Genius Sales & CRM system
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Transcript of Genius Sales & CRM system
The G.E.N.I.U.S.G.E.N.I.U.S. Membership Sales & C.R.M. System
• 30 day Management Activity charts to organise the programme into daily tasks and provide an essential management and audit tool
Evidence that it works
“Since we first started working with
Momentum our month on month sales
has risen by 50% and members taking
out an annual membership by 30%”.
Martin Guyton - Leisure Services Manager,
Tonbridge & Malling Council
“Our membership numbers went up 27%
last year and we are currently 15% up on
that figure so far this year”.
Peter Treharne - Paramount Hotel Group
(Operator of 14 4/5 star Luxury Hotels
across the U.K)
Our 18 month working relationship with Momentum has
provided us with an effective and efficient framework within
which to develop our health and fitness service. During this
time, our membership base has grown by over 30% and our
attrition rate now sits consistently at 4%.
Andy Turner - Dumfries and Galloway Council
System components (1)
• Manual paper based system
• Tracker cards
• Duplicate needs analysis forms
• Internal 3rd party communication system tracking
• Member support & follow up programme
• Corporate lead tracking system
“Memberships have risen since the implementation of the systems. The training and scripts are great, the staff are more professional”.
• Monthly sales activity logs
• Monthly performance logs
• Sales management system
System components (2)
“The training fills in the gaps for our sales staff - they are doing great”.
System components - The system
G.E.N.I.U.S. is a hybrid of the best features from systems across the industryin the last 20 years.
Individual Tracker cards 1-31 prospect tracking system.
Logs initial leads and records appointment details.
System components - Tracker cards
“Motivated and committed. Their enthusiasm and knowl have contributed to the strong sales figures and has proved a success with both staff and customers”.
Records detail of all member contact.
System components - Member support section
Enables detailed records and notes to be kept attached to the tracker card.
System components - Insert stationary
“The system that has been put into place is working really well, feedback from the general public and members is very good - it’s all working really well!”.
Duplicate personal Needs Analysis & Price presenter.
Duplicate copy goes to fitness team.
System components - Needs analysis forms
A third party Internal communication system
System components - 3rd party communication
“Training is fantastic as it is effective, producing quality staff. The Momentum team are professional and easy to work with, it does what is says on the tin!”.
System components - Corporate tracker cards
System components - Outgoing connections
Logs and classifies all dailyoutbound activity
• Connection results• Volume success• Type of lead
“The system is really good. Before the training the staff were averaging 2 memberships per week, now with system it’s gone up to 20!”.
System components
Logs and classifies all dailyinbound activity
• Appointments• Walk-ins• Renewals• Incoming telephone enquiries
System components
Monitors new sales & payment amounts
• Category• Joining fee• Pro-rata dues• 30 days notice
“Our memberships went up 27% last year and are currently 15% up on that figure so far this year!”.
System components
Evaluates sales efficiency and marketing performance
• Daily• Weekly• Monthly
• Electronic reporting system
For ideal results we recommend clients utilise other programmes alongside:
• S.M.A.R.T. Member Interaction programme
• Get More Members Lead generation programme
• Momentum 12 Performance management system
• Corporate -Exercise services
“It’s a great system!”.