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Sales and Service Process Improvement

Are your investments in training and CRM technology paying off?

Are your branch and individual performance targets realistic?

Kiran Analytics can help you.

Key Benefits

Improvement in sales productivity by position
Improvement in branch sales performance
Improvement in recruiting, professional development, and incentive

Challenges with Sales and Service Targets and Performance

The branch continues to be the leading indicator of customer satisfaction and the primary sales channel. Banking executives are making investments in sales and service training and technologies like CRM systems. Yet, branch and individual performance targets are not realistic.  Sales technology adoption is slow. Coaching initiatives and the new  behaviors are not delivering the expected results. 

There is a opportunity to set realistic performance targets, to deliver the ROI on training and technology investments, and to improve your sales and service performance using data and analytics.

Improve Customer Satisfaction and Performance 

Kiran’s Sales and Service Process Improvement service enables your financial institution to:

  • Assess performance (new deposits, loans, fee income, referrals) across your sales team.
  • Measure sales and service behaviors and sales technology usage to pinpoint training needs and coaching opportunities at all levels of the organization.
  • Correlate customer facing behaviors and technology usage with customer satisfaction and sales/service performance.
  • Set realistic targets for branch and individual performance.
  • Use data to improve the quality and productivity of the sales and service activities through accelerated technology adoption, improved coaching, goal setting, aligned incentives, communications, and sales training.

Improve Customer Satisfaction and Performance 

Kiran’s Sales and Service Process Improvement service enables your financial institution to:

  • Assess performance (new deposits, loans, fee income, referrals) across your sales team.
  • Measure sales and service behaviors and sales technology usage to pinpoint training needs and coaching opportunities at all levels of the organization.
  • Correlate customer facing behaviors and technology usage with customer satisfaction and sales/service performance.
  • Set realistic targets for branch and individual performance.
  • Use data to improve the quality and productivity of the sales and service activities through accelated technology adoption, improved coaching, goal setting, aligned incentives, communications, and sales training.

Learn how Kiran Analytics can help you.

Your financial institution’s needs and priorities are unique. Let’s discuss how our solution can meet your requirements.