We’re excited to share that Sercante|Trilliad has been selected as one of the first external customers in Salesforce’s Momentum activation program, ahead of the program’s November 11 kickoff. This milestone brings together the expertise of both our Sercante|Trilliad and Sandler, a Trilliad Company, teams to bridge the gap between technical platform depth and sales execution. 

What Is Momentum?

Momentum is aimed at solving common challenges with Sales teams. Let’s face it: Sales teams lose most of what happens on a call the moment it ends. The insights live in someone’s memory, a notepad, or a transcript nobody reopens — and the CRM record stays exactly as stale as it was before the meeting started. That disconnect between “the conversation that happened” and “the system of record” is one of the most persistent problems in revenue operations, and it’s the gap Salesforce built Momentum to close.

If you haven’t come across it yet: Momentum is Salesforce’s conversation intelligence capability, built natively on the Salesforce platform, rather than as a bolted-on standalone tool. In practice, it does three things for a sales team:

• Captures calls automatically. Momentum joins a rep’s video calls (via a bot or a direct integration with providers like Zoom and Google Meet) and produces a recording and transcript without the rep having to remember to start one.
• Keeps CRM records current. Through a feature called AutoPilot, Momentum updates Opportunity and Account fields based on what was actually discussed on the call — with a human-approval mode for teams that want a check before changes land, or a fully autonomous mode once there’s trust in the output.
• Scores deals at scale. Every call is scored against configurable competencies, combining out-of-the-box criteria with a team’s own. Sellers and managers get clear insights and rollups across their team.

The short version: Momentum aims to turn the conversation itself into structured, actionable CRM data, instead of leaving that translation work to the seller after the call ends.

Why We’re Excited

This pairing is perfect. Sandler brings decades of sales methodology and coaching expertise; Sercante|Trilliad brings the data, and Salesforce platform depth. Momentum sits at exactly that intersection, operationalizing sales methodology inside the CRM itself, not alongside it. That’s the expertise we’re bringing to this launch to help shape the product to improve seller effectiveness.

What This Unlocks for Our Customers

• Earlier, more grounded guidance. When clients ask “should we be looking at Momentum?”,  we’ll be able to answer from direct implementation experience rather than secondhand documentation.
• A head start on adoption. Clients who move on Momentum won’t be starting from zero. As one of the first pilot customers – and now as a launch partner – we have a working playbook for a smooth and frictionless implementation.
• A methodology-aware perspective. Because Sandler is in this with us, our guidance will connect the technology to how sales teams actually sell, not just what the feature does.

An Exciting Path Ahead

As an early-stage, fast-evolving product, Momentum is still taking shape – with pricing, packaging, and broader go-to-market details unfolding through this partner launch. We’ll keep our external guidance (including anything that follows this post) tied to what’s actually confirmed as the pilot progresses, not to where we expect it to land.

We’ll have more to share after the November 11 kickoff. Stay tuned!