Your Credit Union Has a

Developing Sales Program

Description:

Your systems and training are somewhat effective but inconsistent. There are pockets of success, but overall effectiveness is lacking. The credit union tends to meet growth goals based on past performance but fails to capture the full growth potential.

Your goals and expectations are somewhat defined, but adherence and clarity are inconsistent. Leadership sets goals but may not always challenge the team effectively. Performance is inconsistent because not all team members are invested in the goals and expectations.

Your leadership and coaching are somewhat effective but lack consistency. Coaching is often more focused on operations and processes rather than the sales mindset, processes, and skills needed to meet sales potential. Team and one-on-one coaching are inconsistent and generally directed only to those who ask for it.

Action Steps:

Here are some steps we recommend to help you build a strong sales culture in your credit union.

Enhance Sales Training: Move beyond one-off training sessions to a continuous learning model. Strengthen the integration between operations and sales for better coordination. Ensure sales training addresses the skills necessary for team members to sell a wide variety of products anAssessment Action Steps Sectiond services and that selling is part of everyday member interactions.

Clarify Goals: Set realistic and consistent sales goals. Avoid false starts by ensuring all team members are committed and understand their role in meeting and exceeding sales goals.

Strengthen Leadership: Employ a leadership development program that will improve sales coaching and accountability, empowering leaders to focus on the skills and processes of developing a high performing team. Ensure leaders are focused on both operations and sales skills.

Sales-Focused Coaching: Shift the primary focus of coaching away from processes, policy and procedure and more towards improving sales processes and skills.

Increase Motivation and Accountability: Use incentives wisely to motivate the team and establish a culture where accountability is a priority. Consider developing or improving a sales compensation program that encourages sales performance and rewards core and star sales performance. Address external factors that may justify missed expectations.

How We Can Help:

Inconsistency and confusion are holding your team back from reaching its full potential. SalesCU specializes in refining sales processes, enhancing leadership effectiveness, and increasing team accountability. We can help you create a cohesive and motivated sales team that consistently achieves its goals. Book a call with SalesCU to discover how we can help you overcome these challenges and drive sustained sales success.