CU*BASE as your Lead Machine

CU*BASE data is the ultimate source for 'sales leads'. It has all the components your staff needs to build relationships with your members that pay off in active, repeating, incremental sales. Do you want high returns for your efforts? Use CU*BASE as your data mining tool to match your products and services to the members who need credit union solutions day-in-and-day-out. CU*BASE is the ultimate lead machine. Member opportunity comes through awareness. Here are just three ways to develop relationships and promote sales through the simple act of watching.

First - Watch member activity to match what they are doing on a daily basis with their next credit union product or service. (i.e. Members who opened new memberships today without getting a debit card.)

Second - Watch how member relationships with the credit union are changing. (i.e. Members who are very active in online banking, or have a platinum status.)

Third - Watch member inquiries and service contacts. (i.e. Members who contact the credit union to ask for answers to questions and discover solutions to their financial needs.)

If you and your staff are paying attention, CU*BASE can kick out a long list of potential member contacts for your sales team to work! The following questions will get you started.

How many relationship types are you tracking today?

Which menu option will quickly identify relationship scores, product and service penetration, and even the gender and average age for your engaged members? What's your relationship score?

Which menu options include the easy to use Member Connect contact tool?

Can you list 5 to 10 key member activities that you should track and follow-up on with a sales contact? How are you using Member Connect at your credit union?

Which Inquiry Tools are you using?

Can you identify 5 key inquiry tools that your members use to 'ask for service'? Which ones are Internet based? Members need your attention. How are you meeting their service needs?

How can you use sales trackers to complement cross sales?

Memo types reveal communication efforts of your staff. What are the 5 dominant memo types used by your team when they track member cross sale opportunities today?

Where are you recording goals for leads and follow-ups by your sales team?

Do you have a goal for leads and follow-ups by your sales team? Can we help you develop them?