Successful Sales Campaigns

Teaches step-by-step techniques for involving each staff member in various aspects of the sales campaign. You’ll learn how to set campaign objectives and how to use demographic information to identify clients who are in need of the product you are promoting. You’ll learn how to shop competitive banks and incorporate what you learn into your campaign methods. The course provides methods for handling simultaneous campaigns, preparing campaign advertising, and developing promotional material to attract clients' attention to the product or service. In addition, you’ll learn how to introduce the sales campaign to your staff and how to hold each individual accountable for certain campaign responsibilities. You will also learn how to motivate your staff by rewarding them for their successes. Finally, you will explore the many tracking tools used to evaluate performance and the success of the campaign.

Re-versioned: July 2016

Learning Objectives

After completing this course, students will be able to:

  • Execute the sales campaign process in your bank
  • Effectively direct staff through the campaign
  • Track results of the campaign.​ 


Retail bank personnel who lead or participate in sales campaigns.​

Course Credits

ABA Certificates​: This course applies to the following ABA Certificates:

​Questions? Please contact for more information.

 Benefits of Self-Paced Training

  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available

 Registration & Pricing


Individual Purchase:
ABA Member • $95
Non-Member • $130

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.


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