Momentum Review 2024: What It Is, How to Use It & Is It Worth It?

Automate workflows and gain actionable insights from calls.

Momentum logo

AI Summaries

MEDDIC Autopilot

Task automation

Momentum Description

Momentum is an AI-powered workflow automation platform designed for revenue teams. It leverages OpenAI technology to provide real-time visibility and actionable insights from all your calls. The tool integrates with Salesforce, keeping opportunities updated with CRM suggestions based on call details. It also syncs with Google Calendar, capturing notes for every single call without any extra effort. In addition to these, Momentum also automates tasks and next steps for your opportunities. It offers a range of features including AI Summaries, MEDDIC Autopilot, Ask Momentum, and Spotless Follow Ups. These features are designed to streamline workflows, improve efficiency, and ultimately drive revenue growth. The platform is also equipped with data insights, calendar scheduling, and task management capabilities, making it a comprehensive solution for revenue teams.
  • Free plan
  • Paid
  • Free trial

Momentum Detailed Review

Momentum is a versatile tool that's all about making life easier for revenue teams. It's designed to streamline workflows and improve efficiency, and it does this by integrating with a variety of other tools, such as Salesforce and Google Calendar. This means you can keep all your opportunities updated with CRM suggestions based on call details, and capture notes for every single call without any extra effort.

One of the standout features of Momentum is its AI Summaries. These provide a quick and easy way to get a snapshot of what's been discussed on a call, without having to listen to the whole thing. This can be a real time-saver, especially for busy teams who are juggling multiple calls and meetings each day.

Another impressive feature is the MEDDIC Autopilot. This is designed to automate tasks and next steps for your opportunities, helping to ensure nothing falls through the cracks. It's a great way to keep everything on track and moving forward, even when things get hectic.

While Momentum is undoubtedly a powerful tool, it can also be a bit overwhelming for newcomers. There's a lot to take in, and it can take some time to get up to speed with all the different features and functions. Additionally, while the integration with Salesforce is a major plus, it would be nice to see support for other CRM platforms in the future.

As for pricing, Momentum does not provide this information up front, but it's safe to assume that a tool this comprehensive won't come cheap. However, considering the time and effort it can save, it could well be a worthwhile investment for many teams.

In conclusion, Momentum is a robust and feature-rich tool that can help revenue teams streamline their workflows and improve efficiency. It's not without its drawbacks, but overall, it's a solid choice for teams looking to get more out of their calls and meetings.