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JP Morgan / Chase Manhattan

Services Provided:
Sales Training

Training Medium:
Classroom

Description of work:

Sales Course designed to improve the sales performance of marketing efforts. The class was given in conjunction with an outbound telemarketing campaign. Client wished to appeal to current inactive card members and have them either activate their accounts or effect balance transfers to the Chase card. 25 Account Specialists from two different inbound/outbound groups were specifically chosen for this training and all had a high degree of product knowledge.

Objectives:

• Reactivate current Chase card members.
• Integrate the diverse backgrounds and skills (Customer Service Reps and Out-bound Specialists) of Test & Learn group into a cohesive message for this campaign.
• Techniques for controlling a call.
• Upgrade outbound groups empathy and listening skills..
• Create a relationship that allows for a logical transition into a consultant role consequently giving tacit permission to ask for application and on-going business.

Client Testimonial:

Participants were given a feedback form, which asked of their experiences of the course and whether their expectations had been met on a scale of 1-5 with 5 being excellent:
Training Content: 74% rated it a 5 and 26% a 4. On facilitator effectiveness and knowledge: 78% a 5 and 12% a 4.


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