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What is Momentum?

Momentum serves as a sales automation solution designed for RevOps teams to facilitate consistent and repeatable sales processes. By integrating with Salesforce, Slack, and various other sales tools, it streamlines playbook automation, ultimately enhancing the likelihood of closing more deals. Important deal details can be recorded within Slack channels, which synchronize with Salesforce in real-time, and it can also incorporate information from platforms like Outreach and Gong. Users can conveniently modify any Salesforce object and upload essential documents, such as Purchase Orders or NDAs, directly from their Slack Deal Room. Centralizing all internal communication and updates in one designated Slack Deal Room enhances accessibility and clarity, ensuring a comprehensive deal history and facilitating thorough audits across the organization. Furthermore, the implementation of automated sales motions not only conserves time but also lessens the potential for human error and diminishes the training burden on sales representatives. By leveraging these automation features, sales teams can focus more on strategic activities rather than administrative tasks.

What is Mitratech TAP Workflow Automation?

Effective software designed for forms and process automation significantly boosts efficiency within organizations. It emphasizes ease of use, speeds up workflows, and allows for a quicker attainment of benefits. With TAP's user-friendly drag-and-drop functionality, both workflows and digitized forms can be developed and deployed in just hours or days, a stark contrast to the months typically required by traditional methods, thus greatly accelerating operational execution. This improvement enhances collaboration and promotes rapid teamwork, even between different departments and external collaborators. Moreover, features such as automated alerts, electronic signatures, and role-specific access ensure that contributions are timely and relevant. Managers are equipped with insights into each workflow, enabling them to effectively oversee and refine performance. Users can easily access and share commonly stored resources, while all workflows and documents are securely archived for future retrieval and auditing purposes. Integration of best practices and compliance standards into each workflow helps to mitigate risks. Additionally, automating repetitive tasks not only reduces the likelihood of human error but also cuts costs, leading to a quick return on investment and realization of value. This forward-thinking strategy not only simplifies processes but also significantly boosts overall organizational productivity, fostering a culture of innovation and efficiency. Thus, embracing such automation tools can transform how businesses operate and compete in the market.

Media

Media

Integrations Supported

Asana
Clari
Clari Copilot
Docusign
Gainsight
Gong
Google Calendar
Google Drive
Linear
Matador AI
Mitratech TeamConnect
Notion
Outreach
Salesforce
Salesforce CPQ
Salesloft
SendGrid
Slack
Stripe
Zendesk

Integrations Supported

Asana
Clari
Clari Copilot
Docusign
Gainsight
Gong
Google Calendar
Google Drive
Linear
Matador AI
Mitratech TeamConnect
Notion
Outreach
Salesforce
Salesforce CPQ
Salesloft
SendGrid
Slack
Stripe
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$69/user/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Momentum

Date Founded

2020

Company Location

United States

Company Website

www.momentum.io

Company Facts

Organization Name

Mitratech

Date Founded

1987

Company Location

United States

Company Website

mitratech.com/products/workflow-automation-tap/

Categories and Features

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workload Automation

Alerts / Notifications
Audit Trails
Business Process Management
Cross-Platform Scheduling
Dashboard
Data Analysis / Visualization
Event-Triggers
Load Balancing
Resource-Based Scheduling
Robotic Process Automation (RPA)
Workflow Foundation Support

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