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Sales & Marketing Standard Operating Procedure Manual (SOP)
Sales & Marketing Standard Operating Procedure Manual (SOP)Sales & Marketing Standard Operating Procedure Manual (SOP)Sales & Marketing Standard Operating Procedure Manual (SOP)Sales & Marketing Standard Operating Procedure Manual (SOP)Sales & Marketing Standard Operating Procedure Manual (SOP)
  • Document Name:Sales & Marketing Standard Operating Procedure Manual (SOP)
  • Author Name:IMARI Doc Shop
  • Product Type:MS Word
  • Item Publish Date:2020 / 07 / 05
  • Barcode:

The Docushop detailed sales & marketing department standard polices & procedures manual (SOP) can be customised for any business to guide your sales, marketing and admin staff to general & preferred sales and marketing practices in your business.


WHAT IS A SALES AND MARKETING SOP?

A Sales and Marketing Standard Operating Procedure or SOP is a detailed and robust guide or manual with all your company sales and marketing policies, processes, protocols and procedures. Businesses with a sales and marketing department, or that have tasks in sales and marketing use sales SOPs to ensure best practice is adopted when dealing with customers and attracting new leads.


WHY DO I NEED A SALES AND MARKETING SOP?

Any business with a sales function or that conducts marketing needs a clear guide for employees, contractors and any other staff to follow when undertaking particular tasks.


Sales can be a difficult task for many employees, especially new employees. Knowing exactly what to do and when is different for each business, and often the way you describe your products or services requires guidelines to ensure staff don't say the wrong thing, or worse misrepresent your product or service and what it doess (or doesn't do).


You may also have complex systems you use to track your leads, or to manage your marketing channels, these all require a detailed breakdown of how to utilise them so any new sales or marketing team member can hit the ground running when they start with your business.


The sales SOP can also be a useful tool for your internal staff helping out in the sales and/or marketing department if you have team members off sick or on annual leave.


WHAT IS INCLUDED IN THIS SALES AND MARKETING SOP?

The Docushop Sales and Marketing SOP is comprehensie and provides a 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.


Some of the 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
  • Pricing
  • 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!


What is also useful with the Docushop sales SOP is that majority of the sections have sample data. Many of which can be adopted into your own business as best practice and can be amended to suit your individual policies and sales needs.


WHAT ARE THE BENEFITS OF HAVING A SALES AND MARKETING SOP?

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.


Some of the benefits are:

  • Promote positive change within your business
  • Produce reliable results by having everyone follow th same system with the same rules
  • Improve employee training experience and reduce time in wasted training / asking repetitive questions
  • Discover holes in your existing practices and plan a policy or procedure to combat them
  • Standarise your customer experience
  • Increase sales and marketing employee efficiency and productivity
  • Reduce management time / costs when inducting new sales and marketing employees
  • Reduce downtime when sales and marketing team members are unwell / on leave


WHAT HAPPENS IF I DON'T HAVE A SALES AND MARKETING SOP?

Not exclusive to sales and marketing departments, Standard Operating Procedure guides or manuals (often know as SOPs) are critical for almost any role or department in a business. Without them, you simply waste time in ineffective training practices, often yourself up to reputational risk when someone communicates something poorly or incorrectly and staff generally feel like their roll is not taken seriously.


Implementing an SOP for a department or a role when a business is young means you are starting with the right foundations. Trust us when we tell you, implementing an SOP in a mature team is difficult. You encounter pushback from people who are all likely doing things their own way (not in the best interest of the company). It requires a degree of change management in order to roll out effectively.


When you implement a sales or marketing SOP in fresh teams or roles, it also makes that person or department responsible for updating it, adding new tasks or processses and updating anything as it changes. If you fail to implement when your business is in its early stages your poor HR department or admin team get tasked with having to gather all the data and processes needed to create an SOP likely needing to extract that data from busy staff, who may not have the time needed to dedicate to a 'non-income producing task' (sales people have targets!!).


HOW TO USE THIS SALES AND MARKETING SOP?

The sales and marketing SOP emplate is an editable MS 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. 


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.

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The Docushop detailed sales & marketing department standard polices & procedures manual (SOP) can be customised for any business to guide your sales, marketing and admin staff to general & preferred sales and marketing practices in your business.


