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Call summaries

Momentum ✓

Turn calls into actionable CRM data automatically.

3k views 24 saves Paid
Sales Tool Customer Relationship Management Salesforce Integration
More categories (4)
Slack Integration Communication Efficiency Data Capture Call summaries
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from $29/mo

Verdict

A quick read before you dig into the full page.

Best if
Turn calls into actionable CRM data automatically
Skip if
Limited question query function
Pick this when
Automates conversion of call into CRM data

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Overview

Momentum is a tool that seamlessly integrates artificial intelligence in the sales and customer success process. Leveraging AI, it creates summaries of every sales call, which are shared in Slack and automatically saved as a note in Salesforce.

Momentum is equipped with several key features such as AI call notes, MEDDIC Autopilot, Email Follow Ups, Contact Automation, and Ask Momentum. AI call notes capture information of every call making it a valuable tool for data capture.

Momentum's MEDDIC Autopilot syncs these insights to the CRM, facilitating instant data entry. The Email Follow Ups feature helps in sending appropriate messages, improving communication efficiency.

Momentum also assists with CRM hygiene by capturing past call data, enhancing data capture accuracy. The Ask Momentum feature allows users to ask questions about deals, offering quick responses to sales and customer success queries.

Additionally, it enables automated workflows and approval workflows, further easing the process. It offers special benefits to sales leaders and sales reps by increasing visibility to every deal and reducing time spent on administrative tasks respectively.

Through AI efficiency, the tool embeds AI in business processes, contributing to efficiency and accuracy in the workflow.

Momentum website

Access & connections

Where you can use Momentum, and what it plugs into.

Platforms

Web

Integrations

Salesforce Slack

Capabilities

What this tool accepts, produces, and is strongest at.

Input

  • Audio

Output

  • API
  • Text

Pros & cons

Pros

  • Automates conversion of call into CRM data
  • Syncs to Salesforce automatically
  • Identifies potential risks
  • Integrates with Slack and Asana
  • Provides actionable insights
  • Keeps Salesforce updated with data
  • MEDDIC Autopilot feature
  • Email Follow Ups feature
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  • Contact Automation feature
  • Ask Momentum feature
  • Enables automated and approval workflows
  • Increases visibility to every deal
  • Reduces time on administrative tasks
  • Improves communication efficiency
  • Captures past call data
  • Offers shareable summaries
  • Automatically saves notes in Salesforce
  • Improves CRM hygiene
  • Instant data entry
  • CRM Backfill feature
  • Slack Notifications feature
  • Deal + Account Rooms feature
  • Supports coaching scalability
  • Enables management of handoffs easily
  • Saves notes for every call
  • Instant data capture improvement
  • Supports manual admin saving
  • Builds approval workflows
  • Ideal for sales and customer success
  • Facilitates deal syncing in one place
  • Allows pipeline management from Slack
  • Highly recommended by senior directors
  • Improves accuracy of call summaries
  • Saves time on note-taking
  • Aids in identifying coaching opportunities
  • Features Ask Momentum for deal queries
  • Boosts rep performance with coaching
  • Supercharges productivity with automation
  • Promotes accurate decision-making with data hygiene
  • Improves data capture instantly
  • Automates MEDDPIC

Cons

  • Limited CRM integration
  • Only saves to Salesforce
  • Limited question query function
  • Only syncs with Slack
  • May miss nuanced information
  • Doesn't mention data security
  • No API for custom integration

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Releases 1

Initial release March 8, 2023 Current
Initial release of Momentum.

FAQ 12

What is Momentum?
Momentum is an artificial intelligence-based tool that automates the conversion of every sales and customer call into CRM data. It provides AI-powered call summaries, field updates, and tasks which assist in saving time, identifying potential risks, and keeping track of call data. It has a wide range of features including AI call notes, MEDDIC Autopilot, Email Follow Ups, Contact Automation, and Ask Momentum that further enhance its efficiency.
How does Momentum work with CRM data?
Momentum works with CRM data by automatically converting every call into valuable CRM data. It captures the information of every call and syncs the insights to the CRM instantly through its MEDDIC Autopilot feature. Besides, it captures past call data, enhancing the accuracy of data capture and improving CRM hygiene. Momentum also offers CRM suggestions based on call details, keeping Salesforce updated with data insights.
How does Momentum extract important call information?
Momentum extracts important call information by utilizing artificial intelligence to create summaries of every sales call. These AI call notes capture critical information from every call, offering instant visibility and actionable insights. Moreover, AI signals share key data across GTM ensuring that vital information is widely available.
How can Momentum save time for sales managers?
Momentum saves time for sales managers by offering instant access to shareable summaries of every sales call. It enables sales managers to review every call in seconds right in Slack, which eliminates hours of call reviewing. Besides, with Momentum's automatic note capturing feature, sales managers can save hours each week as Momentum does the note-taking for them.
What AI does Momentum use to drive its functionalities?
Momentum uses open AI to drive its functionalities. This type of AI brings instant visibility and actionable insights to all calls, enhancing the efficiency and effectiveness of the tool. It empowers the creation of AI call notes and facilitates other features such as MEDDIC Autopilot, Email Follow Ups, and Contact Automation.
How does Momentum integrate with Salesforce?
Momentum integrates with Salesforce by automatically saving every call summary as a note in Salesforce. The tool's MEDDIC Autopilot feature syncs insights to the CRM, making sure that there's a note for each opportunity and account in Salesforce. Moreover, Momentum captures past Salesforce call data and updates Salesforce with data insights that suggest CRM actions based on call details.
Can Momentum be integrated with other tools like Slack and Asana?
Yes, Momentum can be integrated with other tools like Slack and Asana. It provides seamless connectivity features enabling users to connect tasks and next steps to these tools. For instance, shareable call summaries are created in Slack, offering easy access to critical information directly within the platform.
What recommendations have senior directors of revenue operations and heads of GTM operations given about Momentum?
Senior directors of revenue operations and heads of GTM operations have highly recommended Momentum. They have expressed high praise for the accuracy of the call summaries and the insights provided by the tool. Also, they appreciate how Momentum delivers customer insight and saves sellers a considerable amount of time.
What are AI call notes in Momentum?
AI Call Notes in Momentum are a feature that uses artificial intelligence to capture information from every call. This feature provides an efficient and accurate summary of every sales call, maintaining a record of every call, opportunity, and account. It's a valuable tool for data capture and contributes to Momentum's efficiency.
How does the MEDDIC Autopilot feature work within Momentum?
The MEDDIC Autopilot feature in Momentum works by syncing the key insights captured from every call to the CRM. Using artificial intelligence, it facilitates instant data entry, ensuring real-time updating and replenishing of CRM data. This feature aids in maintaining accurate, up-to-date records in the CRM, thereby improving efficiency and decision-making processes.
What does the Email Follow Ups feature do in Momentum?
The Email Follow Ups feature in Momentum assists in sending appropriate messages after calls. It aids in improving communication efficiency by crafting suitable follow-up messages based on the insights garnered from the call summaries provided by Momentum's AI capabilities.
What is the purpose of the Ask Momentum feature?
The purpose of the Ask Momentum feature is to allow users to ask questions about deals, providing quick responses to sales and customer success queries. This interactive feature promotes active engagement and communication between the tool and the user while offering valuable insights on demand.
Momentum from $29/mo
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