Better Together - Microsoft Teams

Momentum is now part of Salesforce!

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Turns Every Conversation in Teams Into Execution

Momentum connects with Microsoft Teams to capture what’s said and move on it.

From video calls to chats, it syncs deal data, triggers workflows, and routes alerts so your GTM teams never miss a beat and never leave their Teams workspace.

Turn Conversations Into CRM-Ready Execution

No more lost notes or buried action items.

• Auto-sync meeting summaries and deal insights to Salesforce
• Capture tasks from video calls or chat threads
• Update fields, flags, and next steps automatically

Your CRM stays clean. Your reps stay focused.

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Catch Deal Risk in Real Time — Right Inside Teams

Momentum monitors what’s said and what isn’t.

• Detect objections, silence, or missing next steps
• Trigger alerts to channels, DMs, or CRM dashboards
• Route notifications to managers, CS, or execs instantly

No more waiting for the QBR to find out what went wrong.

Automate Workflows Without Switching Tools

Turn any Teams conversation into action instantly.

• Launch Planner tasks post-meeting
• Trigger Salesforce or Outreach updates based on call content
• Auto-create handoffs, notes, or support tickets — all from your Teams workspace

No toggling. No rekeying. Just execution.

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Make Teams a Revenue Command Center for Hybrid Work

Wherever your team connects, Momentum makes it count.

• Works across Teams Essentials, Rooms, and mobile
• Supports remote, hybrid, and in-office collaboration
• Syncs seamlessly with Outlook, OneDrive, SharePoint, and Slack

Bring your entire GTM motion into Microsoft Teams.

Setup That’s Fast, Secure, and No-Code

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1. Install the Momentum Teams App

Easy deployment for desktop, mobile, or web.

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2. Connect Salesforce, Gong, Outreach, and CRM

Full pipeline and comms integration.

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3. Set Triggers and Rules

Based on call summaries, chats, and deal stages.

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4. Momentum Does the Rest

Syncs insights, fires alerts, and moves deals forward — 24/7.

What Revenue Leaders Are Saying

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“Momentum is like a sales manager that stays up 24/7 and listens to every call, notifying the right folks when they should be paying attention. It’s cut time in half for sellers to move deals in Salesforce.”

Nate Follen

Head of GTM Systems