Momentum Features
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Incentives (2)
Triggers
As reported in 24 Momentum reviews. Automatically recognizes achievements that should be added to the leaderboard.
Leaderboards
Based on 25 Momentum reviews. Highlights top-performing employees to publicly reward their achievements.
Personalization (3)
Custom Reports
Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 25 Momentum reviews.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 24 Momentum reviews.
Goal Setting
Based on 24 Momentum reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Integrates with CRM and financial systems to help determine goals 24 reviewers of Momentum have provided feedback on this feature.
Employee Structure
As reported in 23 Momentum reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Based on 23 Momentum reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads. This feature was mentioned in 36 Momentum reviews.
Lead Qualification
Based on 35 Momentum reviews. Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Based on 34 Momentum reviews. Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings. 33 reviewers of Momentum have provided feedback on this feature.
Organization (3)
Opportunity and Pipeline Management
Based on 38 Momentum reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data. 39 reviewers of Momentum have provided feedback on this feature.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 38 Momentum reviews.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives. 38 reviewers of Momentum have provided feedback on this feature.
Peformance Tracking
Tracks and analyzes sales representative performance. 37 reviewers of Momentum have provided feedback on this feature.
Call Analytics (4)
Call Recording
As reported in 29 Momentum reviews. Records sales calls and facilitates playback
Machine Learning
Based on 29 Momentum reviews. Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight 31 reviewers of Momentum have provided feedback on this feature.
Lead Qualification
Leverages analytics to qualify and score calls in real time 28 reviewers of Momentum have provided feedback on this feature.
Agent Performance Management (3)
Customer Scoring
Based on 27 Momentum reviews. Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Based on 29 Momentum reviews. Transcribes sales calls from speech to text
Artificial Intelligence
Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 30 Momentum reviews.
Setup (4)
Activities
Based on 20 Momentum reviews. Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features This feature was mentioned in 23 Momentum reviews.
Dependencies
As reported in 21 Momentum reviews. Define and manage dependencies between tasks and workflows
Notifications
Based on 23 Momentum reviews. Include alters that can be used with workflows
Management (3)
Updates
As reported in 22 Momentum reviews. Ability to update multiple workflows at the same time
Audit Trail
Based on 20 Momentum reviews. Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software 20 reviewers of Momentum have provided feedback on this feature.
Digital Workflows (2)
Logic and Conditions
Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.
No-Code Or Low-Code
Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
Forms (2)
Data Mapping
Integrates data and processes from multiple sources into a single system.
Templates
Build interfaces once and use them across one or more processes.
Automation (4)
Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
Responses (3)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses. 13 reviewers of Momentum have provided feedback on this feature.
Route To Human
As reported in 11 Momentum reviews. Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
As reported in 12 Momentum reviews. Can have a natural, human-like conversation with an interlocator.
Platform (6)
Conversation Editor
As reported in 10 Momentum reviews. Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations. 11 reviewers of Momentum have provided feedback on this feature.
Human-In-The-Loop
As reported in 11 Momentum reviews. Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Health Score
Generates a score that represents the likelihood of customer churn and customer satisfaction.
Customer Profiles
Catalogues and organizes a profile for each customer where every data point is attributed to.
Notifications
Set alerts for customer profiles in need of urgent attention and resolution.
Development (6)
Real-Time Integration
Supports event or transaction based integrations that react to changes in real-time
Flow Designer
Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.
Pre-Built Connectors
Facilitiates API development and integrations with prebuilt connectors, templates, and examples.
Custom Connectors
Provides the ability to create connectors from existing services and APIs in catalog.
Reusable connectors
Provides prebuilt, reusable connectors and workflows for all user integration requirements.
Multi - tenant architecture
Enables multiple tenants (customers) to securely share physical computing resources.
Management (5)
Monitoring & Notification
Console for monitoring resource utilization, system health, ability to start and stop processes, etc.
Routing And Orchestration
Enables data routing on configuration basis and management of complex workflows through an orchestration engine.
Data Mapping
Facilitates to and fro data map according to the data model between applications/web services.
Data Transformation
Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.
API Management
Supports and oversees the management of API products across their full lifecycle
Security (3)
Data Encryption
Employs data encryption both at rest and in transit.
Security Standards
Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.
Communication Protocol
Supports secure communication protocols like FTPS, SFTP etc
Integration Options (4)
Data Virtualization
Integrates data from disparate sources, without physical data movement
Managed File Transfers
Provides one or more methods to securely transfer data from one location to another through a network
Big Data Processing
Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)
EDI
Provides Integrations to EDI service providers.
Revenue Sourcing and Forecasting (7)
Revenue History
Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep
Historical Patterns
Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Deployment (1)
Cloud to Cloud
Supports deployment of integration apps to a managed cloud environment
Predictions (6)
Service Quality Assurance
Service quality is measured in real time to provide alerts to case managers on opportunities for improvement
Analytics
Provides dashboards and reports to describe profiles and trends.
Revenue Impact
Measures the business value of each customer and their contribution to the company bottom line.
Artificial Intelligence
AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions.
Sentiment
The product automatically discerns customer sentiment from text and/or calls for proactive action.
Retention
Calculates the likelihood of your customers continuing to use your product or leaving.
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt. 34 reviewers of Momentum have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 34 Momentum reviews.
