|
How did you do in this challenge? As the Credit Union leader, did you answer the questions yourself? Did you pass them on to your team? Let's start the tour and see if your answers match up to ours. |
|
Where can you provide your staff with words to say when selling a product or service? |
|
Here's Help to enter tips manually in CU*BASE:
MNMGMT and MNCNFB - Configure Tips & Procedures text:
- MNMGMT #2 Member Rate Maintenance - Share / Certificate / Loan products
- MNCNFB #6 Loan Product Configuration - Loan products
Use the dialogue during a Cross Sale opportunity:
- MNTRAK # 10 Configure Cross Selling Tools > Maintenance > F22 Group Tips
Keep in mind that this example is only one of many ways to configure and use Tips and Procedures. |
|
|
|
How can you use sales trackers to complement cross sales? |
|
Here's Help:
- MNTRAK # 8 Configure Memo Type Codes
Memo types are useful in tracking member interactions. Having a record of conversations helps advance the cross sales opportunity to the next step. CU*BASE delivers a standard set of memo types such as XS-Cross Sales, AM-Attempt Made, PN-Pending, and AP-Approved, but more codes can be added and all are fully configurable. |
|
|
|
Where can you find all the follow-up assignments for your staff? |
|
|
Here's Help:
- MNTRAK # 1 Work With Member Follow-ups
- MNTRAK # 20 Print Outstanding Follow-ups
- MNMAST # 18 Work With Member Follow-ups
|
|
Which menus and options are commonly used to access Member Connect contact tools? |
|
Here's Help:
- MNMRKT #13 "Member Connect" Marketing Tools
- MNPRTC # 25 Member Connect--Online Bank Msgs
- MNPRTC # 28 "Member Connect" Marketing Tools
|
|
Where will you look for all the calls that resulted in Sold, Approved, Call Back, Not Interested? |
|
Here's Help:
- MNTRAK #20 Print Outstanding Follow-ups
- MNTRAK #21 Print Member Trackers
- MNTRAK #22 Cross Sales Analysis Report
|
|
|
|
Keep Asking Questions! |
|
Did you find all the answers? Did you discover some trends or learn some facts about your credit union through this exercise? Have you asked your team if they arrived at different answers from yours? Next edition we'll send new questions on a whole different topic. Look for the next periodic CEO Tickler.
Read back issues of the CEO Tickler at http://www.cuanswers.com/ceo_ticklers/ |
