Volume II, Issue II | March 2009- April 2009
Community Financial Institutions Can Drive Growth with a Deeper Client Focus
By: Alan Buhler
More and more community financial institutions are realizing that the client relationship is the only thing that separates them from the competition. Many have come to realize that Client Relationship Management (CRM) and Sales Force Automation (SFA) software are essential if they want to capitalize on their unique positioning. In other words, most community bankers accept that if they want to expand their current client relationships as well as attract new profitable clients, they need a technology solution that will help them achieve client-centricity. But CRM/SFA software is expensive, difficult-to-implement, and even more frustrating to use--right? Well not any more....read more
How to Improve Employees Sales and Service Performance Part 2
By: Michael Neill
In last month's issue, we examined why employees under perform and found out a few important facts:
- Many employees know they are under performing
- Employees who are able to perform do not do so due to:
- Manager's who "parent" rather than coach
- The use of negative/neutral reinforcement in organizations
- It is human nature for employees to be comfortable rather than improve their performance
In this month's article, we will examine an equally important issue, "Given the above, what can we do to improve sales performance?" read more
Selling in the '09 Economy--The Rules Have Changed
By: John Connors
You'd have to be an extremely serious recluse to be unaware of what is going on in the national and global economy: Things are bad, the newscasters intone, and they may get worse before they get better. There's a lot of finger pointing going on, trying to determine how this mess arose and who did what to whom. But beyond all the accusations, the questions, and the uncertainty, you can be sure of one thing: the rules have changed for selling in the '09 economy...read more
Upcoming Events in 2009
2009 WIB Conference
Texas CU League Annual Meeting & Expo
118th Annual CBA Convention
2009 TBA Annual Conference
CUNA's America's Credit Union Conference & Expo
WIB Business Development & Sales Forum
2009 FURST Senior Management Conference
2009 DCI Conference
Montana Credit Union Systems Conference
WIB Annual Bank Technology & Security Summit
•••••
2009 CoreTrac, Inc.
8200 N Mopac,
Suite 280 Austin,
Texas 78759
512.236.9120 option 2
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