Dollars and Sense: Basics for Today's Call Center Professionals (e-Learning):

This self-paced, 3-module e-Learning program provides an overview of financial concepts like budgeting components, reading financial statements, developing capital requests, and evaluating cost-justification of purchases by calculating payback period and return on investment. This class will help call center professionals communicate with financial experts.

Planning and managing by the numbers is critical for any business and the call center is no different. Even though major financial decisions may be in the hands of the CFO, it’s important for call center management to understand the numbers and be able to communicate with the finance department or executive team with confidence.

In this session, you’ll learn key financial terms and how they apply in call center situations, along with how to develop both a capital budget request and an operating budget. We’ll discuss how to evaluate proposed investments in terms of ROI, payback period, and net present value calculations.

Learn how to “talk the financial talk” and attend your next finance meeting armed with confidence.
Students will learn to:

- Define the terminology and calculations of primary financial measures.
- Identify the components of a capital investment request.
- Analyze lease versus purchase options for call center technology and services.
- Calculate and apply ROI, net present value, and payback period to aid financial decision-making.

Price: $150 (Single-user, 30-day license)