Genius Sales & CRM system

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The G.E.N.I.U.S. G.E.N.I.U.S. Membership Sales & C.R.M. System

Transcript of Genius Sales & CRM system

Page 1: Genius Sales & CRM system

The G.E.N.I.U.S.G.E.N.I.U.S. Membership Sales & C.R.M. System

Page 2: Genius Sales & CRM 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

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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”.

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• 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”.

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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.

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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”.

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Records detail of all member contact.

System components - Member support section

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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!”.

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Duplicate personal Needs Analysis & Price presenter.

Duplicate copy goes to fitness team.

System components - Needs analysis forms

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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!”.

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System components - Corporate tracker cards

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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!”.

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System components

Logs and classifies all dailyinbound activity

• Appointments• Walk-ins• Renewals• Incoming telephone enquiries

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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!”.

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System components

Evaluates sales efficiency and marketing performance

• Daily• Weekly• Monthly

• Electronic reporting system

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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!”.