The right sales process for your credit union
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Credit Union and Community Bank sales tactics are different from other industries because they’re primarily focused on service, doing the right thing for the member/customer and deepening relationships. Sales for the sake of meeting quotas or earning a bonus is rarely a focus for community-based financial institutions.
There is, however, a lot to be learned from traditional sales methods, much of which aligns well with the initiatives of community-based financial institutions.Below, we’ll uncover how Inbound sales methods provide value through advocacy to create a deeper relationship with prospects.
Sales at Community Banks and Credit Unions
Picking up the phone to call a customer or prospective customer because they’ve been identified on a prospecting list, selected for an up-sell campaign, or interacted with your inbound content can feel like a daunting task. In many cases staff are reaching out to a lead provided by the marketing department with no real basis for what they may need or how, as a customer service professional, they can help.