and focus on revenue-generating tasks. The integration with Salesforce and Slack has facilitated seamless communication and improved visibility for teams, managers, and executives, allowing them to stay informed about the activities of GTM teams. Momentum's collaboration features have also been highly valued by users, enabling them to stay updated on Salesforce updates and receive timely alerts. Additionally, the ability to involve non-SFDC members in conversations has provided valuable insights into active projects.

Another key problem solved by Momentum is task management and workflow automation. Users have successfully utilized the platform to update workflows and automate tasks, enhancing efficiency for sales teams. The Deal rooms feature has received positive feedback for its ease of use in setup, management, and providing in-room guidance on next steps. Integration with Salesloft cadences has proven beneficial for sales reps in effectively managing leads and opportunities.

Furthermore, Momentum has greatly improved data integrity within Salesforce by making information transfer from Slack easier. Users have found logging calls, updating contacts, and adding details through Slack more efficient compared to manual entry in Salesforce. The documentation of deal approvals within Salesforce has also improved, ensuring better tracking and archiving capabilities.

In summary, Momentum.io solves a variety of business problems by streamlining sales processes, facilitating effective communication and collaboration between teams, automating tasks and workflows, improving data integrity within CRM systems, and enhancing overall visibility into sales activities.

Efficient Automation: Several users have found Momentum.io to be a powerful tool for automating their revenue tech stack, saving them significant time and improving collaboration between teams.

Intelligent Note-Taking: Many reviewers have praised the note-taking AI in Momentum.io, describing it as amazing and a huge time-saver. This feature reduces mental overhead for sales teams, allowing them to focus on important tasks.

Responsive Support: Users appreciate the responsiveness and helpfulness of the Momentum.io team. They feel that the team is invested in making the product better and are excited about the innovations they bring to the table.

Lack of differentiation: Some users have noted that the software lacks differentiation from other free web tools available, which may make it difficult for them to justify paying for it.

Notification request time blockage: Several reviewers have found that the time taken to bring new notification requests online can be a blocker for their work.

Minor issues uncovered: A few users have reported minor issues with the software, although they acknowledge that the team is quick to resolve these hiccups and bugs.

Sorry, no reviews are available for this product yet

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