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Portfolio Management: Fundamental Skill Test
Take this 5-minute quick assessment on the foundations of portfolio management to create the right balance between risk and collections.
About this course
| promoImage |
 |
| description |
| lessonOverview |
At some point every company should reflect on their customer portfolio and ask, are we selling to the right customers?
What is the actual profit by the customer when deduction-related overhead costs, extended terms demands, and risks are considered in the net profit calculation?
Take this 5-min quiz to evaluate your portfolio management strategy on how well you are being able to evaluate whether your customers are becoming a threat to your business.
Score more than 70% to earn a certificate.
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| 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 multinational 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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| recommendation |
| image |
tag |
title |
description |
link |
duration |
 |
Collection Call Negotiations
Collections Prioritization
|
Effective Collection Call Negotiation Techniques |
Watch this tutorial to understand the pros and cons of different collector's behaviors, negotiation styles, and approaches. |
https://academy.highako.com/effective-collection-call-negotiation-techniques |
120 Mins |
 |
Collection Call Negotiations
Collections Prioritization
|
Win-Win Collections Call Negotiation: Strategies & Benefits |
With expert communication and collections negotiation skills, learn how to create a win-win collections strategy with your customers. |
https://academy.highako.com/win-win-collections-call-negotiation-strategies-benefits |
120 Mins |
 |
Collection Call Negotiations
Collections Prioritization
|
Handling Deceptive Customers During Collections Call Negotiation |
Watch this tutorial that gives you a hands-on guide on how to handle deceptive or overly aggressive customers during a collections call negotiation. |
https://academy.highako.com/handling-deceptive-customers-during-collections-call-negotiation |
90 Mins |
|
About this course
| promoImage |
|
| description |
| lessonOverview |
At some point every company should reflect on their customer portfolio and ask, are we selling to the right customers?
What is the actual profit by the customer when deduction-related overhead costs, extended terms demands, and risks are considered in the net profit calculation?
Take this 5-min quiz to evaluate your portfolio management strategy on how well you are being able to evaluate whether your customers are becoming a threat to your business.
Score more than 70% to earn a certificate.
|
|
|
| |
|
| 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 multinational 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 |
|
Collection Call Negotiations
Collections Prioritization
|
Effective Collection Call Negotiation Techniques |
Watch this tutorial to understand the pros and cons of different collector's behaviors, negotiation styles, and approaches. |
https://academy.highako.com/effective-collection-call-negotiation-techniques |
120 Mins |
|
Collection Call Negotiations
Collections Prioritization
|
Win-Win Collections Call Negotiation: Strategies & Benefits |
With expert communication and collections negotiation skills, learn how to create a win-win collections strategy with your customers. |
https://academy.highako.com/win-win-collections-call-negotiation-strategies-benefits |
120 Mins |
|
Collection Call Negotiations
Collections Prioritization
|
Handling Deceptive Customers During Collections Call Negotiation |
Watch this tutorial that gives you a hands-on guide on how to handle deceptive or overly aggressive customers during a collections call negotiation. |
https://academy.highako.com/handling-deceptive-customers-during-collections-call-negotiation |
90 Mins |
|
