Drive Revenue Execution From Microsoft Outlook With Momentum

Outlook Integration
Turn inbox and calendar activity into revenue intelligence.
Signals from the Inbox
- Detect no-shows, ghosted follow-ups, or stalled conversations from Outlook email and calendar activity.
- Auto-generate next-step recommendations or follow-up drafts—ready to send with one click.
Calendar-Driven Insights
- Momentum monitors meeting behavior: recurring reschedules, low engagement, or decision-maker drop-off.
- Risk alerts flagged instantly: “Executive sponsor hasn’t joined last 3 renewal calls.”
Auto-Sync to Salesforce
- Every email, follow-up, and meeting outcome automatically logged.
- CRM hygiene stays perfect—no rep input required.
Email Delivery for Signals, Summaries & Briefs
Momentum ensures critical intelligence reaches every stakeholder—whether they’re in Slack, Teams, or their inbox.
Signals in Email
Triggered alerts (objections, competitor mentions, churn risks) sent directly to inboxes.
Example: “Pricing objection flagged in Acme Corp renewal call → summary + clip attached.”

.png)
Automated Summaries
Post-meeting recaps auto-delivered to attendees’ inboxes, complete with next steps, sentiment, and action items.
Executive Briefings
Weekly or monthly leadership summaries compiled and emailed—ensuring visibility without needing dashboards or logins.

Why it Matters
With Teams + Outlook + Email delivery, Momentum covers every communication channel in Microsoft 365:
Manual email follow-ups, missed signals
Auto-detected no-shows, ghosting, objections
Static CRM fields updated by reps
CRM auto-synced from Outlook + calls
Signals trapped in CI tools
Signals flow into Teams and inbox
Execs chasing reports
Executive Briefs delivered directly via email
What Revenue Leaders Are Saying
.avif)
“Momentum is like a sales manager that stays up 24/7 and listens to every call, notifying the right folks when they should be paying attention. It’s cut time in half for sellers to move deals in Salesforce.”