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Momentum: AI Revenue Orchestration Platform

Momentum turns customer interactions into structured GTM data—fueling real-time execution, CRM automation, and insights that drive predictable revenue.

Introduction

Momentum is an AI-powered Revenue Orchestration Platform designed to transform customer interactions into actionable Go-To-Market (GTM) data. This structured data fuels real-time execution, automates CRM processes, and provides critical insights to drive predictable revenue growth.

Core Features:

  • AI Revenue Orchestration: Momentum leverages artificial intelligence to analyze customer interactions across various touchpoints, extracting valuable GTM data. This includes understanding customer sentiment, identifying buying signals, and capturing key engagement details.
  • Structured GTM Data: The platform converts unstructured communication data (from calls, emails, meetings, etc.) into a structured format that can be easily integrated and utilized by sales and marketing systems.
  • Real-time Execution: By providing immediate access to analyzed GTM data, Momentum enables sales and customer success teams to act on opportunities and challenges in real-time, improving responsiveness and effectiveness.
  • CRM Automation: Momentum seamlessly integrates with CRM systems to automate tasks, update records, and enrich customer profiles based on the analyzed interaction data. This reduces manual data entry and ensures CRM data accuracy.
  • Predictable Revenue Insights: The platform offers advanced analytics and reporting capabilities, providing deep insights into customer behavior, sales pipeline health, and revenue forecasting. This helps businesses make data-driven decisions to achieve predictable revenue outcomes.
  • Deal Execution Agent: This feature helps in writing to Salesforce fields, saving notes, and automating manual work, thereby saving hours for sales teams.
  • Customer Retention Agent: Proactively captures churn indicators, sentiment, and feedback to help retain customers.
  • AI Sales Coaching Agent: Unlocks the full potential of sales teams through automated AI coaching.
  • AI CRO (Chief Revenue Officer) Insights: Provides executive-level insights across accounts, reps, and pipeline for better strategic decision-making.
  • SmartClips: Automatically transforms key call moments into short, shareable video snippets.
  • Deep Research: Analyzes all deal data from conversations and CRM to surface insights across the entire customer journey.
  • Integrations: Connects with existing team tools to automate and streamline processes.
  • Executive Briefs: Delivers concise summaries of key findings and recommendations for leadership.
  • AI Signals + Alerts: Provides timely alerts based on identified AI signals within customer interactions.
  • AI Coaching: Offers advanced AI-driven coaching functionalities.
  • AI Notetaker: Automates the process of taking notes during customer interactions.
  • Slack Notifications: Delivers important updates and alerts directly to Slack channels.
  • IQ Reports: Provides advanced reporting and analytics for revenue intelligence.

Target Users:

Momentum is designed for sales teams, customer success teams, revenue operations professionals, sales leaders, and executives who are focused on improving revenue predictability, operational efficiency, and customer engagement. It is particularly beneficial for businesses looking to leverage AI to gain a competitive edge in their go-to-market strategies.

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