Tracking Your Progress using CU*BASE

November 2011

 

There are numerous places in CU*BASE to track progress and measure results of your sales efforts.  This edition of the CEO Tickler focuses on Trackers and what you can learn when you use them effectively. 

Where can you provide your staff with words to say when selling a product or service?

The answer to this question covers 'tips' configuration and dialogue for your staff to help them sell a product to a member when they are unsure of what to say.

 

How can you use sales trackers to complement cross sales?

This feature allows your staff to see a roadmap of interactions with individual members.

 

Where can you find all the follow-up assignments for your staff? 

Member interactions are the foundation of your credit union. Maintaining a solid system of timely following-ups should be one of your primary goals. Use this feature to support that goal. 

 

Which menus and options are commonly used to access Member Connect contact tools?

Member Connect is the ultimate CU*BASE tool for communicating with your members. Hint: There are two menus for this answer.     

Where will you look for all the calls that resulted in Sold, Approved, Call Back, Not Interested?

These are tools CU*BASE provides to count and analyze Cross Sales opportunities.  

 

Keep Asking Questions!


Have you found the answers yet?  More importantly, have you prompted your team to see if they know the answers?  If you're stuck, in two weeks we'll send a follow-up newsletter with a few hints. 

 

Read back issues of the CEO Tickler at http://www.cuanswers.com/ceo_ticklers/

CU*Answers

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