Never miss an opportunity to offer your customers the right Next-Most-Likely-Product.
Double, triple, or even quadruple cross-sell rates with opportunity management and COATM. Let the proven analytics behind COATM drive Next-Most-Likely Product offers instead of a less effective flavor-of-the-month approach.
COATM guides and tracks every aspect of effective cross-selling. It's unique workflow saves time and keeps your team focused. COATM identifies and prioritizes opportunities based on value and likelihood of success and distributes them to the appropriate agent daily.
Cross-Selling with COATM Lets You:
Discuss your cross-selling initiatives with ASA today or learn more about COATM with these resources.
- Determine the right Next-Most-Likely-Product offer
- Prioritize offers based on your institution's objectives and strengths
- Customize scripts that enhance your success rate
- Protect customers from “offer fatigue” and unwelcome timing
- View customer profile and account information on one screen
- See the entire “opportunity history” on a single view
- Bridge the gap between service and sales
- Build employee confidence and product knowledge
- Establish full accountability through a variety of standard and customizable reports