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5 C's of Credit Management: A New Way of Credit Analysis
Watch this tutorial to get a brief idea about what factors to look into while performing a credit analysis.
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  • Lesson Overview
  • Transcript
  • Resources
  • Discuss

This free course provides a framework to build world-class trade-credit teams through principles. Credit Analysis is now more than just formulas and a bunch of criteria these days.

Why? Because nowadays, every customer is unique and has their unique set of factors to evaluate. In such a case, you could not use the same method of evaluation for all your customers. If you keep using the same old factors, you might end up facing poor debt recovery, unidentified bankrupt customers that would eventually lead to low cash flow in an organization.

To help you address these unique scenarios and challenges, industry veteran Robert Shultz has come up with the new 5 C’s of Credit Management. This session aims at helping credit professionals to analyze customers from their point of view.

Leverage this course to decode customer needs and interests and understand steps to coordinate and integrate among teams for efficiency. Watch this tutorial to understand how to perform a cross-functional team approach for analyzing different customers' creditworthiness simultaneously.

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Instructor
ROBERT SHULTZ · Founder, Quote to Cash Solution
Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
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5 C's of Credit Management: A New Way of Credit Analysis

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Watch this tutorial to get a brief idea about what factors to look into while performing a credit analysis.

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About this Course

promoImage
description
lessonOverview

This free course provides a framework to build world-class trade-credit teams through principles. Credit Analysis is now more than just formulas and a bunch of criteria these days.

Why? Because nowadays, every customer is unique and has their unique set of factors to evaluate. In such a case, you could not use the same method of evaluation for all your customers. If you keep using the same old factors, you might end up facing poor debt recovery, unidentified bankrupt customers that would eventually lead to low cash flow in an organization.

To help you address these unique scenarios and challenges, industry veteran Robert Shultz has come up with the new 5 C’s of Credit Management. This session aims at helping credit professionals to analyze customers from their point of view.

Leverage this course to decode customer needs and interests and understand steps to coordinate and integrate among teams for efficiency. Watch this tutorial to understand how to perform a cross-functional team approach for analyzing different customers' creditworthiness simultaneously.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
ROBERT SHULTZ Founder, Quote to Cash Solution Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
recommendation
image tag title description link duration
Credit Application Cash Conversion Cycle Training for Credit Managers Learn the easy 8-step model for taking corrective measures to improve working capital. https://academy.highako.com/cash-conversion-cycle-training-for-credit-managers 60 Mins
Credit Application Customer Visit Best Practices for a Credit Manager Learn all about customer visits best practices to plan, conduct and get maximum ROI out of a client visit. https://academy.highako.com/customer-visit-best-practices-course 50 Mins
Credit Application Credit Teams Driving Profitable Sales | B2b pro-sales Training Learn how to reduce bad debt and leverage Credit Policy tools to drive profitable Sales. https://academy.highako.com/pro-sales-credit-teams-course 120 Mins

Curriculum50 Mins

  • 5 C's of Credit Management (~ 30 mins)
  • Preview
    Five C's of Credit: Overview
  • Understanding the 5 C's of Credit Management Phase 1
  • Understanding the 5 C's of Credit Phase 2
  • Importance of 5 C's of Credit Management and Their Expected Outcome
  • Quick Quiz
  • Steps to Facilitate Cross-Functional Approach (~ 20 mins)
  • Steps for Establishing a Successful and Effective Cross-Functional Process
  • Ideas for a Successful Cross-Functional Improvement Process Part 1
  • Ideas for a Successful Cross-Functional Improvement Process Part 2
  • Quick Quiz
  • Final Assessment
  • Quiz
  • Certificate and Feedback

About this Course

promoImage
description
lessonOverview

This free course provides a framework to build world-class trade-credit teams through principles. Credit Analysis is now more than just formulas and a bunch of criteria these days.

Why? Because nowadays, every customer is unique and has their unique set of factors to evaluate. In such a case, you could not use the same method of evaluation for all your customers. If you keep using the same old factors, you might end up facing poor debt recovery, unidentified bankrupt customers that would eventually lead to low cash flow in an organization.

To help you address these unique scenarios and challenges, industry veteran Robert Shultz has come up with the new 5 C’s of Credit Management. This session aims at helping credit professionals to analyze customers from their point of view.

Leverage this course to decode customer needs and interests and understand steps to coordinate and integrate among teams for efficiency. Watch this tutorial to understand how to perform a cross-functional team approach for analyzing different customers' creditworthiness simultaneously.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
ROBERT SHULTZ Founder, Quote to Cash Solution Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
recommendation
image tag title description link duration
Credit Application Cash Conversion Cycle Training for Credit Managers Learn the easy 8-step model for taking corrective measures to improve working capital. https://academy.highako.com/cash-conversion-cycle-training-for-credit-managers 60 Mins
Credit Application Customer Visit Best Practices for a Credit Manager Learn all about customer visits best practices to plan, conduct and get maximum ROI out of a client visit. https://academy.highako.com/customer-visit-best-practices-course 50 Mins
Credit Application Credit Teams Driving Profitable Sales | B2b pro-sales Training Learn how to reduce bad debt and leverage Credit Policy tools to drive profitable Sales. https://academy.highako.com/pro-sales-credit-teams-course 120 Mins

Curriculum50 Mins

  • 5 C's of Credit Management (~ 30 mins)
  • Preview
    Five C's of Credit: Overview
  • Understanding the 5 C's of Credit Management Phase 1
  • Understanding the 5 C's of Credit Phase 2
  • Importance of 5 C's of Credit Management and Their Expected Outcome
  • Quick Quiz
  • Steps to Facilitate Cross-Functional Approach (~ 20 mins)
  • Steps for Establishing a Successful and Effective Cross-Functional Process
  • Ideas for a Successful Cross-Functional Improvement Process Part 1
  • Ideas for a Successful Cross-Functional Improvement Process Part 2
  • Quick Quiz
  • Final Assessment
  • Quiz
  • Certificate and Feedback