Solid tool to streamline GTM operations and increase efficiency
September 12, 2025

Solid tool to streamline GTM operations and increase efficiency

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Momentum.io

We use Momentum across the GTM org:
- AE > CSM Handoff
- CSM > AM Handoff
- Specific customer actions take place (e.g. starting a trial of our product)

Assigning accounts, coordinating between individuals, and ensuring smoother handoffs for the customer are all improved as a result.

As our company grows it would be too hard to manage at scale without Momentum.

Pros

  • Keep different teams accountable
  • Standardize communication and knowledge sharing
  • Provide a record of customer actions (e.g. accounts being assigned) that is easily searchable

Cons

  • While it is easy to learn and use, any onboarding/training materials being proactively surfaced would help drive adoption
  • Increased GTM productivity (a GTM team of X size can handle a larger book of customers)
  • Higher customer CSAT
The Slack integration means using Momentum within Slack is easy and therefore works within my existing workflow. I don't have to log in to a separate tool, and I can make changes/updates within the integration. Similarly, finding historical information is easy because of the Slack integration.
Both LevelJump and Totango had some overlap (despite being CSP's). Specifically, when it comes to account handoffs. Momentum doesn't go as in depth but still provides an easy handoff from AE > CSM > AM, and tracks the process well.

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?

I wasn't involved with the implementation phase

Would you buy Momentum.io again?

Yes

Well suited:
- Digital-native orgs that rely heavily on Slack for comms
- Orgs with multiple members and functions on GTM teams (e.g. pre-sales. post sales)
- Orgs looking to move faster and scale without introducing unncessary process

Less appropriate:
- Orgs not using Slack
- Orgs that have a lot of tech debt ("another tool" syndrome may result in poor adoption)

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