Momentum.io

So You Bought AI—Now What? Companies are spending millions on AI tools. The assumption? AI will instantly transform workflows, unlock efficiency, and drive revenue. The reality? Adoption stalls. AI gets underutilized. Teams revert back to old habits. Why does this happen? Because AI isn’t just a tool—it’s a fundamental shift in how work gets done. And without a structured approach to ownership, measurement, and integration, AI turns into just another expense instead of a competitive advantage. Where AI Adoption Breaks Down Who actually owns AI within an organization? Is it RevOps? IT? Enablement? The problem is that no one is truly accountable, leading to fragmented adoption and poor usage. Without a dedicated team to oversee usage, optimization, and scaling, AI tools become “nice to have” instead of mission-critical. 📉 No Defined Success Metrics Companies buy AI tools expecting results but rarely define what success looks like upfront. Are we using AI to reduce manual work? Is it meant to enhance decision-making? Should it increase revenue per rep? AI without a business case and ROI measurement is a ticking time bomb for budget cuts. 🔄 The Post-Sales Blindspot While most AI adoption efforts focus on pre-sales, the real impact often happens after the deal closes. AI is transforming Customer Success, renewals, and pricing models, yet many companies still approach these functions manually. The teams responsible for retaining revenue need AI just as much—if not more—than the teams generating it. Fixing AI Adoption: What Works? 1️⃣ Assigning AI Ownership Companies seeing success have created dedicated AI adoption teams—cross-functional groups that ensure AI gets embedded into workflows, not just bought and ignored. 2️⃣ Defining AI Success Early Before implementing AI, the best teams define: ✅ What problem are we solving? ✅ What are the key metrics we expect AI to impact? ✅ How do we track and report these metrics? If these aren’t clear, AI adoption will always feel like a moving target. 3️⃣ Expanding AI Beyond Sales AI isn’t just for pipeline generation. In Customer Success, AI can surface risk signals before churn happens. In Pricing, AI can analyze deal patterns to optimize renewal strategies. The companies that treat AI as a full revenue lifecycle strategy—not just a sales tool—are the ones winning. Let’s Talk About It In the latest AI Advantage series, we are sitting down with Amanda Whiteside Global VP of Revenue Enablement to unpack how companies are making AI work after the purchase as she leads the AI implementation for her revenue team. We’ll dive into: 🔹 Who should actually own AI adoption inside an organization? 🔹 How AI is changing post-sales, CS, and pricing strategies. 🔹 The business case & ROI metrics Amanda uses to decide whether to keep or cut an AI tool. AI can drive massive impact—but only if you build the right adoption strategy. What’s been your biggest challenge in AI adoption so far? Come hang ;)

💞 Give Your Customer-Facing Teams What They Really Need: Time to Focus on Impact 💞 It's time to rethink how we treat customer-facing teams and their time. Here's why relying on them for manual data entry doesn't belong in modern organizations: Customer-facing teams are here to drive value, not to fill out forms. These teams are hired to: • Build meaningful customer relationships • Solve problems and add value • Close deals and drive retention But too often, they're stuck with repetitive tasks like updating CRMs and entering data. By letting AI handle the admin tasks, you free up time for your team to focus on what truly matters. With the busywork out of the way, your teams can: • Spend more time solving customer challenges • Focus on providing real value • Boost their impact across the organization For leaders, the payoff is just as significant. Real-time visibility into: • Customer success metrics • Deal progression • Retention and churn risks That means quicker, better decisions, and a more empowered team. Momentum is more than just a tool—it’s a partner that lets your customer-facing teams do what they do best: building relationships, delivering value, and creating real business impact. Give them the time they deserve this Valentine’s Day. 💞✨

Momentum.io: Born in Lockdown, Driven by a Vision for Seamless Workflow Automation When COVID-19 hit, Ashley Wilson found herself at a crossroads. On an episode of Scoop Analytics, she shared how working at a marketing agency during the crisis meant dealing with slashed budgets and plummeting revenue overnight. She suddenly had an abundance of time—and a pressing question: What’s next? During lockdown, while the world paused, she noticed something remarkable: real work was shifting to digital platforms like Slack. As teams from marketing, sales, customer success, and engineering pivoted to collaborate online, we saw an opportunity to transform the way work gets done. The idea for Momentum.io emerged from this new landscape. We envisioned a solution that would automate workflows within Slack, streamlining routine tasks and empowering teams to focus on what truly matters— the customer conversation and experience. After months of rigorous validation, by fall 2020, the concept was clear. It was time to act—and that’s when she jumped in full time as the third co-founder with Santiago Suarez Ordoñez and Moiz Virani, committed to turning this vision into reality. Momentum.io isn’t just a product born out of crisis—it’s a strategic response to the evolving nature of work. We’re here to redefine productivity and reshape how organizations operate in a remote-first world. Our Vision for Momentum.io: • Seamless Integration: Embed intelligent workflow automation directly into everyday collaboration tools like Slack. • Enhanced Productivity: Automate repetitive tasks so teams can devote more energy to high-value, strategic work. • Cross-Functional Impact: Create solutions that benefit every department—from marketing and sales to customer success and engineering. • Remote Work Transformation: Enable efficient, effective collaboration in a world where teams are distributed and working from anywhere. • Scalable Innovation: Develop dynamic, adaptable solutions that evolve with the changing needs of modern businesses. We are committed to becoming the essential infrastructure tech integrating with your current tech stack and being the data pipeline for your teams, this is what we call Enterprise Listening. Momentum.io is more than a product, it’s our commitment to turning adversity into opportunity and setting a new standard for workplace efficiency in the digital age.

