Momentum AI - Customer Stories

Trusted by high-performing revenue teams

What revenue teams are saying

Steve Dinner

Momentum substantially increases the probability of reps doing the right things at the right time. It's the number one thing I mention when I talk to friends in RevOps. I say, ‘Let me show you something that will change your world.

Andrea Scott

We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past.

Aaron Bartel

We use Momentum to automate note taking and call summaries and it's fantastic—helping to deliver customer insight straight to our CEO and engineering team. It's revamped how we handle sales and customer engagement at our company.

Yesenia Mccoy

Momentum truly revolutionized our approach to SalesOps. Having all of our deals visible real time as they progress through the sales cycle has been a huge advantage. It’s our sales command center, providing actionable intelligence.

Alex Carstens

Ever since we integrated Momentum into our operations, we've seen a clear uptick in productivity. The platform's knack for wrangling sales, customer success, and revenue operations under one roof has been impressive.

Ben Zimmerman

Momentum has seriously streamlined our business process. Since we integrated it, our Sales, Customer Success, and Revenue Operations teams have been functioning like a well-oiled machine."

Alek Milovidov

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!. It's been years since I've heard sales managers get this excited about a tool.

Sam Lee

Momentum has changed the sales management game for us while offering a seamless Salesforce logging process to the reps. The tight integration with Slack as well as AI powered insights are must-haves for our business.

Neil Manvar

Looking at Momentum updates while having my cappuccino in the morning provides me and other stakeholders all the visibility and updates we need without having to ask for it.

Michael Wilde

I don’t know how I would update key stakeholders without Momentum other than through a whole lot of emails, disjointed Slack messages, and no real process to guide where the deal is going.

Arpan Patel

Our whole company loves the AI call summaries and getting notifications about them right in Slack. No one has to bug sales reps or listen to calls at 1.5x as much anymore, trying to catch info.

Alex Scalisi

When I first started using Momentum, I could feel my anxiety level going down. We have a number of opportunities and managing all of these can be very daunting. To have deal rooms within Momentum, with all my team being part of each opportunity right there - it's been life-altering.

Brittany Gonzalez

When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs.

João Dias

We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen.

Mark Moore

In my 15+ years in SalesOps and Deal Desk, auditable non-standard deal approval documentation has been an unaddressed challenge. Momentum has a simple and elegant solution for this. I can get executive approval via Slack and archive it directly into Salesforce. Absolutely brilliant!

Scott Miller

Before Momentum, there was a lot of scrambling to find out what was happening. It was more difficult to have a finger on the pulse of the stream of events across all of our sales operations.

Libby Gibson

“Working with Momentum has been wonderful. They're helping us streamline day to day tasks with their workflow recipes and are saving us a ton of time. I can't wait to see how Momentum evolves! Sky is the limit."

Catherine Hsieh

It's a joy partnering with the Momentum team! We use Momentum automations for core notification workflows, and our Enterprise sales team uses the impressive Momentum AI features everyday.

Nathan Follen

Momentum is incredibly useful for automatically turning our own customer calls into powerful sources of enrichment data. We're really excited to be working with them.

Customer Story

YipitData increased efficiency and cut costs with Momentum AI

Challenge

YipitData knew automating call notes would be a huge efficiency win, but they couldn’t find a tool to do the job that met their standards. “I was losing my hair because I had spoken to so many different vendors,” says João Dias, RevOps Manager.

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Solution

When YipitData’s reps tried Momentum, they told João, “This is it!” YipitData sells a bespoke product, and reps reference multiple acronyms and methodologies during calls—Momentum was able to capture and summarize everything immediately. And the time and cost savings Momentum’s call summaries created for YipitData far exceeded João’s hopes.

João Dias

Senior Manager, RevOps

“I calculated the FTE savings at the beginning of this project of reps not having to write their own notes, and the fact that with Momentum, we were able to save so much more—that was really the biggest selling point.”

Customer Story

Arc improved visibility across their pipeline with Momentum

Challenge

Before bringing on Momentum, Arc had a problem with their pipeline update visibility. “There was a lot of scrambling to find out what was happening with each deal as it moved through our pipeline. It was more difficult to have a finger on the pulse of the stream of events across all of our sales operations,” says Scott Miller, RevOps Lead.

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Solution

Arc immediately set up Momentum Notifications to keep everyone better informed of deal progress. “Whenever something happens in Salesforce, we can push notifications to wherever we want them to go in Slack. It’s super easy—the UI is really intuitive,” says Scott. And now they’re using AI Summaries to instantly capture important details from sales calls and push them to Slack, so reps, leadership, and other teams can easily see and act on insights in real time.

Scott Miller

Head of RevOps

“Momentum’s Slack notifications have become an integral part of our day-to-day operations. They’re business critical to how we function now.”

Customer Story

ScyllaDB increased data hygiene by 100% and rep productivity by 30%

Challenge

Before Momentum, tackling CRM reports and getting solid data into the system was a chore for reps and SalesOps alike. Yesenia went looking for a solution that could improve data hygiene and rep productivity.

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Solution

ScyllaDB leadership loves the visibility that Momentum brings to the sales process, thanks to integrations with Slack and Salesforce, plus Gong and Outreach. The sales team loves tools like call summaries and MEDDIC automation. "The AI-driven call summaries and the automatic MEDDIC updates are just brilliant for staying on top of potential churn risks and spotting upsell opportunities," says Yesenia.

Yesenia McCoy

Director of Sales Ops

"Momentum truly revolutionized our approach to sales operations. Having all of our deals visible in real time as they progress through the sales cycle has been a huge advantage for us."

Customer Story

Treasure Data automated deal desk workflows and increased efficiency

Challenge

As the Senior Director of Global Deal Desk at Treasure Data, Mark Moore is focused on structuring and writing deals. His main challenge was finding a way to document all of the approvals he oversaw when all of the company’s contracts lived in Salesforce — a challenge he’d repeatedly come up against throughout his 20+ year career in deal desk.

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Solution

Momentum’s enabled Treasure Data to automate parts of its deal desk workflows, enabling faster communication, access to crucial documentation like approvals, and key info all in one central hub.Mark’s favorite aspect of Momentum is that teams can make changes to any opportunity field or add activity logs right from Slack and have it automatically update in Salesforce, so critical info is always up-to-date.

Mark Moore

Senior Director, Global Deal Desk

“Now it’s just super easy. It’s like helping yourself. It’s on the Salesforce opportunity. Just go to the Momentum object and it’s all documented. And this has saved me weeks and weeks of tedious work.”

Customer Story

Owner.com’s reps spend more time doing what they do best—selling

Challenge

Owner.com came to Momentum in need of a replacement for Troops. They were looking for a tool that could automate workflows between Salesforce and Slack to increase sales reps’ efficiency.

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Solution

Momentum checked all the boxes and delivered so much more. In addition to leveraging Momentum’s powerful automation and deep integration with Salesforce and Slack, Owner.com is using Momentum’s AI call summaries and real-time notifications to save more time than ever and improve visibility across the org.

Steve Dinner

Head of RevOps

“It’s a visibility mechanism. Momentum gives you confidence that reps have the tools they need to spend their time in the right places, doing the right things.”

"With Momentum, our reps save time with the bi-directional automation and I'm no longer chasing them down for updates. Having scalable, automated motions and real-time insights at my fingertips has made coordinating with the sales and revenue operations teams seamless and far more efficient."

Aaron Dungca

Customer Success Leader, Rebuy Engine

Empowering revenue teams of all sizes to move faster

Trusted by high-performing revenue teams