OUR BESPOKE CRM PLATFORM
A comprehensive, accessible and easy to use CRM platform is an essential tool. Whether you are looking to retain or acquire customers.
Our user-friendly, intuitive platform, comes as standard with all of our communication packages. When used alongside our communication packages, we can support you to maximise your opportunities for lead generation, conversions and sales growth
Most importantly, with a true insight into your return on investment.
WHAT CAN OUR CRM PLATFORM HELP YOU ACHIEVE?
Think of the last time you spoke with a prospect customer. Did they have an immediate need?
It's rare, but highlights the need to nurture your target audience until relationships have been established. And their requirements have been identified.
With the Momentum CRM platform, future tasks can be scheduled. Meaning you never miss that call back that you promised in 3 weeks. Equally, this also provides a great visual insight into how your pipeline is shaping up and where your potential customers are in their journey to sale.
Additionally, by tracking interactions in a formal CRM, you gain a better idea of the process, time and resource required for future conversions.
No matter the size of your business, or your customer portfolio - it is a GDPR requirement to keep data secure.
While some argue even an excel spreadsheet can be encrypted, you still run the risk of sales personnel taking customer details, in the event of their departure. (It's bad practice, but very common). In any case, working with Momentum and using our bespoke platform, you can rest assured your data is processed and managed lawfully. Hence one less GDPR worry!
Our online platform showcases all employee interaction with prospects. Once a single employee updates the platform, the entire workforce can see it. Meaning, every sales person is equipped with the same information. Consequentially preventing cross over conversations and prospecting duplication.
Moreover, this feature also means that you can see the contributions your sales team have made to a conversion. For instance, who has taken the time to nurture and educate the prospect - rather than solely the employee who may have simply closed the deal.
Should you choose to partner with Momentum for sales and marketing, you will also be able to view all of our activity with your prospects. At any time of the day. Another example of how we operate seamlessly as an extension of your sales team, with total transparency.
Market segmentation is a must for any effective communications strategy. But you already knew that.
Our CRM platform has great flexibility when it comes to data organisation. Our filters and customisable groups enable our partners to provide targeted communications to their market segments. At the click of a button. Which, as a result, contributes significantly to the effectiveness of their campaigns.
MOMENTUM CRM FAQs
How do I access the Momentum CRM Portal?
Access to your bespoke portal is available 24/7 online, via the Momentum Website and each of your sales team will be provided with a designated login.
Is there a set up fee?
We do allocate a set up fee for all new partners. However, this is dependant on the services you wish to adopt. For a bespoke quotation and a full breakdown of the set up process, please contact the team directly.
Do you provide Data?
Yes, where required. We work around your preferences and current situation. If you have a vast amount of raw or uncleansed data, for example, we can work to refine it. Alternatively, if you have little data and are looking to expand your customer base, we can supplement your database with companies fitting your prospect portfolio. Either way, we will identify your requirements as part of our set up and briefing process. Likewise, as we continually review the success of our activity and may find a need later in the partnership.