Momentum is a tool that captures AI-powered call summaries and tasks after your calls, and syncs them to Salesforce automatically, thereby turning every call into CRM data. It provides instant visibility and actionable insights to all your calls.
With Momentum, you can save time by eliminating the need to manually update Salesforce, keep opportunities updated with CRM suggestions based on call details, add tasks and next steps to your opportunities automatically, and sync your calls across Slack and Salesforce.
Features
- AI-powered call summaries and tasks
- Automatic synchronization with Salesforce
- Real-time insights and visibility into calls
- CRM suggestions based on call details
- Google Calendar integration for call notes
- Automatic task and next step creation
- Slack and Salesforce connectivity
Use Cases
- Capturing call summaries and tasks for CRM purposes
- Increasing visibility and insights into sales calls
- Automating the updating of Salesforce with call data
Suited For
- Sales teams
- Customer success teams
- Sales managers
- CRM users