Momentum

Momentum: The AI Revenue Orchestration Platform

What is Momentum?

Momentum is an AI-native Revenue Orchestration Platform designed to supercharge your Go-To-Market (GTM) strategy, from initial customer contact to renewals. It extracts structured data from every customer interaction, routes insights rapidly, and automates execution across your revenue systems. Momentum acts as a structured data provider, converting customer interactions into usable data to update CRM fields in real-time, providing a cleaner pipeline, improved reporting, and smarter AI agents with context.

How does Momentum work?

Momentum leverages AI to capture and structure data from customer interactions, turning unstructured conversations into actionable insights. The platform automates various GTM workflows, ensuring processes remain consistent and efficient without manual effort. By integrating with tools like Slack and Microsoft Teams, Momentum centralizes communication, delivering key updates to the right people instantly.

Key Features:

• AI-Native Revenue Orchestration: Extracts, structures, and moves GTM data automatically.
• Real-Time CRM Updates: Updates CRM fields in real time, ensuring cleaner pipeline and better reporting.
• Automated Deal Rooms: Spins up deal rooms automatically in Slack (and soon Microsoft Teams!).
• Workflow Automation: Runs GTM workflows in the background, automating tasks and moving stages based on exit criteria.
• AI-Powered GTM Team: Includes Deal Execution Agent, Customer Retention Agent, AI CRO Agent, and Coaching Agent.
• MEDDPIC Autopilot: Ensures data hygiene with automated updates.
• AI Summaries: Automatically saves notes to Salesforce.
• AI Suggested Tasks + Emails: Provides AI-driven suggestions for tasks and email follow-ups.

Use Cases:

• Sales:
  • Automate post-call admin tasks.
  • Update Salesforce fields automatically.
  • Receive AI-suggested tasks and email follow-ups.
  • Ensure MEDDPIC data hygiene.
• Customer Success:
  • Improve customer retention through proactive engagement.
  • Receive instant alerts for key customer moments and risks.
• Revenue Operations:
  • Gain better insights into pipeline and reporting.
  • Make data-driven decisions with real-time data.
  • Ensure consistency and efficiency in GTM processes.

Why is Momentum important?

Momentum helps organizations eliminate blindspots and surprises in their GTM strategy by providing structured data and automating key processes. This results in:

• Increased CRM Data: Achieves an 80% increase in CRM data.
• Improved ROI: Delivers a 3x return on investment.
• Productivity Gains: Results in 30% productivity gains.

What problems does Momentum solve?

Momentum addresses several pain points in GTM operations:

• Manual Data Entry: Automates manual Salesforce data entry using LLMs.
• Lack of Real-Time Insights: Provides real-time updates and insights from customer interactions.
• Inconsistent Processes: Ensures tight, consistent, and fast GTM processes through automation.
• Communication Silos: Centralizes communication in Slack and Microsoft Teams, eliminating gaps.

User 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."
• João Dias, Senior Revenue Operations Manager: "We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen."
• Andrea Scott, Director, GTM Systems: "We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past."
• Kyle Norton, CRO: "Momentum gives us an order of magnitude better data than we’ve ever had before. We’re making decisions with clarity and speed that simply weren’t possible before."

Pricing:

Details about pricing are not provided in the document. Please refer to official Momentum website to get more information.

FAQ:

Details about FAQs are not provided in the document. Please refer to official Momentum website to get more information.

How to get started with Momentum?

To get started with Momentum, book an AI Transformation Session to explore how the platform can transform customer interactions into action, boost revenue, reduce churn, and empower your team with unparalleled efficiency.

Where can I use Momentum?

Momentum can be used across various GTM functions including sales, customer success, and revenue operations to automate processes, gain real-time insights, and improve overall efficiency.

In conclusion, Momentum is a valuable tool for organizations looking to optimize their revenue operations by leveraging AI to capture, structure, and utilize data from customer interactions. It streamlines processes, provides real-time insights, and automates tasks, leading to improved ROI and productivity gains.