Sales Process & Marketing

The following 60 items are listed by Content Data.
Policies & Procedures

Price Administration Policy

Review best-practice procedures for establishing guidelines related to price administration, including price setup, pric...
Mon, Jul 8, 2024
Audit Programs

Sales Compensation Audit Work Program

Review your company's sales compensation and commission payment process with the audit steps in this sample work program...
Mon, Jul 8, 2024
Audit Programs

Order Management Process Audit Work Program

Improve your order management process with these key review steps, including identification of performance metrics and c...
Mon, Jun 24, 2024
Policies & Procedures

Invoice Deductions Policy

Learn about trade and non-trade deduction procedures in the retail sector through our detailed Invoice Deductions Policy...
Mon, Mar 4, 2024
Policies & Procedures

Order Management Policy

This sample policy outlines procedures to be followed by the customer service team when processing orders.
Mon, Feb 19, 2024
Policies & Procedures

Non-Standard Terms Policy

This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
Mon, Feb 12, 2024
Audit Reports

Customer Relationship Management Assessment Report

Auditors can use this audit report template to assess and improve their organization’s customer relationship management ...
Subscriber Content
Mon, Aug 28, 2023
Policies & Procedures

Customer Master File Maintenance Policy

The purpose of this policy is to establish the guidelines for setting up new customers and modifying existing customer i...
Subscriber Content
Mon, May 22, 2023
Audit Programs

Advertising and Promotion Audit Work Program

In this work program sample, we provide general best-practice steps for the advertising and promotion audit process.
Subscriber Content
Mon, Apr 17, 2023
Policies & Procedures

Corporate Image and Communication Standards Policy

The sample policy helps to ensure that all internal and external communication reflects a corporate image that is consis...
Subscriber Content
Mon, Apr 10, 2023
Audit Programs

Commissions Audit Work Program

The objective of these three sample work programs is to comprehend and assess the steps involved in the processing of sa...
Subscriber Content
Mon, Feb 6, 2023
Guides

Strategy Assessment Guide

In this tool, we’ve compiled a guide that outlines the key recommendations and processes related to an organization’s st...
Subscriber Content
Mon, Jan 30, 2023