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...
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Blog
New Content on KnowledgeLeader - 7/8/2024
ToolsThe following tools were published on KnowledgeLeader this week:Treasury Internal Control Questio...
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...
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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...
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Policies & Procedures
Invoice Deductions Policy
Learn about trade and non-trade deduction procedures in the retail sector through our detailed Invoice Deductions Policy...
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Policies & Procedures
Order Management Policy
This sample policy outlines procedures to be followed by the customer service team when processing orders.
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Policies & Procedures
Non-Standard Terms Policy
This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
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Audit Reports
Customer Relationship Management Assessment Report
Auditors can use this audit report template to assess and improve their organization’s customer relationship management ...
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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...
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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...
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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...
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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...
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