List of Momentum MAC + CRM Customers
Flower Mound, 75022, TX,
United States
Since 2010, our global team of researchers has been studying Momentum MAC + CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Momentum MAC + CRM for Sales Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Momentum MAC + CRM for Sales Automation include: Roi Insurance Solutions, a United States based Insurance organisation with 12 employees and revenues of $2.0 million, Midwest Insurance Center, a United States based Insurance organisation with 10 employees and revenues of $1.0 million, Policy People Insurance Group, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Momentum MAC + CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Momentum MAC + CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Midwest Insurance Center | Insurance | 10 | $1M | United States | Momentum | Momentum MAC + CRM | Sales Automation | 2024 | n/a |
In 2024, Midwest Insurance Center implemented Momentum MAC + CRM as its Sales Automation application. The deployment reflects a multi-year partnership with Momentum and leverages Momentum's AMS and related automation and CRM functionality to support sales and service processes across the agency.
Implementation centered on core Sales Automation capabilities including CRM contact management, sales pipeline orchestration, automated policy renewal and service workflows, and task automation to coordinate small team activities. Momentum MAC + CRM was configured to align with agency sales and servicing workflows, using standard automation rules and centralized customer records to reduce manual handoffs.
Operational scope covered the agency's sales and service functions within Midwest Insurance Center and was sized for a small agency environment of roughly 10 employees. The vendor reference cites operational improvements from the multi-year engagement, and the testimonial attribution supports the use of Momentum MAC + CRM for ongoing sales automation and servicing orchestration.
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Policy People Insurance Group | Insurance | 10 | $1M | United States | Momentum | Momentum MAC + CRM | Sales Automation | 2024 | n/a |
In 2024, Policy People Insurance Group implemented Momentum MAC + CRM to support sales, lead follow-up, and client engagement. The small Georgia-based insurer deployed Momentum MAC + CRM as a Sales Automation solution to centralize customer records and standardize outbound prospecting for its roughly 10-person sales operation. Deployment followed a vendor SaaS model and prioritized lightweight configuration of contact and opportunity management to match the carrier's compact organizational structure.
Functional capabilities configured included CRM contact management, lead management, automated follow-up workflows, and client engagement tooling aligning with Sales Automation best practices. Governance work focused on establishing a single source of truth for client data, standard lead-handling processes, and agent adoption workflows to operationalize ongoing product updates from the vendor. Momentum's customer testimonial cites improved efficiency and ongoing product innovation supporting sales, lead follow-up, and client engagement for Policy People Insurance Group.
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Roi Insurance Solutions | Insurance | 12 | $2M | United States | Momentum | Momentum MAC + CRM | Sales Automation | 2024 | n/a |
In 2024, Roi Insurance Solutions implemented Momentum MAC + CRM to centralize sales and client service workflows. Momentum MAC + CRM serves as the companyâs Sales Automation platform and was configured to provide CRM capabilities, lead and opportunity tracking, workflow automation and client service case management aligned with Momentum AMP capabilities described in the vendor testimonial.
The deployment was executed as a cloud hosted SaaS configuration sized for a small agency environment, with access controls and shared client records provisioned for producers and client service staff. Implementation scope covered agency operations across sales and client service functions, standardizing sales workflows, activity tracking and automated task assignments, and governance focused on configuration of opportunity stages, activity templates and notification rules. The vendor testimonial indicates the adoption streamlined agency operations and workflows focused on sales and client service, reflecting an emphasis on Sales Automation functionality in the Momentum MAC + CRM deployment.
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