Momentum AI – Enterprise GTM Data Orchestration and AI-powered revenue operations tool

Momentum is an AI-native platform designed to turn customer interactions into structured data and drive real-time execution across revenue systems. It consolidates deal execution, customer retention, coaching, and executive insights into a single workflow, integrating with existing tools to automate and streamline revenue processes.

How Momentum Helps Your Revenue Team

Momentum automates repetitive admin tasks and enriches CRM data so reps and customer success managers can focus on selling and retaining customers. It provides:

Deal execution automation that detects lost deals, churn signals, and feedback, then triggers fixes
Post-call automation for Salesforce updates, notes, and data synchronization
AI-driven coaching and executive insights to optimize seller and CS performance
Proactive customer retention workflows powered by sentiment and churn risk analysis
Seamless integrations to your existing tech stack (CRM, data warehouses, collaboration tools)

Core Use Cases

Deal Execution Agent: Detect lost deals, feedback, and churn causes; automate corrective actions
Customer Retention Agent: Automate post-call tasks, update Salesforce, save notes, sync data, and drive retention workflows
AI CRO Agent: Provide executive-level insights into accounts, reps, and pipeline to inform decisions
Coaching Agent: Real-time, data-driven coaching based on every call to improve outcomes
Integrations: Connect Momentum with your team's tools to automate and streamline processes

How It Works

Momentum ingests customer interactions (calls, emails, CRM data).
AI analyzes deal progression, sentiment, churn signals, and account health.
Automated actions are triggered: CRM updates, task creation, follow-ups, and updated briefs.
Executives and teams receive concise briefs and insights to drive decisions.

Key Benefits

Accelerates deal progression and reduces admin burden
Improves data hygiene across CRM and data warehouses
Proactively mitigates churn and protects high-value ARR
Provides actionable coaching and team performance insights
Delivers real-time, scalable guidance across GTM teams

Feature Highlights

Deal Execution Agent: Detect lost deals, feedback, churn causes; automate fixes
Customer Retention Agent: Automate post-call tasks; update Salesforce; save notes; sync data
Coaching Agent: Real-time, data-driven coaching based on every call
AI CRO Agent: Executive summaries and pipeline insights across accounts and reps
Integrations: Seamless integration with CRM, data warehouses, and collaboration tools
MEDDIC Autopilot: Maintain data hygiene with automated updates
Executive Briefs: Concise, actionable summaries for leaders
AI Signals + Alerts: Proactive alerts on risk and opportunity
AI Notetaker: Automated note-taking and task generation
Slack Notifications: Real-time updates and alerts in Slack
Briefs, Backfill, and Autopilot Suite: Advanced automation and data enrichment
Autopilot Suite: End-to-end automation of GTM processes

Safety and Compliance

Designed for enterprise data ecosystems with focus on data hygiene and governance.
Integrates with existing security controls and sub-processors as per your security policies.

Getting Started

Chat with the Momentum team to request a demo or a trial.
Connect your CRM (e.g., Salesforce) and data sources to begin automations and data enrichment.
Define your MEDDIC stages, key signals, and coaching KPIs to customize the AI coaching and briefs.

Momentum

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