Better Together - Clari

Momentum is now part of Salesforce!

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Turn Every Pipeline Signal Into a Revenue Move

Momentum connects with Clari to automate the next step after every insight.

When pipeline risk shows up, a forecast changes, or a deal slips — Momentum triggers the workflows, alerts, and follow-ups that protect revenue and keep your forecast accurate.

Turn Forecast Signals Into Sales Action

Clari highlights the risk. Momentum turns it into action.

• Reps get Slack pings on stalled deals, pricing objections, or stage slippage
• Salesforce gets updated automatically
• Next steps and tasks are triggered — instantly

No signal goes unseen. No insight sits idle.

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Automate Revenue Workflows From Risk to Renewal

Close the loop between pipeline data and deal movement.

• Escalate at-risk renewals or accounts with low activity
• Launch CS handoffs or Sales tasks from forecast shifts
• Push alerts and updates where your team already works

Drive predictability by automating what happens next.

Monitor Pipeline Health and Respond in Real Time

Combine Clari’s predictive insights with live sales behavior.

• Surface gaps in deal activity or missing next steps
• Flag unusual velocity or engagement drops
• Alert reps, managers, or execs before it's too late

Momentum brings context, urgency, and action to your pipeline view.

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Orchestrate the Full Revenue Funnel — Cross-Team

From first call to closed renewal, Momentum aligns your GTM motion:

• Syncs Salesforce, Slack, Gong, Outreach, and Clari
• Routes insights to the right owners across teams
• Powers CS, AE, RevOps, and leadership workflows from one place

Revenue is a team sport. Momentum gives you the playbook.

How It Works: From Signal to Execution

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1. Connect Clari to Momentum

Fast, secure setup with no-code API.

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2. Sync Your CRM + GTM Stack

Salesforce, Gong, Outreach, and Slack.

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3. Set Your Triggers

Based on forecast shifts, pipeline health, or activity gaps.

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4. Momentum Orchestrates the Rest

Real-time updates, tasks, alerts — no manual lift.

Clari shows the signal. Momentum drives the execution.

What Revenue Leaders Are Saying

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“The most important thing Momentum delivers for me is insight at scale. Reps aren’t spending their time making notes or filling out fields. They’re spending their time selling.”

Navin Persaud

VP of RevOps

Start Executing On Forecasts Now

See Momentum + Clari in Action Book your AI Transformation Session