Customized Sales Infrastructure

for Credit Unions and Banks 

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Accelergy Consulting works with lines of business within Credit Unions and Banks to develop and implement a customized sales infrastructure that generates consistent growth.

 

The firm works hands-on with everyone from front-line producers to senior leaders to integrate a sales framework that is woven into the organization’s culture for long-term sustainment.

 

Customized Sales Infrastructure

Accelergy has developed a proven method of developing and implementing sales infrastructure that generates increased production.

Sales Process

Development

CRM Alignment

and Adoption

Accelergy takes a customized, holistic approach to building and documenting every stage of all relevant sales processes.

Accelergy aligns the developed sales processes to the organization’s CRM, driving 100% consistent adoption.

Leader & Producer

Training

Accelergy builds a framework that maximizes the performance of producers and enhances coaching by leaders.

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Customized Sales Infrastructure

Accelergy creates and implements a customized infrastructure for continual growth, ongoing coaching and sustained accountability.

Culture and Sustainment

Accelergy weaves the customized sales infrastructure into the culture of the organization, ensuring the sales process is sustained long-term.

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Julie Kleffel

Chief Banking Officer

Seacoast Bank

   “I have been in the banking industry for over 20 years, and I thought I knew everything about sales process.  But as I began to see what Accelergy diagnosed – and how they diagnosed it – I knew the Small Business  team had plenty of room for improvements.   

   "Accelergy’s affiliation with Seacoast runs much deeper than the typical consultant-consultee relationship. It has been a true partnership, in which they are invested in the success of the Line of Business and individual team members."

 

Disrupting Tradition Sales Training

Sales training has traditionally been focused on high-level initiatives that often come in the form of seminars and coaching.  While these can provide needed support, they often don't get to the core challenges facing an organization. 

 

Accelergy embeds itself in the organization to gain buy-in and ensure the systems are woven into the culture for long-term sustainment.  Our three core differentiators - Coaching, Adoption and Sustainment - allows Accelergy to uniquely serve our clients.

Coaching

We work directly on a personal level with your producers and leaders.

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Adoption

We align the custom sales processes to your CRM to drive 100% adoption.

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Sustainment

We implement a sustainment plan that ensures long-term viability.

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Mike Terzian

Chief Executive Officer

Foothill Credit Union

   "Over the past two decades, I’ve been fortunate to work with many talented, effective partners.  In my experience, Accelergy is different than most consulting and training firms.  They don’t have a one-size-fits-all approach, rather they listen, diagnose and then drive change throughout the entire organization by designing and implementing a scalable, repeatable process.

   "Accelergy was able to align our process and philosophy with our existing CRM, integrating technical training with hands on coaching and sales process techniques. The results were impressive and impactful."

 

From their theme parks to cruise ships, The Walt Disney Company is widely recognized as the gold standard in customer service.

 

Accelergy brings over 30 years of combined Disney Sales and Training experience to every client we work with. 

 

"Sales through Service" isn't just a slogan, it is deeply routed in the principles and philosophy of the Accelergy mission.

    "Whatever you do, do it well.  Do it so well that when people see you do it they will want to come back and see you do it again and they will want to bring others and show them how well you do what you do."

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A Disney Philosophy

Meet the Team

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William McNeil, J.D.
Founder & CEO

Bill brings his successes to every line of business he works with by implementing a "block & tackle"  approach to energizing sales and creating a positive sales culture. 

  • LinkedIn
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Adam Pickett, MBA 
Founder & President

Adam's diverse background in multiple industries of all sizes has given him a broad range of experiences to draw upon when working with financial institutions.

  • LinkedIn
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Tammy Haven Long, MBA
EVP of Client Strategies & Training

Tammy brings 23 years of Disney experience to Accelergy, including 17 years in Training and Learning & Development, leading initiatives across Walt Disney World.

  • LinkedIn
 
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Brad Tichenor

SVP Branches & Real Estate Originations 

Partners Federal Credit Union

   "Accelergy’s approach is very personal and unique which results in a sales infrastructure that is truly customized and effective for the organization.  In addition to working directly with our leaders and Member Service Reps, they partnered with our training team to ensure the new processes are now part of our organization’s culture."