Each month, John Bowman picks a new cool piece of technology that helps Customer Success Managers be more productive. We call it “Apps For Success” and in this review (#2) he takes a closer look at Momentum.
Thanks for coming back to read my column. This month, we have a smallish app for you. But, I promise, it will instantly make you the “cool kid” in your office.
This month, we’re talking about Momentum! It’s an extension for both Chrome and Firefox. The goal of Momentum is to create… momentum (BA DUM, TISH!). This Customer Success productivity app will help you focus and keep a positive mindset. And don’t undervalue your mindset!
After all, there are only two things you can really control:
And your Effort
Improving your focus and mindset will help you to control your attitude and effort!
[Standard disclaimer here. I own no part of any of the productivity apps for Customer Success Managers I’ll be reviewing in this column. The opinions contained in this review are mine and mine alone. SuccessHACKER is just kind enough to lend me their microphone. If you happen to disagree, leave a comment and let me know! I love a good spirited debate.]
On to the app. Here is a video review:
What do you like best?
The pretty pictures and quotes! (haha, just kidding, but those are cool too and your coworkers will be jealous)
The best part of Momentum is that it takes a seemly small action - opening a new tab in your browser - and maximizes the potential for focus and work. Your to-do list and focus become front and center so you can’t ignore them. The app will literally remind of you of the next thing you need to do each time you open a new tab!
There are a ton of to-do apps out there but there are none that will remind what you need to do as well as Momentum does. This is because you don’t need to navigate to another site/app to see it.
What do you dislike?
The free version lacks notes, countdowns, autofocus, and integrations. So, you will have to pay to get those features.
And just because your to-do list is in your face every time you open a new tab, it doesn’t mean you’ll actually do the work you need to do.
What business problems does the product solve? What benefits have you realized?
If you’re anything like me, you have a ton of balls in the air at any given time. This can often lead to context switching.
And context switching is a real problem! Humans aren’t built to multi-task, it’s science. You may pay a tax as high as 40% each time you context switch. That’s a lot of lost time.
Momentum allows you to maintain your focus on what needs to be done so it will help you to reduce that percentage!
When I took the CSM Course from SuccessHACKER, one week Todd taught us about Execution.
(Small plug here. SuccessHACKER is starting a new cohort soon! I can’t recommend it enough. I actually paid for it out of my own pocket when I took it. My favorite part was the weekly calls! Say hi to James for me if you sign up!)
The hardest part of Executing is escaping the everyday whirlwind of activity. You get off a training call with a customer, only to dive deep into churn reports, then you have a QBR to prepare for and present, followed by an Accounts Meeting. It’s tough to keep it all straight!
Install Momentum and take 5 minutes each morning to prioritize your to-do list. You’ll be making progress in no time. And if you want to learn more on Execution, check out The Four Disciplines of Execution.
Thank you for reading! Do you have any suggestions for how I can improve this column? Please share them in the comments below. I’d love to hear what you think!
About the Author
John Bowman, Esq., is the Director of Customer Success at Jetpack Workflow. When he is not building the organization and team there, you will find him leading The Pittsburgh Customer Success Meetup, the Pittsburgh Gainsight Pulse chapter, moderating the Customer Success Subreddit on Reddit, or volunteering teaching Computer Science to underprivileged inner city high schoolers. He utilizes his 10+ years of professional experience to focus organizations on one goal: the customer's desired outcome. His cross disciplinary approach to problem solving allows him to find solutions to customer problems others can't. He is a practicing Pro Bono Attorney in Pennsylvania and a rising star in the Customer Success community.