Momentum

What is Momentum

Momentum is an AI-driven platform that enhances sales processes by converting customer conversations into actionable data. It integrates with tools like Salesforce and Slack to automate call summaries, email follow-ups, and CRM updates, reducing manual administrative tasks for sales teams. The tool also offers features like automated workflows and real-time customer insights to improve data accuracy and efficiency across sales, customer success, and revenue operations.

Key Features of Momentum

- AI Call Notes: Capture notes for every call automatically to ensure nothing is missed.

- MEDDIC Autopilot: Sync insights directly to your CRM, automating essential data entry tasks.

- Email Follow Ups: Send relevant and timely messages to prospects and clients.

- Contact Automation: Seamlessly add contacts to your CRM, enhancing your customer database.

- Ask Momentum: Ask specific questions about deals and receive instant insights.

- AI Signals: Share key data across your go-to-market (GTM) teams to enhance collaboration.

- CRM Backfill: Capture and update past call data to maintain CRM accuracy.

- Slack Notifications: Manage your pipeline directly from Slack with real-time updates.

- Deal + Account Rooms: Sync on deals in one centralized place for better team collaboration.

- Automated Approvals: Build and manage approval workflows to streamline decision-making processes.

- AI Efficiency: Embed AI in your sales processes to close deals more efficiently.

- Automated Workflows: Automate repetitive tasks to save time and increase productivity.

- CRM Hygiene: Improve data capture and ensure your CRM is always up-to-date with accurate information.

- Coaching & Discovery: Scale your coaching efforts with automated insights and call summaries.

- Why AI for Sales: Utilize AI to close more deals and streamline sales operations.

- Sales Leaders: Gain visibility into every deal and manage your pipeline more effectively.

- Sales Reps: Save time on manual administrative tasks and focus more on selling.

- Customer Success: Simplify handoffs and manage customer interactions more efficiently.

- Integrations: Learn about various integrations to enhance your existing tools and workflows.

- User Docs: Access abundant resources and documentation for ease of use.

- Blog: Stay updated with the latest insights and tips from industry experts.

- Elevate vs. Momentum: Understand the key differences and benefits of Momentum over other tools.

- About Us: Discover more about the Momentum team and their mission.

Pricing

Starter Plan:

• Cost: $29/user/month
• Features:
  • AI-powered call summaries
  • Auto-saving of notes to Salesforce
  • Workflow automation (notifications, scheduled reports, and scheduled notifications)

Business Plan:

• Cost: $69/user/month
• Includes all Starter Plan features plus:
  • CRM auto-pilot
  • AI Signals delivered to GTM teams
  • Spotless Emails
  • Contact Automation
  • Ask Momentum for calls
  • Advanced Workflow automation (Deal Rooms, Account Rooms)

Transformation Plan:

• Cost: $99/user/month
• Includes all Business Plan features plus:
  • AI-powered workflow automation (AI notifications, AI-embedded Account rooms, approvals)
  • Unlimited Signals
  • Ask Momentum for Accounts
  • Backfill
  • Deal Boards
  • Premium Support