Momentum.io

💡 Why Sales Methodology Adoption is Hard—and How AI Makes It Easier 💡 You’ve rolled out a sales methodology like Winning by Design. The training was top-notch, your team seemed excited, but six months later… adoption is spotty. Why? The challenge isn’t teaching the methodology—it’s embedding it into every sales motion. Reps are juggling multiple tools, their memory fades over time, and deal pressure leads to shortcuts. 🔥 This is where AI shines. AI helps teams stay on track by: •Automating adherence: AI identifies when key steps in your methodology (like proper discovery or stakeholder alignment) are skipped—and flags them for action. •Simplifying workflows: AI integrates methodology principles directly into your CRM and sales tools, so reps follow the process without overthinking. •Analyzing gaps: Post-call analysis powered by AI shows which parts of the methodology are consistently missed, creating coaching opportunities for managers •Driving accountability: AI ensures methodology adoption is measured and visible, reinforcing its importance across the team. •Streamlined workflows: Let the AI do the data entry and remembering all the details, let the team focus on the relationship and strategy aspects. Instead of relying on hope and memory, AI makes methodology adherence effortless and measurable—leading to better pipeline health, faster deal cycles, and higher close rates. 🎙️ Featured Guest: Mark Turner VP of Revenue Operations at Demandbase 📚 Featured Methodology: Winning by Design Joining: Ashley Wilson COO and CoFounder of Momentum.io and Jonathan M K. GTM Advisor and Ambassador of Momentum.io and Winning by Design. 📅 Webinar Details: 🕒 Date: January 14, 2025 | 3:00 PM - 3:30 PM EST 💡 Topic: Increasing Methodology Adoption with AI If you’re tired of chasing adoption and want to make methodology a seamless part of your team’s daily workflow, this session is for you. Register in the event! #AI #SalesLeadership #RevenueOperations #SalesMethodology #WinningByDesign #AIAdvantage

When Momentum’s doing the work, December feels a little less hectic. Your CRM stays updated, critical insights are captured, and your sales team thrives. ✨ That’s the magic of Momentum. Work smarter, plan better, and head into the New Year with confidence. 🎉 Credits: Abril Acosta, Paula Giangrisostimi, Luciano Ercoli

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Managing over 1,000 customer accounts is hard enough—extracting actionable insights from all that data? Even more challenging. For Mark Turner, VP of Revenue Operations at Demandbase, the problem was clear: - Sales reps were stuck doing manual data entry. - Analysts spent hours combing through call recordings for trends. - Managers struggled to identify risks and opportunities in time. The breaking point came when Demandbase realized their tools weren’t proactive enough. Too much manual intervention. Not enough real-time action. Staying ahead in a competitive market was becoming impossible. That’s when they turned to Momentum.io. “We use Momentum on a daily and hourly basis. Every call is recorded and scraped by Momentum to pull information out that drives our business forward. It summarizes across all the calls without our analysts having to spend hours curating the data.” Momentum made the impossible manageable: - Automated data capture freed reps from manual work. - AI-driven insights flagged risks and upsell opportunities in real time. - Summaries at scale saved analysts countless hours while keeping leadership informed. 🎥 Watch Mark share how Momentum transformed Demandbase’s operations: https://lnkd.in/eFbYuNJc

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💡 In the first episode of our new AI Advantage series, we sat down with Kyle Norton, CRO at Owner.com, to uncover how he uses AI to scale sales efficiency and drive measurable results. Here are three game-changing takeaways from the conversation: 1️⃣ High-quality data is everything. AI is only as good as the data it relies on. Kyle shared how Owner.com uses Momentum.io to automatically enrich CRM fields by scraping insights from sales calls. This keeps their data clean, accurate, and actionable. 2️⃣ Start small to win big. Kyle emphasized narrowing the focus of AI to specific tasks like call summaries or competitive mentions. This minimizes errors and delivers quick, measurable value. 3️⃣ AI should amplify your team, not replace it. By automating low-value tasks, Owner.com’s reps have tripled their ARR production. This allows them to focus on revenue-generating activities that move the needle. 📊 Owner.com’s success? Leveraging AI and Momentum.io to automatically enrich CRM data, track rep performance, and flag critical deal risks while scaling efficiency. Want to see what AI can do for your sales team? Stay tuned! This is just the beginning of our AI Advantage series. 🚀 🔗 Prefer a deeper dive? Check out the full recap in the comments.

