Momentum

The platform's strength comes from extracting, structuring, and automatically moving go-to-market data across your tech stack. Momentum works with your existing tools like Zoom, Gong, Chorus, and Google Meet rather than replacing them. This integration approach ensures teams can use their current investments while gaining new capabilities.

At the core is Momentum's AI Data Pipeline. This system processes various customer interactions:

• Call recordings
• Emails
• Chat conversations
• Direct call recordings through Momentum Intelligence and AI Notetaker

What makes Momentum different is that it doesn't just capture raw transcripts. It structures data, extracts key moments, and connects every insight to real CRM records, Slack channels, or deal workflows. This structured approach delivers:

• Cleaner pipeline data
• More accurate reporting
• Smarter AI agents with true contextual awareness
• No blindspots or surprises in your sales process

For organizations wanting to improve sales efficiency without extensive retraining, Momentum offers a compelling solution. Its integration approach works with—not against—your existing sales technology, making it attractive for companies looking to enhance sales operations without disrupting established workflows.

Momentum offers tiered pricing to fit different team sizes and needs. The starter plan costs $29 per user/month, giving teams essential features like AI-powered call summaries and auto-save notes. This entry-level option lets organizations test the core benefits without a big initial investment.

Some sources mention pricing at $69 per user/month, suggesting higher-tier plans with additional features. Complete pricing information, including enterprise options or free trials, isn't readily available in current research materials.

When evaluating Momentum's pricing, consider its value proposition:

1. Time Savings: By automating administrative tasks like CRM updates and note-taking, Momentum frees up valuable time for sales representatives.
2. Improved Data Quality: The automatic structuring and updating of CRM data creates cleaner pipelines and more accurate reporting, reducing costly errors.
3. Enhanced Collaboration: Features like automatic deal room creation and intelligent information routing improve team efficiency and communication.
4. AI-Powered Insights: The platform's ability to extract and structure data from customer interactions provides valuable insights for better decision-making.

While direct industry pricing comparisons aren't available in current research, consider the potential ROI from these features when assessing cost-effectiveness. Organizations should weigh Momentum's pricing against potential productivity gains, improved data accuracy, and enhanced decision-making.

For complete pricing information and to find the best fit for your organization, contact Momentum directly for current pricing, enterprise options, and trial periods.

Implementing Momentum in your sales organization brings advantages that boost team productivity and drive revenue growth.

Automated Administrative Tasks

Momentum's Deal Execution Agent automatically updates Salesforce fields, saves notes, and syncs data to warehouses like Snowflake after calls. This automation eliminates manual data entry, freeing sales reps to focus on activities that actually close deals.

Enhanced Data Quality in CRM Systems

Momentum's AI-powered data pipeline keeps your CRM system updated with accurate information. By automatically extracting and structuring data from customer interactions, Momentum maintains current Salesforce fields in real-time. This creates cleaner pipeline data, more accurate reporting, and eliminates sales process blindspots.

Improved Cross-Team Collaboration

The platform transforms communication tools like Slack (and soon Microsoft Teams) into central command centers for sales operations. Deal rooms appear automatically, and key moments and updates go instantly to the right people across departments. This smooth information flow enhances collaboration between sales, customer success, and leadership teams without manual intervention.

Faster Sales Cycles

By streamlining processes and improving information flow, Momentum accelerates sales cycles. The platform's automated workflows prompt representatives to follow up with prospects, move stages based on exit criteria, and maintain consistent processes. This automation keeps deals moving efficiently.

More Accurate Forecasting and Risk Identification

Momentum's AI Signals provide real-time alerts for potential churn risks, forecast issues, and other critical factors affecting sales performance. These automated, algorithm-driven notifications use advanced data analysis to scan market trends and user behavior, helping teams make proactive rather than reactive decisions.

