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If you're in Revenue Operations, chances are you’ve faced the same frustrating paradox: your GTM team is sitting on mountains of data, yet you're still making decisions with blind spots. Despite sophisticated CRM systems, conversation intelligence tools, and well-documented playbooks, leaders still ask, “Why are we losing deals?” or “What are our top reps doing differently?”\
What might strike as a surprise answer for those questions is that this is a data usability problem. The truth is, most organizations struggle to turn their growing digital exhaust (sales calls, emails, deal notes, product feedback, and CRM data) into real-time, actionable insights that improve forecasting, accelerate onboarding, and drive revenue growth.
That’s why we built Momentum IQ Reports, a new layer of revenue intelligence designed specifically for RevOps teams and GTM leaders who need AI-powered insights from their own customer interactions.
With Momentum IQ Reports, you don’t have to choose between depth and speed. You get both with the ability to uncover strategic insights across your tech stack in a matter of days, not months.
The Problem: RevOps Is Drowning in Data but Starving for Insight
If we're being honest, modern revenue teams have no shortage of tools. You've got your CRM (probably Salesforce), a conversation intelligence platform like Gong, a patchwork of automation tools, and dashboards for everything from forecasting to conversion rates. But despite this complex tech stack, most teams can’t answer basic questions like:
- What messaging is actually converting in the field?
- Why are deals stalling at the same stage in the sales pipeline?
- What’s the real reason behind our latest churn?
- Which competitors are coming up in the last 30 days of sales calls?
That’s because most CRM data is incomplete or inaccurate. Notes are sparse. Fields are inconsistently filled. The full story of the customer journey gets buried in silos across email, call recordings, Slack messages, and ad hoc Notion docs.
Meanwhile, RevOps professionals spend their time on repetitive tasks like chasing reps for updates, managing outdated reports, and stitching together insights from disconnected datasets. It’s inefficient. It’s error-prone. And it limits your ability to make data-driven decisions at the speed GTM teams now require.
What Are Momentum IQ Reports?
Momentum IQ Reports are a turnkey revenue intelligence solution that gives RevOps and leadership teams a strategic, AI-powered lens into what's actually happening in your go-to-market engine.
Built on top of Momentum’s core automation and orchestration platform, IQ Reports use a combination of AI-driven analysis and expert curation to surface insights from thousands of sales calls, emails, CRM fields, and more. The result? A structured, objective view into the themes, blockers, and patterns shaping your GTM performance, complete with actionable insights, clean data, and decision-making clarity.
Think of it as a high-impact blend of predictive analytics, qualitative analysis, and executive-level storytelling without the need to hire an outside consultancy or sift through hundreds of transcripts.
Whether you want to understand why deals are being lost, identify friction in your customer onboarding, or analyze the behaviors of your top sales reps, Momentum IQ Reports give you the visibility to act. Instantly.
From Chaos to Clarity in Days
Here’s what makes Momentum IQ Reports so powerful and unlike anything else in your tech stack.
1. Batch Analysis of Customer Interactions
Momentum aggregates all customer data from your connected systems (including Gong, Salesforce, call recordings, calendar data, and email outreach) and filters it through a robust data refinery to ensure clean, structured input.
2. AI-Powered Structuring & Prompting
Our AI engine scans thousands of conversations to identify trends, friction points, sales performance patterns, and competitive mentions far beyond what field values or call summaries can surface.
3. Human-Curated Insight
Our internal experts interpret the output using RevOps-aligned templates, surfacing meaningful insights with clear narratives, visuals, and summaries designed for leadership consumption.
4. Delivery in Report or Dashboard Form
Reports can be delivered as presentation-ready decks or exported into CSVs for custom dashboards and BI tools. They're tailored to your initiatives, from improving the sales process to tracking onboarding efficiency or validating new sales strategies.
Use Cases: Real-Time Answers to Critical GTM Questions
Momentum IQ Reports are built to serve real-world GTM use cases across multiple teams without adding operational overhead or complexity. Below are just a few of the most powerful applications we’ve seen across RevOps, Sales, Customer Success, Product, and Marketing:
1. Closed-Lost Analysis
“Why did we lose these deals, and to whom?”
