Configuring Cross-Selling Tools - Need Group Tips
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Screen ID: Screen Title: Panel Number: |
UCSNTP-C1 Cross Sales Tracking - Need Group Tips 1839 |
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Access this screen by selecting Group Tips (F22) while adding or maintaining an existing Need Group.
Refer also to: Using the CU*BASE Cross Selling Tool and Next Suggested Product.
Use this screen to enter tips about when to use this need group and how to find out what the member’s needs are. Keep in mind that these hints are directed more toward helping the MSR find out what the member’s needs are, and deciding whether or not the Tasks within this need group are appropriate for that member. The goal is to help the MSR learn about the member without asking point-blank, “do you have any special service needs?”
Special instructions on entering text in the second text box.
Some ideas for need group tips:
For a “Special Service Needs” group:
This group of tasks are related to member service products that go beyond basic savings and borrowing offerings. Pay attention to member comments about other financial services they may use outside of the credit union, such as investment services, insurance services, business needs. Keep in mind our CUSO and its new line of credit union member products.
For a “Borrowing Needs” group:
Don’t ask the member directly whether they have borrowing needs or not. Ask the member what is happening with their family and is there anything the credit union could do to help. Listen for potential lending opportunities such as a child going to college, health issues, loan consolidations, etc. Make suggestions about how to use the credit union as a safety net through our LOC programs.
There are two methods for displaying tips for your staff. Choose one method only. When done, use Enter to save, then F3-Backup to return to the previous screen.
Method 1: Link To an Existing Web Site or Intranet Page
If you have already set up a page on your Intranet or your public website that contains the tips your staff will need, use the URL Link field to enter the address of this page. Use a format like this:
https://www.abccu.com (a website)
https://192.168.1.11/insideabccu/msr.htm (an intranet page)
To verify that this link will work, click the arrow on the right side of the field (a browser will open and you will be navigated to the site).
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With this method, when the tips are accessed, the system will automatically launch a browser and open the designated web or intranet page. (The CU*BASE Cross Sales Tips screen will not display at all.)
Method 2: Enter Tips Manually
If you do not have a website or Intranet page, use the Comment lines at the bottom of the screen to enter the tips here. Up to 99 lines of free-form text can be entered. When the first 12 lines are filled, use Enter to save the changes, then use arrows to display additional lines.
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With this method, an inquiry-only version of this screen will be displayed when a user accesses tips.
CU*TIP: If a URL is entered, the next time you enter this screen the Comment lines will be hidden. To use them, you will need to clear the URL Link field, use Enter to Save, then the back up arrow to exit, then re-enter the screen to allow it to refresh. Likewise, if text is entered, the URL Link field will be hidden. Use the same process to refresh.