Momentum

Momentum is a revenue orchestration product that captures customer conversations and turns them into CRM updates, deal insights and automated actions. It is now part of Salesforce and is sold as Revenue Orchestration within Sales Cloud. It records every call, email, text message and calendar event natively in Salesforce, transcribes and summarizes meetings, and associates each conversation with the right account and opportunity. It serves sales reps, sales managers, revenue operations and customer success teams. An AI notetaker joins Google Meet, Zoom and Microsoft Teams calls with attendee consent. CRM Autopilot fills opportunity and account fields from what customers actually said, including MEDDPICC style qualification. Memory Fragments build persistent account memory that drives next best actions and deal risk alerts, Smart Clips share key call moments in Slack, Executive Briefs summarize trends across many conversations for leaders, and Deal Insights flag stalled deals and relationship gaps early. Pricing now follows Salesforce editions, all billed annually per user per month. Revenue Orchestration is an add on for the Core edition at $195 and the Advanced edition at $395, and is included in the Max edition at $550. Core includes everything in Professional Edition plus Momentum and Premier Success, along with Slack Business+ and Tableau Next. Salesforce offers a free trial and a sales contact for larger deployments. The acquisition is the key fact to weigh. The standalone per seat plans Momentum once listed on its own site have been replaced by Salesforce packaging, so the product is now best suited to organizations that run Salesforce as their CRM.