Creating Member Loyalty^TM System of Training

Sales Strategies

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Sales Training that Strengthens Member Relationships

Sales Strategies will not only positively impact your bottom line…they will help build more solid member relationships and member loyalty for your credit union. Every session builds the skills and motivation that lead to results!

Sales Strategies consists of six (6) programs:

• Core Identifying and selling to immediate and future member needs
• Referral Recognizing and referring opportunities to expand member relationships
• Advanced Sales Initiating contacts to expand member relationships
• Call Center Expanding member relationships through phone interactions
• Aisle Promoting Focusing on credit unions with branches in retail locations

Sales Competencies

In today's competitive financial marketplace, it's just not enough to simply wait for a member to walk in or call. Competing and thriving today requires anticipating members' needs and actively developing member relationships. Organizational sales effectiveness means having sales staff who can respond to reactive opportunities while actively developing member relationships that will most likely result in loyalty and profitable member relationships.

The Creating Member Loyalty^TM System of Training programs focus on sales skills, processes and strategies essential for all levels of credit union salesperson, from the beginner to the advanced.

The following sales essentials are developed through the training:

• Systematically uncover unexpressed needs
• Make appropriate and timely suggestions about products to members
• Sells the “relationship” and the “credit union,” not just the product
• Effectively gains commitment from members to use products
• Make effective referrals to other specialists when appropriate

The implementation process is simple and straightforward. To learn more contact us or call 800-456-0543. We’ll be happy to answer your questions and show you how easy it is to bring the training system to your credit union.