TAILIEUCHUNG - Bank Sales Training & Sales Management Programs

During the price presentation, a great way to close is to ask, “Out of these three membership options, which one are you leaning toward?” But this is where many rookie salespeople make a mistake. Most times the prospect will point to or tell the salesperson which option they prefer. The common mistake that a rookie salesperson makes is that they will not begin immediately filling out the membership agreement. They will continue talking, potentially changing the prospects mind after they have already said yes. . | IDEABRIDGE Bank Sales Training Sales Management Programs Sales Training Our bank sales training programs are based on the activities and disciplines that have been proven to consistently deliver results. Since sales people are more focUsed and engaged when they are working from a plan we work with participants to custom-tailor a sales blueprint that works with their unique personality style and comfort level. Bankers using our proprietary systems tools methods and process have developed literally hundreds of millions of dollars in new commercial loans deposits and services. Sales Training SALES TRAINING MODULES Sales Planning Pre-Call Planning Developing Your Market Position Message Client Referrals and Cross-Selling Generating Internal Referrals Prospecting and Appointment Setting The Sales Process Funnel Management Maintaining Prospecting Momentum Following-Up And Staying In Touch Improving Sales Meeting Effectiveness Proposing Negotiating Closing IDEABRIDGE LLC 800 986-1230 Sales Training Process IDEABRIDGE LLC 800 986-1230 1. 2 o 4 0 cn 3 I J to go ụ 1 o 3 CD 5 Q CD X CD w 0 Pipeline Development and Closing Meet Pipeline Standards Blueprint Improving Sales Effectiveness Personal Sales Process System Advanced Negotiation Skills 1. 2. 3. 4. Prospecting and Referrals 1. 2. 3. 4. Pre-Call Plans 2 10 New-New Inspect in Weekly Plan Review Book of Testimonial Letters Top-20 Prospect List Low Hanging Fruit and Introduction 1. Client Advisor List Professional advisors of largest clients CPA etc. 2. Circle the Wagons Top 50 - 100 Suspect List 3. Referral Resume Assessment and Planning RM Self Assessment 2. RM Sales Blueprint 3. Client Retention Checklist Annually to uncover potential at-risk accounts Oversight Accountability Coaching Support 1. 2. 3. 4. Bi-Weekly Sales Meetings Using the Agenda and keeping focused on sales. Monthly Compass reviewed for early warning signs Sales Playbook - One stop resource for all Sales Plans Top 20

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