Momentum 2025 Updates: The Fastest Revenue Orchestration Engine Just Got Faster

Revenue teams are not short on data. They’re buried in it.
Deals generate signals all the time: shifts in tone, new stakeholders, competitive mentions. The real challenge is moving that intelligence into the hands of the people who can act on it, fast enough to change the outcome.

For most GTM teams, execution is slowed by a constant drag of disconnected systems, manual updates, and buried information. The day-to-day reality looks like this:

• Managers chasing updates across Slack, Microsoft Teams, Salesforce, call recordings, and email.
• Enablement teams spending hours scrubbing calls to find usable moments.
• Reps wasting prep time building their own account briefs before customer calls.
• Coaching based on gut feel instead of data.
• Execs depending on after-the-fact reports instead of real-time visibility.

By the time insight turns into action, the opportunity has often moved on.

That’s why we’re excited to announce a new set of Momentum capabilities. 

Each one is built to close the space between customer interaction and execution: capturing what happens in the moment, turning it into clear, actionable intelligence, and delivering it instantly in the tools your team already uses. Every capability targets a specific execution bottleneck, removing the manual work that slows deals down.

Here’s a closer look at what’s new and how each capability changes the way your team works.

What’s New

We’re rolling out five major upgrades designed to remove friction from every stage of GTM execution; making it faster, more precise, and easier for teams to act in the moment.

1. Smart Clips – Turns deal-winning call moments into instant, shareable video highlights.
2. Account Briefs – Gives teams full deal context without manual research.
3. Coaching Agent Evolution – Brings AI-driven, methodology-based coaching to scale across the org.
4. Microsoft Ecosystem Integration – Extends Momentum into Microsoft Teams and Outlook.
5. Email Expansion – Delivers actionable insights to any inbox, no platform hopping required.

Each one is built to take work off your team’s plate and tighten how execution happens across the board. They cut the drag, surface what matters, and make acting on it second nature. 

Here’s what that looks like in practice.

1. Smart Clips — Stop Scrubbing Calls. Start Sharing What Wins.

One of the biggest drains on GTM productivity is the gap between having a great call and actually getting that moment in front of the rest of the team. Most orgs still rely on manual review: managers or enablement teams spending hours replaying recordings, trimming clips, uploading them, and hoping someone watches.

That’s dead weight.

Smart Clips uses your Momentum Signal prompts to pull out the exact moments that matter — the killer pitch, the perfect objection handling, the competitor mention worth dissecting — and turns them into video highlights in minutes.

How it Works for Your Team:

• Finds the signal automatically. No human scrubbing.
• Follows your focus. Prompts like “Top SPICED discoveries” or “Best competitive handling” direct the AI.
• Delivers where work happens. Slack, Microsoft Teams, and Momentum instantly.
• Matches length to value. No one-size-fits-all time limits; every clip is the right length for the content.
• Works in real time. Highlights are ready minutes after the meeting ends.
  
  

The Bottleneck It Eliminates:

• Wasted enablement hours.
• Best practices staying hidden.
• Managers missing deal-critical moments.
  
  

The Advantage You Gain:

Your best call moments don’t live and die on a single recording. They become reusable assets for coaching, onboarding, competitive intelligence, and deal acceleration without adding more work to anyone’s plate.

2. Account Briefs — Full Deal Context, No Prep Required

Reps shouldn’t have to burn an hour piecing together account history before a customer call. Managers shouldn’t need to chase four different systems to understand deal health. Yet, for most teams, that’s exactly what’s happening.

Account Briefs solves that by delivering a single, AI-powered view of everything that matters on an account instantly, and natively inside Momentum.

How it Works for Your Team:

• Builds the entire story. Every customer interaction (calls, emails, CRM updates) auto-compiled into a clean timeline.
• Adds intelligence, not just data. AI summarizes deal health, risk, and progression.
• Answers direct questions. Ask, “What’s Akshay’s latest sentiment?” and get a straight answer.
• Maps the room. Champions, blockers, decision-makers, all in one visual.
• Scores the risk. No guesswork on deal health.
  
  

The Bottleneck It Eliminates:

• Reps burning time on manual research.
• Managers relying on outdated or incomplete updates.
  RevOps stuck pulling ad-hoc reports.
  
  

The Advantage You Gain:

Every conversation starts with complete, current context. No blind spots, no scrambling, and no decisions based on half the picture.

