Script, prompt, sell
Your members are being pitched by a financial competitor multiple times a week. Now you can fight back and secure your member by using Sharetec Cross Selling to define products and services you want to promote to qualifying members. When a member qualifies for a product or service based on your defined qualification parameters, a Cross Selling window appears in the transaction screen, prompting your staff with a customizable script. If you compensate your team for their sales successes, Sharetec also tracks all promotions and successful sales by user, so when bonus time arrives the right person can be rewarded.