Give sales teams a connected view of their customer interactions with Momentum. Momentum automatically captures upcoming meetings, emails, and recorded customer conversations and structures them in Salesforce. With this AI-powered data foundation, your sales teams can access rich data alongside participant and related-record context. What’s more, this data foundation unlocks features like Executive Briefs and Call Coaching, empowering your teams to take their Momentum to the next level.
- Capture and Review Sales Conversations with Momentum
Share rich contextual data about customer interactions with your sales teams. Momentum automatically captures recorded sales conversations and structures them in Salesforce alongside relevant insights and any deal risks. Your reps can better prepare for scheduled calls, and review recordings, call summaries, and next steps with ease. And with Momentum’s data foundation, your teams can see these insights, buying signals, and deal risks surfaced in relevant areas across Salesforce. - Stay Informed with Executive Briefs
Executive Briefs give your sales managers and leaders a scheduled, consolidated summary of your team's most recent conversation insights, delivered right in Slack. Instead of reviewing individual call insights, subscribers receive a summary that highlights key findings, supporting quotes, and opportunities to act. - Use Call Coaching on Video Calls to Drive Seller Success
Define and track key competencies to standardize coaching for your sales teams. Call Coaching works across video calls for Momentum or Einstein Conversation Insights users. You can use an agent for AI-powered evaluations or manually evaluate calls if you don’t have Agentforce for Sales. - Update Key Fields Based on Momentum Insights
Give your sales reps time back by automating the field updates that normally eat into their day. Momentum works with Pipeline Management and Account Management to turn relevant information from calls into field updates, so reps spend less time on data entry and more time selling. Choose whether to apply updates automatically or show suggestions for reps to review in Pipeline Inspection or the Account Intelligence View. If you use Sales Methodology with Pipeline Management, you can also get suggestions for updating sales methodology criteria. - Share Customer Praise from Recorded Calls with Smart Clips
Automatically turn customer praise from recorded sales calls into short, shareable video clips. When Smart Clips detects praise in a recorded call, it generates a clip with the customer’s video, account name, transcript quote, and a link to the full call. Smart Clips then posts the clip to a Slack channel that your team follows.