Deep Research
Momentum is now part of Salesforce!
Leadership decisions deserve evidence, not guesses.
Your business runs on thousands of calls, emails, and CRM updates. Buried inside are the signals behind churn, pricing power, and competitive wins. Yet less than 1% of this data is ever analyzed with strategic rigor. Leaders are left making critical choices with disconnected inputs or consultant slide decks built on surveys.
From a single prompt to a sourced executive briefing
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Write a research question
Example: Why are mid-market deals stalling this quarter?
Test on a sample of 50 opportunities with Retropilot
Scale across thousands of opportunities with Autopilot Batch
Get a full briefing with charts, narratives, and KPIs
Every claim cited back to calls, emails, or CRM data
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Schedule recurring runs for weekly, monthly, or quarterly insights
No clean data? No problem.
Backfill your CRM with the truth from calls and emails
Most CRMs miss the real story. Fields are incomplete, reps skip updates, and key details never make it in. With Autopilot Batch, Momentum can backfill your CRM automatically—extracting structured insights from past calls and emails to rebuild a clean, reliable dataset.
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Historical coverage
Run batch analysis on hundreds or thousands of past opportunities
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Structured enrichment
Autofill deal stage, competitor mentions, and loss reasons from conversations
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Faster time-to-insight
Eliminate manual research before running win/loss or churn studies
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Foundation for scale
Once enriched, CRM becomes the single source of truth for ongoing Deep Research
Voice of the Market and AI Maturity Report
To debut Deep Research, Momentum analyzed 1,069 active B2B opportunities across 150 industries. The findings expose the gap between reported AI adoption and operational reality:
64.4%
Organizations stuck in "emerging" maturity
31.1%
Still rely on manual workflows
78%
Tool use per problem increase YoY
41.9%
Challenges tied directly to CRM
From data exhaust to strategy fuel
Results you should expect
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Closed-lost reasons
Ranked by segment and stage
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Churn predictors
With leading indicators and flagged accounts
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Pricing power analysis
Across cohorts
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Competitive signal tracking
With counter-moves
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Quarterly strategy briefings
For executives
Turn conversations and CRM into strategy with evidence