Certification for Solution Consultants

Credibility counts

Your customers’ needs are evolving at the speed of technology. In order to properly position your product or service, you must speak their language fluently and understand what truly matters to them.

IOFM’s Solution Consultant Certification Programs offers the training you or your sales, marketing or customer service teams need to stand out to audiences that have unique opportunities and challenges. Certification provides 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 challenges and opportunities. Your certification credentials will establish trust and respect - fostering stronger relationships with both existing and prospective clients.

Anticipate your customers' needs before they do.

Armed with a thorough understanding of your customers’ day-to-day challenges, you can provide them with the best solutions available today, while helping them prepare for future innovations. Solution Consultant Certification helps position your solutions at the forefront of the field and cement long-term relationships.

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 sales or customer service teams provides upper management with clear, measurable performance improvement metrics that demonstrate your team’s accountability and commitment to being best-in-class.


AP Solution Consultant Certificate Program

Key areas of study include:

Internal Controls, Tax and Regulatory, Vendor Master File, Invoices, Payments, T&E, Technology and Automation




P2P Solution Consultant Certificate Program

Key areas of study include:

Procurement Operations and the Handoff to Accounts Payable, Vendor Master File, Cash Management, Risk Management, Automation




AR Solution Consultant Certificate Program

Key areas of study include:

Internal Controls, Understanding B2B’s P2P Process, Cash Application and Dispute Management, Credit and Collections Management, Customer Master File, Accounting, Regulatory




O2C Solution Consultant Certificate Program

Key areas of study include:

Establishing and Managing Internal Controls for the Purchasing and Payables Process—from the Sales Order to Credit Management, Customer Master File, Fulfillment, Billing, Cash Application, Account and Regulations, and Collection of Past Due Invoices



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