Momentum: AI Revenue Orchestration Platform
Momentum is now part of Salesforce!
Momentum is now part of Salesforce!
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"Momentum is like a sales manager that stays up 24/7 and listens to every call, notifying the right folks when they should be paying attention to a deal. Using Momentum has cut the time in half for sellers to progress their deals in Salesforce."
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Nathan Follen
Head of Business Systems Operations
"The most important thing Momentum delivers for me is insight at scale. Reps aren’t spending their time making notes or filling out fields. They’re spending their time selling."
Navin Persaud
VP of RevOps
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"Momentum gives us an order of magnitude better data than we’ve ever had before. We’re making decisions with clarity and speed that simply weren’t possible before."
Kyle Norton
CRO
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"Every time I show a sales manager the Momentum call summaries, I get one of 3 responses: a) awesome, b) amazing, or c) love it!. It's been years since I've heard sales managers get this excited about a tool."
Alek Milovidov
Sr. Director, RevOps
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"It's a joy partnering with the Momentum team! We use Momentum automations for core notification workflows, and our Enterprise sales team uses the impressive Momentum AI features everyday."
Catherine Hsieh
Director of Sales Operations
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"We use Momentum on a daily and hourly basis. Every call is recorded and scraped by Momentum to pull information out that drives our business forward. It summarizes across all the calls without our analysts having to spend hours curating the data."
Mark Turner
VP of RevOps
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AI-native Revenue Orchestration Platform
Extract, structure, and move GTM data—automatically
Momentum is a structured data provider that tracks what's said in every customer interaction and turns it into structured, usable data. Your CRM fields are updated in real time—text, dropdowns, anything. That means cleaner pipeline, better reporting, and smarter AI agents that actually have context.
- No more blindspots. No more surprises.
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Right message to the right person at the right time
Momentum turns Slack (and soon Microsoft Teams!) into your command center. Deal rooms spin up automatically. Key moments, risks, and updates are routed to the right people—instantly. Sales. CS. Leadership. Everyone gets what they need without asking.
- No more tagging. No more chasing. No more gaps.
Automate processes and move faster—with zero manual effort
Momentum runs your GTM workflows in the background. From nudging reps to follow up, to moving stages based on exit criteria—your process stays tight, consistent, and fast. You define the rules. Momentum makes sure they happen.
- No more guesswork. No more manual clean-up.
Meet Your AI-Powered GTM Team
Deal Execution Agent Customer Retention Agent AI CRO Agent Coaching Agent
Deal Execution Agent
Save your reps and CSMs time by automating post-call admin. Update Salesforce fields, save notes, sync data to Snowflake to empower your team to make stronger data-driven decisions.
Key features
MEDDPIC Autopilot
Ensure data hygiene with automated updates.
AI Summaries
Save notes automatically to Salesforce.
Tasks + Emails
AI suggested tasks and email follow ups.
“With Momentum, progressing deals is faster and more streamlined. Our team has clarity and spends more time selling.”
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Nate Follen
Head of GTM Systems
Customer Retention Agent
Detect closed-lost reasons, product feedback and churn reasons directly from the source - your customers and prospects - then drive automated workflows to take action to remedy it.
Key features
Churn Risk Signals
Identify at-risk accounts sooner.
Sentiment Analysis
Enable proactive support strategies.
AI Notes + Cases
Improve customer loyalty.
“Momentum flags risks in real time, enabling us to save critical accounts effortlessly.”
Mark Turner
VP of RevOps
AI CRO Agent
Get comprehensive executive insights analyzing accounts, reps or the full pipeline to help you understand what happened and make informed decisions.
Key features
CRO Briefs
Understand seller and customer behaviors.
Pipeline Forecasting
Run briefs to see how pipeline is progressing
Team Analysis
Get insights into how your team is performing
“Our sales team can focus on customers instead of admin tasks, thanks to Momentum.”
Navin Persaud
VP of RevOps
Coaching Agent
Get real-time, data-driven coaching based on every call. Surface actionable insights, reinforce best practices, and provides instant feedback to close deals and retain customers.
Favorite Use Cases
AI Coaching Score
Understand seller and customer behaviors.
Team Performance Reports
Use data to drive team strategies.
Competency Review
Make smarter calls based on real data
“It’s like having a sales manager that works 24/7, providing insights we never thought possible.”
Steve Dinner
VP of RevOps
Deal Execution Agent
Key features
MEDDPIC Autopilot
Ensure data hygiene with automated updates.
AI Summaries
Save notes automatically to Salesforce.
