How to cross sell products

    • [PDF File]Cross-Selling Credit Union Services

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      Cross Sales is part of a full-feature sales system that included Cross Sales, Sales Tracker and Generate Leads. Sales Tracker is a historical record of all sales interactions with members. Employees use both Cross Sales and Generate Leads to promote credit union products and services to members. Cross Sales is used for front line contact,


    • [PDF File]The Three Golden Rules of Cross-Selling

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      The Three Golden Rules of Cross-Selling Most banks and insurance companies recognize the value to be captured from effective cross-selling. Many have evolved into multiproduct, multichannel companies, yet the typical retail customer still holds only about two products, out …


    • [PDF File]A database approach to cross selling in the banking ...

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      CROSS SELLING FRAMEWORK IN HONG KONG The massive volume of customer intelligence generated from databases within the banking system enables banks to revolutionise the sales and marketing processes and to achieve more effective selling of products and services.1–4 Figure 1 shows a schematic overview of how cross selling activities should be ...


    • [PDF File]Cross-selling through database marketing: a mixed data ...

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      tomer, because frequent attempts to cross-sell can render the customer non-responsive or even motivated to switch to a competitor. In order to effectively cross-sell its products/services, the marketer must find—in commonly used jargon—the right offer for the right customer at the right time. The customer transaction


    • [PDF File]Cross-Selling the Right Product to the Right Customer at ...

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      Cross-Selling the Right Product to the Right Customer at the Right Time Abstract Firms are challenged to improve the effectiveness of cross-selling campaigns. In this research, we propose a customer-response model that recognizes the evolvement of customer


    • [PDF File]Sample Call Center Script - Up Sell Cross Sell

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      Sample Call Center Script: Up Sell / Cross Sell Amanda Captain’s Closet. This is Amanda. How may I help you? Victor Hi. I’m looking to place an order for my wife. Amanda Okay sir. May I have your name? Victor Sure. My name’s Victor. Amanda Okay, thank you Victor. And what is it you would like to order? Victor I’d like one zip-back ...


    • [PDF File]Cross-Selling: Offering the Right Product to the Right ...

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      Cross-Selling: Offering the Right Product to the Right Customer at the Right Time Wagner A. Kamakura Duke University SUMMARY. Cross-selling is an old and valuable technique used by


    • [PDF File]Cross-Selling Check-Up: Are You Effectively Timing ...

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      Cross-selling is the strategy of selling additional products to a customer who has already purchased, or signaled their intention to purchase, a product from your firm. That™s obviousŠyet, deceptively simplistic. The devil is in the details. Most financial institutions agree that cross-selling has become a prerequisite for organic growth.


    • [PDF File]Cross-Selling to Increase Bank Revenue - Intel

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      Cross-Selling to Increase Bank Revenue Digital signage can help banks cross-sell new products to increase overall sales and deepen customer relationships. Cross-Selling in Banks Competition for bank customers makes branch visits more important than ever. Every visit is an opportunity to build customer relationships and improve sales by cross-


    • [PDF File]Kicking it up a notch Taking retail bank cross-selling to ...

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      efforts to cross-sell these products. For instance, many banks are aggressively looking to extend their wealth management services.7 Exhibit 3: Primary banks’ share of product holdings Source: Deloitte Center for Financial Services 6 Statistics on Depository Institutions as of September 30, 2012, FDIC.


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