D. The Credit and Sales Partnership


The credit and sales relationship is symbiotic; one does not exist without the other in a successful organization. Both departments use much the same customer information to accomplish their objectives, albeit independent of the other, and each department can provide information that helps the other do its work more efficiently. This module looks at some ways credit and sales can work together to maximize efficiencies, make a positive impact on company profits and provide the best possible customer service.

After viewing this module, students should understand:

  • How credit can be a sales tool.
  • Describe the Cs of credit and sales partnership.
  • Dealing with new or potential customers.
  • Dealing with existing customers.
  • How credit contributes to the sales department.


Speaker Bio:
Toni Drake brings over 30 years of oil and gas credit experience to the table. Toni holds a CCE, NACM’s most prestigious designation. After earning her CCE, she went on to attend and excel at NACM’s Graduate School of Credit and Financial Management to further her education in the field of credit. Toni continues to support the credit profession as a speaker and instructor at events like NACM’s annual Credit Congress.


Open to view video.
Open to view video.
Quiz Attempt 1
10 Questions
10 Questions This is your first of 2 quiz attempts. If you pass, you can proceed to earn your credit. If you fail, you can proceed to Quiz Attempt 2.
Quiz Attempt 2
10 Questions
10 Questions This is your last quiz attempt. If you pass, you can proceed to earn your credit. If you fail, please contact education_info@nacm.org.
0.10 CEU credits  |  Certificate available
0.10 CEU credits  |  Certificate available