AI Text Summarization
As reported in 28 Momentum reviews. Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 10 Momentum reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 10 reviewers of Momentum have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 16 Momentum reviews.
Automation - AI Agents (2)
Sales Follow-Up
As reported in 10 Momentum reviews. Allows users to automate responses to customer inquiries across various channels.
Feedback Collection
Based on 10 Momentum reviews. Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly. This feature was mentioned in 10 Momentum reviews.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly. 10 reviewers of Momentum have provided feedback on this feature.
Task Execution
Based on 10 Momentum reviews. Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention. This feature was mentioned in 10 Momentum reviews.
Customization - AI Agent Builders (3)
Natural Language Configuration
Supports configuration using natural language instructions.
Tone Customization
Allows users to customize the tone of agent.
Security Guardrails
Enables definition of clear security guardrails for agent actions.
Functionality - AI Agent Builders (4)
Omni-channel Support
Provides support across web, mobile, messaging apps, and other channels.
Agent Branding
Allows customization of agent branding, including visual appearance and conversational style.
Proactive Response Capabilities
Equips agents with proactive response capabilities based on predefined triggers.
Seamless Human Escalation
Facilitates seamless escalation to human employees for complex issues.
Data and Analytics - AI Agent Builders (3)
Analytics & Reporting
Provides analytics and reporting on agent performance and interactions.
Contextual Awareness
Offers agents the ability to maintain contextual awareness across interactions.
Data Privacy Compliance
Ensures compliance with data privacy and governance requirements.
Integration - AI Agent Builders (4)
Workflow Automation
Automates workflows and actions based on agent responses.
API Usage
Allows the use of APIs for advanced agent configuration.
Platform Interoperability
Enables interoperability with multiple platforms for unified experiences.
CRM Data Integration
Allows integration with CRM data to ground agent responses in business context.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Workflow Design & Integration - AI Orchestration (6)
Dependency Management
Lets teams configure execution order and dependencies among AI components, ensuring workflows run smoothly and logically.
Workflow Coordination
Streamlines the management of multiple AI models and agents by bringing them together into cohesive, automated workflows for complex business tasks.
Multi-Provider API Connectivity
Connects with a wide array of AI model APIs and external services, regardless of provider, within a single orchestration platform.
Multi-Step Workflow Creation
Enables the construction of sophisticated, multi-step AI workflows that combine specialized models for end-to-end process automation.
Enterprise System Integration
Integrates seamlessly with enterprise platforms such as CRMs, databases, and business applications for unified data and process flow.
Real-Time Data Pipelines
Supports the setup of live data pipelines that move information instantly between AI components and enterprise systems.
Performance Optimization & Analytics - AI Orchestration (6)
Workflow Performance Dashboards
Offers comprehensive dashboards to visualize KPIs and performance metrics for all orchestrated AI workflows.
Workflow Reporting
Generates in-depth reports on workflow performance, resource consumption, and the overall business impact of AI orchestration.
Resource Utilization Monitoring
Tracks and displays resource usage across all AI components, enabling proactive performance tuning and troubleshooting.
Computational Resource Management
Dynamically manages and allocates computational resources, including GPU clusters, to maximize efficiency based on current workflow needs.
Dynamic Scaling
Scales AI workloads up or down automatically, adapting to fluctuations in processing demands and user traffic.
Component Monitoring
Provides insights into data flow, processing times, and success rates for each individual AI component within a workflow.
Governance & Compliance Controls - AI Orchestration (5)
Regulatory Compliance
Ensures all AI workflows adhere to relevant regulatory standards and industry requirements.
Governance Policy Enforcement
Empowers organizations to enforce governance policies and compliance controls across orchestrated AI operations.
Role-Based Access Control
Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments.
Audit Trail Management
Maintains comprehensive logs and audit trails of workflow executions to support compliance and troubleshooting efforts.
Security Protocols
Applies robust security protocols and policies to protect sensitive AI deployments and data flows.
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Based on 17 Momentum reviews. Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 18 Momentum reviews.
Proactive Assistance
As reported in 17 Momentum reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 29 reviewers of Momentum have provided feedback on this feature.
Multi-step Planning
Based on 28 Momentum reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 28 Momentum reviews.
Adaptive Learning
Improves performance based on feedback and experience 28 reviewers of Momentum have provided feedback on this feature.
Natural Language Interaction
Based on 29 Momentum reviews. Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 27 Momentum reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 27 Momentum reviews.
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 21 reviewers of Momentum have provided feedback on this feature.
Multi-step Planning
Based on 21 Momentum reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Based on 20 Momentum reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 19 reviewers of Momentum have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation 20 reviewers of Momentum have provided feedback on this feature.
Proactive Assistance
As reported in 19 Momentum reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 19 Momentum reviews.
Agentic AI - Digital Process Automation (DPA) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 15 reviewers of Momentum have provided feedback on this feature.
Multi-step Planning
As reported in 14 Momentum reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases 15 reviewers of Momentum have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 14 Momentum reviews.
Natural Language Interaction
Engages in human-like conversation for task delegation 14 reviewers of Momentum have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 13 Momentum reviews.
Decision Making
Makes informed choices based on available data and objectives 14 reviewers of Momentum have provided feedback on this feature.
Agentic AI - Productivity Bots (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
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