The following 77 items are listed by Content Data.
Audit Programs
Customer Care and Order Fulfillment: Control Analysis and Segregation of Duties Audit Work Program
This work program evaluates the adequacy of internal controls in the customer order fulfillment and cash handling proces...
Subscriber Content
Audit Programs
Original Equipment Manufacturer (OEM) Qualification Audit Work Program
This sample audit work program focuses on processes and controls a company may use to select, qualify, approve and maint...
Subscriber Content
Audit Programs
Warranty/Field Services Review Audit Work Program
This audit work program reviews controls to ensure that all service activity—above and beyond what is called for in a wa...
Subscriber Content
Policies & Procedures
Order Receipt and Fulfillment Policy
This sample outlines guidelines for receiving and entering customer orders to ensure the timely and accurate fulfillment...
Subscriber Content
Checklists & Questionnaires
Customer Service Risk Questionnaire
Organizations can use the leading practices and questions included in this tool to evaluate and improve their customer s...
Subscriber Content
Policies & Procedures
Sales Customer Follow-Up Policy
The following sample outlines a set of policies and procedures for sales customer follow-up.
Subscriber Content
Policies & Procedures
Sales Order Entry Policy
The following sample outlines a set of policies and procedures for sales order entry.
Subscriber Content
Policies & Procedures
Sales Returns Policy
The following sample outlines a set of policies and procedures for sales returns.
Subscriber Content
Policies & Procedures
Sales Training Policy
The following sample outlines a set of policies and procedures for sales training.
Subscriber Content
Blog
Achieving High Customer Satisfaction: Processes and Procedures for Businesses
A question that companies regularly ponder: Why is customer satisfaction so important? Simply put, customer...
Blog
Customer Service: Business Risks You Need to Know
The focus on customer relationship management (CRM), also known as customer care or customer service, has ...
Blog
How To Minimize Customer Fraud Risk
Fraud is the intentional perversion of truth in order to induce another to part with something of value or ...