Saturday, 31 January 2015

Sales & Finance, is friction-driving performance a good thing?

Cohesion V Conflict, the conundrum all companies must face!




We all know of the ‘Finance V Sales’ corporate battles as much as the ‘’Sales V Finance” iterations. The disagreements between Credit & Collections (aka Finance) and Sales are the stuff of office legends the world over. In some companies, declining a credit limit can invoke a response similar to that of a hostile takeover with alliances forged for the ‘big vote’ and relationships strained way beyond what a rational person would consider reasonable. That said, business seems to get done and the world continues to spin, so where is the sweet zone in the Sales/Finance dynamic and what can be done to make it more stable and productive??

Relationships are where it starts and ends, as the counterparties in sales and finance are people whom mainly interact through a direct relationship administrating the sales to cash process chain. Casting aside ones biases about the other’s function and building a relationship with the individual based on their individual merits rather then the reputation of their function is of paramount importance.  

Process Understanding is an overlooked concept for both parties whom are often influenced by a ‘silo’ mentality. This often leads to process knowledge being withheld due to a lack of trust, cultural expectations from an impacting past of mistrust and resulting in a defensive hoarding of information. Trust is a cornerstone of any successful relationship and needs to be constructed over time. Be knowledgeable about the counterparty’s process and engage them collaboratively showing you are an asset to ‘our business’, not a threat to ‘their position’.



Customer is Key & Cash is King!!  Whilst very true on both counts, neither will work well without the other so collaboration between two key functions is a must do for any successful venture. In addition, the company will not last the pace without cash and overdoing rigidity in collections can also kill the company with equal efficiency! Striking a balance between flexibility in the order to cash process and the reasonable need to get paid is key. This balance needs to be set on a company-by-company basis.  As long as the outcome is identifiable, definable, measurable, controllable and auditable, then the behaviours and risks coming with the request should easily be vetted, analysed and incorporated into the approval part of the process.

Customer knows both parties. Sales V Finance disputes always present a risk of overflowing into a commercial customer relationship as both parties have a relationship with the customer through sales and through collections. The customer should never be made privy to any disagreements especially if they can benefit from a continuing internal dispute. Despite gains apparent in the short term, any customer involvement is the start of the end of the customer relationship. Professional organisations should never involve a customer in their internal disputes.

One Company, One Vision! ‘Company Culture’ should be a singular entity, but in reality can be a blend of many sub cultures often build around powerful people, positions and/or functions.  This often impacts Sales V Finance disputes and is indicative of why a ‘one company, one vision’ type of culture is critical to a sustainable business and continuing focus on the one element that makes it all happen, which is the customer. The culture should support a continuously improving focus on the wants and needs of the customer, not enable inter functional disputes that ultimately lead to reduction in service level and then to an ending of the customer relationship.



Leadership is important in resolving disputes. Leaders taking a hands-off approach or ‘taking sides’ only inflame passion and ingrains positions of those who have to work together on a daily basis. Good leaders will help their people understand the counter party point of view, counselling the team member in how to reach the counter party in a win-win result.  The focus on the counter party interest rather then position is important and should always be used by leaders to show how there really is nothing personal to the dispute, so why not focus on the professional win-win outcome.

Despite disputes and all the work that lies ahead for a better tomorrow, there is no doubt that the majority of Sales and Finance professionals find a way to work together. So what if all parties were willing can be transformed into a sustainable success for tomorrow through reaching out by all on understanding their counter party differences whilst celebrating their commonalities? I would wager the results would not fail to impress their management, their counter parties and above all, the customer who would once again take number 1 on the priority list for each professional in each function that serves them on a daily basis.




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