Rate The Relationship Selling Culture in Your Bank or Credit Union

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A Relationship Selling Culture has both a technology factor (CRM software) and a people factor. We define the people factor as “the process of expanding relationships with an assigned list of existing customers or members by uncovering their needs, goals, dreams and aspirations over time and building a profile in your CRM system (the software)”. It requires proactive and periodic outreach, trust building and avoiding product pitching. This approach results in loyal advocates, referrals and increased business generated as a result of consistent follow-up.

Evaluate Your Relationship Selling Culture on The People Factor

How well is your organization doing on building member or customer relationships? Rate each statement on a scale of 1 to 4 with 4 being most true and 1 being least true. Enter your rating in the box below each statement. Your score will be instantly tabulated as you check each box.


Get Your Score

To learn where your score falls in a range from Excellent to Fair, and to get your questions answered about Creating a Relationship Selling Culture, fill in the form below and type "please contact me" in the comments section. Then click send.