Banking & Financial Services
Inbound Banking Customer Services Centre Wakes Up to Sales
The challenge: A large inbound customer-services centre was handling calls but not selling. Upsell, cross-sell and lead-generation opportunities across upgrades, card swops, value-adds, cheque accounts, credit cards, credit life, VAF and overdrafts were being missed every day.
What we did
- Developed customised sales processes
- Developed objection and closing material for all campaigns and products
- Delivered 3 days of sales training with the agents
- Delivered sales coaching training for the team leaders and QA technicians
The numbers
- Average monthly leads and sales grew from approximately 2,500 before the intervention to approximately 37,000 per month across the site
- More than 80% of customer-service agents earned commission for the first time
- The highest sales made by an agent in a day rose from 19 to 69
- The customer-services centre had a record-breaking year and its best financial year in the history of the business, while maintaining excellent service levels and meeting all customer-service KPIs
