AI Sales Platform

What is momentum.io?

Momentum.io is an AI-driven platform tailored to optimize sales insights and operations for go-to-market (GTM) teams. By seamlessly integrating with platforms such as Slack and Salesforce, it facilitates functionalities like product signal sharing, MEDDIC or SPICED automation, pipeline updates, and visualizing the customer journey for teams. The platform's primary objectives include streamlining sales and customer success workflows, ensuring real-time CRM data accuracy, and providing a comprehensive overview of the sales pipeline. Notably, Momentum.io prioritizes a Slack-centric user experience to minimize manual tasks and streamline interaction between sales tools. Renowned for its efficacy, Momentum.io is favored by high-performing revenue teams and is supported by a dedicated team of professionals and investors committed to advancing the capabilities of automation within the modern revenue ecosystem.

How does Momentum.io use AI?

Momentum.io harnesses AI technology to optimize the effectiveness and productivity of revenue teams through various functionalities:

1. AI-Powered Salesforce Updates: The AI streamlines sales cycles by delivering timely updates within Salesforce, including follow-up emails and deal insights. This enables sales representatives to expedite the closing of deals.

2. Instant CRM Hygiene: Real-time synchronization of AI-extracted details from customer interactions, such as calls and emails, ensures that the CRM remains up-to-date. This guarantees that sales workflows, decisions, and forecasts are based on accurate and current data.

3. Faster Feedback Loop: Momentum.io promptly delivers valuable customer insights to stakeholders across different departments as soon as they are captured. This facilitates faster decision-making processes by providing relevant information in a timely manner.

4. Call Summaries: The AI furnishes call summaries and additional tools to assist sales representatives in accessing concise information regarding customer interactions. This aids in enhancing communication efficiency and comprehension of customer needs.

5. No-Coding AI Toolkits: Momentum.io democratizes AI technology by offering no-coding toolkits for training and deploying machine learning models. This empowers users to increase productivity without requiring specialized coding skills.

These features collectively enable efficient capturing and activation of customer CRM data, insights, and signals, thereby supporting the modern revenue stack with robust AI capabilities.

What is the pricing of Momentum.io?

Momentum.io offers a range of pricing plans tailored to cater to the requirements of revenue teams of varying sizes:

1. Starter Plan: Priced at $29 per seat/month, this plan encompasses AI-powered call summaries, automatic saving of notes to Salesforce, and fundamental workflow automation functionalities such as notifications and scheduled reports.

2. Business Plan: Available at $69 per seat/month, this plan extends the features of the Starter plan by incorporating CRM auto-pilot, AI Signals for GTM teams, Spotless Emails, and contact automation capabilities.

3. Transformation Plan: The most comprehensive option, priced at $99 per seat/month, includes all features from the Business plan along with advanced AI-powered workflow automation, unlimited signals, and premium support.

These plans are strategically crafted to streamline workflows, uphold CRM cleanliness, and effectively activate sales insights. For further details or to commence with a plan, interested parties can visit Momentum.io's official pricing page.

How does Momentum.io ensure data privacy and security?

Momentum.io prioritizes data privacy and security, implementing multiple measures to safeguard customer data:

1. SOC-2 Type 2 Certification: Momentum.io is SOC-2 Type 2 certified, ensuring adherence to stringent standards for managing customer data.

2. Google Cloud Platform: All infrastructure is hosted on the Google Cloud Platform managed services, following industry best practices for security, privacy, and encryption.

3. Zero Trust Model: Utilizing a Zero Trust model for network traffic and access control, Momentum.io employs tools like GCP’s Identity-Aware Proxy (IAP) to grant access based on user roles and permissions.

4. Auth0 for Authentication: Momentum.io utilizes Auth0 for user authentication, seamlessly integrating it with Single Sign-On (SSO) solutions and enforcing Multi-Factor Authentication (MFA) for enhanced security.

5. Secure Application Pipeline: Changes undergo rigorous testing in pre-production environments, with security checks integrated early in the release process to ensure the integrity of the application.

Additionally, Momentum.io maintains a comprehensive privacy policy outlining the handling and protection of customer data. For further insights, interested individuals can access their full security policy and privacy policy on the official website.

How does Momentum.io handle data backups and recovery?

Momentum.io prioritizes data integrity and availability by implementing robust backup and recovery procedures:

1. Daily Backups: The platform facilitates daily backups for all databases, providing protection against potential data loss.

2. Continuous Point-in-Time Backups: Momentum.io offers continuous point-in-time backups, enabling data restoration from any specific moment in the past as needed.

3. Managed Services: All databases are hosted on Google Cloud Platform’s private networks and utilize exclusively Google Cloud Managed services such as Cloud SQL or Cloud Memorystore. These services adhere to industry standards for security and reliability.

These measures underscore Momentum.io's commitment to delivering a secure and dependable service for its customers. For more comprehensive insights into their data management practices, interested parties can refer to the official security page on their website.

How does Momentum streamline sales and customer success operations?

Momentum revolutionizes sales and customer success operations by automatically extracting and structuring data from sales and CS calls. This data is then synced with platforms like Salesforce and Snowflake, enabling businesses to unlock actionable insights from customer conversations without manual intervention. This leads to automatic call summaries, enhanced CRM hygiene, and seamless integration of insights into existing workflows.

What features does Momentum offer for AI-powered CRM integration?

Momentum offers several AI-powered features for CRM integration, including:

• AI Summaries: Automated call summaries to streamline information capture.
• CRM Enrichment: Automatic syncing of key data fields to your CRM using AI prompts.
• MEDDPICC or SPICED Autopilot: Ensures alignment with sales methodologies through CRM auto-capture.
• Pipeline Management: AI assistant to manage pipeline efficiently.
• Sentiment & Risk Signals: Immediate notifications for churn risk, forecast risk, and customer sentiment.

How has Momentum positively impacted productivity for its users?

Momentum significantly boosts productivity by automating routine tasks, such as note-taking, call summaries, and CRM updates. Users like João Dias from YipitData and Scott Miller from Arc Technologies report increased efficiency and better visibility into sales operations. According to Momentum's metrics, there is a 30% increase in rep productivity and a 300% total ROI for teams using the platform.