Attach vs. Momentum.io

Attach is great for relieving sales anxiety and wondering if someone opened your attachment. It also provides an excuse to reach back out to the prospect after they've opened the attachment.

If you are a lean organization with looking to find a revenue orchestration and AI tool for call summaries, automatic field updates, etc. then I think Momentum is worth considering since there aren't many "small-player" alternatives in the market. The pricing is much better than comparable larger-players (i.e. Gong), and the Momentum is quick to iterate on their existing features and resolve bugs quickly.

Incentivized

• Present presentations
• Ensure documents are reviewed
• Prevents sharing with unauthorized readers

Incentivized

• Perfect Notes taking from the meetings and providing it for the users. There have been no mistakes from the meetings so far
• Love the native language option out der. This works widely and takes the exact notes from the native conversations too
• The ability to provide more connectivity options like Zoom, Teams, Salesforce, etc.
• The team is always upgrading the platform with more features
• Price point is also one of the best ones in this app

• If you could actually send the emails from Attach, that might be helpful so you're not in two screens.

• Please try to make it easy while integration as currently Gui has less feature that make it happen.
• Hope you guys have api token for okta available but please do help upload some documentation for that.
• Clean and clear steps by step document for integration

There's no doubt in this of renewal. We are all set and planning in phases to acquire more and more licenses. We provide AI licenses to sales account managers on the very first day. This is a mandatory onboarding step. Everything is going well.

The learning curve is extremely low. Almost anyone can get started building workflows. To the point, we have many sales reps who can create their own alerts and/or determine deal room criteria. I had never used Momentum before I joined Ramp and was building and updating existing workflows on my first day.

Incentivized

We have a shared slack channel with Momentum and their responsiveness and attentiveness to our concerns and bugs is top notch. They are quick to investigate and do a solid job of providing updates throughout the eval process. They typically resolve and respond rather quickly. The only reason this isn't a 10 is due to what I perceive as occasional resource constraints. Sometimes it does take a bit to hear back and the updates aren't ALWAYS proactive. I'm being nitpicky, but I think there's some room for improvement before calling this a 10/10.

Incentivized

In summary, Momentum.io truly shines when enhancing the Salesforce-Slack experience. However, when workflows become highly complex, require extensive integration outside of its core platforms, demand meticulous governance at scale, or necessitate deep operational analytics, its elegance can give way to a more cumbersome administration and implementation effort.

I looked at ClearSlide but decided against it because it's more expensive. I was also up and running on Attach very quickly.

Troops was acquired by Salesforce and is no longer available Gong is focused on convo intelligence and keeps the data fairly locked up in their platform with limited pass through to slack or CRM. AI use cases are one off / blackbox vs customizable for your business needs. Momentum is built on AI, its not a bolt on that other companies are trying to add as a means to catch up.

Incentivized

• Makes sales process easier.
• Enable more rapid sharing of documents.
• Provides version and audience control.

Incentivized

• Momentum.io makes the whole customer onboarding process faster and smoother, which leads to a better customer experience, faster time to value and eventually less churned customers
• Lower customer aacquisition costs due to integrated workflows through Slack and Salesforce
• Improved forecasting due to better visibility through integrations