Become An Effective Sales Consultant - Financial Industry

Syed Raza, Web Developer | Entrepreneur-CEO

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5 Videos (1h 26m)
    • What is Situational Fluency?

    • Structure of Accounting & Finance Departments

    • Types of People

    • Typical Processes Within Accounting and Finance Departments

    • Application of Systems


About This Class


This course is designed to give you insight in how to become an effective sales consultant within the Accounting and Finance industry.

So, if you enjoy selling - then you need to understand how the accounting and finance departments are structured and how accountants and financial experts think!

Sell solutions - not just your products' features!

It is certainly no secret that good sales consultants must establish credibility with their customers and prospects

I have noticed excellent sales consultants concentrate on heightening their credibility by doing these things:

• Ask insightful questions

• Educate clients (supplemented with informative hand-outs)

• Concentrate on learning about their own lab and the competition

• Concentrate on expanding their industry knowledge 

• Follow through quickly and competently with both client and company requests/obligations

The term situational fluency aptly describes what top-producing sales consultants strive for in their day-to-day client interactions. It refers to fundamental, fluent and supporting competencies that constitute a professional salesperson’s ideals and general aura.

4 of 4 students recommendSee All

Nice course - very informative!
Sami Shah

Avid Learner!

I agree. Understanding and knowing your customers goes long ways, and its all about building relationships!





Syed Raza

Web Developer | Entrepreneur-CEO

Why are 60,000+ students (and counting) enrolled in my online courses?

1) I teach with passion and purpose! Every course is delivered with my students in mind.

2) My courses will help you gain real world skills and knowledge and change your life today!

3) My dedication to the teaching profession and teaching online. Udemy has named me one of its top instructors.

► Try enrolling in a course with me and see for yourself! ◄


Want to learn how to become A Professional Web Developer?

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Or maybe acquire new skills.

Then Enroll in my Courses Today! You too can be doing this - and so much more!


About Syed Raza:

Syed graduated from University of Wisconsin in 1995 with a BBA in Finance. Subsequently, he obtained an MBA from Concordia University, LLB and DBL degrees from University Law College, and PhD in Management Sciences. Having obtained MCSE (Microsoft Certified Systems Engineer), MCP+I (Microsoft Certified Professional + Internet), and MCT (Microsoft Certified Trainer), Syed has provided training to thousands of students. ClayDesk provides e-Discovery and cloud computing services including technical training to a wide range of clients globally. Highly motivated and goal oriented professional, with over 20 years of combined experience in the fields Law, Management, and IT, Syed also focuses on e-discovery issues in complex civil litigation. As a trial attorney with significant experience in matters relating to patent infringement, defense and prosecution in the pharmaceutical industry, contracts disputes, real estate, criminal matters, and international human rights law. Syed provides guidance and counsel to attorneys and clients on all aspects of discovery, including information management, data preservation and collection, early case assessment, comprehensive managed review and production.


Syed Raza is an entrepreneur running his own e-learning site along with providing e-discovery and cloud computing consulting and services to a global client base. Syed is a Microsoft Certified Trainer and a Systems Engineer, and his solid finance and management background gives him a competitive edge. He has taught thousands of students in the Uited States and continues to inspire students of all ages.

Mission Statement- ClayDesk e-discovery and cloud computing is dedicated to provide superior e-learning and outsourcing services worldwide.