Momentum

Momentum: Supercharge Your Revenue Engine with AI

What is Momentum?

Momentum is an AI-native Revenue Orchestration Platform designed to capture structured data from every customer interaction. It automates execution across your revenue systems, providing real-time insights that drive predictable revenue from the first call to renewals.

Key Features and Benefits

• AI-Native Revenue Orchestration: Extracts, structures, and moves GTM (Go-To-Market) data automatically.
• Real-Time CRM Updates: Tracks customer interactions and updates CRM fields in real-time, ensuring cleaner pipeline, better reporting, and smarter AI agents.
• Automated Deal Rooms: Turns Slack (and soon Microsoft Teams) into a command center, automatically spinning up deal rooms and routing key moments, risks, and updates to relevant team members.
• GTM Workflow Automation: Runs GTM workflows in the background, automating tasks such as follow-ups and stage movements based on predefined rules.
• AI-Powered GTM Team: Includes AI agents for deal execution, customer retention, and coaching.

How Does Momentum Work?

1. Data Extraction: Captures data from customer interactions, such as calls, emails, and meetings.
2. Data Structuring: Transforms unstructured data into structured, usable data.
3. Real-Time Updates: Updates CRM systems and other revenue systems in real-time.
4. Workflow Automation: Automates GTM workflows based on predefined rules.
5. Insight Delivery: Delivers real-time insights to relevant team members.

AI-Powered GTM Agents

• Deal Execution Agent: Automates post-call admin tasks, updates Salesforce fields, saves notes, and syncs data to Snowflake.
• Customer Retention Agent: Proactively identifies and addresses customer risks and opportunities.
• AI CRO Agent: Provides insights and recommendations to optimize revenue strategies.
• Coaching Agent: Offers personalized coaching and guidance to sales reps and CSMs.

How to Use Momentum?

To leverage Momentum, integrate it with your existing GTM tools and systems. Define the rules and workflows you want to automate, and let Momentum handle the rest. Here's how teams are utilizing Momentum:

1. Sales Teams: Automate data entry, improve pipeline visibility, and close deals faster.
2. Customer Success Teams: Proactively manage customer relationships, reduce churn, and increase customer satisfaction.
3. RevOps Teams: Streamline revenue operations, improve data quality, and drive predictable revenue.

Unlock the Power of Every Interaction

Momentum transforms customer interactions into actionable insights, boosting revenue, reducing churn, and empowering teams with unparalleled efficiency.

What Problems Does Momentum Solve?

• Lack of Visibility: Momentum eliminates blindspots by providing real-time visibility into customer interactions.
• Manual Data Entry: Momentum automates data entry, saving reps and CSMs valuable time.
• Inefficient Workflows: Momentum streamlines GTM workflows, improving efficiency and reducing manual effort.
• Poor Data Quality: Momentum ensures data hygiene with automated updates and validation.

Who is Momentum for?

Momentum is designed for:

• Sales teams seeking to improve pipeline management and close deals faster.
• Customer success teams aiming to reduce churn and enhance customer satisfaction.
• Revenue operations teams looking to streamline processes and improve data quality.

Why Choose Momentum?

• AI-Native Platform: Built from the ground up with AI, ensuring optimal performance and accuracy.
• Seamless Integrations: Integrates seamlessly with existing GTM tools and systems.
• Real-Time Insights: Delivers real-time insights that drive predictable revenue.
• Customer Success Focus: Dedicated to helping customers achieve their revenue goals.

Testimonials

• Nate Follen, Head of GTM Systems: "With Momentum, progressing deals is faster and more streamlined. Our team has clarity and spends more time selling."
• Alek Milovidov, Sr. Director, RevOps: "Every time I show a sales manager the Momentum call summaries, I get one of 3 responses: a) awesome, b) amazing, or c) love it! It's been years since I've heard sales managers get this excited about a tool."
• Mark Turner, VP of RevOps: "We use Momentum on a daily and hourly basis. Every call is recorded and scraped by Momentum to pull information out that drives our business forward. It summarizes across all the calls without our analysts having to spend hours curating the data."

Security and Compliance

• Soc 2 Type II Compliant
• GDPR Compliant
• Single Sign-On
• Zero-Retention Data Policy
• CCPA Compliant

Conclusion

Momentum is the AI Revenue Orchestration Platform that helps businesses transform customer interactions into structured data, automating execution across revenue systems and providing real-time insights to drive predictable revenue. It is designed for sales, customer success, and revenue operations teams looking to improve efficiency, data quality, and revenue growth. By leveraging Momentum, businesses can unlock the power of every interaction and gain a competitive edge in today's market.