***As featured in CU Business Magazine November 2017*** In December’s article I shared with you the SURPASS Sales Process. The process is 7 steps to sales success that can be applied in the branch, over the phone and online. Giving your member a consistent...
I recently made a trip out to a credit union to consult with their Outbound Sales Department, also known as an Outbound Call Center, and offer my suggestions and feedback on their strategies and processes. It was a great trip and we had some great breakthroughs. ...
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