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Momentum debuts Deep Research, delivering strategic analysis from enterprise customer data

Momentum, a leader in AI revenue orchestration, is introducing Deep Research, a next-generation, large-scale engine that gives consulting-quality strategic analysis by combining CRM and customer conversation data—helping enterprises and scaling businesses surface closed lost reasons and signals and predict churn risks to deliver instant, high-level insights while ensuring complete data compliance and zero data retention. 

“Deep Research was built to replace the months-long consulting projects that cost companies hundreds of thousands of dollars, yet still miss the reality buried inside first-party data,” said Santiago Suarez Ordoñez, co-founder and CEO of Momentum. “AI adoption may be up, but too often it is applied to the wrong problems. Deep Research is different. It uses AI to analyze the wealth of information from the most important data a company has, which is conversations and interactions they are having with customers and prospects every day. When you combine those insights with CRM data, you now can have a unique ability to hear the voice of the customer at scale that only your company has access to, including signals that point to expansion opportunities.”

 Deep Research highlights include:        

  • Exclusive intelligence: Proprietary insights unique to each company and unavailable to competitors.
  • Rapid insights delivery: Consulting-quality analysis from CRM and conversation data in hours, not months.
  • Complete customer view: First-party data integration that analyzes deal progression, using CRM data to combine what customers do with what they say.
  • Secure and compliant: Enterprise-grade security with zero LLM data retention and compliance with SOC 2, GDPR, and California privacy regulations.
  • Pricing power analysis: Segment-specific willingness to pay, discount sensitivity, and premium feature value perception across different customer profiles.

“As the market rushes to apply AI to customer and competitive data, many tools are only now approaching capabilities that Momentum has long delivered to its customers,” continued Ordoñez. “This latest launch proves that consulting-level strategy can be delivered instantly, securely, and exclusively from a company’s own customer data. Our Voice of the Market report is proof of that power by revealing grounded truth around enterprise AI adoption and operational maturity.”

According to the company, Momentum’s launch of Deep Research follows 400% ARR growth in 2024, the recent launch of its SmartClips and Account Briefs Products, and recent funding milestones, reinforcing the company’s leadership in enterprise AI orchestration.

For more information about this news, visit www.momentum.io.

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