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💡 Why are sales reps spending more time updating CRMs than closing deals? Manual CRM updates are silently sabotaging productivity. It’s a problem sales teams can’t afford to ignore. Here’s the background: 🕒 Manual data entry is a time thief. According to industry research: • 📉 40% of sales reps avoid using CRMs because updating them is too tedious. (Source: HubSpot, “State of Sales” Report) • 🕒 Sales reps spend 17% of their time on data entry instead of selling. (Source: Salesforce, “State of Sales” Report) • 📈 Teams using AI tools save over 2 hours per day by automating CRM tasks. (Source: McKinsey & Co., “The State of AI in 2024”) Your CRM should work for you, not slow you down. That’s where Momentum.io comes in. What’s the problem? Most sales teams face: 1️⃣ Lost Time: Reps waste valuable hours entering data instead of building relationships. (Source: Salesforce) 2️⃣ Human Error: Inconsistent updates lead to forecasting inaccuracies and missed opportunities. (Source: Forrester Research) 3️⃣ Missed Insights: Key details like next steps or competitor mentions are often overlooked. (Source: HubSpot) What’s the solution? Momentum.io transforms the way sales teams handle data: ✅ Automatically updates CRMs after every call or email. ✅ Captures critical insights like next steps, deal updates, and competitive mentions. ✅ Ensures clean, accurate data that improves forecasting and decision-making. Why does this matter? Sales teams using Momentum.io have already seen transformative results: 🔑 More Selling Time: Ramp’s sales team reclaimed hours each week by automating CRM updates and eliminating manual data entry, allowing them to focus entirely on closing deals. 📈 Stronger Pipelines: Owner.com improved pipeline visibility and accuracy by automatically capturing next steps and deal insights after every customer interaction. This clean, actionable data led to faster decision-making and stronger pipeline management. 🚀 Greater Impact: Demandbase leveraged Momentum.io to automate workflows and enhance collaboration across teams. By eliminating friction, their revenue teams operated more efficiently and hit their growth targets faster. Takeaway: Your team’s time is too valuable to waste on manual tasks. With Momentum.io, you can automate CRM updates, capture critical insights, and drive better outcomes. Stop letting data entry slow you down. Let’s help your sales team focus on what matters most—closing deals. P.S. Momentum.io is ready to transform how your team works. Check it out today! 🚀

Navigating the fast-paced world of modern sales while scaling to support over 150,000 customers is no easy feat—especially when security is at the core of every conversation. Navin Persaud, VP of Revenue Operations at 1Password, set out to solve a key challenge: how to uncover meaningful insights from countless interactions without overloading his team with administrative tasks. That’s where Momentum.io came in: “The most important thing Momentum delivers for me is insight at scale. Reps aren’t spending their time making notes or filling out fields. They’re spending their time selling,” says Navin. 1Password has realized transformative outcomes with Momentum: - Time Savings: Reps have more time for meaningful customer interactions, driving higher productivity and focus. - Improved CRM Accuracy: Automated data entry ensures complete, reliable records. - Enhanced Decision-Making: Leadership gains deeper insights into customer sentiment and product reception, enabling agile responses to challenges and opportunities. - Greater Collaboration: Teams across sales, product, and leadership stay aligned with shared insights delivered via Slack. The impact has been clear from day one: “It’s the antidote to the admin burden that reps face.” Navin said. Hear the full story here: https://lnkd.in/d4KgwrbJ

🚨 The day is here! 🚨 Join us TODAY for a 30-minute power-packed webinar exploring how AI is transforming sales strategies, enhancing personalization, and helping teams thrive in an evolving landscape. 🕒 Time: 5:00-5:30 pm EST 📍 It’s not too late to register: https://lnkd.in/gVVF2AUv Don’t miss this chance to discover how you can fuel growth in 2025! #Momentumio #SalesLeadership #SalesEfficiency #SalesGrowth #CustomerIntelligence