Momentum automatically extracts and structures data from sales and CS calls, providing actionable insights that sync directly with Salesforce, Snowflake, and more. Unlock the full potential of your customer conversations.
📞 Guy <> Momentum | Intro Meeting has been analyzed📝🔥
👥 Internal Attendees:
@Jessie
👥 External Attendees:
Guy Hawkinson
Jenny Bartosh
🗒️ Call Summary
Guy Hawkinson is a leader at SecureSmarter, a company focused on financial security.
Guy said he’s interested in leveraging AI and automation to optimize their sales processes and make more informed decisions.
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Kudos on qualifying deal NB-SecureSmarter 🙌! Let’s keep it updated!
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Guy <> Momentum | Intro Meeting
3 participants - Tuesday, Jan 23, 10:00 EST
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Guy Hawkinson is a leader at SecureSmarter, a company focused on financial security
Guy said he’s interested in leveraging AI and automation to optimize their sales processes and make more informed decisions.
Jessie explained how Momentum can help with their sales operations, providing automatic call summaries, syncing with Salesforce, and generating actionable isights.
The conversation touched on the limitations of their existing tool and the need for a tool like Momentum to bridge the gap between call recordings and Salesforce.
They discussed possible times for the demo, settling on 10:00 AM on Wednesday, Jan 24.
Overall the call focused on Guy’s interest in leveraging AI and data to improve sales processes at SecureSmarter. They scheduled a demo for the next day to explore further.
Trusted by high-performing revenue teams
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.
Nathan Follen
Ramp
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.
Andrea Scott
Weights and Biases
We use Momentum to automate notes, call summaries and it's fantastic—delivering customer insights straight to our CEO and eng team. It's revamped how we handle sales and customer engagement.
Aaron Bartel
Harmonic
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.
Yesenia Mccoy
Director of SalesOps
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.
Alex Carstens
Head of RevOps
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."
Ben Zimmerman
Revenue Applications Lead
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.
Alek Milovidov
Alation
Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business.
Sam Lee
Unit21
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.
Neil Manvar
Sentry
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.
Michael Wilde
Honeycomb
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.
Arpan Patel
When I first started using Momentum, I could feel my anxiety level going down. To have deal rooms, with all my team being part of each opportunity right there - it's been life-altering.
Alex Scalisi
Chargelab
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.
Brittany Gonzalez
Postman
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.
João Dias
YipitData
In all my years working, deal approvals documentation has been an unaddressed challenge. Now I get executive approval via Slack and archive it directly into Salesforce. Absolutely brilliant!
Mark Moore
Treasure Data
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.
Scott Miller
Arc Technologies
“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."
Libby Gibson
Twingate
Momentum has added some really powerful visibility in regards to conversational insights, and efficiency gains for Salesforce to Slack bidirectional automation.
Aaron Dungca
Customer Success & Implementations Leader
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.
Catherine Hsieh
Jasper
Momentum substantially increases the probability of reps doing the right things. It's the #1 thing I mention to friends in RevOps - ‘Let me show you something that will change your world.'
Steve Dinner
Head of RevOps
Extract every bit of value from your conversations with prospects and customers
1
Momentum extracts and synthesizes data at scale from your calls and emails
2
The insights you care about are immediately shared with the right people and teams
3
Salesforce and other systems are automatically updated with the right information
4
Rinse & repeat 👌
Bring Al efficiency to your revenue teams, processes, and pipeline instantly
CRM Enrichment
Capture key fields and sync automatically to your CRM using AI prompts
Executive Briefs
Summarize hundreds of calls into briefs for leadership, CS, product and marketing
Automated Coaching
Provide feedback and call scoring automatically to your team
MEDDPICC or SPICED Autopilot
Ensure your sales methodology is implemented with CRM auto-capture
Sentiment & Risk Signals
Get notified of churn risk, forecast risk, and sentiment immediately after calls
Pipeline Management
Work your pipeline more efficiently with an AI assistant to keep you on track
AI magic + your existing tools = 🏆
Momentum superpowers the tools you already use, integrating deeply with Salesforce and Slack, along with Zoom, Google Meet, Gong, Clari or your call intelligence software to give you incredibly valuable insights.
Capture the voice of your customers systematically after every conversation
Increase Customer Retention
Understand and act on customer signals early to ensure smooth renewals and great experiences
Drive Revenue Growth
Run deals and renewals more efficiently with actionable insights from every conversation
Enhance Organizational Agility
Adapt quickly with complete visibility into how customers buy and keep your product.
Optimize Efficiency & Productivity
Automate routine tasks, saving your team hours of admin work, without interrupting their flow
Customers ❤️ Momentum
🚀
100%
Data hygiene increase
⏱️
30%
Rep productivity increase
📣
300%
total ROI
Arc
“Momentum is an integral part of our operations. It's business critical for us.”