Momentum
AI-powered tool that turns sales calls into CRM data, auto-generating Slack summaries and saving notes in Salesforce.
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What is Momentum?
Momentum AI Summaries is an AI-powered call notes tool that transforms sales and customer success calls into actionable CRM data automatically. The tool eliminates manual note-taking by generating concise, CRM-ready summaries of every call and saving notes directly to Salesforce. Summaries are delivered to Slack for quick sharing and visibility across teams, enabling managers and reps to get at-a-glance conversation views in seconds.
Key features include automated note-taking that logs notes from every call into Salesforce, instant insights through shareable Slack summaries, trend identification that spotlights churn and pipeline risks early, and programmable summaries with customizable Slack and Salesforce integration. The tool offers smart delivery with dynamic routing to the right people based on deal ownership, multi-channel delivery via Slack channels or email, customizable summaries focused on areas of interest, multilingual support for global teams, and stage-based summaries for different deal stages like discovery, qualification, and proposal calls.
Momentum AI Summaries is designed for sales and customer success teams who want to act on calls quickly, RevOps professionals who need to surface organizational trends and deliver insights to leadership, and managers and leaders who require quick access to call summaries for coaching and decision-making without manual listening. The tool works for companies of any size from small teams with 5 reps to large enterprises with 2500 reps.
Momentum pricing
Pricing model: Paid
Pricing information is not publicly available on the website. The page does not explicitly state pricing plans or a free-trial offer. An add-on called Momentum Conversational Intelligence (note-taker plus video library for improved conversational intelligence) is available for $30 per user/month and can be added to any plan. AI and Automation Professional Services are also available as an add-on for set up and management assistance.
Momentum pros
- Saves approximately 10 hours/week of listening time for sales managers
- Automatically logs notes for every call, opportunity, and account in Salesforce
- Delivers summaries to Slack for quick sharing across teams
- Surfaces churn risk and pipeline risk signals for immediate action
- Enables managers to spot coaching opportunities quickly through Slack
- Eliminates manual note-taking work for sales reps
- Provides dynamic routing based on deal ownership and team structure
- Supports multi-channel delivery via Slack channels, direct messages, or email
- Includes interactive Slack action buttons for immediate team action
- Offers multilingual support for global sales teams
- Creates stage-specific summaries for discovery, qualification, and proposal calls
- Customizes summaries based on Salesforce object rules like opportunity stages
- Delivers direct visibility from field operations to executives
- RedClutter with refinement and noise reduction in summaries
- Works with any preferred call provider after installing Momentum AI
Momentum cons
- Pricing information not publicly available on the website
- No free trial or free tier explicitly mentioned
- Does not provide real-time capture during calls
- No meeting search functionality available
- Requires Salesforce integration to work fully
- Smart Clips and Account briefs only supported with Conversation Intelligence Module
- No explicit coaching metrics centralized view mentioned for basic plan
- Setup requires configuration of summary workflows manually
Frequently asked questions about Momentum
What does Momentum AI Summaries do?
Momentum AI Summaries automatically converts every sales call into CRM-ready data by generating AI call summaries, delivering them to Slack for quick sharing, and saving notes directly to Salesforce. It eliminates manual note-taking and ensures there is a note for each call, opportunity, and account.
How much time can I save with Momentum AI Summaries?
Momentum claims you can save approximately 10 hours per week of listening time. Sales managers no longer need to spend hours reviewing sales calls since they can get a glimpse into every call in seconds right in Slack.
Does Momentum integrate with Salesforce?
Yes, Momentum automatically saves notes to Salesforce. It maps your team's calls to Salesforce objects based on attendee emails and logs notes automatically for consistent CRM documentation across calls, opportunities, and accounts.
How are summaries delivered to my team?
Summaries are delivered via Slack channels, direct messages, or email. The tool offers smart delivery with dynamic routing that automatically delivers summaries to the right people based on deal ownership and team structure, including multi-channel delivery options.
Can I customize what the summaries focus on?
Yes, summaries are fully customizable. You can configure behavior based on Salesforce object rules such as opportunity stages or account ARR, and tailor summaries to focus on areas of interest depending on call type, including stage-specific summaries for discovery, qualification, and proposal calls.
What trends and signals does Momentum detect?
Momentum surfaces organizational trends and signals such as churn risk and pipeline risk from your calls. This enables you to act on those insights immediately instead of waiting for weekly meetings or manually sharing updates.
Does Momentum work for large enterprises?
Yes, Momentum is suitable for companies of any size from small teams with 5 reps to large enterprises with 2500 reps. The programmable summaries offer configurable behavior based on Salesforce object rules suitable for any company size.
How do I get started with Call Summaries?
To get started: 1) Install Momentum AI with your preferred call provider, 2) Configure your first summary workflow using the step-by-step setup guide, 3) Customize delivery settings to match your team's workflow, and 4) Monitor and optimize based on team feedback.
Does Momentum support multiple languages?
Yes, Momentum offers multilingual support with language standardization. This provides unparalleled visibility and standardization for global sales teams who conduct calls in different languages.
How does Momentum help with coaching?
Momentum enables coaching by helping coaches and managers spot coaching opportunities quickly through accessible call summaries delivered in Slack. Managers can get at-a-glance conversation views without manual listening and easily identify areas to upskill their reps.