Reduced Learning Curve

Instead of introducing an entirely new platform, Momentum uses existing tools like Slack, Salesforce, and popular conversation intelligence platforms. This approach cuts the learning curve for adoption and allows teams to benefit from enhanced productivity without mastering complex new systems.

Better Visibility into Customer Interactions

The platform's Executive Brief functionality provides CRO reports summarizing all calls in a specific time frame, delivering insights into common objections, pain points, competition, and pricing. This feature connects front-line conversations with executive strategy, keeping leadership informed without listening to every call.

Momentum combines powerful capabilities that transform how sales teams operate. By bringing intelligence and automation to where teams already work, it creates a cohesive system without requiring users to learn a new platform.

Slack-Native Integration

Momentum turns Slack (and soon Microsoft Teams) into a command center for sales operations. Deal rooms appear automatically, key moments and updates route to the right people, and teams receive information without manual tagging. This allows reps and CSMs to avoid learning a new tool, improving adoption rates. By putting important information where users already spend their day, Momentum creates significant efficiency gains.

Salesforce Integration

Momentum's deep integration with Salesforce is self-serve and makes automations and AI extractions easy to create. It automatically updates CRM fields in real-time (including text fields, dropdowns, etc.), ensuring data cleanliness and accuracy. The platform can automatically or manually suggest values for any field in Salesforce (MEDDPIC, SPICED, BANT, etc.). This integration powers more accurate pipeline reporting and eliminates manual data entry tasks.

AI Data Pipeline

Momentum's AI Data Pipeline extracts, structures, and moves GTM data. It processes various customer interactions (call recordings, emails, chat conversations) and doesn't just capture raw transcripts. Instead, it structures the data, extracts key moments, and links insights to real CRM records, Slack channels, or deal workflows. Companies can either use Momentum's built-in AI Notetaker or integrate with existing conversation intelligence tools like Gong, Chorus, and Zoom.

Customized Call Summaries

Momentum provides summaries customized based on the type of call (Sales, CS, size of the deal, etc.). These summaries extract relevant information that matters for the specific context rather than generic transcripts. This makes information more actionable and relevant to different team members, saving time while providing more valuable insights than raw transcripts.

AI Signals

Momentum's AI Signals send real-time alerts to identify potential churn risk, forecast risk, capture product feedback, or coach reps. These automated, algorithm-driven notifications use advanced data analysis to scan market trends, user behavior, and other parameters. They help teams make proactive decisions rather than reactive ones. AI Signals distill complex data into actionable insights, helping users identify both opportunities and risks with greater speed and accuracy.

Executive Brief

Momentum's Executive Brief functionality provides CRO reports summarizing all calls in a specific time frame and delivering insights into common objections, pain points, competition, pricing, etc. This helps leadership stay informed without needing to listen to every call. These briefs transform raw conversation data into strategic insights that can drive business decisions, bridging the gap between front-line conversations and executive strategy.

Actionable Insights

Momentum translates data into actionable insights by identifying patterns and anomalies that may indicate rising churn risk or shifts in customer intent. The platform synthesizes inputs from various sources to feed into risk scoring models. Momentum's advanced risk tools analyze individual account trends, transaction anomalies, and engagement patterns to flag potential issues. These insights enable data-driven decision making by providing real-time tracking of risks, issues, and sentiment. Importantly, these insights are delivered where teams already work rather than requiring them to check another system.

Enhanced Communication Intelligence

Momentum improves team communication through intelligent routing of information. It creates efficient communication channels where key moments, risks, and updates are automatically routed to appropriate stakeholders (Sales, Customer Success, Leadership). This eliminates manual tagging or chasing team members for updates. Deal rooms spin up automatically as needed, creating organized spaces for collaboration. This enhanced communication leads to better cross-functional collaboration, where information flows directly into tools like Salesforce and Slack, giving teams immediate access to critical insights without requiring all users to be in a CRM.

Momentum's integration capabilities create a powerful ecosystem that enhances workflow efficiency while minimizing the learning curve for users. By seamlessly connecting with popular sales and customer success platforms, Momentum transforms how teams work and collaborate.

