Sales Process & Marketing

The following 58 items are listed by Content Data.
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

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
Methodologies & Models

Customer Relationship Management Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s customer relationship management...
Subscriber Content
Mon, Nov 21, 2022
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