Momentum

Momentum provides cutting-edge workflow automation solutions for revenue teams, featuring AI-powered call summaries and tasks. With seamless Salesforce and Slack integration, every call is transformed into CRM data automatically, enhancing productivity and efficiency. This leads to critical insights and actions that can immediately follow each call, meaning you'll never miss an update or data detail.

Features

• Deal Rooms: Automated Slack channels for sales deals provide efficient collaboration and information sharing.
• Automated Approvals: Automate your CPQ approval processes for faster decision-making.
• Playbooks: Ensure consistency across processes by providing standard procedures for everyone on your team.
• Advanced Automations: Build and customize automation protocols as per your team needs for optimal productivity.
• AI Summaries: Leverage AI-powered summaries after every call for accurate data execution.
• Data Insights: Keep opportunities updated in Salesforce with CRM suggestions based on call details.

Use Cases:

• Enhancing Sales Efficiency: Keep Salesforce and Slack updated with automatic syncing of AI-powered call summaries and tasks, optimizing the time and efforts of sales teams.
• Risk and Churn Identification: Offers tailored insights for sales and CS, allowing you to take immediate actions against pipeline risks and customer churn.
• Task Management: Turn key deal data into tasks and next steps on Salesforce, ensuring consistent progress tracking.

Momentum's workflow automation platform is a game-changer for revenue teams seeking to optimize their call summaries and task management. Powered by OpenAI, Momentum offers visibility, actionable insights, and increased productivity to your sales and customer service teams.