Credit Teams Driving Profitable Sales | B2b pro-sales Training

Lessons

1. Leverage Your Value and Improve the Perception as Pro-Sales teams

2. Broadcast Your Value: Turn the Credit team into Sales Ally

3. Driving Profitable Sales: How Credit Teams Could Play a Crucial Role

4. Credit Policy Tools to Transform Credit into a Pro-Sales Department

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Duration 60 Min
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Lessons 4 Lessons
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Language English
  • About
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Course Overview

Credit vs Sales? Not anymore. 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.

What you will learn

  • Leverage Your Value and Improve the Perception as Pro-Sales teams
  • Broadcast Your Value: Turn the Credit team into Sales Ally or Advisor
  • Driving profitable Sales: How Credit Teams Could Play a Crucial Role

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. Leverage Your Value and Improve the Perception as Pro-Sales teams

Credit vs Sales is an expected landscape for most of the companies. But, why? This module talks about the "behind the screen" challenges of credit teams and how to address them.

2. Broadcast Your Value: Turn the Credit team into Sales Ally

Watch this video to understand what actions you could take right now to showcase your support for sales and prove your department's contributions in sales growth.

3. Driving Profitable Sales: How Credit Teams Could Play a Crucial Role

As a credit manager, how can you become a change agent to drive tactical as well as strategic changes to become a sales ally yet risk averse? This video helps you decipher the steps to achieve the same.

4. Credit Policy Tools to Transform Credit into a Pro-Sales Department

Find how you can bridge the gap between credit and sales teams while highlighting the value of your team for all senior stakeholders. Learn how credit teams can contribute in driving sales, become a change agent and improve the perception of credit teams in the company.

Lesson Resources

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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