The following 58 items are listed by Content Data.
Audit Reports
Customer Relationship Management Assessment Report
Auditors can use this audit report template to assess and improve their organization’s customer relationship management ...
Policies & Procedures
Customer Master File Maintenance Policy
The purpose of this policy is to establish the guidelines for setting up new customers and modifying existing customer i...
Subscriber Content
Audit Programs
Advertising and Promotion Audit Work Program
In this work program sample, we provide general best-practice steps for the advertising and promotion audit process.
Subscriber Content
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...
Subscriber Content
Audit Programs
Commissions Audit Work Program
The objective of these three sample work programs is to comprehend and assess the steps involved in the processing of sa...
Subscriber Content
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...
Subscriber Content
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...
Subscriber Content
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...
Subscriber Content
Policies & Procedures
Commitment and Expenditure Authorization Policy
This sample policy establishes guidelines for all transactions that bind or commit the company to performance or expend ...
Subscriber Content
Policies & Procedures
Customer Concerns Handling Policy
The purpose of this policy is to establish guidelines for resolving customer concerns and initiating the Customer Concer...
Subscriber Content
Methodologies & Models
Merchandise Procurement Capability Maturity Model (CMM)
This capability maturity model can be used to measure the maturity of an organization’s merchandise procurement process ...
Subscriber Content
Policies & Procedures
Sales Process Policy
This tool contains three sample policies that define the general sales approach to assist in sales personnel’s understan...
Subscriber Content