Customized Sales Infrastructure
for Credit Unions
Accelergy Consulting works with Credit Unions 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.
Building a Sales Culture
Accelergy has developed a proven method of developing and implementing sales infrastructure that generates increased production and results in a sustained sales culture.
Processes &
Tracking Tools
Accelergy builds a framework that maximizes the performance of producers and enhances coaching by leaders.
Infrastructure
Accelergy builds a framework that maximizes the performance of producers and enhances coaching by leaders.
Training &
Sustainment
Accelergy builds a framework that maximizes the performance of producers and enhances coaching by leaders.
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 Traditional 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.
Adoption
We align the custom sales processes to your CRM to drive 100% adoption.
Sustainment
We implement a sustainment plan that ensures long-term viability.
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.
A Disney Philosophy
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."
Meet the Team
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.
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.
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.
Brad Tichenor
Regional Vice President
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."