Tool Details

Momentum icon

Momentum

Overview

Momentum is a company that specializes in leveraging AI and automation to transform customer conversations into valuable go-to-market (GTM) data. Their platform integrates with existing tools like Salesforce and Slack to automate and enhance sales processes, improve CRM data hygiene, and provide actionable insights from sales and customer success calls.

Industry: Sales Automation

Ideal Customer Profiles: Momentum's ideal customers are sales and revenue operations teams, sales leaders, and customer success teams in medium to large enterprises who are looking to automate their sales processes, improve CRM data accuracy, and gain actionable insights from customer interactions.

Website: momentum.io

LinkedIn: http://linkedin.com/company/dealmomentum

Twitter: http://twitter.com/dealmomentum

Products

AI Call Notes

Momentum's AI Call Notes automatically capture and summarize sales calls, saving time and ensuring no detail is missed.

Features

Automatic Call Summaries

Description: This feature automatically generates summaries of sales calls and saves them in Salesforce, ensuring that all call details are captured without manual effort.
Benefit: Users save time and ensure that all important call details are accurately recorded and easily accessible.

Salesforce Integration

Description: Automatically saves call notes to Salesforce, reducing the need for manual data entry and improving CRM data accuracy.
Benefit: Enhances data hygiene and frees up sales reps to focus on selling rather than administrative tasks.

MEDDIC Autopilot

Automates the capture of MEDDIC, MEDDPICC, and BANT fields in Salesforce, reducing administrative workload for sales teams.

Features

Automated Data Capture

Description: Automatically captures key sales methodology fields like MEDDIC and BANT after calls, ensuring that important data is not missed.
Benefit: Improves data hygiene and allows sales reps to focus on revenue-generating activities.

Real-time Insights Delivery

Description: Provides real-time insights from sales calls directly to Slack or Salesforce, enabling quick decision-making and trend identification.
Benefit: Facilitates faster and more informed decision-making by providing immediate access to key insights.

Weekly Briefs

Provides personalized intelligence reports based on hundreds of customer and sales calls, offering a comprehensive view of business insights.

Features

Comprehensive Call Analysis

Description: Analyzes a large volume of calls to produce detailed summary reports for various teams, highlighting key insights and trends.
Benefit: Enables teams to make data-driven decisions and identify areas for improvement across sales, customer success, and product development.

Executive Briefs

Description: Provides detailed analysis of sales activities, helping executives stay informed and make strategic decisions based on real-time data.
Benefit: Supports strategic planning and resource allocation by providing a clear view of sales performance and challenges.

Email Follow Ups

Generates AI-powered follow-up emails based on call conversations, saving time and ensuring consistency in communication.

Features

AI-Powered Email Generation

Description: Automatically creates follow-up emails based on the content of sales calls, ensuring that communication is timely and relevant.
Benefit: Saves time and ensures that follow-up communications are consistent and aligned with the conversation.

Slack and Gmail Integration

Description: Delivers generated emails in Slack for review and allows sending through Gmail, streamlining the follow-up process.
Benefit: Enhances workflow efficiency by integrating with existing communication tools.

Contact Automation

Automatically adds call participants as contacts or leads in Salesforce, improving lead management and CRM data accuracy.

Features

Automatic Contact Creation

Description: Automatically identifies and adds call participants as contacts or leads in Salesforce, ensuring that no potential lead is missed.
Benefit: Improves lead management and ensures that CRM data is comprehensive and up-to-date.

Comprehensive Attendee Capture

Description: Captures all call attendees, even those who were scheduled but did not attend, ensuring complete contact records.
Benefit: Enhances CRM data completeness and supports better follow-up and engagement strategies.

Quantitative Benefits

"Save 10 hours/week of listening time"

"Save up to 10 hours/week on admin work"

"10x data hygiene for more accurate decision-making"

"Save up to 10 hours/week time writing emails"

"Momentum generates AI-powered follow-up emails based on your conversations with customers. Create highly contextual, meaningful interactions, while saving 90% of your time and effort on email writing."

