[Updated April 2025]
How Better Lobby Helps Credit Unions Strengthen Relationships with Cross-Selling and Visit History Tools
Building long-term relationships with members is one of the biggest strengths of credit unions. Credit Unions Strengthen Relationships is a core part of what a credit union does. But keeping those relationships strong requires more than just good service—it takes the right tools to track member needs, understand behavior, and follow up effectively.
That’s where Better Lobby’s Cross-Selling and Visit History tools come in. Together, they help credit union staff deliver smarter, more personalized service during every visit—without adding extra work.
🧾 What Is Visit History?
Better Lobby’s Visit History feature gives staff an instant view of a member’s previous visits to the branch. This includes:
-
🗓️ Date and time of each visit
-
📍 Branch location they visited
-
💬 Service requested (e.g. new account, card replacement, loan info)
-
👤 Staff member who helped them
-
📝 Internal notes from each visit
Instead of starting every conversation from scratch, staff can pick up where the member left off—making each interaction faster, friendlier, and more helpful.
🔁 What Is the Cross-Selling Tool?
Cross-selling isn’t about pushing products—it’s about offering relevant solutions when a member needs them.
The Better Lobby cross-selling tool allows staff to:
-
Record products or services discussed during the visit
-
Track whether the member was interested, declined, or accepted
-
Mark if a follow-up is needed
-
See this information linked to that member’s future visits
This tool keeps cross-selling efforts organized, consistent, and respectful—so every conversation adds value, not pressure.
💡 How These Tools Work Together
Here’s a quick example:
Let’s say a member comes in to replace a debit card. During the visit, the MSR notices they don’t have overdraft protection and asks if they’d like to learn more. The member says, “Maybe next time.”
With Better Lobby, the MSR logs that brief conversation into the Cross-Selling tool. The next time the member visits, the new MSR can see that note in the Visit History—and follow up at the right time.
This small detail makes a big difference. It shows members that you remember them, understand their needs, and aren’t just repeating the same pitch every visit.
🌟 Benefits for Credit Unions
Using Better Lobby’s Cross-Selling and Visit History tools can help credit unions:
✅ Provide more personalized service
✅ Increase member satisfaction and loyalty
✅ Boost adoption of helpful products and services
✅ Improve staff awareness and communication
✅ Ensure a consistent experience across branches
Whether you have one branch or twenty, these tools help your team stay informed, coordinated, and focused on what matters most: building trust with your members.
What Is “Next Best Offer” and Why Does It Matter?
The “next best offer” is all about giving members the right product or service at the right time. Instead of sending out the same message to everyone, you use what you know about a member—like their recent activity or life stage—to offer something that fits their needs.
For example, if a member just opened a checking account, the next best offer might be a savings account or a credit card. If they recently paid off a loan, it might be a good time to talk about a home equity line.
Timing and relevance are everything. When offers feel helpful—not random—members are more likely to say yes. And that leads to more than just sales. It builds trust, deepens relationships, and makes members feel like their credit union really understands them.
Better Lobby’s Offers Made Easy helps make this happen—without the complexity of a full CRM—by putting simple, targeted tools in the hands of your front-line team.
How Offers Made Easy Solves Common Challenges
Many credit unions want to offer more personalized services—but they get stuck using expensive, complex CRM systems that staff don’t enjoy using. That’s where Offers Made Easy comes in.
No CRM? No problem. Offers Made Easy works with or without an MCIF system, making it a flexible solution for small and mid-sized credit unions.
Simple for staff. The tool is designed with front-line employees in mind. It’s easy to learn, fast to use, and doesn’t require any technical background. If your team can use Facebook, they can use this.
No IT headaches. There’s no need to connect to a complicated database or set up a new system. You can start creating member-specific offers quickly—without the high cost or hassle of traditional CRM tools.
With Offers Made Easy, your team can focus on what they do best: serving members with helpful, timely offers that actually make a difference.
Real-Time Tracking and Reporting to help Credit Unions Strengthen Relationships
With Offers Made Easy, credit unions don’t have to guess what’s working—Better Lobby shows you in real time.
See everything in one place. Managers get access to easy-to-read dashboards that track staff activity, member responses, and outcomes. You can instantly see how many offers were made, who saw them, and which ones led to action.
Track conversations, not just clicks. Better Lobby’s cross-selling tool lets staff record what they talked about with each member. This gives you a clearer picture of how your team is engaging and where opportunities are being created.
Spot trends fast. Whether it’s one branch outperforming another or a particular product getting strong interest, Better Lobby helps managers respond quickly and make smarter decisions.
With live data at your fingertips, you can improve performance, recognize top staff, and keep cross-selling efforts focused and effective.
Designed for Credit Unions of All Sizes
Offers Made Easy was built with credit unions in mind—especially small and mid-sized institutions that need powerful tools without the big price tag.
Affordable and easy to start. You don’t need a massive IT team or a huge budget. Better Lobby makes it simple to get up and running, with tools that work right out of the box.
Perfect for growing credit unions. Whether you have one branch or many, Offers Made Easy is flexible and scalable. As your credit union grows, the platform grows with you.
Big results, small footprint. You get real-time reporting, smarter member engagement, and better staff performance tracking—all in a solution that fits your size and needs.
Better Lobby helps credit unions of every size compete like the big guys—without losing the personal touch that makes them special.
Key Takeaway: Credit Unions Strengthen Relationships using Smart Offers, Simple Tools
You don’t need a complex system to deliver targeted offers that make an impact. With Offers Made Easy, credit unions can connect with members in a more personal and meaningful way—without the cost or hassle of a full CRM.
It’s about giving your front-line team the power to act on member data in real time, offer the right products, and track what’s working.
Ready to make smarter offers and stronger connections?
Request a demo today and see how Better Lobby can help your credit union grow, one conversation at a time.
The following section is the original post from January 2012. While some product names and screenshots may be outdated, we’ve kept it here for historical reference.
Financial industry analysts have talked about the importance of “next best offer” marketing for years. Yet it seems that few institutions have mastered this seemingly simple concept. We have worked hard to help rectify this situation with our new Offers Made Easy solution.
Targeted at small to mid-sized institutions, Offers Made Easy provides an affordable way – with or without an MCIF system – to cross-sell relevant products and services. It is an easy-to-use alternative to complex and costly CRM systems that are all too often spurned by front line employees.
Learn about the Better Lobby cross-selling tool
Key Takeaway: If you can use Facebook, you can create member-specific offers! (And track the outcome of these offers and provide reporting to management in real-time.)