Extra Credit

Does your sales team know their customer?

Episode 207

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0:00 | 6:36

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Know your customer (KYC) is not exclusively a credit assignment. The task of learning your customers’ patterns and operations is shared between the credit and sales teams. As both departments interact with the customer in different ways and interact with distinct parts of their business, each has a unique understanding of the customer. 

For a full view of who you’re working with, there must be an open line of communication between sales and credit.

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