Would you rather pay your team to enter data or to close more deals? Revenue teams are flooded with customer conversations. Every call, email, & deal interaction contains insights that could shape strategy, improve execution, & drive revenue growth. The problem? Without the right systems, extracting those insights is a time-consuming, manual burden—one that pulls sales reps away from their core job: selling. As Navin Persaud mentions, 1Password faced this exact challenge. Here’s how Momentum transformed the way their team operates: 𝟭. Removing the Admin Burden from Sales Reps and add time to sell The reality of sales? Reps are often stuck spending hours on tedious administrative tasks: ✅ Manually logging calls ✅ Summarizing customer conversations ✅ Entering CRM data ✅ Spend more time following up and closing deals ✅ Stay focused on high-value customer interactions ✅ Tracking follow-ups and next steps This isn’t what they signed up for. Every minute spent on admin work is a minute not spent selling. Momentum changes that. It automates note-taking, call summaries, & data capture, ensuring every insight from sales conversations is stored & surfaced—without reps lifting a finger. For 1Password, this means reps spend less time on “paperwork” & more time in high-value interactions with customers—which leads to better engagement, more deals, and a higher-performing team. 𝟮. Scaling Insights That Would Otherwise Be Lost Before Momentum, gathering insights from sales calls was a fragmented process. Teams had to: • Scour individual calls for patterns • Poll reps on key takeaways • Send out surveys & record NPS scores manually It was slow, inefficient, & left gaps in understanding. Now, Momentum automates the extraction of key insights from every interaction. Instead of spending hours digging through calls, teams get immediate, data-backed insights into what’s resonating with customers, what objections are coming up, & where they need to refine their messaging. At 1Password, this helps both the sales team (to improve execution) & the product team (to refine features & positioning based on real customer conversations). 𝟯. Connecting Sales and Product Teams in Real Time One of the biggest challenges in any organization? Ensuring that sales & product teams are aligned. Without Momentum, the feedback loop is slow. Sales reps collect customer feedback, but it often gets stuck in spreadsheets, Slack messages, or anecdotal conversations—rarely making it back to the product team in a structured way. Momentum solves this by automatically capturing, structuring, & surfacing customer insights—so product teams can act on real customer pain points faster. The Bottom Line? Less Admin, More Selling. Momentum isn’t just a tool—it’s a game-changer for sales efficiency. By reducing the admin workload & surfacing insights at scale, it empowers reps to spend more time where they should—engaging with customers, following through, & closing deals.

Salesforce introduced Agentic AI just a few months ago. Now? It’s everywhere. Toby Carrington joined us on the AI Advantage Webinar and we went deep into the topic of AI and Agents in 2025. He believes that AI agents are no longer just an interesting concept for the IT or RevOps team to explore. They’re a strategic necessity for GTM leaders. If AI agents aren’t built into your execution strategy now, your team could be playing catch-up for the next year. We’re at the tipping point. So, how do you move from exploration to execution? 1. Define the Role of AI Agents in Your GTM Motion • What decisions can AI agents make autonomously? • Where should they augment sales, marketing, and CS teams? • How do they integrate into existing workflows without disruption? A common mistake: Treating AI agents like a bolt-on tool rather than embedding them into revenue operations. 2. Avoid the “IT Will Handle It” Trap • AI agents aren't just a backend automation tool. • Sales, marketing, and RevOps leaders must own the AI roadmap. • Without GTM leadership alignment, AI adoption stalls in pilot purgatory. 3. Establish Clear Success Metrics • What’s the benchmark for AI-driven pipeline acceleration? • How do we measure the impact on win rates, cycle times, and efficiency? • Is the AI improving rep performance or just adding noise? The companies that figure this out first will have a massive competitive advantage. The ones still “exploring” AI agents at the end of next year? They’ll be left behind. Where do you see AI agents making the biggest impact in GTM? Drop your thoughts below. ⬇️

Big news—Momentum just got stronger. Excited to welcome Dimitri Thenor as our newest Enterprise Account Executive at Momentum.io! Why hire him? Why not is the real question.. check this out: -12 years of success in SaaS sales. --A relationship builder since day one. ---A team player who love cross-functional collaboration. ---- Command of the Message certified -----Passionate about helping others reach their goals whether professionally or personally. ------ The Nicest dude and humble as ever. Selling is not the only thing he does, what he really does is uncover insights, connects dots, and helps companies unlock the hidden potential in every customer conversation. This is why we are so lucky to have him. Combine that with the next level of performance that Momentum turning unstructured conversations into structured insights that drive smarter decisions and real revenue growth, we got a match made in heaven. Outside of work? --Passionate Father of 5 and Husband to his amazing wife of 12 years this year! --He’s also stepping back onto the Track & Field stage for the first time in 18 years. Oh, and if you speak French be sure to say Bonjour.  Welcome to the team, Dimitri! We are so honored to have you join us. And yes.. we are afraid of how much we love you ;) Let’s goooooooooo!

