Momentum.io vs. Oracle Sales

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

Excellent as a customer relationship management tool, sales forecasting, building better sales plan for the entire deal lifecycle using critical and complex data, a 360-degree comprehensive view of vendors, partners, customers. Ensuring high standards and consistency is maintained in pricing so that quotes are competitive for prospective customers. At the end of the day, this is an excellent tool for selling and closing deals while being able to access needed information in one place.

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

• Easy to sell products[.]
• Build customers and make customer hub[.]
• Tracking the sales cycle from marketing to sell the product[.]
• Build Reports and Anayltics related to opportunities, leads, and service requests[.]
• Getting customers issues after and before selling[.]
• High ability to integrate with Oracles other products and 3rd products using Rest and Soap APIs[.]
• Restrict users using RBAC role based access[.]

Incentivized

• 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

• I would like to see more integration with other CRMs such as Salesforce.
• We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate.
• It be difficult navigating to accounts and drilling down into each specific customer to understand details.

Incentivized

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

Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.

Incentivized

Some of the more complex customer reports we have created are slow to run at times.

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

The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.

Incentivized

Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.

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.

If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.

Incentivized

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

As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.

Incentivized

When we purchased this system it was one of the more expensive options in the market. However, with an adjustment in service and a relative price structure, this has become a lot more cost-effective over the past few years. It’s now more of a middle-ranking in the pricing structure and I would definitely say this is value for money.

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

• We can very easily pull up a customer's order and provide any detail they need. The time this saves compared to manually tracking customer orders and accounts is incredible.
• Knowing exactly who is contacting customer service and what their orders status is before answering the calls makes the customer service reps job much easier than before.

Incentivized