Sales Team
SimplyFocused on Sales
In the credit union world, sales is not a bad word. It’s member service.
Say it with us: Sales is service. Sales is connecting members with what they financially need. If you believe in consultative guidance, a backbone of the credit union movement, SimplyFocused empowers you to have one-on-one conversations in a way that helps.
SimplyFocused Empowers Your Sales Team
Help people get what they need
SimplyFocused empowers your sales team to be what credit unions were designed to do: help people get what they need.
Get Members What They Need
Here’s how SimplyFocused works:
A person fills out a form for a loan on your website or maybe it's a form as part of a promotion or giveaway your credit union is putting on. It takes a few seconds and the member indicates that they are interested in a vehicle loan or a mortgage or a checking account.
Immediately, that person’s form, which is now a lead, shows up in the SimplyFocused system, waiting to be assigned to a staff member who will contact the member about their interest in the financial product. There is a process laid out if the person is not immediately responsive, a timeline for follow ups and next steps, all of which is visible to staff and management.
Outbound opportunities, upload lists from core data or elsewhere of people you identify as warm leads or in the market for a product, with tracking of who called, when and how the interaction went. Everything is transparent, everything is trackable.
The system allows for soft credit pulls to quickly restructure a members’ debt portfolio at a glance, uncovering hidden opportunities in helpful ways.