Customer Stories - Momentum AI

Trusted by high-performing revenue teams

What revenue teams are saying

“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

Customer Story

How Demandbase Stays Close to Customers with AI-Powered Insights By Momentum

Challenge

Demandbase, a leader in account-based marketing (ABM), helps B2B companies—from startups to global enterprises—optimize their go-to-market strategies. As VP of Revenue Operations, Mark Turner faced a daunting challenge: managing data from more than 1,000 customers and equipping teams with actionable insights without overwhelming sales reps or analysts.

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Solution

At first, Demandbase approached Momentum to solve a simple “call and response” problem. They needed a solution to capture data in near real-time and push actionable insights back into their Salesforce platform. But what started as a single use case quickly evolved.

Mark Turner

VP of RevOps

“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."

Customer Story

From Insights to Action: Owner.com’s Blueprint for Growth with Momentum

Challenge

When Kyle Norton joined Owner.com as Chief Revenue Officer, he faced a formidable challenge: steering his team through the complexities of selling to independent, small business owners—primarily in the restaurant industry.

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Solution

Owner.com’s search for a solution led them to Momentum, a platform uniquely designed to automate data workflows and provide actionable insights from unstructured call data. What stood out wasn’t just Momentum’s features but also the team behind the product.

Kyle Norton

CRO

“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.”

Customer Story

How Momentum Enables 1Password’s Sales Teams to Focus and Perform

Challenge

At 1Password, Navin Persaud, Vice President of Revenue Operations, faced a significant challenge: supporting a sales team navigating the complexities of selling to security-conscious buyers while scaling operations to serve over 150,000 customers.

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Solution

The narrative of Momentum’s impact begins with the reps themselves. By integrating Momentum into Slack, the tool provides real-time notifications that bring clarity and focus. “Our sales team is often working in Slack and CRM,” Navin shared. “Momentum sends timely, actionable updates that cut through the noise—alerts like, ‘Time to go do something,’ or, ‘Something has happened.’ It’s like having a coach always watching your back.”

Navin Persaud

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.”

Customer Story

YipitData increased efficiency and cut costs with Momentum AI

Challenge

YipitData knew automating call notes would be a huge efficiency win, but they couldn’t find a tool to do the job that met their standards. “I was losing my hair because I had spoken to so many different vendors,” says João Dias, RevOps Manager.

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Solution

When YipitData’s reps tried Momentum, they told João, “This is it!” YipitData sells a bespoke product, and reps reference multiple acronyms and methodologies during calls—Momentum was able to capture and summarize everything immediately. And the time and cost savings Momentum’s call summaries created for YipitData far exceeded João’s hopes.

João Dias

Senior Manager, RevOps

“I calculated the FTE savings at the beginning of this project of reps not having to write their own notes, and the fact that with Momentum, we were able to save so much more—that was really the biggest selling point.”

Customer Story

Arc improved visibility across their pipeline with Momentum

Challenge

Before bringing on Momentum, Arc had a problem with their pipeline update visibility. “There was a lot of scrambling to find out what was happening with each deal as it moved through our pipeline. It was more difficult to have a finger on the pulse of the stream of events across all of our sales operations,” says Scott Miller, RevOps Lead.

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Solution

Arc immediately set up Momentum Notifications to keep everyone better informed of deal progress. “Whenever something happens in Salesforce, we can push notifications to wherever we want them to go in Slack. It’s super easy—the UI is really intuitive,” says Scott. And now they’re using AI Summaries to instantly capture important details from sales calls and push them to Slack, so reps, leadership, and other teams can easily see and act on insights in real time.

Scott Miller

Head of RevOps

“Momentum’s Slack notifications have become an integral part of our day-to-day operations. They’re business critical to how we function now.”

Customer Story

ScyllaDB increased data hygiene by 100% and rep productivity by 30%

Challenge

Before Momentum, tackling CRM reports and getting solid data into the system was a chore for reps and SalesOps alike. Yesenia went looking for a solution that could improve data hygiene and rep productivity.

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Solution

ScyllaDB leadership loves the visibility that Momentum brings to the sales process, thanks to integrations with Slack and Salesforce, plus Gong and Outreach. The sales team loves tools like call summaries and MEDDIC automation. "The AI-driven call summaries and the automatic MEDDIC updates are just brilliant for staying on top of potential churn risks and spotting upsell opportunities," says Yesenia.

Yesenia McCoy

Director of Sales Ops

"Momentum truly revolutionized our approach to sales operations. Having all of our deals visible in real time as they progress through the sales cycle has been a huge advantage for us."

Customer Story

Treasure Data automated deal desk workflows and increased efficiency

Challenge

As the Senior Director of Global Deal Desk at Treasure Data, Mark Moore is focused on structuring and writing deals. His main challenge was finding a way to document all of the approvals he oversaw when all of the company’s contracts lived in Salesforce — a challenge he’d repeatedly come up against throughout his 20+ year career in deal desk.

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Solution

Momentum’s enabled Treasure Data to automate parts of its deal desk workflows, enabling faster communication, access to crucial documentation like approvals, and key info all in one central hub.Mark’s favorite aspect of Momentum is that teams can make changes to any opportunity field or add activity logs right from Slack and have it automatically update in Salesforce, so critical info is always up-to-date.

Mark Moore

Senior Director, Global Deal Desk

“Now it’s just super easy. It’s like helping yourself. It’s on the Salesforce opportunity. Just go to the Momentum object and it’s all documented. And this has saved me weeks and weeks of tedious work.”

Customer Story

Chowly improves internal efficiency and drives collaboration using AI and automation

Challenge

With over 100 employees spread across the United States and clients worldwide, Chowly needed to address scalability, process inefficiencies, and remote work challenges to streamline internal efficiency.

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Solution

After discovering Momentum, Chowly quickly recognized its potential to fundamentally transform the way they operate. Momentum provided an automation playground that empowered Chowly to build quick notifications, leverage AI, and integrate custom solutions tailored to their unique needs.

Alex Carstens

Director of Revenue Operations

"The AI call stuff—I mean, anyone who uses it, —just blows them away. It's truly remarkable! The time it saves our reps is insane. They can now focus on other critical tasks while relying on the high-quality output generated by Momentum. The best part is that the AI output requires minimal edits, making it even more efficient and reliable."

"With Momentum, our reps save time with the bi-directional automation and I'm no longer chasing them down for updates. Having scalable, automated motions and real-time insights at my fingertips has made coordinating with the sales and revenue operations teams seamless and far more efficient."

Aaron Dungca

Customer Success Leader, Rebuy Engine

Empowering revenue teams of all sizes to move faster

Trusted by high-performing revenue teams