Sales Strategy: Intro to Product Sales

Sellable and Non-Sellable Calls

Sellable Calls include interactions with customer or consumer in which save, upsell, and/or sell attempts are permitted and required.

1. Successfully serviced the consumer's need
2. Not purchased any product
3. upgraded Equifax products

Non-sellable Calles are interactions with a consumer in which save, upsell and/or sell attempts are prohibited.

1. Technical Issue
2. Product/Business Unit Issue
3. Policy/Procedure Issues
4. Mixed and multiple files
   • Multiple files
   • Multiple files Dispute exist
5. 2017 Data Breach issues
   • Equifax Trusted ID Premier
   • Experian ID Notify
   • Lock and Alert

Lesson 2 - Introduction to Product Sales

• Educate
• Empower

Product Sale components

• Sales
• Upsell
• Cancel/Exchange
• Retention

Save Offer Save Credit

UDAAP - Unfair Deceptive Abusive Acts or Practices

Lesson 3 - Equifax Rules of Product Sales "You must always provide exceptional service before sales"

Transition From Service to Sales Requirements

Sellable of all consumer's need complete, do not attempt if not Summarizing the consumer's request may include the following

• Providing confirmation number,
• Educating the consumer on any turnaround time frames time frames associated with their request, or
• When initiating a consumer dispute, providing the dispute status telephone number (866-349-5186)

Equifax Product Solutions Available Subscription product

• monthly or annual basis while having the option to cancel at any time Transactional Product
• one time charge and access for 30 days

www.Equifax.com site may offer the consumers a product at a free discounted rate. When offered, these product rates and available online only

Premium Products

• Equifax Complete Family Plan
• Equifax Complete Premiere
• Equifax ID Patrol

Value Products

• Equifax Core Credit
• Equifax Credit Monitor
• Equifax Complete

Limited Product Offering (enrolled in Premium) 3-Bureau Report & Score $19.95

(H)ELP (O)FFER (T)RANSITION TO AGREEMENT HELP Helping: Partnership and Humility. We are here to help, not decide OFFER: Educate consumers on the different products and services available to them based on their need. TRANSITION OF AGREEMENT Gain agreement on the product value and benefit to close the sale Preparing to Close Call

• Summarize one or more key needs the consumer has expressed
• Summarize how the offering meets the need(s)
• Attempt to gain a commitment

Lesson 5: PRODUCT ORDER Order Products vs Manage products