WHAT IS A SALES AND MARKETING SOP?

A Sales and Marketing Standard Operating Procedure or SOP is a detailed and robust guide or manual with all your company sales and marketing policies, processes, protocols and procedures. Businesses with a sales and marketing department, or that have tasks in sales and marketing use sales SOPs to ensure best practice is adopted when dealing with customers and attracting new leads.


WHY DO I NEED A SALES AND MARKETING SOP?

Any business with a sales function or that conducts marketing needs a clear guide for employees, contractors and any other staff to follow when undertaking particular tasks.


Sales can be a difficult task for many employees, especially new employees. Knowing exactly what to do and when is different for each business, and often the way you describe your products or services requires guidelines to ensure staff don't say the wrong thing, or worse misrepresent your product or service and what it doess (or doesn't do).


You may also have complex systems you use to track your leads, or to manage your marketing channels, these all require a detailed breakdown of how to utilise them so any new sales or marketing team member can hit the ground running when they start with your business.


The sales SOP can also be a useful tool for your internal staff helping out in the sales and/or marketing department if you have team members off sick or on annual leave.


WHAT IS INCLUDED IN THIS SALES AND MARKETING SOP?

The Docushop Sales and Marketing SOP is comprehensie and provides a 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.


Some of the 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
  • Pricing
  • 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!


What is also useful with the Docushop sales SOP is that majority of the sections have sample data. Many of which can be adopted into your own business as best practice and can be amended to suit your individual policies and sales needs.


WHAT ARE THE BENEFITS OF HAVING A SALES AND MARKETING SOP?

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.


Some of the benefits are:

  • Promote positive change within your business
  • Produce reliable results by having everyone follow th same system with the same rules
  • Improve employee training experience and reduce time in wasted training / asking repetitive questions
  • Discover holes in your existing practices and plan a policy or procedure to combat them
  • Standarise your customer experience
  • Increase sales and marketing employee efficiency and productivity
  • Reduce management time / costs when inducting new sales and marketing employees
  • Reduce downtime when sales and marketing team members are unwell / on leave


WHAT HAPPENS IF I DON'T HAVE A SALES AND MARKETING SOP?

Not exclusive to sales and marketing departments, Standard Operating Procedure guides or manuals (often know as SOPs) are critical for almost any role or department in a business. Without them, you simply waste time in ineffective training practices, often yourself up to reputational risk when someone communicates something poorly or incorrectly and staff generally feel like their roll is not taken seriously.


Implementing an SOP for a department or a role when a business is young means you are starting with the right foundations. Trust us when we tell you, implementing an SOP in a mature team is difficult. You encounter pushback from people who are all likely doing things their own way (not in the best interest of the company). It requires a degree of change management in order to roll out effectively.


When you implement a sales or marketing SOP in fresh teams or roles, it also makes that person or department responsible for updating it, adding new tasks or processses and updating anything as it changes. If you fail to implement when your business is in its early stages your poor HR department or admin team get tasked with having to gather all the data and processes needed to create an SOP likely needing to extract that data from busy staff, who may not have the time needed to dedicate to a 'non-income producing task' (sales people have targets!!).


HOW TO USE THIS SALES AND MARKETING SOP?

The sales and marketing SOP emplate is an editable MS 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. 


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.

The information is not legal, financial or general advice

The information, guides, templates, forms, instructions, articles, tips and comments provided in and through docushop.com.au is not legal, financial or general business advice, but is and includes general information / forms on issues often encountered, and about business areas designed to help docushop users, members and subscribers address their own business needs. Legal, financial or general business information, including tips, general forms, instructions, comments, and templates, no matter how seemingly customized to conform to the laws of your state, is not the same as legal, financial or general business advice, which may be the specific application of laws by lawyers licensed to practice law in your state to the specific circumstances and needs of individuals and entities. Some states have highly specific laws, and our information / forms may not take those specific laws into consideration. docushop is not a law firm and the employees and contractors (including attorneys, if any) of docushop are not acting as your attorneys, and none of them are a substitute for the advice of your own attorney or law firm licensed to practice law in your state. The employees or contractors of docushop who wrote or modified any form, instructions, tips, comments, templates and guides, are NOT providing legal or any other kind of advice, are not creating or entering into an Attorney-Client relationship, and were most likely NOT prepared or reviewed by an attorney licensed to practice law in your state, and, therefore, could not provide you with advice even if they or docushop wanted to. 


