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Cross Sell

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Identifying additional client needs beyond what they came in for

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The secret of consultative cross-selling or up-selling
The secret of consultative cross-selling or up-selling There are many components that go into a successful sale and while I am hesitant to narrow it down to just one thing I will share with you a simple concept that you could consider a "secret" to cross selling success. Of course, it's really ...
Video Tip - Capitalizing on Investment Opportunities for Lenders
See the complete strategy on how a lender can capitalizing on investment opportunities: Online Course DVD
The secret of consultative cross-selling or up-selling
The secret of consultative cross-selling or up-selling There are many components that go into a successful sale and while I am hesitant to narrow it down to just one thing I will share with you a simple concept that you could consider a "secret" to cross selling success. Of course, it's really ...
Why Are They Here?
Why Are They Here? Having clients come in and consistently ask for and expect the best rate can mess up a person's attitude quite easily. It doesn't take long before we start to believe that nobody will buy unless we have the best rate and that they are not interested in anything else. It takes ...
Giving Money Away
Giving Money Away In a sales training session recently we were talking about cross selling on the teller line. We used the example of a customer possibly being in the wrong account and paying too much in service charges and how that may be a good opportunity to see you can help by moving them i ...
Top 8 Sales Strategies for Greeters
Top 8 sales strategies for greeters: A highly skilled and personable person in the greeter or reception role is invaluable to the sales process. Unfortunately, what we find is these people are often overlooked as even having a role in selling or worse, are loaded down with unrealistic sales ta ...
What do you have in common with your customers?
What do you have in common with your customers? Have you ever been asked by your manager: "What did you have in common with the last people you met with?" It is a great question that a manager could ask you about the people you are serving. When we ask this question in coaching sessions we typi ...