Sales Process & Marketing

The following 51 items are listed by Content Data.
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.
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...
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...
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...
Mon, Jan 30, 2023
Risk & Control Matrices - RCMs

Manage Employee Sales Commissions RCM

This document outlines risks and controls common to managing employee sales commissions in a risk control matrix (RCM) f...
Subscriber Content
Mon, Oct 31, 2022
Policies & Procedures

Commitment and Expenditure Authorization Policy

This sample policy establishes guidelines for all transactions that bind or commit the company to performance or expend ...
Subscriber Content
Mon, Oct 24, 2022
Methodologies & Models

Merchandise Procurement Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s merchandise procurement process ...
Subscriber Content
Mon, Sep 19, 2022
Policies & Procedures

Sales Process Policy

This tool contains three sample policies that define the general sales approach to assist in sales personnel’s understan...
Subscriber Content
Mon, May 30, 2022
Benchmarking Tools

Pricing Risk Key Performance Indicators (KPIs)

This document includes leading practices and questions an organization should consider when developing its pricing strat...
Subscriber Content
Mon, Sep 27, 2021
Benchmarking Tools

Sales Compensation Leading Practices

This tool features several leading practices to assist with evaluating and improving an organization’s sales compensatio...
Subscriber Content
Mon, Aug 23, 2021
Benchmarking Tools

Warranty and Field Services Leading Practices

This tool features several leading practices to assist with warranty and field services process improvement.
Subscriber Content
Mon, Aug 9, 2021
Checklists & Questionnaires

Quote-to-Cash Scoping Questionnaire

This sample questionnaire can be used to assess the process associated with quote-to-cash management.
Subscriber Content
Mon, Dec 9, 2019