Sales & Marketing Policies and Procedures Manual SAMPLE FROM THE SALES & MARKETING POLICIES AND PROCEDURES MANUAL INCLUDES AN EXAMPLE PROCEDURE, A LIS.
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SAMPLE FROM THE SALES & MARKETING POLICIES AND PROCEDURES MANUAL INCLUDES AN EXAMPLE PROCEDURE, A LIST OF TOPICS, FORMS AND JOB DESCRIPTIONS
Sales & Marketing Policies and Procedures Manual Sales and Marketing Procedures manual takes best practices and sound advice from experts in the sales and marketing fields and brings them together in one well organized, easy-to-use, and readily customizable template to manage your sales and marketing processes. The Sales and Marketing Procedures manual helps you organize and manage these essential functions, giving you direction and guidance to help you turn the art of marketing and sales into science. This manual helps you break down the barriers between sales and marketing departments. It emphasizes communication and unity of purpose, helps you set a clear course for your sales and marketing strategy, and lays the foundation for continual improvement.
Includes seven (7) modules: 1. Introduction and Table of Contents 2. Guide to preparing a well written manual 3. A Sample Sales & Marketing Executive’s Manual covering common requirements and practices 4. 41 Policies and 102 corresponding forms 5. Guide to Internet Marketing 6. 22 Job Descriptions covering every position referenced in the Manual 7. Complete Index
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Job Descriptions: There are 22 positions referenced in the Sales & Marketing Polices and Procedure Manual. Each position includes a summary description, essential duties and responsibilities, organizational relationships, referenced procedures, qualifications, physical demands, and work environment. Accounting Manager Board Member Chief Executive Officer (CEO) Customer Service Manager Customer Service Representative Director of Quality Engineering Manager Human Resources Manager
Internet Marketing Manager Manufacturing Manager Marketing Manager Marketing Researcher Procurement Manager Product Development Assistant Product Manager
Production Manager Public Relations Manager Quality Manager Sales Manager Sales Representative Service Manager Trade Show Coordinator
41 Prewritten Policies and Procedures 1. 2. 3. 4. 5. 6. 7. 8. 9.
Marketing Planning Strategy Team Stakeholder Analysis Vision and Mission Marketing Research/ Analysis Situational Analysis Goals and Objectives Marketing Strategy Marketing Plan Social Media Strategy
10. 11. 12. 13. 14. 15.
Marketing Tactics Advertising Internet Marketing Public Relations Trade Shows/Events Direct Mail Lead Management
Sales Customer Life Cycle Management Sales Management Qualifying Leads Sales Calls Customer Improvement
21. 22. 23. 24. 25. 26.
Sales ( Con’t) Customer Service Telephone Answering Policy Complaint Handling Post-Sale Customer Follow Up Customer Satisfaction Survey Service Satisfaction
27. 28. 29. 30. 31. 32. 33.
Sales and Marketing Administration Document Control Record Control Sales Supplies Sales Compensation Sales Hiring Sales Training Meetings
34. 35. 36. 37. 38. 39. 40. 41.
Product Management Product Life Cycle Management Product Development Product Launch Product Recalls Customer Requirements Warranty and Service Policies Service Parts Pricing Customer Returns
Sales & Marketing Policies and Procedures Manual
SAMPLE FROM THE SALES & MARKETING POLICIES AND PROCEDURES MANUAL INCLUDES AN EXAMPLE PROCEDURE, A LIST OF TOPICS, FORMS AND JOB DESCRIPTIONS
102 Corresponding Forms and Records 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53.
Marketing Tactics Advertising Review Worksheet Advertising Objectives-Strategies Worksheet Advertising Plan Advertising Schedule (Sample) Internet Planning Worksheet Internet Plan Keyword Log Public Relations Plan Worksheet PR Event Checklist Public Relations Plan Media Kit Checklist Press Release Template PR Events Log Trade Show / Event Planning Worksheet Trade Show Event Plan Trade Show Worksheet Trade Show Checklist Trade Show / Event Supply Checklist Equipment Request from Inventory Show Registration Visitor Evaluation Trade Show / Exhibit Summary Direct Mail Planning Worksheet Direct Mail Budget Worksheet Direct Mail Plan Lead Management Plan Leads Database Lead Management Status Report
75. 76. 77. 78. 79. 80.
Sales and Marketing Administration Qualification Checklist Interview Guidelines Competency Matrix Individual Training Record Training Plan Meeting Agenda
Marketing Planning 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25.
Project Planning Timeline (Sample) Project Status Report Strategy Team Review Checklist Project Progress Review Checklist Stakeholder Analysis Matrix Stakeholder Analysis Review Checklist Stakeholder Analysis Report Market Segmentation Worksheet Marketing Database Market Analysis SWOT Analysis Worksheet Competitive Analysis Worksheet Situational Analysis Report Goals/Objectives Worksheet Goals/Objectives Statement Marketing Strategy Matrix Strategy Checklist Marketing Strategy Marketing Plan Marketing Budget Template Social Media Planning Worksheet Social Media Plan Social Media Calendar Social Media Log Social Media Policy & Acknowledgement
54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 73. 74.
Sales Customer Life Cycle Management Plan Sales Management Plan Sales Forecast Weekly Sales Summary Prospect Management Plan Prospect Database Lead Questionnaire Sales Plan Customer Database Order Database Customer Contact Worksheet Sales Account Maintenance Plan Customer Improvement Plan Customer Improvement Goals Worksheet Customer Complaint-Feedback Strategy Phone Message Customer Service Contact Customer Service Log Post-Sale Satisfaction Report Customer Satisfaction Survey Customer Service Satisfaction Report
81. 82. 83. 84. 85. 86. 87. 88. 89. 90. 91. 92. 93. 94. 95. 96. 97.
Product Management Product Life Cycle Management Plan Request for Engineering Action Requirements Definition Product Brief Design Review Checklist Design Completion Checklist – Electromechanical Devices Design Completion Checklist – Non-Electromechanical Devices Product Test Product Launch Plan Product Recall Request (Internal) Food Product Recall Checklist Non-Food Product Recall Checklist Product Return Form Customer Requirements Checklist Limited Warranty Form (Sample) Returned Goods Authorization Customer Returns Database
Sales & Marketing Policies and Procedures Manual