Welcome to Momentum’s Autopilot documentation. Autopilot is an innovative tool designed to streamline your sales processes using AI and automation. By integrating seamlessly with Salesforce, Autopilot helps you capture critical data effortlessly, saving your sales representatives valuable time and improving overall CRM hygiene.
Say hello to MEDDIC on Autopilot.
Momentum listens and captures MEDDIC, MEDDPICC, SPICED, BANT, and other Salesforce fields after calls using AI and automation. This innovation saves your reps hours of admin work every single week.
“I use Momentum to either remove or reduce the time that my sales leaders and reps spend on important but non-revenue-generating activities.”
Steve Dinner, Head of RevOps @ Owner.com
Autopilot offers a range of powerful features to enhance your sales process:
Custom AI Prompts
Create your own prompts to refine leverage AI and fine-tune it to your specific way of selling and running qualification and discovery of deals.
Multiple Object Support
Supports various objects, including accounts, leads, contacts, and custom objects.
Broad Field Support
It supports all types of Salesforce fields and performs exceptionally well with free-form text and picklists.
Adaptive Field Requirements
Adapts to your fields’ requirements, such as max character length or limited picklist options.
Context-Aware
Refine Autopilot based on the stage of your opportunities or any Salesforce-based rule, ensuring it only handles fields when they make sense.
Sales Playbook Integration
Implement your sales playbook by extracting only the relevant fields at each deal stage.
Context Retention
Leverages the latest call to learn new insights while picking up on previous field values or past calls to maintain important context.
Comprehensive Push-to-Salesforce Options
Fully automated writing into Salesforce with options for “confirm to write” or “write only if the field is empty.”
Slack Integration
Embed Autopilot suggestions inside Slack threads for easy team review and application.
Explore how Autopilot can transform your business operations:
Implement Your Sales Playbook
Extract the right set of fields at the right stages of your deal.
Save Time for Reps
Automate field filling in the CRM for highly transactional deals, freeing up reps to focus on selling and reducing frustration and churn.
Enhance Post-Sale Context
Increase the depth and quality of CRM answers, providing more context to your post-sale team once a deal closes.
Call-Powered CRM Data Enrichment
Use Momentum MEDDICC Autopilot as a data enrichment layer, capturing first-hand data directly from customer interactions. Use data at scale to prioritize your pipeline and improve forecasts.
To get started with Autopilot, follow these steps:
Once you’ve determined every field you want Momentum to extract into your CRM from customer calls. It’s time to set up an Autopilot Extraction for each of them. One Autopilot Extraction will allow you to map a field in Salesforce to a prompt you’ll write to let AI handle the field’s content during calls.
By leveraging Momentum’s Autopilot, your organization will experience unparalleled efficiency in managing sales data, driving better decision-making, and ultimately boosting your competitive edge.
If you need further assistance or have inquiries, please contact our support team. Thank you for choosing Momentum’s Autopilot to revolutionize your sales process.
Welcome to Momentum’s Autopilot documentation. Autopilot is an innovative tool designed to streamline your sales processes using AI and automation. By integrating seamlessly with Salesforce, Autopilot helps you capture critical data effortlessly, saving your sales representatives valuable time and improving overall CRM hygiene.
Say hello to MEDDIC on Autopilot.
Momentum listens and captures MEDDIC, MEDDPICC, SPICED, BANT, and other Salesforce fields after calls using AI and automation. This innovation saves your reps hours of admin work every single week.
“I use Momentum to either remove or reduce the time that my sales leaders and reps spend on important but non-revenue-generating activities.”
Steve Dinner, Head of RevOps @ Owner.com
Autopilot offers a range of powerful features to enhance your sales process:
Custom AI Prompts
Create your own prompts to refine leverage AI and fine-tune it to your specific way of selling and running qualification and discovery of deals.
Multiple Object Support
Supports various objects, including accounts, leads, contacts, and custom objects.
Broad Field Support
It supports all types of Salesforce fields and performs exceptionally well with free-form text and picklists.
Adaptive Field Requirements
Adapts to your fields’ requirements, such as max character length or limited picklist options.
Context-Aware
Refine Autopilot based on the stage of your opportunities or any Salesforce-based rule, ensuring it only handles fields when they make sense.
Sales Playbook Integration
Implement your sales playbook by extracting only the relevant fields at each deal stage.
Context Retention
Leverages the latest call to learn new insights while picking up on previous field values or past calls to maintain important context.
Comprehensive Push-to-Salesforce Options
Fully automated writing into Salesforce with options for “confirm to write” or “write only if the field is empty.”
Slack Integration
Embed Autopilot suggestions inside Slack threads for easy team review and application.
Explore how Autopilot can transform your business operations:
Implement Your Sales Playbook
Extract the right set of fields at the right stages of your deal.
Save Time for Reps
Automate field filling in the CRM for highly transactional deals, freeing up reps to focus on selling and reducing frustration and churn.
Enhance Post-Sale Context
Increase the depth and quality of CRM answers, providing more context to your post-sale team once a deal closes.
Call-Powered CRM Data Enrichment
Use Momentum MEDDICC Autopilot as a data enrichment layer, capturing first-hand data directly from customer interactions. Use data at scale to prioritize your pipeline and improve forecasts.
To get started with Autopilot, follow these steps:
Once you’ve determined every field you want Momentum to extract into your CRM from customer calls. It’s time to set up an Autopilot Extraction for each of them. One Autopilot Extraction will allow you to map a field in Salesforce to a prompt you’ll write to let AI handle the field’s content during calls.
By leveraging Momentum’s Autopilot, your organization will experience unparalleled efficiency in managing sales data, driving better decision-making, and ultimately boosting your competitive edge.
If you need further assistance or have inquiries, please contact our support team. Thank you for choosing Momentum’s Autopilot to revolutionize your sales process.