Cash Management Product Sales

Workflow Template

Cash Management Product Sales

Workflow Template

This workflow template illustrates the sales of cash management, or treasury management, services to commercial banking customers. This workflow follows the entire process, from initial contact with the sales lead, through service implementation and post-sales customer service. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Cash Management Product Sales process.

Related KPIs : Calls Handled per Representative, Online Cash Management Customer Growth Rate, Online Cash Management Peak Time System Availability, Online Cash Management System Availability, Revenue per Lockbox Account, Sales Representative Activity Breakdown: On-Phone

What is Cash Management Product Sales?

The Cash Management Product Sales process involves coordination between bank customers (or sales leads), sales representatives and cash management team members to educate, close and onboard new cash management customers. Sales representatives contact sales leads over the phone to discuss the bank's cash management service offering and determine if the lead has any interest. If they do, a request for information (RFI) is completed and sent to internal cash management team members to aid in answering the potential client's questions. If the lead decides to move forward, pricing details are negotiated and they are provided with the final paperwork to onboard and begin using the account.

Download a Sample Cash Management Product Sales

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