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Account Management
– the ‘what to do’ of the Account Manager role
Sales skills
– how to maximise engagement time with IFAs
Advanced sales skills
– developing high performing salespeople
Sales Management development
– developing high performing individuals and teams
Customer Service training
– an attitude not a department
 

 

Testimonials

In the words of our clients...

"We were setting up a brand new team with an entirely new management structure. Consequently, we wanted to accelerate key understanding in the team regarding the capabilities of each other and the team dynamics.

The intensity of individual coaching, teamwork, feedback and open and honest discussion really brought these themes out. We became aware of the different attributes of the team, what they naturally excelled at and what areas of focus we needed to address.

Eight months after the event, some of the key discussion points, models and learning materials are still in use - which I believe to be a testimony to their utility - the team build event has delivered a level of awareness and has driven our team dynamics and action planning.

My team felt it was by far the most challenging but useful management event they had attended in their careers."

Peter Saint Ruth
Head of Intermediary Sales Support
Nationwide for Intermediaries

"Momenta worked with us in 2008 to train and develop our new National Sales Force. The exceptional programme they delivered was acknowledged by the whole team as being highly beneficial in equipping them with the skills to perform to high levels and adapt to a difficult market. The strength of the training is borne out by recent research within our market that, without exception, saw our Business Development Managers achieve high levels of satisfaction from their brokers".

Ian Andrew
Head of Sales
Nationwide for Intermediaries

"Momenta provided our Sales, National Account and Support teams a highly valuable programme. The feedback from the teams was unprecedented and was without exception extremely positive. The programme impacted the attendees positively from both personal and business perspectives. Well worth investing in."

Glenn Thompson
Customer Solutions Director
Unum Limited

"By enlisting the help of Momentab2b to help run an initiative with our telephone based account managers, we have achieved some immediate remarkable success with very tangible increases in new business as a result.

This is a direct result of their expertise in the role of the account manager, the intermediary market and the products we are selling.

In addition, they have helped to develop our own Learning and Development team to ensure that all the excellent work of the past few months is fully embedded within the organisation."

Andy Williams
IFA L&D Manager
Friends Provident

"Working with Momenta has introduced a step change to my sales force. I am now in the ideal position of leading a team of focused business people, with a knowledge of how to work with intermediaries to grow their business, and ours.

In our first 18 months of trading we made some great ground in the market with our proposition, and we were at a point of needing something to propel us to the next level.

Momentab2b's coaching on where we spend our time has been invaluable, segmenting our market and understanding our partners, but most importantly helping us stop getting stuck in "Hopeland".

Every call now done by the sales team is summed up with a yes or no to business"

Dave Whitwam
Regional Manager
HBOS GI - Intermediaries

"In 2006, we undertook a very comprehensive training programme led by Momentab2b. They instantly communicated with our account managers because of their in-depth understanding of telephone account management. Our account managers developed a framework to which they applied to their accounts. It is always difficult to measure direct benefit from the programme but we have increased business by 65% - every account manager has exceeded target and we now have 20% more new customers.

Momenta is not just a training programme, it is a culture in how to develop your business by investing in your people. A very worthwhile investment."

David A Phillpotts
Head of Access
Scottish Equitable

"Momenta B2B create IFA roles plays that are real and focussed on development.  Using IFAs created an environment for our people to receive feedback that related directly to their daily experiences.  Whatever their level of experience, everyone benefited from the exercise."

Dominic Grinstead
Business Development Director
Metlife Europe Ltd.

"We used Momentab2b to help us establish best practice in our brand new telephone sales team. We wanted the training to come from someone who understands our business and the market we operate in. Often training can be theory based and not pitched in the real world, but momentab2b's delivery was relevant, realistic and easy to implement. As a result of the training our account managers have a structure to work from and a strong skill base to help them deliver results."

Jon Lawson
Sales Manager
Standard Life Centralised Intermediary Sales


“Our Management team worked with Momentab2b team over three days this year.  The venue, organisation and quality of input was excellent.  Utilising their practical profiling tool and applying it to work and non-work related scenarios provided us with a platform to improve how we do things individually and as a management team.  Their combination of outdoor and business exercises in a great setting, together with individual coaching, results in an outstanding development environment”.

Al Reid
Sales Development Manager
Friends Provident


"We approached Momenta B2B to deliver "Sales Skills" training to our team of Telephone Account Managers. Shortly after meeting with one of their Client Managers it became clear that we would get much more than a quality Sales Skills Workshop.

As a result of the training / workshops delivered by Momenta B2B, we now have a revised sales process for our Telephone Account Managers, that is unique to our marketplace, and also a segmentation model that better focuses our activity and our behaviours - this will no doubt help us drive the business forward over the coming months.

My only regret was not approaching Momenta B2B sooner!"


Mark Harding
IFA Direct Team Leader
Just Retirement Ltd


"Our Field and Phone based Sales Teams recently undertook a three day training programme with Momentab2b.  In those three days they re-focused, re-arranged and re-energised the sales teams by offering practical ideas and solutions.

The programme covered both a usable sales process and more importantly to us, a prioritised workable framework to keep the teams focussed and moving in the right direction.

Just four weeks after the training, we are already seeing the positive changes affecting our business."

Vicky Churcher
Area Sales Manager
BUPA Individual Protection



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