Sales Process & Marketing

The following 57 items are listed by Content Data.
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...
Subscriber Content
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...
Subscriber Content
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
Benchmarking Tools

Develop Public Relations Program Key Performance Indicators (KPIs)

This tool contains leading practices and key performance indicators companies should consider when creating their public...
Subscriber Content
Mon, Mar 8, 2021
Checklists & Questionnaires

Quote-to-Cash Scoping Questionnaire

This sample questionnaire can be used to assess the process associated with quote-to-cash management.
Subscriber Content
Mon, Dec 9, 2019
Risk & Control Matrices - RCMs

Develop Sales and Marketing Strategy Risk and Control Matrix (RCM)

This document outlines risks and controls common to the sales and marketing strategy process in a risk control matrix (R...
Subscriber Content
Mon, Nov 25, 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...
Subscriber Content
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...
Subscriber Content
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 ...
Subscriber Content
Mon, Jun 3, 2019
Audit Programs

Travel Agent Commissions Review Audit Work Program

This work program focuses on the high-level assessment and validation of key controls in place for the travel agent comm...
Subscriber Content
Mon, Jun 3, 2019
Audit Programs

Order Entry/Customer Service Audit Work Program

The purpose of this work program is to provide the general steps used to perform an order entry/customer service audit.
Subscriber Content
Mon, May 27, 2019