Integrity Services

Sales

Credit Union Sales Process

Integrity Selling® for Service Professionals

A values-driven sales process customized for Credit Unions

Credit Union Sales Process

In order to respond to the needs of this rapidly changing credit union sales market, the Integrity Selling® course has been customized for today’s changing Credit Union market.

Grounded in a Statement of Values and Ethics, the Integrity Selling® curriculum embodies the following:

  • Sales Process Training For Credit Unions
  • Learning dynamics that influence attitudes and beliefs about selling
  • A member needs-focused selling system — AID,Inc.®
  • How to identify and sell different Behavior Styles®
  • An eight-week follow-up course with accountability for application
  • Principles-based content — easily accepted and applied by all CU employees
  • A corresponding coaching course for Managers and Supervisors

Integrity Selling® for Service Professionals is typically conducted by your in-house facilitators, with strong management involvement and supportive coaching throughout the process. Integrity trainers are available upon request.

Congruence of Knowledge, Skills and Values

A shift in View of Selling requires more than providing associates with product knowledge and selling skills. It is also greatly influenced by beliefs and values as revealed in the following model:

Congruence Model Graphic

Integrity Selling® helps to bring these into congruence, or alignment, through unique learning dynamics and supportive coaching. As a result, associates have more confidence and commitment to consistently practice member needs-focused selling skills.

Time Line for Behavior Change

The objective of Integrity Selling® is to create positive, needs-focused selling behaviors. This occurs through time lapse, repetition and positive reinforcement. Participants are introduced to a values-driven sales process in a highly interactive, facilitator-led seminar.

Selling behaviors are practiced and reinforced in a seven-week follow-up course where associates apply the concepts as they interact with members. These one-hour follow-up modules can be delivered by teleconference or meeting format.

Behavior Change Timeline for Credit Unions Graphic

The Foundation of Integrity Selling

A Statement of Integrity Selling® Values and Ethics
  1. Selling is a mutual exchange of value.
  2. Selling isn't something you do to members; it's something you do for and with them.
  3. Developing trust and rapport precedes any selling activity.
  4. Pressure is never exerted by the associate. It's exerted only by members when they perceive they want or need the solutions you provide.
  5. Selling techniques give way to values-driven principles.
  6. Truth, respect, and honesty provide the basis for long-term selling success.
  7. Ethics and values contribute more to the sales success than do techniques or strategies.
  8. Understanding the wants and needs of members enchances the ability to create value.
  9. Negotiation is never manipulation. It's a strategy to work through concerns — when members want to work through them.
  10. Closing is a victory for the credit union, their members and the associate.

More Information

Contact us for more information.

Integrity Selling®, AID,Inc.®, and Behavior Styles® are registered marks of Integrity Solutions, LLC.

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Top Sales Methodology Training Companies 2009

Featured Credit Union Clients

  • Grow Financial
    (formerly MacDill)
  • Delta
  • Tropical

Testimonial

"Integrity Selling® has given me the tools to better fill member needs. Solution-based selling, done with Integrity, results in long-term member relationships."

Credit Union Manager

Free White Paper

Download a free copy of the new white paper, "The Current State Of Sales Cultures In Credit Unions".

Free Booklet

Cover of You Can't Teach People to Sell by Teaching People to SellGet your free copy of the insightful booklet, "You Can't Teach People to Sell by Teaching People to Sell".

Certification

Become a certified facilitator of this process.

2002 Richard Jones Rd., Suite C305 Nashville, TN 37215 | Toll-Free: (800) 646-8347 | Phone: (615) 385-2246 | Fax: (615) 292-3940

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