"Help your reps capture contacts + leads 10x faster"

Testimonials

"Momentum substantially increases the probability of reps doing the right things. It's the #1 thing I mention to friends in RevOps - 'Let me show you something that will change your world.'"

Steve Dinner, Head of RevOps at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past."

Andrea Scott, UNKNOWN at Weights and Biases

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"We use Momentum to automate notes, call summaries and it's fantastic—delivering customer insights straight to our CEO and eng team. It's revamped how we handle sales and customer engagement."

Aaron Bartel, UNKNOWN at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Momentum truly revolutionized our approach to SalesOps. Having all of our deals visible real time as they progress through the sales cycle has been a huge advantage. It's our sales command center, providing actionable intelligence."

Yesenia Mccoy, Director of SalesOps at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Ever since we integrated Momentum into our operations, we've seen a clear uptick in productivity. The platform's knack for wrangling sales, customer success, and revenue operations under one roof has been impressive."

Alex Carstens, Head of RevOps at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Momentum has seriously streamlined our business process. Since we integrated it, our Sales, Customer Success, and Revenue Operations teams have been functioning like a well-oiled machine.""

Ben Zimmerman, Revenue Applications Lead at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Every time I show a sales manager the Momentum call summaries, I get one of 3 responses: a) awesome, b) amazing, or c) love it!. It's been years since I've heard sales managers get this excited about a tool."

Alek Milovidov, UNKNOWN at Alation

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business."

Sam Lee, UNKNOWN at Unit21

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Looking at Momentum updates while having my cappuccino in the morning provides me and other stakeholders all the visibility and updates we need without having to ask for it."

Neil Manvar, UNKNOWN at Sentry

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"I don't know how I would update key stakeholders without Momentum other than through a whole lot of emails, disjointed Slack messages, and no real process to guide where the deal is going."

Michael Wilde, UNKNOWN at Honeycomb

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Our whole company loves the AI call summaries and getting notifications about them right in Slack. No one has to bug sales reps or listen to calls at 1.5x as much anymore, trying to catch info."

Arpan Patel, UNKNOWN at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"When I first started using Momentum, I could feel my anxiety level going down. To have deal rooms, with all my team being part of each opportunity right there - it's been life-altering."

Alex Scalisi, UNKNOWN at Chargelab

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs."

Brittany Gonzalez, UNKNOWN at Postman

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they'd seen."

João Dias, UNKNOWN at YipitData

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"In all my years working, deal approvals documentation has been an unaddressed challenge. Now I get executive approval via Slack and archive it directly into Salesforce. Absolutely brilliant!"

Mark Moore, UNKNOWN at Treasure Data

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Before Momentum, there was a lot of scrambling to find out what was happening. It was more difficult to have a finger on the pulse of the stream of events across all of our sales operations."

Scott Miller, UNKNOWN at Arc Technologies

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Working with Momentum has been wonderful. They're helping us streamline day to day tasks with their workflow recipes and are saving us a ton of time. I can't wait to see how Momentum evolves! Sky is the limit."

Libby Gibson, UNKNOWN at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"It's a joy partnering with the Momentum team! We use Momentum automations for core notification workflows, and our Enterprise sales team uses the impressive Momentum AI features everyday."

Catherine Hsieh, UNKNOWN at Jasper

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"Momentum is incredibly useful for automatically turning our own customer calls into powerful sources of enrichment data. We're really excited to be working with them."

Nathan Follen, UNKNOWN at UNKNOWN

Source: Sales AI + Automation to Activate Customer Insights - Momentum

"We use Momentum to automate note taking and call summaries across our company. It's fantastic—helping to deliver customer insight straight to our CEO and engineering team. I'm mindful of the tradeoff of giving my team more "work about work". With Momentum, we drive the insights we need, while saving our sellers a ton of time."

Aaron Bartel, VP of Revenue at Harmonic

Source: AI Call Notes for Sales and Customer Success - Momentum AI

"I use Momentum to either remove or reduce the time that my sales leaders and reps spend on important but non-revenue-generating activities."

