Momentum
Momentum integrates AI into sales and customer success processes by summarizing calls, automating data entry, and enhancing communication efficiency through AI-powered features.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based service with third-party data handling.
- Potentially limited enterprise controls.
- Data may be used for model training.
Recommendations
4- Request SOC 2 Type II certification before CRM integration
- Review data scopes granted during CRM OAuth integration
- Execute DPA covering customer and deal data
- Enable audit logging for data access if available
Data handling
- Storage
- Cloud SaaS; call recordings and CRM data stored
- Retention
- Per plan; configurable
- Training on inputs
- AI features may use data to improve; verify opt-out
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