Customer Visit Best Practices for a Credit Manager

Lessons

1. Customer Visits 101: Credit Analysts' Guide

2. Beginner's Checklist to Plan An Effective Customer Visit

3. What to Do on An Customer Visit

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Duration 60 Min
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Lessons 3 Lessons
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Language English
  • About
  • Course Content
  • Resources
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Course Overview

"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."

What you will learn

  • How to justify the visit to senior stakeholders
  • How to decide which customer to visit and when
  • Pre-visit checklist
  • What to do on a customer visit

Skills you will gain

Customer Relationship
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Role: Credit Managers
Designed for Business Credit Managers
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Level : Foundation Course
Designed to educate entry-level professionals
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Topic: O2C Essentials
O2C domain-specific training course
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Type: Theory Course
Theory lectures by credit practitioners
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Completion Time: 1 Week
Suggested reading for 2-3 hours/week

1. Customer Visits 101: Credit Analysts' Guide

Understand the primary purpose of a customer visit and its desired outcomes and benefits.

2. Beginner's Checklist to Plan An Effective Customer Visit

Know how to decide when a customer visit is warranted and actions to take before the visit.

3. What to Do on An Customer Visit

Know about a few important reasons for a Customer Visit and a few factors affecting it.

Lesson Resources

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Robert S. Shultz

Robert S. Shultz

Board of Directors Member, CMA
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. He is currently on several Advisory boards including as a Special Advisor to the Credit Management Association Board of Directors and he is the Chairman of the Financial Executive Networking Group’s (FENG) Credit and Working Capital Management professional group.

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