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Sales force Finance

About highly profitable sales

Sales force efficiency plays a key role in the success or business failure of the company. Increasing sales volume, making or exceeding sales fairs is very important for the development of the company. At the same time, financial information is also important in the decision to sell.

But we all want the sales force to understand the importance of money flow and profitability for the company. Realize their role in identifying and selling clients with a safe financial profile.

This training helps you understand how finance works, the need for financial and sales collaboration to ensure that the organization will have profitable sales.

Who is it for?

This training is aimed at all sales people who want to understand financial principles that help them sell and influence sales profitability by applying them.

Course objectives

  • Acquisition of basic financial concepts useful in sales activity
  • Identification of clients with a safe or credit risk profile
  • Improve customer financial analysis skills
  • Acquisition of key performance indicators

The course modules

  • The importance of finance in the sales process
  • Important financial concepts, use of financial reports
  • Budget – a tool for sales planning and control
  • The importance of cost-effectiveness
  • The credit risk of a new client
  • Cash flow and its importance
  • Discounting and profit reduction
  • Debt prevention, follow-up of overdue accounts
  • Analysis of competitors’ information, key performance indicators

Marcel Chișcan

Managing Partner Ascent Group

His 30-year professional experience combines a wide range of fields of activity, from local public administration to sales and advertising, manufacturing or logistics and transport. Over the years Marcel has been in management positions for both SME's and local public administration, industrial projects or in the management of logistics and transport companies, as well as in the board of public or private companies.

Over the last 15 years its managerial and entrepreneurial experience has been enriched by numerous consultancy projects for start-ups and for business development/restructuring, combining the assistance with training activities, in particular on the topics such as Leadership and management, Corporate Entrepreneurship, Strategic planning and strategic thinking, Negotiation skills, Sales techniques and Customer care, Communication skills or Time Management.

Renata Ban

Financial Manager Ascent Group

At the professional level Renata has 20 years of experience in accounting finance, in the financial departments of local or multinational companies (Arconta, Porta Doors, Magontec, Takata, Leoni) and in financial and accounting consultancy with Ascent Group. All these years she has been involved in numerous consultancy projects, both for local and multinational companies, in various fields of activity: automotive, manufacturing, it, agriculture, trade, services.

Since 2012 Renata becomes Senior Partner in Ascent Finance, a company specialized in financial and accounting services within the Ascent Group. Over the last years, thanks to her consistent professional knowledge combined with very good communication skills, Renata has also become a very good trainer on financial issues, mainly in training programs of Finance for Non-financials, efficient use of Ciel accounting program, personalized consultancy, etc.