Tasks + Emails
AI suggested tasks and email follow ups.
“With Momentum, progressing deals is faster and more streamlined. Our team has clarity and spends more time selling.”
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Nate Follen
Head of GTM Systems
Customer Retention Agent
Key features
Churn Risk Signals
Identify at-risk accounts sooner.
Sentiment Analysis
Enable proactive support strategies.
AI Notes + Cases
Improve customer loyalty.
“Momentum flags risks in real time, enabling us to save critical accounts effortlessly.”
Mark Turner
VP of RevOps
AI CRO Agent
Get comprehensive executive insights analyzing accounts, reps or the full pipeline to help you understand what happened and make informed decisions.
Key features
CRO Briefs
Understand seller and customer behaviors.
Pipeline Forecasting
Run briefs to see how pipeline is progressing
Team Analysis
Get insights into how your team is performing
“Our sales team can focus on customers instead of admin tasks, thanks to Momentum.”
Navin Persaud
VP of RevOps
Coaching Agent
Favorite Use Cases
AI Coaching Score
Understand seller and customer behaviors.
Team Performance Reports
Use data to drive team strategies.
Competency Review
Make smarter calls based on real data
“It’s like having a sales manager that works 24/7, providing insights we never thought possible.”
Steve Dinner
VP of RevOps
Unlock the Power of Every Interaction
Transform customer interactions into action with Momentum. Boost revenue, reduce churn, and empower your team with unparalleled efficiency.
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Scott Miller
Head of RevOps
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Arc
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Alex Carstens
Director of Revenue Operations
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Chowly
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Navin Persaud
VP of RevOps
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1Password
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Evan Morgan
Director of Go-to-Market Strategy and Operations.
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Socure
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Jake Gertjan Hofwegen
VP of Revenue Operations & Enablement
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Contentful
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Syed Jafri
Senior Manager, GTM Systems & Process Analytics
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Snorkel
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Kevin McIntyre
CRO
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Dealfront
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Golan Raz
COO and CoFounder
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Deeto
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Kalanea Robinson
Sr. Manager, CX Support Operations
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Alation
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Michelle Yoshinaka
VP of Marketing
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Sound Agriculture
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Nate Follen
Head of GTM systems
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Ramp
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João Dias
Senior Manager, RevOps
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YipitData
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Kyle Norton
CRO
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Owner
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Yesenia McCoy
Director of Sales Ops
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ScyllaDB
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Mark Moore
Senior Director, Global Deal Desk
at
Treasure Data
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Brittany Gonzalez
Salesforce Manager
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Postman
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Mark Turner
VP of RevOps
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Demandbase
Built for Scale. Trusted by the Best.
Built for Scale.
Trusted by the Best.
In 5 months, we went from an average of 13 days response time to 2. That’s huge. We had been trying to do that for a really long time, and we weren’t able to achieve that until we started working with Momentum.
Michelle Yoshinaka
VP of Marketing
More times than not, I have been able to pitch a wild idea to the team and Momentum and they just smile and say "Yup, our tool can do that". It's been a year since I started working with them and have yet to stump them with a crazy RevOps request that Momentum has not been able to easily solve.
Taylor Hughes
Head of Revenue Operations at Fleet
Momentum truly revolutionized our approach to SalesOps. Having all of our deals visible real time as they progress through the sales cycle has been a huge advantage. It’s our sales command center, providing actionable intelligence.
Yesenia Mccoy
Director of SalesOps
Momentum substantially increases the probability of reps doing the right things. It's the #1 thing I mention to friends in RevOps - ‘Let me show you something that will change your world.'
Steve Dinner
Head of RevOps
Before Momentum, there was a lot of scrambling to find out what was happening. It was more difficult to have a finger on the pulse of the stream of events across all of our sales operations.
Scott Miller
RevOps Lead
Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business.
Sam Lee
Director of RevOps
We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen.
João Dias
Senior Revenue Operations Manager
With dedicated deal channels, everyone can finally row to the same beat. This can mean the difference of closing a deal in two weeks versus two months. It’s a huge win to have Momentum be part of our sales process.
Peter Ahn
VP of Enterprise
Looking at Momentum updates while having my cappuccino in the morning provides me and other stakeholders all the visibility and updates we need without having to ask for it.
Neil Manvar
Director, Sales and Solutions Engineering
The most important thing Momentum delivers for me is insight at scale. Reps aren’t spending their time making notes or filling out fields. They’re spending their time selling.
