The End of Stale Data: Momentum Deep Research Turns Conversations into Provable Strategy

Revenue leaders are making million-dollar decisions, but they’re forced to do it with data they don't trust.

This is the core problem we hear from CROs every day. They’re frustrated, and they should be:

• "I don't believe the data unless I see the evidence."
• "We make strategic calls on stale information."
• "Consultants take months and still miss what's in our own CRM."

We found that less than 1% of your most valuable customer data is analyzed in any strategic depth. Every call, email, and meeting generates a massive "data exhaust", but this critical intelligence is disconnected from the executive decisions it should be informing.

You don't need another siloed AI tool. You need a single, trustworthy intelligence engine that unifies your real customer interactions with your CRM data. You need strategy with evidence.

That’s why we’re announcing Deep Research, a new strategic intelligence capability from Momentum. It’s built to solve the core problem of trust by turning your raw conversations and CRM data into a single, provable source of truth.

Here’s how these new capabilities work together to end stale, untrustworthy data for good.

Fix Your Foundation (Even With a Messy CRM)

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Deep Research is built on your conversations and CRM.

You can't build a strategy on a broken foundation. Most strategic analysis fails before it starts because the required CRM data is missing, inconsistent, or just plain wrong. For most revenue teams, this is a permanent state of "garbage in, garbage out."

That changes with Autopilot Batch, a new capability that makes Deep Research possible.

Autopilot Batch is a historical backfilling engine. It analyzes all your past customer interactions (every call and email) and uses that unstructured data to populate and clean your structured CRM fields.

Clean data is step one. The outcome is an analyzable customer history. It solves the "No clean CRM? No problem" challenge. Manual data entry becomes automatic, and messy, incomplete history becomes a complete, trustworthy foundation for strategy.

Get Answers to Your Biggest Strategic Questions

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Write a research question. Example: Why are mid-market deals stalling this quarter?

Once your foundation is set, you can stop reporting on what happened and start researching why. Leaders have complex business questions that simple dashboards can't answer:

• "Why are our mid-market deals stalling?"
• "Which competitor mentions actually predict churn?"
• "What are the real differences in our win themes from last quarter?"

This is where Deep Research comes in.

Deep Research is a Research Assistant for sales intelligence that conducts multi-step analysis to answer your most complex questions. This isn't a simple chatbot. It’s a full research process that delivers a structured report.

Here’s how it works:

1. Ask a Research Question: Type your strategic question into the Deep Research prompt.
2. Test with Retropilot: First, you can test your question on a 50-opportunity sample to refine your query.
3. Scale with Autopilot Batch: Once you're ready, scale the analysis across thousands of opportunities, pulling from both your CRM and conversation data.
4. Get a Sourced Briefing: Deep Research delivers a full briefing, complete with charts, narratives, and KPIs that directly answer your question.
5. Schedule Recurring Runs: You can schedule this research to run automatically, ensuring your strategic insights are never stale again.

Because this entire analysis runs on your proprietary data, the results are insights your competitors will never see.

The Voice of the Market & AI Maturity Report

We used the exact engine that powers Deep Research to conduct a major industry study we decided to call the Voice of the Market & AI Maturity Report. This is what it looks like in practice.

We analyzed 1,069 active B2B technology opportunities across 150 industries to get ground-truth data from actual pain articulations in live sales calls.

The findings uncovered a "Great B2B Technology Reality Gap":

• The AI Adoption Myth: While consulting firms report 78% of enterprises have adopted AI , our analysis of operational reality found only 7.6% of organizations speak confidently about AI in their actual operations. This is a 10x gap between hype and reality.
• The Foundational Failure: The data proves most companies are paralyzed by foundational issues. A staggering 74.4% of organizations explicitly describe themselves as facing "challenges" or struggling.
• The Real Blocker: The CRM is the epicenter of pain , with 41.9% of all pain points explicitly mentioning CRM challenges.
• The Maturity Plateau: Because of these foundational issues, 64.4% of organizations are stuck in an "Emerging" maturity tier, unable to move forward.

Without a tool to analyze these ground-truth conversations, leaders are flying blind. 

Deep Research was built to close this gap: to find the provable, foundational truths in your own data so you can build a strategy on reality, not just reports.

A New Standard of Trust: Strategy with Evidence

The new capabilities from Momentum are designed to solve the single biggest complaint from revenue leaders: the lack of trust.

Deep Research is not a black box.

It is an auditable, verifiable intelligence system. Every claim is linked back to a call, email, or CRM field. When you see an insight, you can click to see the exact evidence, giving you 100% confidence in the data.

This is the power of combining what customers say with what they do in your CRM. This system is enterprise-ready by design, with full compliance for SOC 2, GDPR, and CCPA, and features Zero LLM Data Retention (ZDR).

From Data Exhaust to Executive Decisions

For too long, your most valuable data has been data exhaust. Your strategy was based on stale reports, and your decisions were based on gut feel.

Momentum’s new Deep Research and Autopilot Batch capabilities turn that exhaust into provable strategy.

Skip the extra tool. Build a single intelligence engine from your CRM and every customer interaction.

 The result is proprietary intelligence you can trust , and million-dollar decisions you can make with complete confidence.

Innovative teams at companies like Zscaler, Ramp, and Demandbase are already using Momentum to achieve this operational leverage.

Ready to turn your data into strategy with evidence?

Book a call to see Deep Research in action.
Download the Voice of the Market & AI Maturity Report.