Slack/Microsoft Teams Integration

Momentum turns Slack (and soon Microsoft Teams) into a centralized command center for sales operations. Deal rooms spin up automatically, key moments and updates are routed to the right people, and teams receive information without manual tagging or chasing. This integration allows reps and CSMs to work within familiar environments, improving adoption rates and putting important information where users already spend much of their day.

Salesforce Integration

Momentum's deep integration with Salesforce is a game-changer for CRM data management. It automatically updates CRM fields in real-time, including text fields, dropdowns, and more. This ensures data cleanliness and accuracy, powering more precise pipeline reporting. The self-serve nature of this integration allows teams to easily create automations and AI extractions, suggesting values for any field in Salesforce (MEDDPIC, SPICED, BANT, etc.).

Outreach Integration

Momentum connects seamlessly with Outreach sequences, streamlining communication workflows and ensuring that sales engagement efforts are synchronized with the broader sales process.

Support Tool Integration

For a holistic view of customer interactions, Momentum offers Zendesk and Jira ticket creation capabilities. This integration bridges the gap between sales and support teams, ensuring that customer issues are addressed promptly and tracked effectively.

Conversica Integration

The integration between Momentum and Conversica enables automatic transmission of lead data, pushing conversation histories back to Lead Profiles in Momentum. This synergy enhances lead management and ensures that AI-driven conversations are seamlessly incorporated into the broader sales strategy.

Flexibility and Ecosystem Approach

One of Momentum's key strengths is its flexibility in integration. Companies can either use Momentum's built-in AI Notetaker or integrate with existing conversation intelligence tools like Gong, Chorus, and Zoom. This approach allows organizations to leverage their existing investments while still benefiting from Momentum's advanced capabilities.

When evaluating any platform that handles sensitive customer conversation data, security and compliance are critical considerations. While detailed information about Momentum's specific security measures is limited, the platform does implement some essential safeguards to protect user data.

At a basic level, Momentum utilizes SSL encryption to secure data transmission. The company also conducts regular security audits to identify and address potential vulnerabilities. These foundational measures help protect against common threats and unauthorized access attempts.

For organizations in regulated industries or those handling particularly sensitive information, it's important to investigate whether Momentum offers specific compliance certifications such as SOC 2, GDPR, or CCPA. These certifications provide independent verification of a platform's security controls and data handling practices.

Key areas to research further include:

• Data Retention Policies: How long does Momentum store conversation data and in what form?
• Access Controls: What measures are in place to restrict data access to authorized personnel only?
• Data Ownership: Who maintains ownership rights over the data processed by Momentum?
• Privacy Considerations: How does Momentum handle personally identifiable information extracted from conversations?

Given the nature of Momentum's AI-powered data extraction and analysis capabilities, it's crucial to understand how the platform safeguards the sensitive customer information it processes. This includes not only technical security measures but also policies around data usage, storage, and potential AI model training.

While detailed information about Momentum's customer support is limited in available sources, the platform's focus on seamless integration and user-friendly design suggests a commitment to supporting customers effectively. As an AI-driven tool that transforms complex sales data into actionable insights, Momentum likely offers various support options to ensure users can maximize the platform's value.

Potential support channels may include:

• Email Support: For technical issues and account management
• Live Chat: For quick problem resolution
• Phone Support: For more complex inquiries

Given Momentum's positioning as an enterprise-level solution, it's reasonable to expect dedicated account managers or customer success teams for larger clients. These teams would likely provide personalized guidance on platform optimization and help align Momentum's capabilities with specific business goals.

Resources available to users might include:

• Comprehensive Knowledge Base: Articles and FAQs covering various topics
• Tutorial Videos: Demonstrating key features and best practices
• Community Forums: Where users can share tips and discuss strategies

For a platform that leverages advanced AI and integrates with multiple tools, robust onboarding processes are crucial. Momentum likely offers structured onboarding programs to help teams quickly adopt the platform and integrate it into their existing workflows. This could involve personalized training sessions, guided setup assistance, and best practice recommendations tailored to each organization's unique needs.

