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Customer Visit Best Practices for a Credit Manager

This training course explains how credit customer visits can provide the credit department with significant and valuable information about a business and its operations.

About this Course

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A credit manager visiting a customer is yet to be accepted as a norm by all companies. Moreover, demonstrating ROI from the visit and justifying its importance to senior stakeholders is a mammoth task in itself.

This course helps you understand what are the basics of customer visits and how to ensure that you are able to make the most out of the customer visits.

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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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