Navin Persaud
VP of RevOps
Working with Momentum has been wonderful. They're helping us streamline day to day tasks with their workflow recipes and are saving us a ton of time. I can't wait to see how Momentum evolves! Sky is the limit.
Libby Gibson
Customer Success Manager
Momentum is like a sales manager that stays up 24/7 and listens to every call, notifying the right folks when they should be paying attention to a deal. Using Momentum has cut the time in half for sellers to progress their deals in Salesforce.
Nathan Follen
Head of Business Systems Operations
I don’t know how I would update key stakeholders without Momentum other than through a whole lot of emails, disjointed Slack messages, and no real process to guide where the deal is going.
Michael Wilde
Account Executive
We use Momentum on a daily and hourly basis. Every call is recorded and scraped by Momentum to pull information out that drives our business forward. It summarizes across all the calls without our analysts having to spend hours curating the data.
Mark Turner
VP of RevOps
In all my years working, deal approvals documentation has been an unaddressed challenge. Now I get executive approval via Slack and archive it directly into Salesforce. Absolutely brilliant!
Mark Moore
Senior Director of Global Deal Desk
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Momentum gives us an order of magnitude better data than we’ve ever had before. We’re making decisions with clarity and speed that simply weren’t possible before.
Kyle Norton
CRO
It's a joy partnering with the Momentum team! We use Momentum automations for core notification workflows, and our Enterprise sales team uses the impressive Momentum AI features everyday.
Catherine Hsieh
Director of Sales Operations
Momentum has helped us improve pipeline management. I now have more visibility and my team is able to move faster. I'd recommend Momentum to any GTM team that is looking to scale efficiently.
Gabi Sayah
Business Development Manager
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There are two big areas I’ve worked on where Momentum has driven big value for our team 1. Real time notifications based on Salesforce triggers to encourage time sensitive actions 2. Accurate data extraction and collection from historical and ongoing unstructured call data.
Jonathan Shenkman
Director of Business Operations
I have been using Momentum to enhance the sales cycle management and performance. I found it to be very useful and I love the integration with communication channels like Slack as well as with Salesforce.
Golan Raz
COO and CoFounder
We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past.
Andrea Scott
Director, GTM Systems
Momentum has seriously streamlined our business process. Since we integrated it, our Sales, Customer Success, and Revenue Operations teams have been functioning like a well-oiled machine.
Ben Zimmerman
Revenue Applications Lead
When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs.
Brittany Gonzalez
Salesforce Manager
Huge fan of the team and the product. Super responsive and willing to build the things we need. And team is always willing to go the extra mile for us.
Basile Senesi
CRO
Momentum's ability to combine Salesforce automation with AI-generated recommendations for our CRM has enhanced productivity for all our revenue-generating teams across the board. We've been able to get more revenue out of each customer interaction.
Austin Reece
Director of Revenue Operations, Data, and Insights
Our whole company loves the AI call summaries and getting notifications about them right in Slack. No one has to bug sales reps or listen to calls at 1.5x as much anymore, trying to catch info.
Arpan Patel
Head of Finance & Business Operations
Ever since we integrated Momentum into our operations, we've seen a clear uptick in productivity. The platform's knack for wrangling sales, customer success, and revenue operations under one roof has been impressive.
Alex Carstens
VP of RevOps
Momentum has been pivotal in streamlining my tasks as the first go-to-market hire at Harmonic. I've been able to build a solid operations infrastructure, and Momentum has been central in this journey.
Akbar Khan
Advisor
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Every time I show a sales manager the Momentum call summaries, I get one of 3 responses: a) awesome, b) amazing, or c) love it!. It's been years since I've heard sales managers get this excited about a tool.
Alek Milovidov
Sr. Director, RevOps
Momentum helps us build repeatable processes while also saving rep and management time with automations and actionable insights.
Alex Mitchell
Head of Sales
We use Momentum to automate notes, call summaries and it's fantastic—delivering customer insights straight to our CEO and eng team. It's revamped how we handle sales and customer engagement.
Aaron Bartel
VP of Revenue
Momentum has added some really powerful visibility in regards to conversational insights, and efficiency gains for Salesforce to Slack bidirectional automation.
Aaron Dungca
Customer Success & Implementations Leader
Michelle Yoshinaka
VP of Marketing
Taylor Hughes
Head of Revenue Operations at Fleet
Yesenia Mccoy
Director of SalesOps
Steve Dinner
Head of RevOps
Scott Miller
RevOps Lead
Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business.
Sam Lee
Director of RevOps
We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen.
