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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