8 Steps to Improve Cross-Selling
Thursday, February 14, 2019
1:30 pm – 3:30 pm CT
Recommended for 2.5 CE Credits
Many financial institutions want better cross-selling results but struggle to establish a results-oriented approach. When was the last time you looked at your products and considered how they can make your customer’s life easier? If you don’t acquaint your customer with what you offer, your relationship with that customer is at risk! Building a simple plan that reflects your culture and targets the customer’s needs keeps the accountholder engaged and satisfied.
Your customers choose the products they want from the palm of the hand as they maneuver their search on their mobile phone. Why should they choose yours over your competitor’s? Today’s cross-selling approach calls for efforts to include social media channels, website updates. You need engaged and well-trained customer-facing teams, coordinated marketing actions and methods for measurement. This program will help you with these and many other options that can help elevate cross-selling results.
- Benefits of cross-selling
- Define and measure
- Manage what you measure
- Know the drivers of effective cross-selling
- Cross-selling is more than lip service
- Branch managers and marketing – two key players
- Employee training and engagement
- Recognition and reward
Who Should Attend:
The marketing and training personnel, branch leadership, and anyone responsible for developing customer-facing teams and those dedicated to customer acquisition and expansion.
Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.
Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization or if it is consulting on problem solving and servant leadership, Janice is the “go-to” person every bank wants to hear from. Participants appreciate her “been there, done that” humor along with her expert ability to facilitate learning.
Janice has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.
A native Texan she enjoys many pursuits in addition to teaching and learning but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.