Features
Product
Detect lost deals, feedback, and churn causes, then automate fixes.
Automate post-call tasks—update Salesforce, save notes, and sync data.
Sales and CS focus on revenue—Momentum handles admin.
Sales and CS focus on revenue—Momentum handles admin.
Automatically turns key call moments into short, shareable video snippets.
Analyzes all deal data in conversations and CRM to surface insights across the entire customer journey.
Integrates with your team's tools to automate and streamline processes.
Features
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Day in the life of a
Marketing Leader
The Marketing leader is often disconnected from real customer conversations. See how leaders at Zscaler, Ramp, and Demandbase transform their "Day in the Life" by gaining direct access to the voice of the customer and real-time evidence that their messaging is connecting in the field.
1. Morning Campaign Performance Review
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Before Momentum
Lagging & Indirect Metrics
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- Marketing looks at vanity KPIs: clicks, downloads, webinar attendance.
- No connection to how messaging lands in sales conversations.
- Reliant on surveys or AE “gut feel” for campaign feedback.
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After Momentum
Messaging Signals from the Field
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- AI Signals detect live adoption and reception.
- SmartClips auto-curated: reps using new talk track effectively vs. reps struggling.
- Daily Slack/Teams update: “New security campaign language referenced in 31 calls, win rate impact +18%.”
Effect
Marketing sees instantly if messaging connects in real conversations.
2. Closed-Lost Analysis
Before Momentum
Quarterly Post-Mortems, Anecdotal
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- Marketing learns closed-lost reasons in QBRs.
- Data biased by rep notes (“budget” overused).
- No direct access to customer voice behind losses.
After Momentum
RetroPilot & Batch Analysis
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- RetroPilot reviews every closed-lost deal:
- Surfaces root causes (pricing friction, integration gaps, competitor positioning).
- Clips of customers saying why they didn’t buy.
- Batch analysis compares across segments: “SMB losses driven by budget; enterprise losses by missing security features.”
- Findings feed back into campaigns, positioning, and product roadmaps within days.
Effect
Marketing moves from retrospective guesswork → to real-time evidence of why deals are lost.
3. Content Effectiveness
Before Momentum
Blind Spot
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- Unsure if reps use marketing-created content in calls.
- No way to measure if collateral resonates with buyers.
- Updates based on anecdotal AE feedback.
After Momentum
Content Usage Signals
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- Signals detect when decks, case studies, or battlecards are referenced in calls.
- Momentum tracks conversion impact.
- Smart Clips showcase buyers reacting positively to content (“That’s exactly what we needed to see”).
- Marketing knows not just usage, but impact.
Effect
Content strategy tied directly to pipeline impact, not downloads.
4. Messaging Alignment Across Teams
Before Momentum
Drift & Inconsistency
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- Different SDRs/AEs deliver different versions of the value prop.
- Campaign messaging loses fidelity between Marketing slides and real calls.
- No scalable way to track messaging consistency.
After Momentum
AI Messaging Dashboards
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- Signals track consistency
- Coaching dashboards highlight reps missing key messaging.
- Smart Clips used in enablement: top-performing reps delivering campaign narrative exactly as intended.
Effect
Marketing ensures messaging is executed consistently in the field.
5. Market & Competitive Intelligence
Before Momentum
Slow & Siloed
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- Competitive mentions surface through quarterly feedback or lost-deal surveys.
- Product team gets anecdotes, not structured data.
- Marketing reacts too late to competitor shifts.
After Momentum
Real-Time Competitive Signals
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- Signals auto-log competitor mentions in Salesforce.
- Weekly Slack digest.
- Smart Clips of competitor objections shared directly with Product + Enablement.
- Marketing adjusts campaigns or competitive plays within days, not quarters.
Effect
Marketing becomes the radar system for competitive shifts.
6. Customer Voice → Content & Campaigns
Before Momentum
Marketing Removed from Conversations
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- Customer voice filtered through Sales, CS, or NPS surveys.
- Risk of misinterpretation.
- Campaigns sometimes misaligned with customer reality
After Momentum
Direct Access to Customer Voice
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- Smart Clips delivered to marketing: customers articulating pain, excitement, objections.
- RetroPilot trend analysis
- Marketing builds messaging directly from the authentic customer voice.
Effect
Campaigns resonate because they are built on unfiltered customer reality.
7. Executive & Board Reporting
Before Momentum
Soft Metrics, Weak Attribution
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- Reports full of MQLs, impressions, click-through rates.
- Hard to prove marketing’s impact on revenue outcomes.
After Momentum
Signal-Based Reporting
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- Executive Briefs auto-delivered.
- CRO/CEO see marketing as a direct driver of pipeline quality and revenue acceleration.
Effect
Marketing gets board-level credibility with data that connects to revenue.
Strategic Outcomes for Marketing
Focus
Before Momentum
After Momentum
Messaging
Anecdotal adoption
Signals + SmartClips show live usage
Closed-Lost
Quarterly reviews
RetroPilot & Batch show real-time causes
Content
Usage invisible
Signals prove usage + impact on win rates
Competitive
Slow, anecdotal
Auto-logged, trend reports, SmartClips evidence
Customer Voice
Filtered through sales
Direct SmartClips + AI trend analysis
Reporting
Vanity metrics
Executive Briefs tied to revenue
Stop Managing by Intuition.
Start Leading with Momentum.