Sales Process & Marketing

The following 57 items are listed by Content Data.
Methodologies & Models

Community Relations Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s community relations process and ...
Subscriber Content
Mon, Feb 21, 2022
Benchmarking Tools

​Customer Service Risk Key Performance Indicators (KPIs)

The questions and leading practices included in this tool can be used to assess and improve a company's customer service...
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Mon, Dec 20, 2021
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...
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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.
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Mon, Dec 9, 2019
Risk & Control Matrices - RCMs

Manage Customer Orders: Sales Approval Process Risk and Control Matrix (RCM)

This document outlines risks and controls common to sales approval during the ‘‘manage customer orders’’ process in a ri...
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Mon, Nov 18, 2019
Checklists & Questionnaires

Sales Order Entry Questionnaire

This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evi...
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Mon, Jul 22, 2019
Checklists & Questionnaires

Sales Planning and Forecasting Process Appraisal Questionnaire

This questionnaire sample includes questions that can be addressed when evaluating an organization's sales planning and ...
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Mon, Jun 3, 2019
Audit Reports

Sales Compensation Process Audit Report

This sample audit report summarizes an internal audit review of an organization's sales compensation process. The report...
Subscriber Content
Mon, Apr 1, 2019
Audit Reports

Incentive Compensation Process Audit Report

This sample report summarizes an internal audit review of an organization's incentive compensation process. The report i...
Subscriber Content
Mon, Mar 11, 2019
Audit Reports

Distributor Sales Review Audit Report

This audit report focuses on the distribution sales process, including items such as current distributor contracts and c...
Subscriber Content
Mon, Jan 28, 2019