Co-Founder Taliferro
For decades, businesses relied on CRMs to keep track of customers, opportunities, and sales. But CRMs were built for record-keeping, not motion. They collect data. They don’t move it. That’s where the Business Momentum System (BMS) comes in.
The Problem with CRMs
CRMs wait on you.
They need you to log in, update fields, assign tasks, and build reports. The more you grow, the heavier the data entry becomes. You spend time managing systems instead of managing momentum.
Sales teams hit the same wall.
Marketing hands off a lead, sales follows up, then… silence. The CRM shows what happened, not what’s next.It’s like owning a treadmill and never turning it on.
What a BMS Does Differently
A Business Momentum System doesn’t just record information — it acts on it. It’s built for movement, not maintenance.
Where CRMs are reactive, a BMS is tactical. It helps you plan, act, and adjust in real time.
It tracks what’s in motion: emails, follow-ups, outreach, proposals, tasks, and the relationships behind them.
Think of it as an engine that keeps business energy flowing instead of a filing cabinet for data.
The TODD Example
At Taliferro Tech, we built TODD, a Business Momentum System that fills the space before your CRM.
TODD doesn’t wait for a user to log a call or update a contact. It works in the background — enriching data, suggesting next steps, and even writing messages that keep momentum alive.
- Auto-enrichment: TODD cleans and expands contact data in real time.
- Relationship insights: It tells you when to reconnect or validate information.
- Task generation: It turns notes into actionable steps.
- Equity-driven intelligence: Its AI avoids bias drift and ensures fairness in outreach.
- Conversational intelligence: You can talk to TODD about your data.
Conversational Access to Your Business
This is where a BMS breaks new ground.
You don’t have to dig through menus or spreadsheets. You just ask:
- “When is John Smith’s birthday?”
- “Who works at Accenture?”
- “Show me every contact added this month.”
- “Which outreach campaigns have the highest reply rate?”
TODD responds instantly, pulling real-time answers from your system. It’s not search — it’s conversation.
That capability is possible because TODD understands your data model and context. You’re not querying a database. You’re talking to your business.
Trainable to Your Workflow
Every organization operates differently — and that’s where Taliferro’s architecture stands out.
TODD can be trained to understand your processes, your language, and your metrics.
- If you’re a chamber of commerce, TODD learns to match contractors and primes.
- If you’re a healthcare group, it prioritizes compliance workflows.
- If you’re a marketing firm, it learns how you define warm leads.
We don’t sell one-size-fits-all automation.
We train TODD to mirror the rhythm and decision logic of your business.
Before the CRM
Most businesses try to make CRMs do too much. They want them to find leads, score them, reach out, and close. That’s not their purpose. CRMs are meant to manage existing relationships, not create them.
TODD, and other Business Momentum Systems, live in the pre-CRM space. They handle the messy, human parts of growth — discovering contacts, starting conversations, building trust, and preparing everything for your CRM once momentum exists.
When it’s time to hand off to your CRM, TODD exports clean, complete, bias-checked data ready for tracking.
Real-World Example
Imagine you’re a chamber of commerce helping small contractors connect with large primes. Your CRM shows you who’s in your network. But TODD does the work:
- Finds contractors who meet equity goals
- Suggests introductions
- Drafts outreach emails
- Tracks engagement automatically
- Lets you ask questions like “Which firms haven’t been contacted this month?”
The CRM becomes your archive. TODD becomes your motion system.
Why Businesses Need a BMS
Every company has an energy problem — too many tools, too little flow. A BMS like TODD:
- Automates repetitive outreach
- Suggests next actions before you stall
- Keeps your team aligned through one shared momentum layer
- Ensures fairness and accountability in AI decisions
- Lets you talk directly to your system and get answers instantly
Momentum, once lost, is expensive to rebuild. That’s why a BMS focuses on maintaining motion from the first email to the closed deal.
FAQs
Is a BMS the same as a CRM?
No. A BMS operates before and around your CRM, generating and maintaining activity that your CRM later records.
Can a BMS replace Salesforce or HubSpot?
In some organizations, yes — especially smaller teams. But for larger ones, it works as the pre-CRM engine that makes those systems more effective.
Can TODD answer questions about my data?
Yes. TODD’s conversational engine lets you ask questions like “Who did we meet with last week?” or “Which contacts are missing phone numbers?” and get answers instantly.
How does training TODD work?
Taliferro configures TODD around your processes, fields, and logic — so it understands your data the way your team does.
Who should use a BMS?
Anyone tired of updating CRMs manually — entrepreneurs, chambers, agencies, or government teams who need systems that move, not just store.Tyrone Showers