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What is Forrester?

Forrester empowers your organization with crucial insights that enable the implementation of proven best practices, fostering a common language focused on customer value. This approach promotes effective collaboration among teams, which supports the formulation of strategies and the discovery of efficiencies across the organization. It allows leaders to enhance their performance, giving them the confidence to make impactful decisions that lead to sustained growth. In the current complex and unprecedented business landscape, executives face numerous challenges. Forrester Decisions presents a new pathway for business and technology leaders who are looking for guidance in problem-solving, decision-making, and executing actionable strategies to achieve real results. Leaders pursuing substantial growth can leverage this methodology to remain ahead of shifting customer expectations and market dynamics while strategically preparing for the future. Emphasizing a customer-centric approach, Forrester delivers essential research, insights, forecasts, and detailed analyses of technology and service provider landscapes, ensuring that organizations can flourish. By utilizing these valuable resources, businesses can confidently and clearly navigate their obstacles, ultimately leading to greater success and innovation. This comprehensive support is vital for organizations aiming to adapt and thrive in an ever-changing environment.

What is Momentum?

Momentum serves as a sales automation solution designed for RevOps teams to facilitate consistent and repeatable sales processes. By integrating with Salesforce, Slack, and various other sales tools, it streamlines playbook automation, ultimately enhancing the likelihood of closing more deals. Important deal details can be recorded within Slack channels, which synchronize with Salesforce in real-time, and it can also incorporate information from platforms like Outreach and Gong. Users can conveniently modify any Salesforce object and upload essential documents, such as Purchase Orders or NDAs, directly from their Slack Deal Room. Centralizing all internal communication and updates in one designated Slack Deal Room enhances accessibility and clarity, ensuring a comprehensive deal history and facilitating thorough audits across the organization. Furthermore, the implementation of automated sales motions not only conserves time but also lessens the potential for human error and diminishes the training burden on sales representatives. By leveraging these automation features, sales teams can focus more on strategic activities rather than administrative tasks.

Media

Media

Integrations Supported

Sharpr

Integrations Supported

Clearbit
Docusign
Flowtask
Gainsight
Gong
Google Drive
Linear
Matador AI
Notion
Outreach
Salesforce CPQ
Salesloft
SendGrid
Slack
Stripe
Trello
Zendesk

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$69/user/month
Momentum offers flexible pricing plans tailored to meet the needs of revenue teams of varying sizes and requirements. Their offerings are structured to enhance go-to-market (GTM) operations through AI-driven insights and automation.
Business Plan: Priced at $69 per user per month, this plan is designed for teams aiming to streamline collaboration and automate CRM hygiene. It includes features such as AI-generated call summaries, action items, email follow-ups, workflow automation, and access to Deal and Account Rooms. Support is provided via Slack-based channels.
Transformation Plan: At $99 per user per month, this plan builds upon the Business Plan by offering advanced capabilities. It adds Executive Briefs, enhanced AI Signals, and premium support options, providing deeper insights to drive pipeline and GTM efforts more effectively.
Enterprise Plan: For organizations requiring customized solutions, the Enterprise Plan offers tailored features, including white-glove onboarding, AI and automation professional services, and Single Sign-On (SSO) integration. Pricing for this plan is available upon request, ensuring that it aligns with specific organizational needs.
Add-Ons: Momentum also provides optional enhancements to further boost workflow efficiency. The Conversational Intelligence add-on, available at $30 per user per month, includes an AI note-taker and a video library to improve conversational intelligence. Additionally, professional services can be added to any plan, offering expert assistance in setting up and managing AI and automation features
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Forrester

Date Founded

1983

Company Location

United States

Company Website

www.forrester.com/bold

Company Facts

Organization Name

Momentum

Date Founded

2020

Company Location

United States

Company Website

www.momentum.io

Categories and Features

Workflow Management

Not specified

Categories and Features

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting

Sales

Not specified

Sales Force Automation

Call Management
Campaign Management
Contact Management
Contract Management
Customer Database
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management

Workflow Automation

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Configurable Workflow
Document Management
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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