Sales and Service Policies and Procedures Manual

    The Sales and Service Policies and Procedures Manual will help ensure that sales applies a process approach to setting targets, measuring results, then making corrections and improving - as well as knowing how to deal with customer interactions.

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      Procedures

    • Complaint Handling Procedure | SL1060

    • Customer Improvement Procedure | SL1040

    • Customer Life Cycle Management Procedure | SL1000

    • Customer Satisfaction Survey Procedure | SL1080

    • Customer Service Policy Procedure | SL1050

    • Phone Answering Policy Procedure | SL1055

    • Post Sale Follow Up Procedure | SL1070

    • Qualifying Leads Procedure | SL1020

    • Sales Call Procedure | SL1030

    • Sales Management Procedure | SL1010

    • Service Satisfaction Procedure | SL1090


      Forms

    • Customer Complaint-Feedback Strategy Worksheet Template | SL1050-1

    • Customer Contact Worksheet SL1030-4

      Customer Contact Worksheet Template | SL1030-4

    • Customer Database Log Template | SL1030-2

    • Customer Improvement Goals Worksheet Template | SL1040-2

    • Customer Improvement Plan Template | SL1040-1

    • Customer Life Cycle Management Plan Template | SL1000-1

    • Customer Satisfaction Survey Template | SL1080-1

    • Customer Service Contact Template | SL1060-1

    • Customer Service Log Template | SL1060-2

    • Customer Service Satisfaction Report Template | SL1090-1

    • Lead Questionnaire Template | SL1020-3

    • Order Database Log Template | SL1030-3

    • Post-Sale Satisfaction Report Template | SL1070-1

    • Prospect Database Template | SL1020-2

    • Prospect Management Plan Template | SL1020-1

    • Sales Account Maintenance Plan Template | SL1030-5

    • Sales Forecast Worksheet Template | SL1010-2

    • Sales Management Plan Template | SL1010-1

    • Sales Phone Message Template | SL1055-1

    • Sales Plan Template | SL1030-1

    • Weekly Sales Summary Report Template | SL1010-3

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