Momentum
Product information
Reviews
3.8 out of 5 stars
Momentum is best for SMBs and solopreneurs who need to streamline sales workflows and manage pipelines directly within Salesforce. It stands out for its seamless integration with Salesforce and its focus on reducing manual data entry, but may not be ideal if you require deep customization or work outside the Salesforce ecosystem. Compared to tools like Outreach or Salesloft, it’s better suited for teams already committed to Salesforce who want to automate repetitive sales tasks without leaving their CRM. If you’re frustrated by context switching and manual updates in your sales process, this is probably the right tool. If not, you might want to explore more standalone sales engagement platforms.
Product options
Tool Details
- Outreach
- Salesloft
- Groove
- Apollo.io
- Yesware
- Deep Salesforce integration
- Reduces manual data entry
- Automates repetitive sales tasks
- Easy to set up for Salesforce users
- Improves sales team efficiency
- Limited outside Salesforce ecosystem
- Customization options can be restrictive
- Not ideal for complex enterprise workflows
- Feature set may lag behind larger competitors
Related Resources
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Step by step guide to integrating Salesforce with Momentum for seamless data sync
Learn exactly how to connect Salesforce and Momentum to keep your data in sync, avoid common headaches, and actually get value from both platforms.
How to use Momentum to coordinate multichannel outbound campaigns efficiently
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In Depth Review of Momentum B2B GTM Software Tool for Scaling Sales Teams
Honest, practical review of Momentum's B2B GTM software—what works, what doesn't, and if it's worth it for scaling sales teams.
Best practices for managing pipeline stages in Momentum for B2B sales teams
Get practical, honest advice on setting up and managing pipeline stages in Momentum to keep your B2B sales team focused and deals moving.
How to collaborate with cross functional teams using Momentum shared workspaces
A practical guide to using Momentum shared workspaces for real cross-functional teamwork—without the hype or headache.
How to streamline your account planning workflow with Momentum templates
Learn how to simplify your account planning workflow using Momentum templates—cut busywork, stay organized, and actually move deals forward.
How to automate your sales follow up process in Momentum for better conversion rates
Learn how to automate your sales follow-up in Momentum, save time, and increase conversions with practical, honest tips (no hype, just results).
How to create and track sales playbooks in Momentum for consistent results
Learn step-by-step how to build, roll out, and monitor sales playbooks in Momentum so your team actually gets results—without the fluff.
How to set up automated deal alerts in Momentum to never miss an opportunity
Learn how to set up automated deal alerts in Momentum so you never miss a sales opportunity. Step-by-step guide with real-world advice.
How to leverage Momentum analytics for forecasting and pipeline reviews
Cut through sales data noise—use Momentum analytics to nail forecasting and pipeline reviews. A practical, clear-eyed guide for busy sales leaders.
Comparing Top B2B GTM Platforms What Sets Momentum Apart for Revenue Operations Teams
Get an honest, hands-on breakdown of top B2B GTM platforms. What really makes Momentum different for revenue operations teams? Find out here.