Training / Tools / Tracking Overview
In Branch Process
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An easy in-branch marketing process turns every frontline branch employee into a referral generator. The process does not require employees to significantly change their behavior but maintain their focus on service.
Online Employee Resource Center – Each frontline employee has access to an individual “Resource Center”
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Training – From here employees can access online training modules that teach them a simple and easy way to use Quick Guides to start dialogues, make referrals and set up sales appointments every day.
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Tools
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Employees can capture information from people that have requested a Quick Guide, sending it immediately to the person that can follow up with help on that topic
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Employees can access a calendar for their appropriate sales representatives to set up and confirm sales appointments on the spot
