Managing Sales Process

Here’s a collection of information-packed, research-based articles we invite you to read and share.

Bank Sales Strategies – 4 Keys to Retaining Small Business Customers
by Nick Miller

High levels of dissatisfaction with banks—particularly larger banks—hint at an oncoming train of significant customer attrition and churn when the economy improves and business owners feel confident they can get credit or better service at other banks.  How can individual business bankers and branch managers raise the odds of retaining small businesses and their owners … Read more »


6 Strategies to Build Confidence and Impact in Talking to Small Business Owners and Deepening Relationships… Now
by Nick Miller

If you’ve never been a small business owner, talking to one could be scary.  Low confidence and lack of knowledge about businesses, business owner concerns, and bank products and services all add to the fear factor.  The good news is that this is all fixable. If you’re a small business banker or a branch manager, … Read more »


Business Banking Sales Strategies—How to Choose and Attract More of Your Best Customers
by Nick Miller

Who are your bank’s best business customers?  Find out and then go after them with these three steps! Think about fly fishing for a moment (bear with me — I do have a business point here): A fly fisher’s success is based on alignment of three elements: 1) the fish they want to catch, 2) … Read more »


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