Momentum

Key Information

Features

• AI-powered call automation with Salesforce integration
• Smart workflow automation for tasks
• Deal scoring and analytics
• Custom alerts and notifications
• CRM integration
• Email automation
• AI signals for insights
• Deal and account stories
• Executive briefs

Pros

• Automated data entry and task management
• Automated CRM updates
• Team collaboration through centralized communication
• AI-powered deal scoring

Cons

• Initial learning curve
• Setup time for configurations
• Team adoption challenges

Pricing

• Starter plan at $99/month
• Business plan at $499/month
• Transformation plan with custom pricing

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What is Momentum?

Momentum is an AI-powered sales automation platform that streamlines workflows and enhances team productivity. The platform integrates with popular tools like Salesforce, Slack, and Outreach to automate repetitive tasks and capture valuable customer insights.

Key Features

• AI-powered call automation captures call summaries, updates fields, and creates tasks automatically after sales calls, syncing seamlessly with Salesforce and Slack
• Smart workflow automation manages repetitive tasks like lead assignments, follow-ups, and data entry to save time
• Deal scoring and analytics provides real-time insights into deal progress and pipeline changes
• Custom alerts and notifications help teams prioritize tasks and respond quickly to changes
• CRM integration connects with Salesforce and other tools to maintain synchronized workflows
• Email automation generates contextual follow-up emails while preserving personal sentiment
• AI Signals detect and share critical insights about product feedback, churn risks, and competition
• Deal Stories create comprehensive deal narratives automatically from your sales activities
• Account Stories compile key account information and interactions in one place
• Executive Briefs provide quick summaries of important account updates

Main Advantages

• Time savings through automated data entry and task management
• Better data quality with automated CRM updates and standardized inputs
• Improved team collaboration through centralized communication and shared insights
• Enhanced decision making with AI-powered deal scoring and analytics

Key Limitations

• Learning curve for new users to master all automation features
• Setup time required to configure custom workflows and integrations
• Team adoption challenges when implementing new processes

How much does Momentum cost?

• Starter - $99/month
• Business - $499/month
• Transformation - Contact for Pricing

Frequently Asked Questions

1. Who is using Momentum?

• Sales teams looking to automate repetitive tasks and improve efficiency
• B2B companies seeking better pipeline management and customer insights
• Enterprise organizations wanting to scale their sales operations
• Revenue teams focusing on improving data quality and team collaboration
• Sales development representatives (SDRs) aiming to increase productivity

2. What makes Momentum different from other sales automation tools?

Momentum stands out by combining AI-powered automation with deep CRM integration and team collaboration features. Unlike basic automation tools, it captures and analyzes customer interactions across multiple channels while maintaining personal touch in communications.

3. How does the AI Signals feature work?

AI Signals automatically analyzes customer interactions to detect important insights about product feedback, competitive mentions, and potential churn risks. When detected, these signals are immediately shared with relevant team members through Slack or other integrated platforms.

4. Can Momentum integrate with existing tech stacks?

Yes, Momentum integrates with common sales and communication tools including Salesforce, Slack, Outreach, and Asana. The platform is designed to work within existing workflows rather than replacing them.

5. What kind of support is available?

The platform offers standard support for all users, with premium support available for Transformation plan subscribers. Support includes onboarding assistance, technical help, and access to documentation and training resources.

6. How long does it take to see results after implementing Momentum?

Most teams start seeing efficiency improvements within the first few weeks of implementation, particularly in areas of data entry and follow-up tasks. Full benefits of advanced features like AI Signals and workflow automation typically emerge after 1-2 months of use and optimization.