🎙️ Episode 26 of Beyond The Profile Podcast dropped last week and it is straight 🔥 🔥🔥 Santiago Suarez Ordoñez, Co-founder and CEO of Momentum.io brought the heat to discuss the future of Top of Funnel Strategies. So What's Next? 👉 We've experienced the first wave of AI in top-of-funnel strategies. 👉Full automation isn’t the answer—replacing SDRs with an LLM just doesn’t work. 👉The future is about blending AI and humans to achieve scale without sacrificing quality. 🔑 Key challenge: Balancing volume and quality—nobody wants to burn their Total Addressable Market (TAM) with bad messaging. This human-AI collaboration could unlock the ability to scale outreach without compromising personalization and effectiveness. #Sales #Outbound #Ai #FutureOfWork Brought to you by Powerlead

What if your CRM could instantly recover missing deal data, unlocking insights that drive better forecasting, win rates, and pipeline accuracy—without manual effort? Most revenue teams operate with incomplete CRM data—missing deal notes, lost competitor mentions, and gaps in key decision factors. This leaves sales, RevOps, and leadership making high-stakes decisions on partial information. ❌ Reps forget to log key insights from calls, emails, and Slack. ❌ Churn risks go unnoticed because frustration signals are buried in past conversations. ❌ Competitor mentions slip through the cracks, making it hard to refine positioning. ❌ Forecasting becomes unreliable when historical deal context is incomplete. Enter Momentum Retropilot Batch + AI Signals. Momentum Retropilot automatically backfills missing CRM data, ensuring every won and lost deal is complete—without your team lifting a finger. AI Signals then take it further, detecting patterns in customer interactions and surfacing insights that would otherwise be lost. 💡 Automatically Populates Missing CRM Data • Extracts unlogged deal insights from emails, Slack, and call transcripts. • Fills gaps in deal stages, pain points, decision-makers, and next steps. • Ensures historical deals are as data-rich as live ones—without manual work. 🚨 Detects Churn Risks Before It’s Too Late • Analyzes past conversations for frustration signals & sentiment shifts. • Flags accounts showing early warning signs of churn risk. • Helps customer success teams re-engage and prevent revenue leakage. 📊 Enhances Forecast Accuracy & Sales Strategy • Identifies patterns in won & lost deals to improve sales execution. • Prevents pipeline risks by ensuring every deal has complete historical data. • Helps sales leaders adjust strategies based on real customer insights. ⚔️ Captures Competitive Intelligence You Didn’t Know You Had • Retroactively pulls competitor mentions from old deal notes and conversations. • Reveals why deals were won or lost against competitors. • Equips reps with better battlecards & positioning based on real data. Why This Changes the Game for Revenue Teams Without Retropilot & AI Signals, teams are forced to: ❌ Operate with incomplete CRM data, leading to blind spots. ❌ Waste time manually searching for missing insights in old conversations. ❌ Struggle with forecasting & strategy because key deal data is missing. With Momentum Retropilot and AI Signals, your CRM transforms from a passive database into a real-time intelligence engine. 💡 For Sales: Understand what truly wins or loses deals—and act on it. 📊 For RevOps: Get cleaner, more complete CRM data for better reporting & automation. ⚙️ For Leadership: Forecast with confidence using real, AI-enriched deal insights. Your CRM Should Work for You—Not the Other Way Around. Momentum Retropilot turns historical data into a competitive advantage. 🎥 Watch CEO & Co-Founder Santiago Suarez Ordoñez explain how it works.👇

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Ashley Wilson, Co-Founder & COO, joined the Dimmo 🦖 10-Minute Tech Pitch podcast to share how she went from helping out to building a company and why AI is changing the game for revenue teams. 💡 In this episode, Ashley breaks down: 🔹 The Accidental Co-Founder Story Initially setting out to only help out with branding and positioning, she found herself becoming involved as a founder. 🔹 AI isn’t just hype, it’s a necessity Momentum.io started as a workflow automation tool, but once AI entered the picture, the opportunity was clear: turn unstructured customer conversations into revenue-driving insights without changing the way teams work. 🔹 How do you know when you need Momentum.io? If your CRM is full of gaps, deal handoffs are messy, or leadership lacks customer insights, Momentum.io was built for you. 🔹 Why Momentum.io Stands Out It doesn’t replace your stack, it makes tools like Slack, Salesforce, and conversation intelligence actually work together. 🚀 Want to hear the full story? Catch the episode in the comments!