Microsoft Excel 2007 for Marketing, Sales and Credit Management Professionals training centre in Bangladesh


Microsoft Excel 2007 for Marketing, Sales and Credit Management Professionals


Sales and Marketing management are highly demanded professional affairs today. Microsoft Excel can make the overall sales and marketing process very easy and fast. This course is designed for the professionals who are involved in everyday sales and marketing. Professionals selling products, handling large number of clients and engaged in collection of fund can be significantly benefitted from this course.

Learning Outcomes
1. Understand the marketing and sales process of service/production based organisation
2. Develop client database and analyse client market demography
3. Develop automatic sales estimate/quotation system
4. Develop sales invoicing system and enter sales data using automatic sales invoice
5. Manage collection through invoices and develop receivables and collection database
6. Analyse receivables database and devise collection strategy
7. Analyse sales versus receivables/payments information, customer profitability, creditworthiness and payment stability
8. Create periodic sales, receivables and collection reports and share it with top level management


The programme will be delivered using formal lectures combined with practical and interactive case studies and exercises. There will be a great emphasis on gaining practical experiences.

Contents of Training:

Session 1: Review of Marketing and Sales Process & Placing the Concepts in Excel Interface
Identify and Analyse Product Market
Determine Potential Market Size
Know the overall Sales Process
Identify Excel tools for Marketing and Sales Management

Session 2: Create and Analyse Client Database using Excel
Develop database of existing clients
Develop database of potential clients
Analyse existing Client Database
Analyse potential client database and devise sales strategy

Session 3: Automatic Sales Estimate and Quotation System in Excel
Crate automatic quotation/estimate system
Understand and implement discount system
Print and share estimate/quotation quickly
Track quotation in sales pipeline

Session 4: Automatic Sales Invoice and Sales Data Entry in Excel
Create automatic sales invoice entry system
Create sales database
Analyse and report sales information

Session 5: Manage Collection Through Invoice and Customer
Create automatic collection data entry system
Create collection and return database
Analyse Collection Database by invoice
Analyse and report collection database by customer

Session 6: Analyse Receivable Database and Collection Strategy
Relate sales database and collection database
Identify receivables by synchronising sales and collection
Analyse receivables database
Identify overdue customers and devise collection strategy

Session 7: Performance Reporting ** Product/Customer/Sales Person
Managerial Reporting ** sales vs collection
Managerial Reporting ** sales over projects/products
Managerial Reporting ** periodic uncollected bills
Managerial Reporting ** periodic sales/collection

Session 8: Implement Security and Share Information
Secure marketing and sales database
Share periodic reports with top management
Share information with clients and banks
Implement auditing features

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Professionals selling products, handling large number of clients and engaged in collection of fund who are experienced users of Microsoft Excel.
Arrangement for Certificate, lunch and two tea-break would be made by the Organizer during the workshop.

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