Momentum offers several significant advantages that make it a compelling choice for sales teams looking to streamline their operations and drive revenue growth:

1. Seamless Integration: Momentum integrates effortlessly with existing tools like Zoom, Gong, Slack, and Salesforce. This integration allows teams to leverage their current tech stack while enhancing its capabilities, reducing the learning curve and improving adoption rates.
2. Automated Data Entry: One of the most time-consuming aspects of sales is manual data entry. Momentum eliminates this tedious task by automatically updating CRM fields in real-time based on customer interactions. This not only saves time but also ensures data accuracy and completeness.
3. AI-Powered Insights: Momentum's AI technology proactively identifies risks and opportunities. These insights enable sales teams to make data-driven decisions and take action before issues escalate or opportunities slip away.
4. Intelligent Information Routing: The platform significantly improves cross-team collaboration by automatically routing key information to the appropriate stakeholders. This ensures that everyone has access to the most relevant and up-to-date information without manual intervention.
5. Time Savings: By automating administrative tasks, Momentum frees up valuable time for sales representatives to focus on high-value activities like building relationships and closing deals.
6. Enhanced Data Quality: With automated updates and structured data extraction, Momentum leads to cleaner pipeline data and more accurate reporting. This improved data quality translates into better decision-making across the organization.
7. Reduced Learning Curve: Momentum leverages familiar tools like Slack, transforming them into command centers for sales operations. This approach minimizes the need for extensive training on new platforms.
8. Customized Intelligence: The platform provides tailored insights based on specific roles and contexts. For example, it offers customized call summaries for different types of interactions (sales, customer success, etc.), making the information more relevant and actionable.
9. Executive Visibility: Momentum provides executives with condensed insights and summaries without requiring additional effort from sales teams. This feature enables leadership to stay informed and make strategic decisions based on real-time data.

While Momentum offers numerous benefits for sales teams, it's important to consider potential limitations or challenges when evaluating the platform:

1. Learning Curve for Initial Setup: Setting up automations and custom workflows in Momentum may require some time and effort, especially for teams transitioning from more traditional sales processes. While the platform aims to reduce complexity, there could be an initial learning period as teams adapt to the new system.
2. Dependency on Integration Quality: Momentum's effectiveness relies heavily on seamless integration with existing tools like Salesforce, Slack, and conversation intelligence platforms. The quality of these integrations can impact the overall user experience and data flow. Organizations should carefully assess compatibility with their current tech stack.
3. Customization Needs: While Momentum supports various sales methodologies, some organizations may find they need to customize the platform to align perfectly with their specific processes. This could require additional configuration or support from Momentum's team.
4. Data Privacy and Security Considerations: As Momentum processes sensitive customer conversation data, organizations need to ensure it meets their specific data privacy and security requirements. While the platform employs security measures, companies in highly regulated industries may need to conduct thorough assessments.
5. AI Accuracy and Oversight: While Momentum's AI-powered features offer significant time savings, there may still be a need for human oversight to ensure accuracy, especially in high-stakes situations or complex sales cycles. Teams should be prepared to validate AI-generated insights when necessary.
6. Potential Information Overload: The wealth of data and insights provided by Momentum could potentially lead to information overload for some users. Teams may need to develop strategies for effectively prioritizing and acting on the most critical insights.
7. Cost Considerations for Scaling: While Momentum's starter plan is priced at $29 per user/month, organizations looking to scale across large teams or access more advanced features may face higher costs. It's important to evaluate the ROI as team size grows.
8. Change Management Challenges: Implementing a new platform like Momentum often requires changes in workflow and habits. Some team members may resist these changes, necessitating a well-planned change management strategy.