Momentum

Overview

Momentum is an AI-native Revenue Orchestration Platform that transforms customer interactions into structured CRM data, automates GTM workflows, and provides real-time insights through Slack, with Microsoft Teams integration coming soon.

Features

Conversation-to-CRM Data Capture

• Transcribe conversations in real-time and save AI summaries directly to Salesforce.
• Automatically complete MEDDPIC / MEDDIC fields.
• Sync structured data to Snowflake and other data warehouses.

Workflow Automation

• Manage deal stages, create tasks, and send follow-up emails with the Deal Execution Agent.
• Trigger churn-remediation playbooks with the Customer Retention Agent.
• Auto-generate deal rooms in Slack/Teams for collaboration.

Revenue Intelligence & Forecasting

• Use the AI CRO Agent for pipeline forecasting and executive briefs.
• Identify churn-risk signals, perform sentiment analysis, and score health metrics.
• Generate IQ Reports for detailed analytics across teams and accounts.

Coaching & Performance

• Receive AI coaching scores and competency reviews on every call.
• Get real-time nudges to reinforce best practices.
• Track skill development and quota attainment with team dashboards.

Integrations & Alerts

• Connect natively with Salesforce, Snowflake, and Slack; Microsoft Teams integration is coming soon.
• Sync data bi-directionally and securely via API.
• Receive AI signals and alerts instantly in the appropriate channels.

Use Cases

• Auto-flag incomplete MEDDPIC fields for quarter-end pipeline scrubs to update forecasts before leadership reviews.
• Generate a CRO Brief for board-meeting prep, summarizing top deals, risks, and churn signals in minutes.
• Deliver call breakdowns and best-practice nudges to accelerate new-hire onboarding without extra manager time.
• Compile call context and next steps from Sales to Customer Success automatically when deals close for cross-functional handoffs.
• Push structured conversation data into Snowflake to power custom BI dashboards for data-warehouse enrichment.
• Trigger real-time alerts when follow-up actions slip past agreed timelines for SLA compliance monitoring.

Pricing

For current pricing information, visit the dedicated Pricing page on the Momentum website.

Customer Reviews and Feedback

Users appreciate Momentum for its ability to turn customer calls into valuable data, improve sales processes, and provide actionable insights. The platform is praised for its efficiency and effectiveness in enhancing CRM data quality and sales performance.

"Momentum is incredibly useful for automatically turning our own customer calls into powerful sources of enrichment data." - Nate Follen, Head of Business System Operations, Ramp

"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!" - Alek Milovidov, Sr. Director, RevOps, Alation

"Momentum flags risks in real time, enabling us to save critical accounts." - Mark Turner, VP of RevOps, Demandbase

Pairing Momentum with 11x

11x is an AI digital workforce platform that automates B2B go-to-market and sales operations. Its AI agents, Julian and Alice, autonomously engage, qualify, and schedule meetings with leads using behavioral signals—without requiring engineering lift or manual outreach.

When used together, Momentum and 11x can significantly streamline sales processes. For example, 11x's AI agents can autonomously engage and qualify leads, while Momentum captures and structures these interactions into CRM data. This combination allows sales teams to focus on high-priority tasks with actionable insights.

Book a demo to see how 11x can identify your ideal buyers, engage decision-makers 24/7, and book meetings on autopilot.