Traditional CRM fields rarely tell the full story. IQ Reports go deeper by analyzing actual sales calls, follow-up emails, and customer objections to identify root causes, whether it's price sensitivity, competitor advantages, product gaps, or misaligned messaging. This fuels better sales strategies and forecasting.
2. Top Performer Behavior Mapping
“What are my best reps doing differently and can we replicate it?”
By analyzing successful rep behavior across thousands of interactions, Momentum surfaces patterns in messaging, objection handling, and deal pacing. The result is a clear, data-backed playbook to scale what’s working and coach where needed with measurable impact on sales performance.
3. Customer Feedback Aggregation
“What’s the market saying about our product?”
Momentum IQ Reports extract and synthesize feedback across the customer lifecycle, from onboarding to renewal, and route insights directly to Product, Marketing, and Ops. Goodbye subjective anecdotes. Hello structured, prioritized customer data ready for roadmap decisions.
4. Competitive Intelligence
“Which competitors are being mentioned and how are we positioned?”
Track shifts in competitive mentions across time, region, or team. Identify what messaging wins and where differentiation breaks down. Insights that once took weeks to gather manually are now available in real time.
5. Team & Region-Based Performance Reviews
“Why is one team outperforming the other?”
Filter reports by Salesforce criteria (team, vertical, deal size, or region) and instantly see what’s working (and what’s not) at a granular level. Perfect for revenue teams seeking operational efficiency across distributed orgs.
Why RevOps and Leadership Teams Need IQ Reports
Momentum IQ Reports are a strategic unlock for teams who want informed decisions, not just more data. Here’s how they can gain traction across leadership:
- Zero Data Entry: No more chasing reps for updates. No more manual tagging or logging. Momentum listens passively and structures data automatically, reducing friction and eliminating human error.
- Plugged Directly Into Salesforce: Momentum’s native Salesforce integration means your CRM becomes a true system of intelligence. Filter by any field to create targeted, hyper-relevant reports.
- Tailored to Your GTM Initiatives: Whether you're optimizing follow-up workflows, reviewing pricing objections, or understanding churn signals, each report is customized to align with your KPIs, metrics, and GTM motion.
- Executive-Ready Output: Reports are designed with decision-making in mind: crisp executive summaries, visual diagnostics, and structured narratives that tell the story behind the numbers.
- Speed and Scalability: No more waiting months for an external consultancy to deliver a PowerPoint deck. IQ Reports are turned around in under a week, and can be delivered on a recurring basis: monthly, quarterly, or around key events like pipeline reviews.
Why Now?
As artificial intelligence redefines how teams operate, it's no longer enough to just “track activities” or surface vanity metrics. What revenue leaders need are scalable, context-rich systems that:
- Cut through noise across silos
- Eliminate repetitive tasks
- Deliver insights aligned to revenue generation
- Scale without requiring more headcount
In short, systems that make data management, workflow automation, and cross-functional collaboration frictionless so your team can optimize execution, not just observe it.
Momentum IQ Reports are built for this moment: a world where the winners are those who can align faster, adapt smarter, and make bold, data-driven decisions with confidence.
Getting Started: From First Report to Full GTM Visibility
Momentum IQ Reports are available to customers on our Transformation Tier, where advanced automation, AI orchestration, and integrations unlock deeper layers of revenue intelligence.
We offer flexible pricing to get started:
- Try your first report as a one-off engagement
- If you love it, apply the cost toward an ongoing package
- Add-on cadence options: quarterly strategic insights, monthly GTM reviews, or milestone-triggered reports (e.g., post-QBR, product launch, pipeline deep dives)
Ready to see it in action? Book a GTM strategy session or view pricing now.
Final Thoughts: A Smarter GTM Starts Here
For too long, RevOps has been asked to do more with less: deliver insights without the data, orchestrate outcomes without visibility, optimize performance without a clear signal from the noise. That era is over.
With Momentum IQ Reports, we’re giving modern go-to-market teams the tools they need to lead with confidence, precision, and speed. No more guessing. No more bottlenecks. Just clear, structured insight.
It’s time to make your data work for you. Let’s unlock the revenue intelligence you’ve been missing.