Momentum

Momentum is an AI-powered Revenue Orchestration Platform designed to eliminate manual work from sales and customer success processes. Think of it as an intelligent assistant that listens to every customer interaction and automatically takes action based on what it hears.

The platform uses advanced AI to extract key information from sales calls, customer meetings, and email exchanges, then structures this data for immediate use. Unlike traditional conversation intelligence tools that just record and summarize, Momentum actively updates your Salesforce fields, creates tasks, sends notifications to team members, and triggers automated workflows.

Built for revenue teams of all sizes, Momentum integrates with existing sales stacks without requiring complex setup or extensive training. Companies like Zscaler, Ramp, and 1Password use Momentum to boost productivity by 3-10 hours per rep per week while gaining unprecedented visibility into their revenue operations.

Getting started with Momentum is straightforward and requires minimal setup. First, visit momentum.io and schedule a demo with their team to discuss your specific needs and use cases.

The platform integrates directly with your existing tools—Salesforce, Slack, Zoom, Google Meet, Gong, and others—without disrupting current workflows. Here's how it works:

• Connect your tools: Link your CRM, communication platforms, and meeting software

• Set up AI agents: Configure Deal Execution, Customer Retention, Coaching, and CRO agents based on your needs

• Define workflows: Create automated processes for updating fields, sending alerts, and triggering next steps

• Customize notifications: Choose how and when your team receives insights through Slack or email

• Monitor performance: Use executive dashboards to track pipeline health and team performance

Momentum works in the background during calls and meetings, automatically capturing insights and updating systems in real-time. Sales reps continue their normal activities while the platform handles administrative tasks like note-taking, CRM updates, and follow-up reminders. The AI learns your processes and becomes more effective over time.

• AI-powered call summaries and action items

• Automatic CRM field updates and data sync

• Real-time notifications and workflow automation

• Deal rooms and account management in Slack

• Executive insights and pipeline intelligence

• Sales coaching with performance scoring

• Churn detection and retention workflows

• Integration with Salesforce, Zoom, Gong, and more

• Natural language queries for call data