Account Briefs

Momentum’s Account Briefs provide a comprehensive, AI-powered overview of any account, serving as a powerful alternative to investigating an account’s history in your CRM. It combines a high-level summary, a visual activity timeline, and an interactive Q&A to give you a complete picture of customer engagement and deal health.

Key Features of Account Briefs

AI-Generated Account Summary

At a glance, understand the state of any account. The AI-generated brief analyzes all associated historical conversational data to deliver a concise, high-level overview, perfect for prep before a customer call or an internal strategy session.

Visual Activity Timeline

Scroll through a chronological, visual timeline of every interaction associated with the account. This includes:

• Calls: Key meetings with links to recordings.
• Emails: Important email exchanges.
• CRM Updates: Major changes to the opportunity or account record.
• Internal Notes: Notes or comments left by the team in Momentum or Salesforce.

This provides an intuitive, at-a-glance understanding of the entire customer journey and the velocity of a deal.

Interactive Q&A with “Ask Momentum”

Go beyond the summary and ask specific questions about the account. The “Ask Momentum” feature allows you to interact with the data conversationally. Example Questions:

• "What were the main objections raised in the last quarter?"
• "Summarize our last call with the primary decision-maker."
• "Have they mentioned our competitor, [Competitor Name]?"

Momentum will instantly analyze the relevant historical conversational data to give you a direct answer, complete with sources.

Deep CRM Integration

Like all Momentum features, Account Briefs are deeply integrated with Salesforce. All data is tied directly to the account and opportunity records, ensuring that the insights you see are always in context.

How to Use Account Briefs

1. Navigate to an Account: In your Momentum dashboard or web app, search for and select any account.
2. View the Brief: The Account Brief page will load automatically. The AI-summary will be at the top.
3. Explore the Timeline: Scroll down to see the full, visual history of all activities. Click on any item to get more details.
4. Ask a Question: Use the “Ask Momentum” search bar at the top of the page to ask any question about the account. Review the AI-generated answer and click on the sources to dig deeper.

Account Briefs empower every member of your revenue team to get up to speed on any account in minutes, ensuring everyone is aligned and informed.