CoreTrac Newsletter-Volume VI, Issue I

11 June, 2013 (15:54) | Newsletter | By: admin

Vol VI, Issue I, June 2013

Is Your Website a Sales Tool That Is Available 24/7/365?

by Alan Buhler, CoreTrac Executive Vice President

…I mean, really! Or is it just a place to share information about your products and services? Financial institutions should be making their website an actual sales tool that will generate actionable leads that are completely trackable from opportunity creation to booking the production.

Most people today expect near-instant gratification. Many of the interactions your clients have with your financial institution are through your website and other online assets, both during and after business hours. The overwhelming attraction of multi-channel eRelationship solutions is that they provide 24/7/365 online sales & service capabilities that automate the process so that the inquiries arrive directly with no delay or double handling, and they are tracked all the way through production, as well as automatic post production onboarding follow-up.

The business of building multi-channel eRelationships is serious business! You must use tools designed to centralize client information that will help you run your business more effectively, making the most of the data available for intelligent product recommendations, quality onboarding capabilities, comprehensive FAQ functionality, effective outbound email campaign distribution, and sales tracking automation for an all-encompassing relationship with your clients. >>>more

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Visit CoreTrac’s Partners

Core Vendors:

FIS Bankway

Data Center, Inc.

VSoft Corporation

Cardinal Software

Consultants & Trainers:

Michael Neill & Associates

The Connors Group 

InterAction Training Solutions

Marketing & Service Support:

DigitalMailer, Inc.

SilverCloud, Inc.

RewardsNOW

DataMentors

The Benefits Edge

Organizations:

CUSONet

CUsource

Technology:

Microsoft

other news:

View previous newsletters and other news from CoreTrac here.

Contact Us!

For service questions, email us at support@coretrac.com OR call us at 512.236.9120 option 1.

For sales questions, email us at sales@coretrac.com OR call us at 512.236.9120 option 2.


©2013 CoreTrac, Inc.
6101 W. Courtyard Dr.
Bldg 2, Suite 100
Austin, Texas 78730
512.236.9120 option 2
www.coretrac.com

 

Struggling With Your “Sales Culture”

by Alan Buhler, CoreTrac Executive Vice President

Many community financial institutions are struggling with the significant changes needed to successfully implement a sales culture. In fact, some CEOs and presidents are still in denial—believing that “the good old days” will return, and it won’t actually be necessary for them to change their approach to getting new customers/members.

Implementing change in a financial institution’s sales culture isn’t easy. Bankers have long been of the mindset that growth comes about when prospects come to the FI and request the service they want. The reality is that FIs now must be proactive in their approach to getting new customers in order to survive, and make the profits they are used to making. Not to mention the fact that over the last few years consumers have developed a very different mindset and the competitive, sales culture focused financial institutions are taking full advantage of this shift.

Here are a few tips from those competitive FIs that you can implement to ensure your sales culture shift is successful:

1. Make an unbending commitment to implement the change in the FI’s sales culture.
2. Invest in improving the selling skills of everyone who has the responsibility to drive new revenues.>>>more

>>>To finish the article on our website, please click here.
>>>To finish the article and participate in discussion around the topic on our LinkedIn group, please click here.

Register for a Demo

Ready to take a closer look at CoreTrac’s wide selection of multi-channel, eRelationship products? Register for a demo by clicking the button below.

Register Here

 

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