Introducing Briefs: Tailored Customer Intelligence Insights for Every Executive and Leader

At Momentum, we are committed to providing our customers with the tools they need to excel. Today, we are thrilled to announce the launch of Briefs, or personalized intelligence reports based on hundreds or thousands of calls that your team is having each week that delivers tailored insights from your customer & sales calls. Briefs are crafted to meet the unique needs of different leadership roles and teams, ensuring that everyone has the information they need to make data-driven decisions and keep a close pulse on what your customers actually think about your product.

The Birth of an Idea

You know how it goes - your team is constantly on calls with customers, prospects, and partners. There's a goldmine of information in these conversations, but who has the time to listen to all of them? That's exactly what our customers were asking us about. They wanted a way to get a summary of what's happening across all these calls without having to hire a full-time person just to listen and write reports. (Can you imagine? Talk about a tedious job!)

So, we put our heads together and came up with Briefs. Here's the cool part - we're actually the first in the market to offer something like this.

What Makes Briefs Special?

1. AI-Powered Analysis at Scale: Our AI dives into hundreds, even thousands of calls, and churns out these amazing summary reports. It's like having a super-smart assistant who never sleeps, constantly analyzing your customer interactions.
2. Customizable to Your Needs: This isn't a one-size-fits-all solution. You can set parameters based on Salesforce conditions, specific time frames, or even who's participating in the calls. It's all about getting the insights that matter most to you.
3. The Missing Qualitative Piece: You know how you're always pulling quantitative data from Salesforce or your BI tools? Well, Briefs gives you the qualitative pulse of your business to go along with all those numbers. It's like finally being able to hear the heartbeat of your company, not just see the vitals on a chart.
4. Flexible Delivery: Because we know everyone likes their information delivered differently, we've made it super flexible. You can get your Brief via Slack, as a PDF, in an email, or even as a Google Doc. Whatever works best for your workflow.

From our Customers:

“We're leveraging executive briefs from Momentum.io to gain real-time insights into how effectively our sales team is adopting new language and identifying any training gaps. These briefs are also instrumental in facilitating the flow of information to our product team, ensuring that customer and product requests are aligned and addressed promptly.”

Mark Turner

VP of Revenue Operations at Demandbase

Briefs for Each team:

Executive Briefs

Executive Briefs are comprehensive reports designed to give all levels of executives a holistic view of the company's customer activities and performance. These briefs typically include:

• Detailed analysis of how sales representatives are pitching products or services
• Common objections raised by potential buyers and how they're being addressed
• Insights into pricing discussions and negotiations
• Competitive intelligence, including how the company's offerings compare to competitors
• Current status of customers sentiment and overall performance

These briefs enable executives to stay informed about front-line sales activities, identify trends, and make data-driven decisions to improve overall business performance.

CRO Briefs

Chief Revenue Officer (CRO) Briefs are tailored specifically for the needs of the CRO and focus on sales-specific data and revenue insights. These briefs typically include:

• Detailed sales performance metrics and KPIs
• Pipeline health analysis, including deal progression and conversion rates
• Revenue forecasts and projections
• Identification of key revenue opportunities and potential roadblocks
• Insights into the effectiveness of different sales strategies and tactics

CRO Briefs provide a clear picture of the company's revenue-generating activities, enabling the CRO to make informed decisions about resource allocation, sales strategy, and revenue growth initiatives.

Product Briefs

Product Briefs are designed to keep product managers and teams informed about market needs and product performance. These briefs typically include:

• Key themes and trends identified from sales calls and customer interactions
• Feedback on product features, usability, and performance
• Insights into customer pain points and unmet needs
• Competitive product comparisons and market positioning
• Suggestions for product improvements or new feature development

By providing regular updates on how products are perceived and used in the market, Product Briefs help product teams stay agile and responsive to customer needs.

Customer Success Briefs

Customer Success Briefs offer a comprehensive view of customer interactions and experiences. These weekly recaps typically include:

• Summaries of key customer interactions and engagements
• Expansion opportunities based on real time feedback across all customers
• Product intelligence gathered from customer usage and feedback
• Success stories and case studies highlighting positive customer outcomes
• Key customer insights and trends that could inform strategy

These briefs help customer success leaders enhance their strategies, identify at-risk accounts, and replicate successful customer experiences across the customer base.

Marketing & Enablement Briefs

Marketing & Enablement Briefs provide real-time insights to inform marketing strategies and sales enablement efforts. These briefs typically include:

• Analysis of customer messaging effectiveness
• Insights into ideal customer profile (ICP) pain points and needs
• Emerging market trends and their potential impact on marketing strategies
• Adoption rates of sales methodologies and best practices
• Effectiveness of training and coaching programs
• Skill reviews and areas for improvement in the sales team

These briefs empower marketing teams to make data-driven decisions and help enablement teams optimize their support for the sales organization.

Customizable Briefs

Customizable Briefs offer a flexible solution for businesses to track specific metrics, topics, or data points that are most relevant to their needs. These briefs can be tailored to:

• Focus on specific teams or departments
• Track particular topics or issues of interest
• Include custom data points or KPIs
• Be delivered on a weekly, biweekly, or monthly basis

This customizable approach ensures that each stakeholder receives the most relevant and actionable information for their role and responsibilities, optimizing the value of the brief for the entire customer-facing team.

Data-Driven Decision Making at Scale

Imagine walking into your Monday morning meeting armed with a comprehensive understanding of last week's customer interactions. You know exactly what's working, what's not, and what needs to change. That's the power of Briefs.

Don't let valuable insights slip away. With Briefs, you can harness the power of every conversation to drive your business forward. It's like having a finger on the pulse of your business, all without the need for time-consuming manual analysis or expensive additional hires.

Ready to be briefed? Sign up today for a quick demo!

‍