What is Momentum?
Momentum is an AI revenue orchestration platform (now part of Salesforce) that captures every sales and customer interaction, turns conversations into actionable insights, and automates workflows across your revenue stack. Instead of spending hours on manual data entry or chasing down deal updates, Momentum listens to calls, surfaces key signals, and pushes the right information to Salesforce, Slack, and your other tools. It helps sales teams close deals faster, retain more customers, and coach reps at scale — all without adding extra busywork.
What are the features of Momentum?
- Deal Execution Agent: Automatically updates Salesforce fields, saves call notes, and suggests next steps so reps spend less time on admin and more time selling.
- Customer Retention Agent: Detects churn risks, sentiment, and feedback from customer conversations, then triggers workflows to proactively save at-risk accounts.
- Coaching Agent: Provides real-time, data-driven coaching scores and performance reports based on every call, helping managers reinforce best practices without listening to hours of recordings.
- AI CRO Agent: Gives executives a bird’s-eye view of accounts, rep performance, and pipeline health — with briefs and forecasting to support smarter decisions.
- SmartClips: Automatically pulls key moments from calls and turns them into short, shareable video snippets for quick alignment or training.
- Deep Research: Analyzes all deal data — from conversations and CRM — to surface insights across the entire customer journey.
- Integrations: Connects with Salesforce, Slack, Snowflake, and other tools to sync data and automate workflows seamlessly.
What are the use cases of Momentum?
- Sales reps get instant call summaries, auto-updated Salesforce fields, and AI-suggested follow-up emails — so they can focus on closing, not data entry.
- Revenue operations leaders use the AI CRO Agent to run pipeline briefs and team analyses, eliminating the need to manually compile reports from scattered sources.
- Customer success managers leverage the Customer Retention Agent to spot negative sentiment early, create support cases, and reduce churn without manually reviewing every call.
- Sales managers rely on the Coaching Agent to get objective performance scores for each rep, pinpoint skill gaps, and provide targeted feedback — no more guessing.
- Executives get daily AI-generated briefs that summarize key deal movements, churn signals, and rep activity, enabling faster, data-driven decisions.
- Enablement teams use SmartClips to capture winning talk tracks or objection handling moments from top performers and share them instantly across the organization.
How to use Momentum?
- Connect your CRM and messaging tools: Integrate Momentum with Salesforce, HubSpot, Slack, or Teams to start capturing interaction data automatically.
- Record and analyze calls: Enable AI notetaker and call recording — Momentum will transcribe, summarize, and extract key metrics from every conversation.
- Set up automated workflows: Choose from prebuilt recipes (e.g., “Update opportunity stage when renewal is discussed”) or create custom triggers and actions.
- Review AI-generated insights daily: Check Deal Execution Agent for auto‑updated fields, Customer Retention Agent for churn alerts, and AI CRO Agent for pipeline briefs.
- Coach reps with data: Use the Coaching Agent scorecards and team performance reports to guide one‑on‑ones and improve call quality.
