Momentum Reviews & Product Details

As a Director of Sales Operations, what I appreciate most about Momentum is how seamlessly it bridges the gap between our CRM data and actionable insights for the sales team. Over the past two years, the closed-lost and closed-won analysis feature of RetroPilot has been invaluable, and the support I’ve received has been outstanding. Specifically:

Real-Time Pipeline Visibility

Seamless Integration & Minimal Maintenance

Actionable Coaching Insights

In short, Momentum has become the backbone of our sales planning process. Review collected by and hosted on G2.com.

After two years of using Momentum.io, I genuinely can’t find anything I dislike about the platform. It has consistently delivered reliable, real-time insights without fail, and the intuitive interface has made our workflows smoother every step of the way. Momentum.io has become such an integral part of our sales operations that it feels more like a trusted partner than just a tool. Review collected by and hosted on G2.com.

I love that once you set it up, it is like you hired your own personal call assitant. Their team is also just great! Review collected by and hosted on G2.com.

It is sometimes difficult to figure out how to take it off for calls where you are not allowed to have an AI tool. Review collected by and hosted on G2.com.

Momentum has made my life as a RevOps leader so much easier. The automation paired with AI has brought incredible information into our CRM. Sales no longer needs to update CRM data manually, and leadership knows where to go in our system to find it. It truly is brilliant. Integrating Slack and Google Drive allows for great cross-team collaborations without requiring all users to be in a CRM. It's just a great tool and company! Review collected by and hosted on G2.com.

Honestly, there is no need for this question when it comes to this tool. Review collected by and hosted on G2.com.

Biggest draws:

- AI powered automations (call summarizations, drafted emails, next step updating in SFDC, auto-fill fields)

- Deal / Customer slack rooms with slack automations (emoji react --> update sfdc, email back and forth history)

- Slack Notifications (deal approvals for contracts, closed won deal notifications, new deal movement notifications)

- People (super responsive and helpful team, invested in making their product better with their customers)

Momentum essentially helps give our company view into our CRM without requiring that everyone at the company have a Salesforce license

It is a super powerful tool to play with automating our revenue tech stack. Review collected by and hosted on G2.com.

With any new product that is being built, there can be some hiccups, but the team is very quick to respond, troubleshoot, and fix.

I'm excited about the future product roadmap. Review collected by and hosted on G2.com.

Being able to automate most manual functions that were done with salesforce but also being able to bring salesforce reports to life in a slack channel to help harbor collaboration between teams. Very helpful on the customer retention side Review collected by and hosted on G2.com.

a bit hard to figure out if you arent familar with automation but their CS team does a great job in teaching and how to build workflows Review collected by and hosted on G2.com.

The automation we have in place for connecting slack and salesforce is killer. The note taking AI is amazing, plus a huge time saver! Their team is great to work with and are innovating so quickly it is exciting to see what they are bringing to the table. Review collected by and hosted on G2.com.

The only thing I dislike is that I don't have access to their full platform. Review collected by and hosted on G2.com.

Momentum has a ton of wow factor features, but what it really comes down to for us is the flexibility and versatility of the platform. Much like Salesforce Flows, Momentum is a revolution in automation and driving the efficient movement and transformation of your data all while keeping it at the fingertips of those who need it most. Review collected by and hosted on G2.com.

The only feedback I've had thus far for the Momentum team is that I'd love to be able to interact with the platform via Salesforce Flows. Review collected by and hosted on G2.com.

We've been able to automate a number of rote tasks and reduce the mental overhead for our sales team using Momentum workflows that connect with Salesforce, Gong, Asana, and Google Drive. I really like their vision: they have some functionality similar to Troops and Rattle but go beyond that to solve a far wider array of process and data management tasks. Review collected by and hosted on G2.com.

A few small hiccups/bugs uncovered so far, but Momentum's team has been extremely quick in resolving each one. Review collected by and hosted on G2.com.

Ability to keep things moving without doing anything manually. Updates in Slack automatically show up within Salesforce, which is great! Review collected by and hosted on G2.com.

I don't have anything to say here. It has been a great tool so far and would love to explore more :) Review collected by and hosted on G2.com.

It is easy, useful and cheap. You can manage, view and complete your tasks with a click of a button Review collected by and hosted on G2.com.

While it is a good overall package, Similar tools are available for free on the web. There is no great differentiation. Review collected by and hosted on G2.com.