How to get you started

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020 7917 2780

Get Started

1. Please fill your details


Please fill out this form to start with Momentum & Salesforce  Sales + CRM Kickstart
Please fill the names of the authorised administrator who will operate the system for your organisation. We will be in contact with you shortly

2. You are getting


One to One Strategy


You’ll be paired with one of our Consultants, who will create a customised 90-Day Game Plan which includes 30 days of consulting and a 60-day implementation guide to follow after your first month


① 90-Day Game Plan

At the beginning of your Kickstart, your Consultant will provide a personalised implementation game plan to guide you through your first 90 days with Momentum

② CRM roadmap & personalisation


Your Consultant will help you to identify, design and save CRM campaigns to get you started. You’ll learn how to personalise the campaigns and measure the success with reports

③ Basic Dashboard Setup

Our team will configure your dashboard with reports so you can see what’s happening in your business. We’ll also set up your user permissions so you can get to work quickly

④ Basic Data Import

We’ll help you get your member contacts (name, email, phone, etc.) into Momentum, ensuring you don’t lose time or critical information.

⑤ Social Media

We’ll provide you with the links to capture insights on prospects and members from across the main social media networks

Training & Ongoing Support



All customers have free, access to our Help Centre. Plus phone and chat support are available to answer all questions or address any software issues.

Call us if you have any problems along the way

✆  02079 172 780

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Business Development CFB Ltd.

020 7917 2780