Genius Sales & CRM system - Presentation Transcript
The 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 3 rd 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 industry in 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 daily outbound 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 daily inbound 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:
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