Certification for Solutions Consultants

Credibility counts

Your customers have needs, and they are evolving at the speed of technology. In order to properly position your product or service, you need to speak your customer’s language fluently and understanding what truly matters to them. This critical first step helps establish credibility and leads to sales.

IOFM can help. Today.

Our Solution Consultant Certification Programs offers the training you or your sales team needs to stand out to audiences that have unique opportunities and challenges. Certification will give you the knowledge, understanding and perspective that leads to deeper customer relationships.

Our programs can cater to individuals as well as teams, and are delivered online or in person to best suit your needs.

The benefits include:

Speak your customers’ language.

You’ll be able to ask detailed questions that build credibility and get to the heart of your client’s needs. Communicate clearly with current and potential clients about their challenges to work towards a solution that fits their needs best. Your certification credentials establish a sense of trust and respect that fosters stronger relationships with both existing and prospective clients.

Know what your customers need before they do.

Armed with a thorough understanding of your customer’s pain points and day-to-day challenges, you can not only provide them with the best solutions available today, but also support them as they lay the groundwork for future innovations. Solution Consultant Certification helps you position your solutions at the forefront of the field and cement long-term relationships with your customers by growing and evolving with them.

Bring in more revenue.

Two things are critical when it comes to driving revenue: your relationships and your reputation. Certification gives you the knowledge, understanding and empathy to build genuine relationships with customers, ensuring that you retain and grow your existing customer base Verifiable results. Knowing that a staff member passed the certification exam offers you critical insight into individual and departmental performance. Certifying your finance and accounting teams provides upper management with clear, measurable performance improvement metrics that demonstrate your team’s accountability and commitment to being best-in-class.

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AP Certification for Solution Consultants

Key areas of study include:

  • Payment fraud
  • Office of Foreign Assets Control (OFAC)
  • Cyber crime
  • Value Added Tax (VAT)
  • Record Retention/destruction policy
  • COSO Framework
  • Evaluating AP software solutions
  • Form 1099-MISC
  • Dynamic discounting
  • Policy Manual

$795.00

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P2P Certification for Solution Consultants

Key areas of study include:

  • Advantages and benefits of developing a coherent, integrated end-to-end process
  • Process ownership, scope, alignment and management
  • Process mapping from recognition of need through settlement
  • Types and use of commercial credit cards in the process
  • Compliance issues and regulatory reporting
  • Cash management: working capital management, payment methodologies, terms and discounts, and other tools • Vendor management: ownership, vendor selection, relationship management, customer service, and the vendor master file

$795.00

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AR Certification for Solution Consultants

Key areas of study include:

  • The purchase order
  • Order fulfillment
  • Ship-to information
  • Late payment fees
  • Electronic payment
  • Billing Quality Index (BQI)
  • STP 820
  • Billing
  • Month-end close
  • Collection methods

$795.00

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O2C Certification for Solution Consultants

Key areas of study include:

  • Advantages and benefits of developing a coherent, integrated end-to-end process
  • Process ownership, scope, alignment and management
  • Process mapping from the sales order through billing and collections
  • Compliance issues and regulatory reporting
  • Credit management: new and existing customers
  • The Customer Master File
  • Internal controls, fraud and risk management policies, procedures, and fraud prevention

$795.00

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