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.

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.

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.

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.

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.

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.

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.

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.

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.

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.