📞 Guy <> Momentum | Intro Meeting has been analyzed📝🔥
👥 Internal Attendees:
@Jessie
👥 External Attendees:
Guy Hawkinson
Jenny Bartosh
🗒️ Call Summary
Guy Hawkinson is a leader at SecureSmarter, a company focused on financial security.
Guy said he’s interested in leveraging AI and automation to optimize their sales processes and make more informed decisions.
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Guy <> Momentum | Intro Meeting
3 participants - Tuesday, Jan 23, 10:00 EST
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Guy Hawkinson is a leader at SecureSmarter, a company focused on financial security
Guy said he’s interested in leveraging AI and automation to optimize their sales processes and make more informed decisions.
Jessie explained how Momentum can help with their sales operations, providing automatic call summaries, syncing with Salesforce, and generating actionable isights.
The conversation touched on the limitations of their existing tool and the need for a tool like Momentum to bridge the gap between call recordings and Salesforce.
They discussed possible times for the demo, settling on 10:00 AM on Wednesday, Jan 24.
Overall the call focused on Guy’s interest in leveraging AI and data to improve sales processes at SecureSmarter. They scheduled a demo for the next day to explore further.
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Momentum is incredibly useful for automatically turning our own customer calls into powerful sources of enrichment data. We're really excited to be working with them.
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Alex Carstens
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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
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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.
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Neil Manvar
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Michael Wilde
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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.
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When I first started using Momentum, I could feel my anxiety level going down. To have deal rooms, with all my team being part of each opportunity right there - it's been life-altering.
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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!
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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.'
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Extract every bit of value from your conversations with prospects and customers
1
Momentum extracts and synthesizes data at scale from your calls and emails
2
The insights you care about are immediately shared with the right people and teams
3
Salesforce and other systems are automatically updated with the right information
4
Rinse & repeat 👌
Bring Al efficiency to your revenue teams, processes, and pipeline instantly
CRM Enrichment
Capture key fields and sync automatically to your CRM using AI prompts
Executive Briefs
Summarize hundreds of calls into briefs for leadership, CS, product and marketing
Automated Coaching
Provide feedback and call scoring automatically to your team
MEDDPICC or SPICED Autopilot
Ensure your sales methodology is implemented with CRM auto-capture
Sentiment & Risk Signals
Get notified of churn risk, forecast risk, and sentiment immediately after calls
Pipeline Management
Work your pipeline more efficiently with an AI assistant to keep you on track
AI magic + your existing tools = 🏆
Momentum superpowers the tools you already use, integrating deeply with Salesforce and Slack, along with Zoom, Google Meet, Gong, Clari or your call intelligence software to give you incredibly valuable insights.
Capture the voice of your customers systematically after every conversation
Increase Customer Retention
Understand and act on customer signals early to ensure smooth renewals and great experiences
Drive Revenue Growth
Run deals and renewals more efficiently with actionable insights from every conversation
Enhance Organizational Agility
Adapt quickly with complete visibility into how customers buy and keep your product.
Optimize Efficiency & Productivity
Automate routine tasks, saving your team hours of admin work, without interrupting their flow
Customers ❤️ Momentum
🚀
100%
Data hygiene increase
⏱️
30%
Rep productivity increase
📣
300%
total ROI
Arc
“Momentum is an integral part of our operations. It's business critical for us.”