Item: Momentum.io
Rating: 8
Author: Verified User

Overall Satisfaction with Momentum.io

Use Cases and Deployment Scope

Currently, we use Momentum.io for use cases such as analyzing our New Business Sales calls based off a SPICED model, identifying product gaps requested by prospects, to automating the handoff of information from Sales to Onboarding.

Pros and Cons

Pros

Automates data entry
Keeps the team/leadership informed of each deal without lengthy pipeline review calls
Identifies areas of risk for customers as well as areas of improvement for product

Cons

Guidelines for the best way to write a prompt during onboarding

Return on Investment

The sales team was able to remove a weekly meeting and get an hour back in their day with the help of Momentum.io's retro pilot feature. We have a Deal progression prompt to update a field in Salesforce anytime a rep changes the Op stage. Giving leadership clear insight to where each deal stands without needing to chat with the reps
We've used data Momentum.io identified via the Batch feature to gather historical feature requests to make decisions regarding our product roadmap

Usability

I think there are some UI features that could be more self-explanatory. I also feel, as AI is new to a majority of us, some in-app guidance on prompt writing for Momentum.io AI would be beneficial.

Alternatives Considered

Chorus by ZoomInfo and Zoom Revenue Accelerator

It's been a while since I used Chorus. But compared to Zoom Revenue Accelerator, Momentum is much more intuitive and flexible. With the immediate Slack notifications and ability to customize, if you want to push data to SFDC or just alert in Slack is helpful to tailor the tool to what you need. As opposed to being forced to work within the guidelines of the tool (like one is to do with Zoom Revenue Accelerator)

Key Insights

Do you think Momentum.io delivers good value for the price?

Yes

Are you happy with Momentum.io's feature set?

Yes

Did Momentum.io live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Momentum.io go as expected?

Yes

Would you buy Momentum.io again?

Yes

Other Software Used

Salesforce CMS, UserGems, Asana

Likelihood to Recommend

I haven't used many call analyzing tools (such as Gong, ect.) other than Coom Revenue Accelerator, and in my opinion, Momentum.io allows you to do so much more. Set up easy Slack notifications to automate pipeline updating or notification of a feature request. Things Zoom might be able to track, but it doesn't do anything with the data. I think the ability to push immediate notifications is incredibly valuable.

Comments

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