Momentum Sales AI
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Turn sales calls into CRM data automatically
Momentum Sales AI
Turn sales calls into CRM data automatically
Hello again, Product Hunt! I’m one of the co-founders of Momentum. Big thanks to @nickabouzeid for hunting us.
A few months ago, we (like the rest of the world) got inspired to apply Open AI’s GPT-3 to our work at Momentum (helping revenue teams optimize the sales process using automation).
Today we’re excited to announce Momentum Sales AI, which effortlessly captures conversational summaries after calls, along with tasks and key data insights, and syncs this to Salesforce and Slack.
Taking notes after calls is time-consuming for reps and CSMs, but absolutely essential. This is the data that is critical for projecting pipeline accurately. With Momentum, you can outsource this headache to us while improving data hygiene and efficiency with minimal effort.
Momentum Sales AI handles:
📝 Note Taking: Take detailed notes during a call and let us manage the data hygiene for you 📆 Calendar Schedules: Easily view your upcoming calendar schedules and access the meeting details in one place ✅ Action Items: Momentum automatically list out the action items and next steps discussed during the call 💡Data Insights: Provides updates to fields in Salesforce to help you make informed decisions ⚡️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:
🌟 Standardizes the note taking process and improves data hygiene 🌟 Gives real-time insight into how a prospect is progressing in the deal cycle 🌟 Identifies churn risk the moment it becomes a possibility 🌟 Enrolls the entire company in sales and customer success with minimal effort
We’d love to get your feedback and have you try it out! Sign up here to get started -> https://momentum.io/ai-summaries...
@nickabouzeid @awilson820 Congratulations to Momentum Sales AI for its innovative approach to automating sales calls into CRM data! This tool saves time and increases efficiency, allowing users to focus on other important tasks. Well done!
Question: How does Momentum Sales AI ensure the accuracy of the call summaries by the AI system?
What an exciting time it is for Sales Tech. With the advent of Gen AI and the mountain of unstructured, qualitative data that the selling process generates and demands daily, the level of disruption we're about to observe in this space is immense. ROI for tools like ours will be immediate, as close rates and operational discipline by this new breed of reps will increase. Every metric RevOps and Sales Enablement care about will see positive changes.
It's a brave new world out there, folks. Get ready to see a serious transformation for the better.
@nuvo, thanks for the thoughtful question, Jernej. First of all, I will say that Momentum's call summaries and tasks are optimized for Sales calls, paying close attention to things like product reception, agreements, concerns, and next steps.
From a use case standpoint, Momentum is built for the workflow of selling specifically. This is a full-blown note-taking app, in which you get to contribute with another AI taking notes alongside you. Reps' own manual notes are part of the process and we integrate everthing that's collected directly with Salesforce. Notes are manually and automatically stored in Salesforce Opps/Leads/Contacts, and tasks are created in the Salesforce activity timeline.
Finally, regarding integrations: Momentum is not built to replace Gong, or other call recording tools you may already be using. We integrate with the Sales stack and enhance them with our note-taking and sales tasks, instead of being a full replacement, this means that the cost of our product is lower, and we're an easy add-on.
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