Sales Process & Marketing

The following 58 items are listed by Content Data.
Checklists & Questionnaires

Marketing and Selling Internal Audit Checklist

This internal audit checklist includes key factors to help internal auditors market and sell their services better and i...
Subscriber Content
Mon, Feb 12, 2018
Policies & Procedures

Customer Demo Units Policy

This sample policy on demo units includes procedures for initiating a demo transaction; invoicing for demo units, sales ...
Subscriber Content
Mon, May 29, 2017
Policies & Procedures

Warranty Policy

This sample policy establishes a methodology for determining and calculating warranty rates, warranty accrual, and analy...
Subscriber Content
Mon, May 8, 2017
Newsletters

Overseeing the Organization’s Branding

This issue of Board Perspectives considers the role the board should play in overseeing management’s stewardship of the ...
Subscriber Content
Mon, Feb 27, 2017
Audit Programs

Customer Service and Support Renewal Audit Work Program

This audit program provides steps to review the overall effectiveness of the customer service and support renewal functi...
Subscriber Content
Mon, Aug 24, 2015
Audit Programs

Product Development Audit Work Program

This sample product development audit program includes risk analysis, special and operational considerations, and evalua...
Subscriber Content
Mon, Jul 27, 2015
Process Flows

Sales and Marketing Development Process Flow

This sample process flow focuses on the sales and marketing development function.
Subscriber Content
Mon, Jun 8, 2015
Audit Programs

Original Equipment Manufacturer (OEM) Qualification Audit Work Program

This sample audit work program focuses on processes and controls a company may use to select, qualify, approve and maint...
Subscriber Content
Mon, Apr 6, 2015
Audit Programs

Order Management Process Audit Work Program

This work program provides key steps for a review of the order management process, including identification of performan...
Subscriber Content
Mon, Mar 30, 2015
Audit Programs

Sales Compensation Audit Work Program

This audit work program suggests steps for a review of a company's sales compensation and commission payment process.
Subscriber Content
Mon, Mar 30, 2015
Process Flows

Sales Forecast Process Flow

This sample process flow can be used as a general guide to help with understanding and reviewing a company's sales forec...
Subscriber Content
Mon, Dec 22, 2014
Audit Programs

Purchase-to-Pay Cycle Data Analytics Audit Work Program

This eight-page work program utilizes data analytics to review the purchase-to-pay cycle.
Subscriber Content
Mon, Feb 17, 2014