This is a detailed sales & marketing department standard polices & procedures manual (SOP) that can be customised for any business to guide your sales, marketing and admin staff to general & preferred practices in your business.
A great document & guideline to keep all your general sales & marketing policies and procedures in one place. Can be used as part of an induction pack for new sales or marketing team members.
Policies & Procedures covered:
* Responding to Customers
* Customer Feedback
* Weekly Sales Meetings
* Sales Coverage
* Competitor Customer Awareness
* Sales Training & Development
* Prime Selling Time
* Lost Business / Lost Leads
* SalesForce/CRM Lead Tracking
* Managing External Sales
* Entertainment & Stockist Visits
* International Sales & Marketing
* Annual Business Plan & Quarterly Action Plan
* Advertising & Promotion
* Social Media Procedures
* Online Banner Ads
* Affiliate Marketing
* Email Marketing (EDMs)
* Key Account Management
* Media Policy
* Monthly Reporting
And many more!
By having all your sales & marketing policies and procedures in one place you make it easier for your staff to reference and stay on top of business best practice.
Clear guidelines help staff do their job within the limitations you set and to make sure they are doing the right thing. They are especially good for new hires and staff who may be assisting your team whilst someone is away on leave.
How to Use
The template is a word document and is ready to download and edit immediately.
Once purchased, wait a few moments while it creates your download, and you can then download when the ‘DOWNLOADS READY’ box appears. You will also receive an email with the downloads so you can access them later.
Customise the template with your business name and logo. You can also change the theme template to update the colour profile to match your corporate colours.
This template was initially designed with the MYOB accounting package in mind, so you will need to use the steps as a guide and check them against your actual procedures and update as necessary.
Read through every section and customise to your business. If something is not relevant, simply delete it. And of course, you can add any additional sections as you require.