|
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/ |
