Quick facts
- Best for
- Turn calls into actionable CRM data automatically.
- Pricing
- Paid
- Editor rating
- 4.5 / 5
- Community saves
- 25
About Momentum
Momentum is a tool that seamlessly integrates artificial intelligence in the sales and customer success process. Leveraging AI, it creates summaries of every sales call, which are shared in Slack and automatically saved as a note in Salesforce. Momentum is equipped with several key features such as AI call notes, MEDDIC Autopilot, Email Follow Ups, Contact Automation, and Ask Momentum. AI call notes capture information of every call making it a valuable tool for data capture. Momentum's MEDDIC Autopilot syncs these insights to the CRM, facilitating instant data entry. The Email Follow Ups feature helps in sending appropriate messages, improving communication efficiency. Momentum also assists with CRM hygiene by capturing past call data, enhancing data capture accuracy. The Ask Momentum feature allows users to ask questions about deals, offering quick responses to sales and customer success queries. Additionally, it enables automated workflows and approval workflows, further easing the process. It offers special benefits to sales leaders and sales reps by increasing visibility to every deal and reducing time spent on administrative tasks respectively. Through AI efficiency, the tool embeds AI in business processes, contributing to efficiency and accuracy in the workflow.
Pros
- Automates conversion of call into CRM data
- Syncs to Salesforce automatically
- Identifies potential risks
- Integrates with Slack and Asana
- Provides actionable insights
- Keeps Salesforce updated with data
- MEDDIC Autopilot feature
- Email Follow Ups feature
- Contact Automation feature
- Ask Momentum feature
- Enables automated and approval workflows
- Increases visibility to every deal
Cons
- Limited CRM integration
- Only saves to Salesforce
- Limited question query function
- Only syncs with Slack
- May miss nuanced information
- Doesn't mention data security
- No API for custom integration