Improved Close Rate with Momentum
September 08, 2025

Improved Close Rate with Momentum

Whitney I. Williams, MD | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Momentum.io

Utilized to generate a SPICED sales analysis from recorded demo and discovery calls. Integration between Momentum and Salesforce to complete opportunity fields. AI coaching used to improve in SPICED methodology. General summary of calls for note-taking purposes. Follow-up email generation from recorded calls. Rating for SPICED methodology to ensure we are engaging in deep discovery and value/impacting building.

Pros

  • SPICED methodology analysis
  • Integration to Salesforce to complete fields on opportunities from recorded calls
  • Generating action items to organize follow-up post-call

Cons

  • Objection analysis
  • More concise, succinct, focused summaries of calls
  • Improved follow-up email formatting based on example emails entered
  • Improved follow-up actions and threading SPICED points through further conversations after a demo/disco
  • Improved Close rate
  • Less time enriching Salesforce data - more time for direct selling activities
Great overall benefit to my AE role. Improvements needed for follow-up email usability and overall usefulness of summaries generated to be focused enough for regular use and quick review

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

Not sure

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

Call summaries and Salesforce data entry

Comments

More Reviews of Momentum.io