To provide participants with the necessary skills to identify opportunities for success in delivering services that add value to customers. Additionally, it aims to enable them to attempt to understand and identify the true needs of customers, learn modern techniques for persuading customers by creating sophisticated methods for offering and selling banking products at the right time, enhancing sales, and how to follow up with customers after the sale while striving to maintain the highest level of customer satisfaction.

By the end of this course, participants will be able to:

            Easily identify win-win opportunities to provide additional value to the customer.

            Identify the real needs of the customer.

            Recognize techniques for persuading the customer.

            Create a natural mutual dialogue for offering and selling products and additional services.

            Provide the right products and services to our customers at the right time.

            Complete more sales.

            Follow up after the sale and maintain a high level of customer satisfaction.

Course Curriculum

2 Lectures
Module 1 - Cross-Selling. Creating Real Value Opportunities
  • The Sales Cycle and Key Stages of the Sales Process
  • How to Plan and Manage Your Sales?
  • Cross-Selling and Upselling. Concept and Significance
  • Cross-Selling vs. Upselling. What Sets Them Apart?
  • Changing the Mindset
  • The Importance and Benefits of Cross-Selling
  • How to Increase Sales. Methods for Boosting Sales
  • Why Sales Professionals Might Neglect Cross-Selling?
Module 2 - Practical Techniques for Cross-Selling
  • Motivations
  • Detailed Matrix of Motivations
  • Building Trust between the Service Provider and the Customer. Easiest
  • Practical Techniques for Cross-Selling
  • How to Present Options
  • When and How to Cross-Sell?
  • Timing is What Makes Cross-Selling Effective
  • General Tips on Cross-Selling

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