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8:30 AM
📞 Guy <> Momentum | Intro Meeting has been analyzed📝🔥
👥 Internal Attendees:
👥 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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Momentum
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8:30 AM
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Momentum
Guy <> Momentum | Intro Meeting
3 participants - Tuesday, Jan 23, 10:00 EST
Saved Automatically
  • 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 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
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
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
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
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 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
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
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
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
Momentum helps us build repeatable processes while also saving rep and management time with automations and actionable insights.
Alex Mitchell
Head of Sales
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
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 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
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
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
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
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
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
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
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
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
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
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
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
“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
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
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
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
AI Data Pipeline That Extracts, Analyzes, and Acts on Conversational Data
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 👌
Unlock the Power of Enterprise Listening to Drive Revenue and Retention

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
We meet your team where they work, no tool adoption required
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.
Practical AI for GTM teams to Win Deals
and Retain Customers
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
1Password
"Reps aren’t spending their time making notes or filling out fields. They’re selling!"
Read the case study
Arc
“Momentum is an integral part of our operations. It's business critical for us.”
Read the case study
Yipit Data
“Our reps immediately fell in love with Momentum because of the call summaries.”
Read the case study