The following 56 items are listed by Content Data.
Policies & Procedures
Sales Customer Follow-Up Policy
Optimize post-sale customer satisfaction with this sales policy template, designed to ensure seamless equipment setup an...
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Audit Programs
Purchase-to-Pay Cycle Data Analytics Audit Work Program
This six-page work program utilizes data analytics to review the purchase-to-pay cycle.
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Policies & Procedures
Customer Demo Units Policy
Get detailed procedures for demo unit transactions, invoicing, processing and collection issues with our Customer Demo U...
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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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Policies & Procedures
Price Administration Policy
Review best-practice procedures for establishing guidelines related to price administration, including price setup, pric...
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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
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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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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Policies & Procedures
Customer Concerns Handling Policy
The purpose of this policy is to establish guidelines for resolving customer concerns and initiating the Customer Concer...
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