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Added on May 30, 2023
Workflow automation platform for revenue teams.
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Momentum's AI Summaries for Every Sales and Customer Call is an AI-driven tool that automates the conversion of CRM data from calls. It offers several key features and benefits:

  • AI-driven call summaries: Automatically captures important information from calls and syncs it with Salesforce
  • Time-saving: Enables sales managers to quickly review calls and identify potential risks
  • Seamless integration: Works with tools like Slack and Asana for efficient task management
  • Open AI-driven insights: Provides instant visibility and actionable insights for all calls
  • Smart connectivity: Suggests updates to the CRM based on call details

Use cases for Momentum's AI Summaries are particularly suitable for sales and customer success teams:

  • Sales managers who want to save time and identify risks through call summaries
  • Customer success teams that aim to keep CRM data updated with accurate call information
  • Revenue operations professionals who seek insights and efficiency in their call management process

Overall, Momentum provides a robust solution for managing call data, identifying risks, and streamlining sales team workflows.

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