Even though we take every reasonable effort to attempt to make sure our information / forms are accurate, up to date, and useful, we recommend that you consult the relevant specialist (lawyer, financial advisor, HR specialist etc) licensed to practice in your state if you want professional assurance that our information, forms, instructions, tips, comments, templates and guides, and your interpretation of it or them, and the information and input that you provide, is appropriate to your particular situation. 


The information, forms, instructions, tips, comments, templates and guides available on and through this site is not or are not legal/financial/business advice and is nor or are not guaranteed to be correct, complete or up-to-date. Because the rules & regulations are different from jurisdiction to jurisdiction, changes, and is subject to varying interpretations and applications by different courts and government and administrative bodies, docushop cannot guarantee - - and disclaims all guarantees - - that the information and forms on the site is or are completely current or accurate. Please further note that rules & regulations change and are regularly amended, therefore, the provisions, and names and section numbers of statutes within any document may not be 100% correct as they may be partially or wholly out of date and some relevant ones may have been omitted or misinterpreted. The information, forms, instructions, tips, comments, templates and guides are not a substitute for the advice of your own consultants, lawyers and advisors. You may wish to consult with your own industry professionals practicing in your state to confirm the accuracy of statutory references. No general information or forms like the kind docushop provides can always correctly fit every circumstance.


Information / Forms where you provide information or make choices, even if based upon suggestions or tips provided by docushop, and resulting in a document where that information or the outcome of your choices, does not and is not intended to represent the advice of docushop. These completed or generated documents are no more than self-help forms where you would fill in the information or make the choices as if they were forms with blanks to be completed. docushop is not applying the principles of the laws of your state, including those based upon the information you provide or the choices you make. docushop does nothing more than allow you to pick and choose among various choices or provisions. It is your responsibility to get the completion of the document right.


Note: You should have carefully read and considered the instructions, tips, comments, templates and guides. If you did not you should go back and complete the process again. You must review the completed document to make sure that it meets your specific circumstances and requirements, and the particular laws of your state. docushop does not review your completed document, including for consistency, spelling errors, or any reason at all. You (or your attorney) may want to make additional modifications to meet your specific needs and the laws of your state.


You may want to consider whether you need or should seek financial, legal or licensed third party advice for your specific problem or issue, or if your specific problem or issue is or may be too complex to be addressed by our information or forms, you should consult a licensed professional in your area. You may also consider having an attorney licensed in your area review the document you completed so as to provide you with legal guidance and advice.

All information (which includes available forms) are provided without any warranty, express or implied, including as to their legal effect and completeness. Information and forms should be used as a guide and modified to meet your own individual needs and the rules & regulations of your state. Your use of any information or forms is at your own risk. docushop and any of its employees, contractors, or attorneys who participated in providing any information or forms expressly disclaim any warranty: they are not creating or entering into any Attorney-Client relationship by providing information to you. docushop does not provide legal advice. The information offered by docushop is not a substitute for the advice of your own attorney.


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ABOUT THE FOUNDER - ARNA JADE

Arna is the founder of docushop, IMARI Consulting and VIVIR Labs and brings innovative business and planning processes to clients and their companies. She focuses on working with entrepreneurs and business owners with a honed eye for market innovation and strategic planning. She has 20 years of international experience in consulting, and senior business management in business-to-business, consumer, and government contracting businesses.

Arna has won the 30under30 top entrepreneurs in Australia, she was the only female in WA to be awarded this prestigious honour and was also awarded the NIFNEX Influential 100 in Business in WA 2 years running.

Arna spent several years as Executive overseeing a multi-million dollar global technology business. In this role, Arna led a diverse international team that established profitable growth positions in new industrial and geographic markets. She developed her consumer marketing skills as a brand and business leader running several businesses in the fashion industry.

Arna is able to help clients understand challenging or complex business problems from a variety of perspectives. By combining this with her broad management experience, she is able to bring unique perspectives to difficult problems. She is a skilled listener with an ear for the central themes of start-up issues, which she combines with a facilitated and collaborative approach to help clients find the right balance between freedom and focus that drives individual productivity and lasting business results.

Arna Jade

Founder

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