João Dias
Senior Revenue Operations Manager
Peter Ahn
VP of Enterprise
Neil Manvar
Director, Sales and Solutions Engineering
Navin Persaud
VP of RevOps
Libby Gibson
Customer Success Manager
Nathan Follen
Head of Business Systems Operations
Michael Wilde
Account Executive
Mark Turner
VP of RevOps
Mark Moore
Senior Director of Global Deal Desk
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Kyle Norton
CRO
Catherine Hsieh
Director of Sales Operations
Gabi Sayah
Business Development Manager
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Jonathan Shenkman
Director of Business Operations
Golan Raz
COO and CoFounder
We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past.
Andrea Scott
Director, GTM Systems
Ben Zimmerman
Revenue Applications Lead
When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs.
Brittany Gonzalez
Salesforce Manager
Huge fan of the team and the product. Super responsive and willing to build the things we need. And team is always willing to go the extra mile for us.
Basile Senesi
CRO
Austin Reece
Director of Revenue Operations, Data, and Insights
Arpan Patel
Head of Finance & Business Operations
Alex Carstens
VP of RevOps
Akbar Khan
Advisor
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Alek Milovidov
Sr. Director, RevOps
Momentum helps us build repeatable processes while also saving rep and management time with automations and actionable insights.
Alex Mitchell
Head of Sales
Aaron Bartel
VP of Revenue
Aaron Dungca
Customer Success & Implementations Leader
When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs.
Brittany Gonzalez
Salesforce Manager
Nathan Follen
Head of Business Systems Operations
Mark Turner
VP of RevOps
.svg).svg)
Kyle Norton
CRO
Navin Persaud
VP of RevOps
We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past.
Andrea Scott
Director, GTM Systems
Yesenia Mccoy
Director of SalesOps
Catherine Hsieh
Director of Sales Operations
.svg).svg)
Jonathan Shenkman
Director of Business Operations
Gabi Sayah
Business Development Manager
Golan Raz
COO and CoFounder
Huge fan of the team and the product. Super responsive and willing to build the things we need. And team is always willing to go the extra mile for us.
Basile Senesi
CRO
Austin Reece
Director of Revenue Operations, Data, and Insights
Momentum helps us build repeatable processes while also saving rep and management time with automations and actionable insights.
Alex Mitchell
Head of Sales
Aaron Dungca
Customer Success & Implementations Leader
Taylor Hughes
Head of Revenue Operations at Fleet
Steve Dinner
Head of RevOps
Aaron Bartel
VP of Revenue
Akbar Khan
Advisor
Mark Moore
Senior Director of Global Deal Desk
Alex Carstens
VP of RevOps
Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business.
Sam Lee
Director of RevOps
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Alek Milovidov
Sr. Director, RevOps
Neil Manvar
Director, Sales and Solutions Engineering
Michael Wilde
Account Executive
Ben Zimmerman
Revenue Applications Lead
Peter Ahn
VP of Enterprise
Libby Gibson
Customer Success Manager
Arpan Patel
Head of Finance & Business Operations
Scott Miller
RevOps Lead
We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen.
João Dias
Senior Revenue Operations Manager
Michelle Yoshinaka
VP of Marketing
When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs.
Brittany Gonzalez
Salesforce Manager
Nathan Follen
Head of Business Systems Operations
Mark Turner
VP of RevOps
.svg).svg)
Kyle Norton
CRO
Navin Persaud
VP of RevOps
We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past.
Andrea Scott
Director, GTM Systems
Yesenia Mccoy
Director of SalesOps
Catherine Hsieh
Director of Sales Operations
.svg).svg)
Jonathan Shenkman
Director of Business Operations
Gabi Sayah
Business Development Manager
Golan Raz
COO and CoFounder
Huge fan of the team and the product. Super responsive and willing to build the things we need. And team is always willing to go the extra mile for us.
Basile Senesi
CRO
Austin Reece
Director of Revenue Operations, Data, and Insights
Momentum helps us build repeatable processes while also saving rep and management time with automations and actionable insights.
Alex Mitchell
Head of Sales
Aaron Dungca
Customer Success & Implementations Leader
Taylor Hughes
Head of Revenue Operations at Fleet
Steve Dinner
Head of RevOps
Aaron Bartel
VP of Revenue
Akbar Khan
Advisor
Mark Moore
Senior Director of Global Deal Desk
Alex Carstens
VP of RevOps
Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business.
