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Credit Teams Driving Profitable Sales | B2b Pro-Sales Training

Course for Credit Managers on how to reduce bad-debt and drive sales with improved processes.

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About this Course

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description
lessonOverview

Credit vs Sales? Not any more. Learn how as a credit manager, you can bridge the gap between these two teams while highlighting the value of your team to drive sales for all senior stakeholders.
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 Customer Visit Best Practices for a Credit Manager Get an insight into customer visits best practices. Get your checklist to plan, conduct, and get maximum ROI out of a client visit. https://academy.highako.com/customer-visit-best-practices-course 50 min
A/R Frauds and Laws Eliminating B2B Payment Frauds | Check and Bulk Transfer Frauds Learn how to check on frauds, bulk transfers, and internal frauds in B2B payments. https://academy.highako.com/business-fraud-elimination-course 60 Min
tribe
widgetType Id components
topic designing-a-credit-policy input

Curriculum120 Mins

  • Leverage Your Value and Improve the Perception as Pro-Sales teams (~14 Mins)
  • Preview
    Understand the Value The Credit Department Brings to the Company.
  • Understand What Drives Current Perceptions of The Credit Department
  • Ideas to Manage the Perception of Your Department as a “Pro-Sales” Resource
  • Broadcast Your Value: Turn the Credit team into Sales Ally (~30 Mins)
  • Key Metrics To Demonstrate Credit Department's Contributions
  • Credit Manager's Role in the Cash Conversion Cycle and Sales Growth
  • Credit Manager as a Leader: Driving Sales and Efficiencies
  • Driving Profitable Sales: How Credit Teams Could Play a Crucial Role (~25 Mins)
  • Highlighting Credit Department's Value with Senior Management
  • The Five C’s of Credit Management
  • How Credit is of Value to Sales
  • Understanding Company Objectives to Overcome Obstacles
  • Credit Policy and On the Shelf Alternatives
  • Credit Manager's Guide: Steps to Turn Recession into Sales Opportunity (~ 5 Mins)
  • Overview of the Recessions Caused Due to Pandemic
  • Understanding What Credit and Payment Risks Are Impacting Sales (~15 Mins)
  • Deteriorating Impact of Pandemic on Sales Part 1
  • Deteriorating Impact of Pandemic on Sales Part 2
  • Deteriorating Impact of Pandemic on Sales Part 3
  • 7 Best Practices to Boost Your Working Capital Against Sales Losses (~30 Mins)
  • Credit Manager's Retraining Sales Losses Guide
  • Overview of B2B Pre-Sales Credit Screen
  • 4 Important Criteria to Frame New Credit Policies
  • Best Practices for Partnering with Sales
  • Efficient ways to Know Your Customers Better
  • Decoding the Terms Pushback Strategy
  • 4 Smart Steps for Educating the Sales
  • Final Assessment
  • Quick Quiz
  • Certificate and Feedback

About this Course

promoImage
description
lessonOverview

Credit vs Sales? Not any more. Learn how as a credit manager, you can bridge the gap between these two teams while highlighting the value of your team to drive sales for all senior stakeholders.
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 Customer Visit Best Practices for a Credit Manager Get an insight into customer visits best practices. Get your checklist to plan, conduct, and get maximum ROI out of a client visit. https://academy.highako.com/customer-visit-best-practices-course 50 min
A/R Frauds and Laws Eliminating B2B Payment Frauds | Check and Bulk Transfer Frauds Learn how to check on frauds, bulk transfers, and internal frauds in B2B payments. https://academy.highako.com/business-fraud-elimination-course 60 Min
tribe
widgetType Id components
topic designing-a-credit-policy input

Curriculum120 Mins

  • Leverage Your Value and Improve the Perception as Pro-Sales teams (~14 Mins)
  • Preview
    Understand the Value The Credit Department Brings to the Company.
  • Understand What Drives Current Perceptions of The Credit Department
  • Ideas to Manage the Perception of Your Department as a “Pro-Sales” Resource
  • Broadcast Your Value: Turn the Credit team into Sales Ally (~30 Mins)
  • Key Metrics To Demonstrate Credit Department's Contributions
  • Credit Manager's Role in the Cash Conversion Cycle and Sales Growth
  • Credit Manager as a Leader: Driving Sales and Efficiencies
  • Driving Profitable Sales: How Credit Teams Could Play a Crucial Role (~25 Mins)
  • Highlighting Credit Department's Value with Senior Management
  • The Five C’s of Credit Management
  • How Credit is of Value to Sales
  • Understanding Company Objectives to Overcome Obstacles
  • Credit Policy and On the Shelf Alternatives
  • Credit Manager's Guide: Steps to Turn Recession into Sales Opportunity (~ 5 Mins)
  • Overview of the Recessions Caused Due to Pandemic
  • Understanding What Credit and Payment Risks Are Impacting Sales (~15 Mins)
  • Deteriorating Impact of Pandemic on Sales Part 1
  • Deteriorating Impact of Pandemic on Sales Part 2
  • Deteriorating Impact of Pandemic on Sales Part 3
  • 7 Best Practices to Boost Your Working Capital Against Sales Losses (~30 Mins)
  • Credit Manager's Retraining Sales Losses Guide
  • Overview of B2B Pre-Sales Credit Screen
  • 4 Important Criteria to Frame New Credit Policies
  • Best Practices for Partnering with Sales
  • Efficient ways to Know Your Customers Better
  • Decoding the Terms Pushback Strategy
  • 4 Smart Steps for Educating the Sales
  • Final Assessment
  • Quick Quiz
  • Certificate and Feedback