3. Coaching Agent Evolution — Data-Driven Coaching Without the Lag

Most coaching programs are either too slow or too shallow. Managers spend hours reviewing calls manually, making notes, and delivering feedback days or weeks later often based on subjective impressions instead of hard data.

The upgraded Coaching Agent fixes that by turning every conversation into methodology-scored, skill-specific, actionable coaching intelligence automatically.

How it Works for Your Team:

• Tracks any methodology. From MEDDPICC to SPICED, Challenger to your own proprietary process.
• Scores every skill. AI evaluates reps against specific competencies and logs the results.
• Spots success patterns. Finds what’s working (or failing) across opportunities, reps, and teams.
• Recommends next steps. AI suggests coaching actions tied directly to deal outcomes.
• Feeds your CRM. Scores and insights automatically populate Salesforce for reporting.
  
  

The Bottleneck It Eliminates:

• Coaching delays that cost deals.
• Feedback that’s subjective and inconsistent.
• No clear link between coaching and revenue outcomes.
  
  

The Advantage You Gain:

Coaching becomes measurable, scalable, and tied to results. Reps get targeted feedback they can act on immediately. Managers can see (in hard data) which coaching investments are paying off.

4, Microsoft Ecosystem Integration — Momentum Meets Microsoft

Plenty of platforms claim to “work with Microsoft,” but in reality, you’re still bouncing between apps, copy-pasting information, and losing context along the way.

Momentum now lives natively inside Microsoft Teams and Outlook, bringing all of your call intelligence, briefs, and signals into the Microsoft tools your team already uses every day.

How it Works for Your Team:

• Delivers insights to Teams. Summaries, briefs, and alerts show up directly in the right channels.
• Analyzes Teams meetings. Automatic recording and call analysis without extra steps.
• Enables collaborative intelligence. Your team can interact with Momentum insights inside Teams.
  Adds Outlook intelligence. Email sentiment analysis, context for upcoming meetings, and automated follow-up tasks.
• Feeds exec briefings. Leaders get automated, context-rich reports without pulling a single update.
  
  

The Bottleneck It Eliminates:

• Critical insights locked in separate tools.
• Manual sharing between Microsoft apps and other platforms.
• Execs waiting for filtered updates instead of getting the full picture in real time.
  
  

The Advantage You Gain:

Microsoft-first orgs can run full GTM intelligence workflows without leaving their native environment — and without losing speed.

5. Email Expansion — Insights That Follow Your Team Anywhere

Not every critical insight lands where it should. Some people live in Slack. Others in Teams. Others in their inbox. Without universal delivery, the signal gets lost.

Email Expansion makes sure every meeting summary, account brief, and signal alert reaches the right people, no matter where they work with zero manual forwarding.

How it Works for Your Team:

• Delivers post-meeting insights automatically. No one has to send them.
• Customizes exec briefings. Rich HTML summaries built for leadership consumption.
• Triggers alerts by signal. Critical events push directly to inboxes.
• Supports rich formatting. Embedded action items, context, and next steps included.
  
  

The Bottleneck It Eliminates:

• Missed updates due to platform preference.
• Manual redistribution of insights.
• Leaders lacking timely visibility.
  
  

The Advantage You Gain:

The right person gets the right insight immediately and nobody has to chase it down.

From Scattered Effort to Unified Execution

Every GTM team fights the same enemy: time lost between insight and action.

Calls that could have been coaching material get buried. Deal context gets spread across too many systems. Updates arrive after the moment has passed. Coaching happens too late to change the outcome.

These launches remove those gaps.

• Smart Clips turns your best call moments into reusable, shareable assets without anyone pressing “record” and “trim” manually.
• Account Briefs makes full account intelligence instant and effortless.
• Coaching Agent Evolution turns coaching into a measurable, scalable driver of revenue.
• Microsoft Ecosystem Integration brings GTM intelligence directly into Teams and Outlook workflows.
• Email Expansion ensures no one misses a critical update, no matter their platform.
  
  

The goal isn’t to stack another platform on top of what you already have. It’s to strip out the manual steps and delays that slow momentum, and replace them with execution that keeps pace with the market and the deals in front of you.

The result: faster decisions, sharper strategy, and a team that can act on reality, not just reports.

Your Move

These features are already live for Momentum customers. If you’re ready to cut the lag out of your GTM execution and see how this works inside your workflow, we’ll show you.

Schedule your GTM transformation session and watch your team’s speed and precision go up before the next quarter starts.

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See the release live on Yahoo Finance and Morningstar!