Successful Sales Campaigns

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Description: In Successful Sales Campaigns, students will learn to effectively run a sales campaign using step-by-step techniques for involving each staff member in various aspects of the sales campaign. Students will learn how to set campaign objectives and use demographic information to help identify clients who are in need of the product that is being promoted. The course also provides students with methods to handle working on simultaneous campaigns, and for shopping competitive banks and incorporating this into campaign methods.

Audience: Retail bank personnel who lead or participate in sales campaigns.

Learning Objectives: After completing this course, students will be able to:

  • Execute the sales campaign process in your bank
  • Effectively direct staff through the campaign
  • Track results of the campaign.