The Momentum Engine
CRM Set up & Training
Maximise your performance the unparalleled Momentum Engine! Our CRM Setup solutions are designed to unify your marketing efforts, enhance communication, and deliver consistent results.
The Momentum engine CRM setup and training were fantastic. They customised everything perfectly and provided thorough training. Our team is now highly efficient and fully optimized. Highly recommend their services!
-Director, FM Company
Truly Remarkable!
TME setup and training were outstanding. They tailored everything to our needs and provided excellent training. Our CRM is now incredibly efficient. Highly recommend their expert services!
-Director, Property Development
They tailored the system to our needs, migrated data seamlessly, and provided comprehensive training. Now we manage customer interactions and track sales more effectively. Highly recommend!
-Director of Home Refurbishment
Outstanding! 5 Stars!
Fantastic CRM setup and training! Perfectly customised system, seamless data migration, and comprehensive team training. Managing customer interactions and tracking sales is now highly efficient. Greatly improved customer service. Highly recommend!
-Sales Director, Electrical Installation
Complete CRM Set up & Training
Our CRM Set up is involves a complete, comprehensive set up of the Momentum Engine CRM tailoring it to your business needs, migrating data, and building advanced automations.
The process will also include training for the team to ensure effective use of the CRM for managing customer interactions, tracking sales, and improving customer service, maximising the system's benefits for the business
Elevate Your Business with The Momentum Engine CRM
Our CRM setup and training service provides a complete solution to optimise your customer relationship management. We handle everything from initial configuration to advanced customisation, ensuring your CRM is perfectly tailored to your needs. Our training session will cover automating key processes, setting up personalised templates, and much more. With our expert guidance, you'll be equipped to leverage your CRM for maximum efficiency and results.
The Momentum Engine CRM
Achieve unparalleled success with the Momentum Engine CRM, designed to consolidate your marketing efforts, streamline communication, and deliver consistent results.
Pipeline Development:
Create an effective sales pipeline to drive conversions. Integrate your system, sales assets, automation tools, and more to seamlessly guide a contact from lead to client.
Clarity Through Communication:
Foster enduring relationships with seamless communication, ensuring absolute transparency. Maintain ongoing interactions and nurture long-term connections effortlessly using integrated marketing and automation tools for consistent engagement and growth.
Saint Sealed System Included
Experience the precision of the Saint Sealed System, meticulously analysing your sales and marketing processes to swiftly identify and address any weaknesses, ensuring a robust pipeline.
The Customer Journey:
At the heart of the Saint Sealed System lies the Customer Journey. This process guides leads, fostering trust, providing education, and carefully propelling them through the system.
Leak Identification:
Our focus is on pinpointing the root causes of any "leaks" within the system—where individuals drop out—and promptly taking action to assess and rectify these issues, ensuring seamless progression through the pipeline.
Effective Pipelines
Our solutions are finely tuned to match your business model, driving conversions, minimising bottlenecks, and maximising efficiency. Whether it's lead generation, identifying "leaks", nurturing, or closing deals, our pipeline development fits seamlessly into your business environment, delivering results that exceed expectations.
Customised Automation
We offer fully customised automation setups tailored precisely to your businesses requirements. From streamlining tasks to implementing workflows, our solutions enhance productivity, reduce manual effort, and accelerate growth, reflecting the unique workflows and processes of your business.
Comprehensive Training & Support
We provide comprehensive training and support to empower your team. From onboarding to ongoing education, our resources and tools equip your staff with the knowledge to fully utilise our solutions. Our support team is available to address queries, troubleshoot issues, and guide you every step of the way.
Alignment with Your Business Goals
Our solutions align with your business objectives, supporting revenue growth, customer satisfaction, and operational efficiency. With a focus on customisation and flexibility, we ensure our solutions evolve with your business, meeting your current needs and adapting to future growth.
The Momentum Engine, Built Around You
We tailor your Momentum Engine CRM to fit your business via a Saint Sealed System. This approach not only customises the CRM to your needs but also enhances the customer journey. By gaining an in-depth understanding of your business, we create a bespoke solution designed specifically for you.
Define Objectives and Requirements
To succeed in implementing Momentum CRM, first pinpoint your key goals and challenges. Whether it's boosting customer engagement, refining sales, or optimising marketing, clarity is key. Then, prioritise your needs based on importance and practicality, factoring in budget and resources.
Saint Sealed System
The Saint Sealed System is an effective add on. This process involves thoroughly examining your sales and marketing strategies to identify weaknesses or inefficiencies in your customer journey. By addressing these areas, we can effectively establish and build a robust pipeline.
Complete CRM Build
Our bespoke solutions are designed to seamlessly integrate with your business, providing a solid foundation for sustained growth and success.
Testing
By incorporating thorough testing into the CRM build process, you can mitigate risks, identify potential issues early on, and deliver a robust and reliable CRM solution that empowers your business to effectively manage customer relationships and drive business success.
Team Training
Effective training is crucial for your team's proficiency with Momentum CRM. Craft a thorough program covering basic navigation to advanced features.
Tailored Solutions for Your Business Needs
Development your Momentum CRM built to a bespoke Sealed System incorporating, sales materials, automation tools, and additional resources to ensure a seamless journey from lead to client. By optimising each step, we help transform prospects into loyal customers, enhancing your sales efficiency and driving business growth.
Full Customer Pipelines built
Advanced automations simplifying your processes
Professional Training
Email Templates setup
Domain Connections
Save £150 when signing up for BID Set up and CRM Set up.
What does the CRM Setup Include?
Domain Connections
Email Signature Configuration
Basic Company Info
Importing All Contacts
Setting Up Landline Communication
Custom Unsubscribe Page
Automated Unsubscribe Triggers
Email Sync
Company branding on TME
Inclusion of Billing Information
Standard Calendar & Automations
Creation of Inbound Email Templates
Development of Inbound Sales Pipeline
Website to CRM Form Automation
Connection to GMB, Analytics, Socials
Automated Review Request Templates
Ops Transfer to Project Management Tool
Data Sync from PM to TME
Quick Navbar Links to Services, CI, etc.
Inbound Pipeline Status setup
CRM Onboarding Call/Demo
Client Disengagement Protocol
Decline job process setup
4 hours training
Mobile Set Up
Connection to Existing Software
What does the Momentum Engine CRM setup involve?
The Momentum Engine CRM setup involves a comprehensive configuration tailored to your business needs, migrating data, and building advanced automations. It ensures that the CRM is perfectly suited to your specific requirements.
What kind of training will our team receive?
Your team will receive extensive training to effectively use the CRM for managing customer interactions, tracking sales, and improving customer service. The training covers automating key processes, setting up personalised templates, and leveraging advanced features for maximum efficiency.
How does the CRM setup improve communication and customer relationships?
The CRM setup fosters enduring relationships with seamless communication, ensuring transparency. It maintains ongoing interactions and nurtures long-term connections using integrated marketing and automation tools for consistent engagement and growth.
Are the CRM solutions customisable to our business model?
Yes, our CRM solutions are fully customisable to match your business model. We offer tailored automation setups that enhance productivity, reduce manual effort, and accelerate growth, reflecting your unique workflows and processes.
What are the benefits of using the Momentum Engine CRM for sales tracking?
The CRM provides detailed tracking of sales activities, enabling you to monitor performance, identify trends, and optimise strategies. This ensures better management of sales processes and improved conversion rates.
How does the CRM help in managing customer feedback and reviews?
The CRM includes tools to collect, analyse, and respond to customer feedback and reviews. This helps in improving customer satisfaction and making informed business decisions based on customer insights.
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