Momentum’s CRM

Momentum CRM

Momentum Drives Data Performance

If you love acronyms, then you will have come across CRM. Customer Relationship Management is a process in which a business or organisation administers interactions with customers, typically using analysis to study copious amounts of data.

That’s all well and good, but won’t my Excel spreadsheet do?

In a survey of West Midlands SMEs conducted during their pandemic, it was found that over two thirds relied upon shared (or hastily emailed) spreadsheets to manage their contacts and prospects. Whilst unsurprising given the challenges we’ve all faced in the last year, the lack of control and potential exposure to data loss and other non-compliant activities, we hope that the days of the spreadsheet are numbered!

Given the Intellectual Property (IP) Value of data, a CRM platform should be an essential tool in your company. Once integrated, CRM will help you process data, track changes, extend insight, improve collaboration across internal teams and improve market segmentation, which in turn will improve the ROI of outbound sales and below the line marketing activities.

How Do I Start?

A simple search of Google will reveal a myriad providers of CRM platforms. Investing in CRM is like buying a kettle at Argos; in that every kettle will do the same job, but according to marketing, brand X will do it quicker, more stylishly or more efficiently that brand Y or Z!

Whether this is a fair comparison, who knows, but when we started working on our own platform some twenty years ago, we designed it to service the needs of our own company as well as that of our Partners.

One thing we know is that each of our Partners will have a different tech infrastructure, devices, or networks and in the last year, we are all more reliant on connections which may not be as resilient as those in the office. Our platform is designed to be used on almost any device without the need for giga-fast connections and dispense with flashy interfaces and the need for specialist user-training. If users can use the suite of MS software, they will work efficiently on Momentum CRM.

So Why Use Momentum CRM?

  • Our CRM Platform is securely managed in-house in the West Midlands. As part of our partnership, you will be assigned a member of our team who will oversee your data within the platform and will arrange for training and ongoing support as required.
  • Uniquely, Momentum’s CRM boasts a range of customisable options, taking inputs from a variety of source (including Excel!) And immediately identifies gaps and quality issues. Data can be access-controlled for different users in your company and can be scaled as your business changes, all supported by one of our team here in the West Midlands.
  • CRM is an essential tool for sales, marketing and leadership collaboration. Momentum’s CRM is proven to improve the quality of sales pipelines and is build around your individual requirements. Successful implementation will realise benefits straight away and will continue to build even better results over time.
  • Your data is maintained, processed, and controlled in a GDPR compliant manner. Whatever the size of your business, or your customer portfolio: it is a GDPR requirement to keep data secure.
  • The CRM platform is linked to the Royal Mail master database which auto checks postcode, county and town. It also checks Companies House and the CTPS register, automatically flagging the contact if it appears on this database.

We are incredibly proud of the flexibility and functionality provided by our CRM platform. The ability to personalise to each of our partners and their individual users is just one of the many reasons to choose Momentum. Why not book a demo? Call us now to arrange: 024 7666 2004

Get A Demo Today!

We believe our bespoke CRM platform is a business essential for companies of all sizes. Get your demo today and we will help you bring your data to life sooner than you think.

Got Gaps? No Problem!

Not only can Momentum’s CRM support, maintain and refine the data you already have, but our team can support a gap analysis and help you fill the holes in your data. We can supplement your database with prospects who meet your criteria and carry out a full profile review before integration.

The Success Story

See our clients who have been satisfied with our sales and marketing solutions.

Barkley Plastics
Barkley Plastics
2021-05-04
Great company that provides exceptional e-mail marketing support and analysis. Friendly and professional
Ryan Hatch
Ryan Hatch
2021-04-16
We worked with Momentum Partnership for a little over a year. Within that time frame they helped us gain valuable new customers and RFQ's from companies we had never previously dealt with. The team at Momentum were always professional and helpful. Would highly recommend.
Mark Covill
Mark Covill
2021-03-22
Momentum have proven to be professional in all aspects of our relationship from preparing material to the customer contact in follow up activity.
Kelly O'Brien
Kelly O'Brien
2021-03-22
“Momentum invested time getting to know Forward; to understand our business aims and objectives, whilst respecting our culture. Our trust in Momentum has been rewarded with real results, which have enabled us to invest further in our business.”
Andy Eastwood
Andy Eastwood
2021-03-19
“Carrs have been very happy with the whole experience of working with Momentum, and particularly are pleased with the way Laura, our dedicated sales partner, works with our sales team. She is always extremely pleasant to deal with and communication of her weekly tasks is excellent.”
Nicola Yapp
Nicola Yapp
2020-01-15
Heather and the Momentum team helped my business create a clear sales strategy. Together we defined our target audience and they then worked to build us a database, improve our website and start communicating with our potential customers. They have completely refreshed our approach to sales and marketing which has helped us to secure new business.
peter nee
peter nee
2020-01-15
Would recommend this company to all future staff and clients. Great management in place to help you build your skill set and reach personal and business aspirations!

Momentum helps your business move forward in a competitive world. Get going now, talk to Momentum. 024 7666 2004