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How Socure Solved the Coordination Problem and Supercharged RevOps with Momentum
Socure is the leading platform for digital identity verification, compliance and fraud prevention solutions, trusted by the largest enterprises and government agencies to build trust and mitigate risk. Leveraging AI and machine learning, Socure’s industry-leading platform achieves the highest accuracy, automation, and capture rates in the industry.
The "Coordination Problem" and Manual Data Entry
For a fast-growing, highly strategic revenue organization, clean data and seamless alignment are everything.
But for the team at Socure, including Evan Morgan, Director of Go-to-Market Strategy and Operations, and Brigette Sjoboen, Director of Commercial Systems, a lack of centralized intelligence was creating friction.
“Before Momentum, the coordination problem was very difficult to solve because there wasn't a cohesive, aggregated forum for our teams to go and find out what is happening within accounts or within a given deal,” Morgan explained.
Additionally, the administrative burden on account executives was heavy, and it was impacting the CRM. “You're only really as good as the data that you input. And previously, the quality of our MEDPICC data from reps manually entering was, at best, poor.”
Socure needed a solution that could cut through the noise of the crowded AI market to achieve three primary goals: reduce manual entry, highlight key signals, and simplify workflows.
An Intuitive AI Engine for the Entire Revenue Team
Momentum proved to be the exact answer Socure was looking for. By bringing structure to unstructured data—whether automating it back to the CRM or summarizing it perfectly—Momentum transformed how the revenue team operated.
1. Seamless Integration and Unmatched Simplicity
Momentum didn't require a heavy lift to implement.
“Momentum plays into the tech stack seamlessly. There's just no strain on the architecture,” Sjoeben noted. The simplistic UI made onboarding incredibly fast, keeping everyone in the right place and actioning tasks at the exact right time.
Now, critical deal intelligence is pushed directly to where the teams already work: Slack.
Momentum automatically surfaces next steps, flags risks related to a deal, and clearly identifies the owners of those steps.
2. From Poor Data to Automated MEDPICC Excellence
By automating data capture, Momentum solved Socure's CRM quality issues overnight.
“Momentum automatically pushes that MEDPICC information—so specific fields around who are the decision makers and what's the pain point related to the deal. It will summarize all of those key fields and then push them directly into Salesforce.”
As a result, data quality has improved immensely, and the operations team now looks to Momentum first to answer any operational questions before checking other tools.
3. Accelerating Insights with Deep Research
One of the most transformative tools for Socure has been Momentum's Deep Research component.
Leadership can now query the full database directly with high-level questions. “I can prompt directly into Momentum, and Momentum will then consolidate all that information and turn around the analysis,” Evan shared.
The efficiency gains are massive: “Something that may have taken a week before to structure the data now takes a day to turn around a response.”
The Results: 40% Less Admin Work and a True Partnership
By eliminating manual write-ups and streamlining call follow-ups, Momentum has reduced the administrative burden on Socure's sales teams by 30 to 40%.
This massive time savings allows account executives to focus entirely on deal strategy rather than administrative upkeep.
The impact hasn't gone unnoticed by leadership:
“The reception to Momentum and the orchestration that it provides has been incredible by our executive team. It is continually referenced as a success story within the organization.”
The platform's success has been so profound that Socure is ever-expanding its use cases. What started in the commercial organization has now expanded into the billing, legal, and marketing departments.
Beyond the technology itself, the relationship with the Momentum team has been a standout factor. “They have been such great partners. They understand our business. They have really just become an integral part of the Revenue Operations team,” the Socure team concluded.
“I definitely see Momentum as a leader in the AI space. The value that it brings is hands-down amazing, and seeing new things that are going to be coming in place on the platform is exciting.”