Learn About Fusion Performance Group
Fusion Performance Group provides the spark your sales team needs to get excited and feel confident in every customer service interaction.
Fusion Performance Group
Fusion Performance Group provides the spark your sales team needs to get excited and feel confident in every customer service interaction. We demonstrate how to provide exceptional customer service and generate greater sales with proven methods that are practical and effective for your financial institution. With a renewed energy your sales team will experience greater sales success armed with powerful tools and the ability to build stronger relationships with your customers. Our continuous sales coaching process and training products for credit unions, banks, and lenders will also keep the fire alive ensuring lasting sales success.
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Our Clients
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Our Sales Training History
The Beginning: ISI’s Roots in Automotive Sales Training (1987)
The roots of Fusion Performance Group go back to 1987 with a sales training company called ISI which focused on the automotive industry. In 1990 ISI was approached by the COO of what was then Pacific Coast Savings in Victoria, BC. PCSCU had previously spent a considerable amount of money and time on service and sales training that had little or no effect when it came to changing the behavior of front-line staff. One of the board members suggested that training companies from the banking industry don't even understand sales and sales management. He recommended they look outside the industry for help in changing the transactional order-taking culture that they were accustomed to, to one of professional service and pro-activity.
Growth and Specialization: Becoming Leaders in Financial Sales Training
Of course, when they approached us we were a little reluctant to launch into another industry. So naturally we devised a comprehensive proposal that we thought PCSCU would find too expensive. They said yes. The program was highly successful, and we were officially launched into the financial services market. The transformation at PCSCU brought additional clients anxious to duplicate their success. We added more personnel, refined the training materials, and continued to grow and specialize in sales processes for the financial services industry.
1998 Restructuring: A New Company for a New Focus
In 1998 we restructured forming a new company to focus strictly on the financial services industry. ISI / PAL Automotivaters Inc. continues to be a highly successful international company serving the automotive industry. Our recent rebranding has given us a new look that speaks to the expansion of our services beyond the delivery of sales and sales management training. For our clients, we really do create performance through the Fusion of sales and service. Strategy. Execution. Achievement.
Expansion into Event Planning and Management
In 2014, Fusion Performance Group expanded its services to include comprehensive event planning and management solutions. This strategic move allowed the company to deliver exceptional corporate events that drive measurable results, including virtual, hybrid, and in-person formats.
Leadership Evolution: Cam Marshall Joins Fusion Performance Group (2017)
Cam Marshall joined the ownership of Fusion Performance Group along with Warren Cederberg and Dan Leboe in August 2017. Cam's commitment to perfecting communication and delivery of services in his training set a new high bar for leaders to aspire to!
Development of Well-being in the Workplace Program (2021)
In 2021, under the leadership of Director Dan Leboe, Fusion Performance Group developed the "Well-being in the Workplace" program. This initiative aimed to address accumulated stress at work and home, providing individuals with tools to take control of their outcomes. The program has positively impacted job enjoyment, staff retention, and individual performance.
Commitment to Sustainability in Event Planning
Fusion Performance Group has demonstrated a strong commitment to sustainability in event planning. By partnering with eco-friendly venues and implementing green practices, the company ensures that events contribute positively to the planet. This dedication to environmental responsibility resonates with clients seeking sustainable event solutions.
Our Sales Training Philosophy
Everyone hates a pushy, aggressive salesperson. We are successful because we teach service people in the financial services industry to be effective at spotting new opportunities and completing the sale, without being pushy and aggressive.
One mistaken belief we have consistently noticed that many staff have in financial institutions is that they hold an attitude that suggests that in order to be successful in selling they have to talk clients into a product or service. We refer to this as the “product dump” method of selling whereby you remind clients that there are options available, give them your best “spiel”, “plant seeds” and hope for the best. They feel they are “needs-based selling” because they would never sell a product a client doesn’t need. We have learned that what this really means is that while they would never actually try to talk them into buying something they don’t need they would be willing to suggest a product that they may or may not need just to find out if they need it! Unfortunately, in the mind of the client, as soon as the product is mentioned they already think the Credit Union or Bank representative is trying to sell to them.
In our philosophy, this is not needs-based selling. Our approach is to train salespeople in a common sense process that focuses on spotting opportunities, qualifying with the Client (and having them agree) that there is a potential need (opportunity), getting permission to explore how we could possibly solve that need, and then going to work with the client on possible alternatives that would solve their problem. We believe that good selling = good service. We also believe the converse of that is true: that bad sales skill = bad service.
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What Our Clients Say About Us
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