AI, Automation and Momentum: A Look at our Q1 '23 Product Releases

It's safe to say that 2023 started off with a lot of excitement as AI continued to take the world by storm. Here at Momentum, we've been thrilled to discover new ways to bring this tech to B2B sales, customer service, and revenue operations. We believe that pairing AI with workflow automation and deep integrations with Salesforce and the rest of the revenue stack can put companies ahead of the game, and we're focused on helping our customers do just that in 2023.

Read on to learn more about what we shipped in the last 3 months.

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AI Call Summaries

Automatically capture notes, tasks and next steps after every sales and customer call

Gone are the days of scrambling to jot down information during a call. We released Momentum AI Call Summaries to automatically capture notes after every sales and customer call. We share these summaries in Slack for visibility across the company, and automatically save the notes to Salesforce for easy access. But it doesn't stop there; Momentum also suggests AI powered next steps and tasks for reps and CS teams to take action on. With one-click syncs to Salesforce activities, keeping your opportunities up-to-date has never been easier. For reps, say goodbye to note-taking and hello to more efficient and engaging conversations. For leaders, save 10 hours per week by getting a glimpse of every call in just seconds, so you can allocate coaching time more efficiently.

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MEDDIC on Autopilot

The best way for reps to capture MEDDIC, MEDDPICC or BANT fields automatically in Salesforce

We all know that during a discovery call, there's nothing more important than identifying and accurately info that qualifies whether this deal will go anywhere. With Momentum's MEDDIC on Autopilot, reps can ensure they never miss a beat when it comes to capturing MEDDIC, MEDDPICC or BANT fields. Momentum listens for important responses during a conversation and automatically turns that into structured data to push to Salesforce. But it doesn't stop there - Momentum can also listen for any type of question and turn that into valuable field data. With MEDDIC on Autopilot, reps can focus on building meaningful relationships while knowing they've captured critical info for leadership and RevOp.

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Spotless Email Follow-Ups

Moments after the call, send a perfectly crafted email response

Following up after a call is crucial for moving deals forward, but crafting the perfect email can take time and effort. With Momentum's spotless email follow up, reps can now quickly take action after a call without worrying about missing any important notes or details. These emails are tailored specifically to what was discussed on the call, making the process effortless and efficient. The email suggestions show up directly in Slack (or our web app) and with the click of a button, you can edit and send the email directly from your Gmail account.

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Momentum Web App for Reps  

Central hub to manage notes, MEDDIC, tasks, emails and pipeline

We've stepped out of Slack! Momentum's web app has arrived, providing an all-in-one solution for sales reps looking to manage their tasks, notes, MEDDIC fields, and email follow-ups. With the power of AI and automation, Momentum takes organization to the next level, giving sales reps the tools they need to execute deals flawlessly. And this is only the beginning - as we continue to roll out new features, Momentum will become the hub for all your sales needs.

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Featured Clari Integration Partner

Momentum + Clari partner to bring Clari data into Slack

We were thrilled to be a featured partner in Clari's Integration Hub release last month. Now with Momentum and Clari together, you can bring your Clari data directly into Slack for more immediate visibility. Momentum is one of the first technical partners to build on top of Clari's newly released partner API, and we're excited to see where the integration takes us next.

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Integrations Shipped: Mixmax & Salesoft

Add leads to Mixmax and Salesloft sequences right from Slack

As an SDR or rep, time efficiency is critical. Today we're announcing two new integrations with Mixmax and Salesloft so you can now streamline your lead qualification process without leaving Slack.

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More to come in Q2!

We've seen how Momentum’s Q1 updates empower sales reps to focus their time and energy on critical tasks and provide them with smarter insights using AI. Stay tuned for more exciting updates to come next quarter.

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