Recently, the Earnings Edge Team visited Forest Area FCU regarding a review and refresh on the CU*BASE Cross Sales/Next Suggested product toolkit. During the visit, the Earnings Edge team:
- Reviewed and discussed the incentive programs already in place
- Reviewed the Tracker Memo Types and how they tie into the Cross Sales toolkit
- Discussed how the credit union could pay employees for their participation in selling products and services to members
- Had a discussion on how to strategically create the Cross Sales Need Group categories and tasks
- Walked the credit union through the creation of a Next Suggested Product promotion
- Reviewed reporting and the exporting of reporting options available
As a follow up item, the Earnings Edge team will be training/refreshing the Forest Area FCU staff on the steps for using Cross Sales/Next Suggested Product. This will be completed at the end of September 2021.