On Demand Course

Recipe for an Effective Sales Environment

Build a sales culture that grows relationships and delivers results.

Learning Objectives

After attending this course, you will be able to:

  • Explain the core ingredients of an effective sales environment and how each contributes to a thriving sales culture.
  • Discuss how strategic planning shapes sales priorities, expectations, and long-term relationship growth.
  • Review staff training approaches that build sales skills and reinforce a results-driven culture.
  • Identify practical tools, checklists, and forms that simplify implementation and support sales excellence.
Kyle Hershberger 1 HR
Included with Team Membership

About This Course

Discover the key ingredients for a thriving sales culture in this engaging course. From strategic planning to staff training, discover how to create an environment that fosters relationship growth and delivers results. Gain practical tools like checklists and forms to simplify implementation and achieve sales excellence.

Topics covered in this course

  • Key Ingredients of an Effective Sales Environment
  • Strategic Planning for Sales Growth
  • Building a Culture That Fosters Relationship Growth
  • Staff Training and Skill Development
  • Checklists, Forms, and Implementation Tools
  • Measuring Results and Sustaining Sales Excellence

 

*This course does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Your Instructor

Kyle Hershberger
Kyle Hershberger

Kyle Hershberger is the CEO and Jack-of-All-Trades at Cross Financial. Kyle’s experience in banking, banking software, research, and marketing services enables clients to focus on achieving their desired results. Kyle’s industry expertise comes from decades of working with financial institutions across the nation. Kyle has been at the forefront of research and planning to support financial institution sales and marketing activities. Kyle is a frequent presenter at banking industry conferences and seminars and a member of the faculty at the Graduate School of Banking at the University of Wisconsin. Kyle is a 3rd-generation banker and a 2nd-generation consultant.

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee