Conversation Intelligence - Momentum

Overview

Momentum’s Conversation Intelligence is a powerful call recording and management platform that transforms how your team captures, organizes, and shares customer conversations. Built specifically for sales and customer success teams, it provides a comprehensive solution for recording calls, building call libraries, creating playlists, and sharing insights with external stakeholders.

Key Benefits

• Seamless Call Recording: Automatically record and transcribe all your customer calls without disrupting your workflow
• Organized Call Library: Build a searchable repository of all customer conversations with advanced filtering and tagging
• Curated Playlists: Create targeted playlists of calls for training, coaching, and knowledge sharing
• External Sharing: Share calls securely with external attendees and stakeholders
• AI Integration: Seamlessly integrates with Momentum’s AI analysis products for enhanced insights

Key Features

Call Recording & Management

Automatic Recording

• Records calls from Zoom, Google Meet, and other video conferencing platforms
• Automatic transcription with high accuracy
• No manual intervention required

Call Library

• Searchable database of all recorded calls
• Advanced filtering by date, participants, crm details, and topics
• Per-call and aggregate AI coaching
• Full-text search across transcripts
• Call metadata and analytics

Playlist Creation

Curated Collections

• Create playlists for specific use cases (training, coaching, best practices)
• Organize calls by deal stage, customer type, or sales methodology
• Share playlists with team members for collaborative learning

Training & Coaching

• Build training playlists for new hires
• Create coaching playlists highlighting specific techniques
• Organize calls by performance metrics or outcomes

External Sharing

Secure Sharing

• Share individual calls with external stakeholders
• Control access permissions and viewing rights
• Track who has viewed shared content
• Expiring links and auth requirements for sensitive sharing

Stakeholder Collaboration

• Share calls with prospects during sales cycles
• Provide free access to view calls to internal teams

AI Integration

Enhanced Analysis

• Integrates seamlessly with Momentum’s AI analysis products
• Automatic call summarization and insight extraction
• AI coaching based on customizable competencies
• Competitive intelligence and objection tracking

Workflow Automation

• Automatic tagging and categorization of calls
• Integration with CRM systems for deal context
• Automated alerting for important call moments

Use Cases

Sales Training & Enablement

• Create playlists of successful discovery calls for new reps
• Build collections of objection handling examples
• Share best practice calls across the organization

Customer Success

• Record and share customer onboarding sessions
• Create playlists of product feedback calls
• Share customer success stories with prospects

Deal Collaboration

• Share prospect calls with internal stakeholders
• Create playlists for complex deal reviews
• Enable external sharing for multi-stakeholder deals

Competitive Intelligence

• Build playlists of competitive discussions
• Track competitor mentions across calls
• Share competitive insights with product and marketing teams

Getting Started

To get started with Conversation Intelligence:

1. Enable the Module: Contact your Momentum account manager to add Conversation Intelligence to your subscription
2. Configure Recording: Set up automatic recording for your preferred video conferencing platforms
3. Build Your Library: Start recording calls to build your initial call library
4. Create Playlists: Organize calls into playlists for different use cases
5. Share Content: Begin sharing calls and playlists with your team and external stakeholders

Pricing

Conversation Intelligence is available as an optional add-on module with additional cost. Contact your Momentum account manager for pricing details and to enable the module for your organization.

Integration with AI Analysis

Conversation Intelligence works seamlessly with Momentum’s AI analysis products:

• Call Summaries: Automatic summarization of all recorded calls
• Autopilot: Extract CRM data from recorded conversations
• AI Signals: Real-time alerts for important call moments

This integration provides a complete solution for capturing, organizing, analyzing, and sharing customer conversations across your organization.