Overview

Momentum AI

Momentum uses AI to capture call summaries, CRM fields, and tasks after sales calls. It automatically syncs with Salesforce and posts to Slack. Improve data hygiene, increase efficiency, and save hours of tedious admin work.


Momentum Sales AI handles:


๐Ÿ“ Note Taking: Take detailed notes during a call and let us manage the data hygiene for you

๐Ÿ“† Calendar Schedules: Easily view your upcoming calendar schedules and access the meeting details in one place

โœ… Action Items: Momentum automatically list out the action items and next steps discussed during the call

๐Ÿ’กData Insights: Provides updates to fields in Salesforce to help you make informed decisions

โšก๏ธAuto Sync to Salesforce/Slack: The notes and tasks are synced to Salesforce and show up in Slack for visibility across the company


How this helps revenue teams:


๐ŸŒŸ Standardizes the note taking process and improves data hygiene

๐ŸŒŸ Gives real-time insight into how a prospect is progressing in the deal cycle

๐ŸŒŸ Identifies churn risk the moment it becomes a possibility

๐ŸŒŸ Enrolls the entire company in sales and customer success with minimal effort




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