Sam Lee
Director of RevOps
.svg).svg)
Alek Milovidov
Sr. Director, RevOps
Neil Manvar
Director, Sales and Solutions Engineering
Michael Wilde
Account Executive
Ben Zimmerman
Revenue Applications Lead
Peter Ahn
VP of Enterprise
Libby Gibson
Customer Success Manager
Arpan Patel
Head of Finance & Business Operations
Scott Miller
RevOps Lead
We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen.
João Dias
Senior Revenue Operations Manager
Michelle Yoshinaka
VP of Marketing
Michelle Yoshinaka
VP of Marketing
Taylor Hughes
Head of Revenue Operations at Fleet
Yesenia Mccoy
Director of SalesOps
Steve Dinner
Head of RevOps
Scott Miller
RevOps Lead
Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business.
Sam Lee
Director of RevOps
We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen.
João Dias
Senior Revenue Operations Manager
Peter Ahn
VP of Enterprise
Neil Manvar
Director, Sales and Solutions Engineering
Navin Persaud
VP of RevOps
Libby Gibson
Customer Success Manager
Nathan Follen
Head of Business Systems Operations
Michael Wilde
Account Executive
Mark Turner
VP of RevOps
Mark Moore
Senior Director of Global Deal Desk
.svg).svg)
Kyle Norton
CRO
Catherine Hsieh
Director of Sales Operations
Gabi Sayah
Business Development Manager
.svg).svg)
Jonathan Shenkman
Director of Business Operations
Golan Raz
COO and CoFounder
We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past.
Andrea Scott
Director, GTM Systems
Ben Zimmerman
Revenue Applications Lead
When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs.
Brittany Gonzalez
Salesforce Manager
Huge fan of the team and the product. Super responsive and willing to build the things we need. And team is always willing to go the extra mile for us.
Basile Senesi
CRO
Austin Reece
Director of Revenue Operations, Data, and Insights
Arpan Patel
Head of Finance & Business Operations
Alex Carstens
VP of RevOps
Akbar Khan
Advisor
.svg).svg)
Alek Milovidov
Sr. Director, RevOps
Momentum helps us build repeatable processes while also saving rep and management time with automations and actionable insights.
Alex Mitchell
Head of Sales
Aaron Bartel
VP of Revenue
Aaron Dungca
Customer Success & Implementations Leader
Michelle Yoshinaka
VP of Marketing
Taylor Hughes
Head of Revenue Operations at Fleet
Yesenia Mccoy
Director of SalesOps
Steve Dinner
Head of RevOps
Scott Miller
RevOps Lead
Momentum has changed the sales management game for us. The tight integration with Slack and its AI-powered insights are must-haves for our business.
Sam Lee
Director of RevOps
We did a Momentum trial after trying 3-4 other vendors, and our reps immediately fell in love with it. They said the call summaries were the best they’d seen.
João Dias
Senior Revenue Operations Manager
Peter Ahn
VP of Enterprise
Neil Manvar
Director, Sales and Solutions Engineering
Navin Persaud
VP of RevOps
Libby Gibson
Customer Success Manager
Nathan Follen
Head of Business Systems Operations
Michael Wilde
Account Executive
Mark Turner
VP of RevOps
Mark Moore
Senior Director of Global Deal Desk
.svg).svg)
Kyle Norton
CRO
Catherine Hsieh
Director of Sales Operations
Gabi Sayah
Business Development Manager
.svg).svg)
Jonathan Shenkman
Director of Business Operations
Golan Raz
COO and CoFounder
We chose Momentum because of their investment in harnessing the power of LLMs to make manual, repetitive Salesforce data entry a thing of the past.
Andrea Scott
Director, GTM Systems
Ben Zimmerman
Revenue Applications Lead
When we make workflow changes, I have peace of mind knowing that Momentum is the least of my worries. Plus it has the flexibility to fit our needs.
Brittany Gonzalez
Salesforce Manager
Huge fan of the team and the product. Super responsive and willing to build the things we need. And team is always willing to go the extra mile for us.
Basile Senesi
CRO
Austin Reece
Director of Revenue Operations, Data, and Insights
Arpan Patel
Head of Finance & Business Operations
Alex Carstens
VP of RevOps
Akbar Khan
Advisor
.svg).svg)
Alek Milovidov
Sr. Director, RevOps
Momentum helps us build repeatable processes while also saving rep and management time with automations and actionable insights.
Alex Mitchell
Head of Sales
Aaron Bartel
VP of Revenue
Aaron Dungca
Customer Success & Implementations Leader
Momentum for Your Entire Organization
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