CoreTrac Newsletter – Volume III, Issue II

1 April, 2010 (22:27) | Newsletter | By: admin

Volume III, Issue II April 2010 – July 2010

Generic CRM…A High Cost, High Risk Proposition!
By: Alan Buhler

At a time when selling your products and services has become more difficult, you also must sell your institution’s strength and security to a nervous and anxious community.  The fact is, these are tough times for many financial institutions, but it can be a boon of opportunity for yours.  With that said, there has never been a more important time to embrace integrated, banking-specific Client Relationship Management/Sales Force Automation software.

Many financial institutions never go beyond considering generic “off-the-shelf” products like ACT!,, and MS CRM when evaluating Client Relationship Management/Sales Force Automation (CRM/SFA) software.  Although these systems may look attractive in the beginning with their seemingly low, upfront cost, over a five-year life of the software, the punitive charges for additional subscriptions, access, and basic services really add up! more

The 4 L’s of Selling
By: John Connors

Anyone who is in a selling situation, especially anyone who is evaluated or remunerated based on how well they sell, might want to think about how they can improve their selling skills.

Recently I’ve come up with four key words – the four L’s of selling – that encapsulate the four key steps in truly high performance selling.

But before we get into the four L’s, let’s agree on one thing. Let’s agree that true selling is, most emphatically, not scheming, wheeling, badgering, manipulating, or otherwise forcing someone to buy something they neither want nor need. If that is what you’re looking for, you can stop reading now, because you won’t find it in this article…read more

New Clients in 2010
Lewis and Clark Bank

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