Case Study: ChargeLab streamlines Salesforce workflows and complex deal management with Momentum.io

Momentum helps ChargeLab keep Salesforce updated and workflows streamlined

ChargeLab, a company focused on EV charging, needed a better way to keep complex sales deals organized across a distributed team. With multiple stakeholders involved in qualification, proposal, and deployment, the team struggled with fragmented communication, Salesforce updates, and making sure the right people were looped into each stage.

Momentum.io solved this by connecting Slack with Salesforce and using deal rooms to centralize deal activity, track history, and manage stakeholder collaboration through each phase of the sales cycle. The result was less friction, better visibility, and smoother handoffs across teams, with Alex Scalisi saying Momentum.io has significantly reduced uncertainty and improved his workflow and quality of life while managing many opportunities.

ChargeLab

Andrew Angus

VP of Sales