Sales provide the critical interface between the company and the customer. The following procedures help ensure that sales applies a process approach to setting targets, measuring results, then making corrections and improving. While some processes and procedures are inter-departmental in their responsibilities and involvement, activities that involve direct customer interaction and hearing the voice of actual customers, fall under the Sales rubric.


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 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