The AskMomentum bot is the fastest way to get insights about deals. After calls, let the bot tell you about any moment of the call, including champions, close dates and key decision makers, then push this to Salesforce automatically.
Momentum reviews the entire call transcript in a matter of seconds to answers questions like, “Who is my champion?” and “What was the timeline discussed?”
Ask the bot to turn these answers into Salesforce field data to automatically add tasks, contact details, or next steps to your CRM.
Develop a highly personalized call framework for training new reps based on conversations using any sales methodology of your liking.
My aha moment was when our Sales Leadership uncovered an upcoming churn in the Momentum note literally right after the AE’s meeting ended!
Keep opportunities updated in Salesforce with CRM suggestions based on call details
Sync with Google calendar to capture notes for every single call without any extra effort
Add tasks and next steps to your opportunities automatically
Share your calls across Slack and Salesforce, and connect tasks to other tools like Asana