Name: Momentum Demo - Transforming Customer Conversations
Uploaded: 2024-10-29T17:40:47.000Z
Duration: 6 min 42 s
Description: Momentum turns your sales calls and emails into a powerful source of customer intelligence.

momentum company logo.png

Momentum

Momentum Demo - Transforming Customer Conversations

In this video, Ashley from Momentum shows how their tool helps companies listen to customer calls, emails, and chats. Momentum uses AI to turn long talks into short notes, to-do items, and key data in Salesforce, Slack, or Snowflake. You’ll see it work in Zoom and Google Meet, watch Slack messages pop up, and learn how admins set up custom prompts. It solves manual note-taking so teams can focus on talking to customers and leaders get clear insights fast.

Ashley, a co-founder at Momentum, introduces the problem: enterprises struggle to capture and act on customer feedback from dozens of daily calls, leaving thousands of words of insights undocumented.

Introduction & Customer Listening Challenge

Momentum applies AI to transform unstructured conversational data—from call transcripts and emails—into structured insights that feed directly into CRMs like Salesforce, data warehouses, and collaboration tools.

AI-Powered Data Pipeline

By integrating into platforms like Slack and Salesforce, Momentum automates call summaries, product feedback sharing, and executive briefs—boosting operational efficiency, visibility, and data-driven decision making for go-to-market teams.

Embedded Workflows & Impact

Momentum generates concise, customizable call summaries free of small talk, maps them to Salesforce records, and enables reps to qualify, assign tasks, or request assistance via Slack buttons and an Ask Momentum chat.

Customizable Summaries & Slack Actions

Beyond Slack, Momentum’s web app lets users review calls, view transcripts, and run autopilot field extractions, while direct integrations with Zoom and Google Meet support standalone conversational intelligence.

Web App & Conferencing Integrations

Momentum saves notes and AI-extracted fields automatically to Salesforce account, opportunity, task, or event records, ensuring all customer interactions are accurately captured in the system of record.

Automatic CRM Synchronization

RevOps can configure custom extraction rules in Momentum’s admin UI—defining prompts, formats, and conditions (e.g., by call stage)—to control exactly how insights populate CRM fields.

Admin Setup & Field Extraction Prompts

Using Momentum’s signals feature, teams can track specific themes like product usability by setting natural-language prompts, choosing data sources, applying CRM conditions, and routing alerts to Slack or product boards.

Signal Tracking & Notifications

Momentum turns unstructured conversational data into actionable, structured go-to-market insights. Reach out for a deeper demo or to explore how it can enhance your team’s workflows.

Conclusion & Demo Invitation

RevOps Dimmo Day

An AI-native revenue orchestration platform that automates sales tasks, structures customer data, and integrates seamlessly with existing tools to boost sales efficiency and collaboration.

Momentum is designed for businesses of various sizes, from small companies to large enterprises. It's especially useful for:

- Sales Representatives
- Customer Success Managers
- Revenue Operations Teams
- Sales Managers
- Executives

Industries that benefit from Momentum include technology, finance, healthcare, and more. ([momentum.io](https://www.momentum.io/?utm_source=openai))

company_icp

- **Deal Execution Agent**: Automates tasks after sales calls, like updating records and saving notes, so sales teams can focus more on selling. ([momentum.io](https://www.momentum.io/?utm_source=openai))

- **Customer Retention Agent**: Identifies reasons why customers might leave and helps businesses take action to keep them satisfied. ([momentum.io](https://www.momentum.io/?utm_source=openai))

- **AI CRO Agent**: Provides insights into sales activities and helps leaders make informed decisions. ([momentum.io](https://www.momentum.io/?utm_source=openai))

- **Coaching Agent**: Offers real-time feedback and coaching to sales teams based on their conversations, helping them improve their skills. ([momentum.io](https://www.momentum.io/?utm_source=openai))

features

Momentum offers customized pricing based on the specific needs and size of a business. For detailed pricing information, it's best to contact Momentum directly through their website. ([momentum.io](https://www.momentum.io/?utm_source=openai))

price_estimate

Momentum is a software company that helps businesses improve their sales and customer relationships by using artificial intelligence (AI) to analyze conversations and automate tasks. Their tools assist sales teams in understanding customer needs, managing deals, and keeping track of important information. ([momentum.io](https://www.momentum.io/?utm_source=openai))

company_summary

For information on Momentum's privacy practices and terms of service, please visit their website directly. ([momentum.io](https://www.momentum.io/?utm_source=openai))

legal_info

Momentum has helped various companies improve their sales processes. For example:

- **1Password**: Their sales representatives spend more time selling and less time on administrative tasks, thanks to Momentum's automation features. ([themomentum.cloud](https://themomentum.cloud/?utm_source=openai))

- **Arc**: Uses Momentum as a crucial part of their operations, streamlining their sales processes and improving efficiency. ([themomentum.cloud](https://themomentum.cloud/?utm_source=openai))

- **ScyllaDB**: Revolutionized their sales operations by implementing Momentum, leading to better data management and decision-making. ([themomentum.cloud](https://themomentum.cloud/?utm_source=openai))

best_customers

Companies use Momentum for:

- **Sales Prospecting**: Automating follow-ups and managing customer information to help sales teams find and connect with potential customers. ([momentum.io](https://www.momentum.io/?utm_source=openai))

- **Customer Retention**: Monitoring customer interactions to identify and address issues early, improving customer satisfaction and loyalty. ([momentum.io](https://www.momentum.io/?utm_source=openai))

- **Sales Coaching**: Providing feedback and insights to sales teams to enhance their performance and close more deals. ([momentum.io](https://www.momentum.io/?utm_source=openai))

use_cases

Momentum stands out by integrating AI to automate routine tasks, provide real-time insights, and enhance collaboration within sales teams. This allows businesses to focus more on building relationships with customers and less on administrative work. ([momentum.io](https://www.momentum.io/?utm_source=openai))

Momentum Demo - Transforming Customer Conversations

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