Momentum Launches Deep Research, AI Technology Delivers Strategic Analysis from Enterprise Customer Data

New product debuts with the Voice of the Market and AI Maturity Report, exposes the gap between reported AI adoption and operational reality

SAN FRANCISCO--(BUSINESS WIRE)--Momentum, a leader in AI revenue orchestration, announces the launch of Deep Research, a next‑generation, large-scale engine that gives consulting-quality strategic analysis by combining CRM and customer conversation data. Deep Research helps enterprises and scaling businesses surface closed lost reasons and signals and predict churn risks, delivering instant, high-level insights while ensuring complete data compliance and zero data retention.

Alongside the launch, Momentum released the Voice of the Market and AI Maturity Report, an analysis of 1,069 active B2B sales opportunities across 150 industries. Generated by the new Deep Research platform, the report highlights the disconnect between AI adoption and business reality. While surveys show that 70% - 80% of enterprises say they are using AI, only 7.6% mention it when describing their real operational challenges. Companies may be adopting AI, but the tools they are using rarely solve day-to-day issues of manual processes, broken integrations, and tool overload.

“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

• 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

Key Findings from the Voice of the Market and AI Maturity Report

• Transformation plateau: 64.4% of organizations are stuck in “emerging” maturity status, regardless of size or resources
• Manual process trap: 31.1% of companies still rely on manual workflows for core functions, rising to 35.5% in enterprises
• Tool fatigue crisis: Average tools per problem increased 78% year over year, from 1.8 to 3.2; at four or more tools, solution appetite drops 73%
• CRM at the center of challenges: 41.9% of all challenges mention CRM, with Salesforce cited in nearly 28% of cases

“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.”

Unlike analyst and consulting surveys that rely on self-reported adoption, the Voice of the Market and AI Maturity Report is built from real conversations with revenue leaders, analyzed using Deep Research. No private customer data is used; the insights are drawn from active sales engagements, ensuring credibility and differentiation from other available market analyses.

“With Deep Research, companies can finally stop outsourcing their own data for insight,” said Jonathan Kvarfordt, head of GTM growth at Momentum. “This platform empowers revenue teams to get value from AI where it matters most. Deep Research surfaces strategic intelligence competitors cannot access, while staying fully compliant and secure. A company can do an in-depth closed lost/won analysis, a comprehensive competitive and market analysis based directly on customer conversations, and identify patterns across the organization, from new market readiness to competitive signals, within moments. The fact that it can generate an out-of-the-box report of this caliber shows how transformative this launch really is.”

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 Deep Research or to download the Voice of the Market and AI Maturity Report, visit momentum.io/deepresearch.

About Momentum

Momentum turns your sales or customer calls and emails into business action, driving revenue, accelerating sales cycles, protecting customer base, and establishing GTM observability across your whole team. Seamlessly integrating with your existing tools, Momentum leverages AI and automation to extract and synthesize data at scale without adding a new platform for your team members to log into. Founded in 2020, revenue teams at leading companies like Zscaler, Ramp, Cursor, ElevenLabs, and 1Password use Momentum daily to capture forecast and churn risk, autofill Salesforce fields, share product signals, and deliver instant insights at the right time and place. Learn more at www.momentum.io.