Steve Dinner, Head of RevOps at Owner.com

Source: Automate MEDDIC, MEDDPICC, and BANT in Salesforce - Momentum AI

"We're leveraging executive briefs from Momentum to gain real-time insights into how effectively our sales team is adopting new language and identifying any training gaps. These briefs are also instrumental in facilitating the flow of information to our product team, ensuring that customer and product requests are aligned and addressed promptly."

Mark Turner, VP of Revenue Operations at Demandbase

Source: Momentum Briefs: Weekly Reports based on hundreds of conversations

"You're trying to get reps to use a consistent process, to do the right things at the right time, which is a huge challenge. Momentum gives you a lot more confidence that reps have the tools they need to spend their time in the right places, doing the right things. It's a visibility mechanism"

Steve Dinner, Head of RevOps

Source: AI-powered Email Follow-ups for Sales and Customer Success - Momentum AI

"Momentum has genuinely streamlined the way we tackle sales and customer success. It's like having an extra set of hands on deck, especially with its integration of key tools such as Slack, Salesforce, and Gong, right into our daily workflow."

Basile Senesi, CRO at Arc

Source: Contact Automation - Momentum AI

"Being able to push AI-generated summaries of our calls into Slack is really powerful. It eliminates the need for leadership to ask what happened in individual calls—they can see the summary and ask questions of it in Slack. And they can follow up with the rep if they need to right in the same thread."

Scott Miller, Head of RevOps at Arc

Source: AI Assistant for Sales Teams - Momentum AI

"Other vendors weren't capturing the true sentiment and content of our calls. Momentum was able to capture that right off the bat."

João Dias, Senior Manager, RevOps at YipitData

Source: Share Insights From Calls with GTM Teams - Momentum AI

Customer Stories

Arc Technologies

Problem: Difficulty in having visibility into sales operations and events.

Value Add: Momentum provided a streamlined way to track and manage sales operations, giving better visibility into the stream of events.

Outcome: Momentum became an integral part of their operations, considered business critical. It eliminated the need for scrambling to find out what was happening in sales operations.

Source: Sales AI + Automation to Activate Customer Insights - Momentum

YipitData

Problem: Needed an effective tool for call summaries and sales operations.

Value Add: Momentum provided superior call summaries compared to other vendors.

Outcome: Sales representatives immediately fell in love with Momentum due to the quality of call summaries, which were described as the best they'd seen.

Source: Sales AI + Automation to Activate Customer Insights - Momentum

Harmonic

Problem: Needed to automate note taking and call summaries across the company

Value Add: Momentum automated note taking and call summaries, delivering customer insights directly to the CEO and engineering team

Outcome: Saved sellers a significant amount of time while driving necessary insights without adding more "work about work"

Source: AI Call Notes for Sales and Customer Success - Momentum AI

Owner.com

Problem: Sales leaders and reps spending time on non-revenue-generating activities.

Value Add: Momentum helps to remove or reduce the time spent on important but non-revenue-generating activities.

Outcome: Improved efficiency for sales leaders and reps, allowing them to focus more on revenue-generating tasks.

Source: Automate MEDDIC, MEDDPICC, and BANT in Salesforce - Momentum AI

Demandbase

Problem: Needed real-time insights into sales team effectiveness and alignment of customer requests with product development.

Value Add: Momentum provided executive briefs that offered real-time insights into sales team language adoption, identified training gaps, and facilitated information flow to the product team.

Outcome: Improved alignment between customer requests and product development, enabling prompt addressing of issues and better training for the sales team.

Source: Momentum Briefs: Weekly Reports based on hundreds of conversations

Arc

Problem: Needed to streamline sales and customer success processes

Value Add: Momentum integrated key tools such as Slack, Salesforce, and Gong into their daily workflow, providing an extra set of hands on deck

Outcome: Genuinely streamlined the way they tackle sales and customer success

Source: Contact Automation - Momentum AI

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