Sales and Marketing Policies, Procedures, and Forms
Sales and Marketing Policies, Procedures,
and Forms
How to Drive Customer Satisfaction with Improved Strategies and Tactics using Easily Editable Company Policies and Procedures
Bizmanualz, Inc. St. Louis, MO, USA
Copyright ? 2007 / Bizmanualz, Inc. All rights reserved.
TRADEMARKS
BizmanualzTM is a Trademark of Bizmanualz, Inc.
This publication is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought. The Publisher cannot in any way guarantee the forms, agreements and statements in this manual are being used for the purpose intended and therefore assume no responsibility for their proper and correct use.
Copyright ? 1994 ? 2007, Bizmanualz, Inc. All rights reserved. Printed in the United States of America
ISBN 1-931591-03-2
Reproduction or translation of any part of this work beyond that permitted by section 107 or 108 of the 1976 United States Copyright Act without the permission of the copyright owner is unlawful except as follows: Forms, Agreements and Procedure Statements may be reproduced by the purchaser for use in connection with his or her company records or manual preparation. All other publisher's rights under the copyright laws will be strictly enforced. Requests for permission or further information should be addressed to the Information Requests and Permissions Department, Bizmanualz, Inc.
Other Products from Bizmanualz, Inc., Include:
ABR211 ABR213 ABR217 ABR31M ABR32 ABR33 ABR34 ABR41
ISO 9001 QMS Policies, Procedures, and Forms ISO 22000 FSMS Policies, Procedures, and Forms AS9100 QMS Policies, Procedures, and Forms Accounting Policies, Procedures, and Forms Security Planning Policies, Procedures, and Forms Disaster Recovery Policies, Procedures, and Forms Computer & Network Policies, Procedures, and Forms Human Resources Policies, Procedures, and Forms
ISBN 1-931591-075 ISBN 1-931591-296 ISBN 1-931591-261 ISBN 1-931591-059 ISBN 1-931591-024 ISBN 1-931591-016 ISBN 1-931591-067 ISBN 1-931591-008
000 Title-License
Page 2 of 6
Sales & Marketing Policies, Procedures, and Forms Manual
Sales and Marketing Policies, Procedures, and Forms
Table of Contents
Section ID
Section Name
Tab
100
Introduction...................................................................... Tab 1
200
Manual Preparation.......................................................... Tab 2
1. Introduction
2. Installation Instructions
3. Your Sales and Marketing Executives' Manual
4. Effective Communication
5. Sales and Marketing Procedures
300
Sales and Marketing Executives' Manual ...................... Tab 3
1.0 Purpose
2.0 Scope
3.0 Management Responsibility
4.0 Sales & Marketing Management System
5.0 Processes and Controls
6.0 Resource Management
400
Marketing Planning.......................................................... Tab 4
MP1000 Strategy Team
1.0 Forming the Strategy Team
2.0 Planning a Development Schedule
3.0 Project Cycle Management
4.0 Project Review
Forms/Records
MP1000-1 Project Planning Timeline
MP1000-2 Project Status Report
MP1000-3 Strategy Team Review Checklist
000 Table of Contents
Page 1 of 12
Sales & Marketing Policies, Procedures, and Forms Manual
Section ID
Section Name
MP1000-4 Project Progress Review Checklist
MP1010 Stakeholder Analysis 1.0 Identify Project Stakeholders and Interests 2.0 Determine Stakeholder Influence and Importance 3.0 Stakeholder Analysis Review 4.0 Stakeholder Analysis Report Forms/Records
MP1010-1 Stakeholder Analysis Matrix MP1010-2 Stakeholder Analysis Review Checklist MP1010-3 Stakeholder Analysis Report MP1020 Vision and Mission
1.0 Vision and Mission Statement ? Background 2.0 Mission Statement 3.0 Vision Statement 4.0 Communicating the Vision / Mission 5.0 Vision / Mission Review
MP1030 Marketing Research / Analysis 1.0 Objective ? The Target Market 2.0 Identifying the Target Market 3.0 Collecting and Organizing Market Data 4.0 Analyzing and Interpreting Market Data 5.0 Findings & Conclusions 6.0 Adjusting the Marketing Database Forms/Records
MP1030-1 Market Segmentation Worksheet MP1030-2 Marketing Database MP1030-3 Market Analysis
Tab
000 Table of Contents
Page 2 of 12
Sales & Marketing Policies, Procedures, and Forms Manual
Section ID
Section Name
MP1040 Situational Analysis
1.0 Situational Analysis ? Introduction
2.0 Assessing the Company's Situation
3.0 Scoring Attributes
4.0 Analyzing Data
5.0 Situational Analysis Report
Forms/Records
MP1040-1 SWOT Analysis Worksheet
MP1040-2 Competitive Analysis Worksheet
MP1040-3 Situational Analysis Report
MP1050 Goals and Objectives 1.0 Goals and Objectives ? Background 2.0 Setting Goals and Objectives 3.0 Reviewing and Finalizing Goals and Objectives 4.0 Communicating Goals and Objectives 5.0 Monitoring Goals and Objectives Forms/Records
MP1050-1 Goals/Objectives Worksheet MP1050-2 Goals/Objectives Statement
MP1060 Marketing Strategy
1.0
Marketing Strategy ? Introduction
2.0
Developing Marketing Strategy
3.0
Finalizing Marketing Strategies
4.0
Marketing Strategy Review
Forms/Records
MP1060-1 Marketing Strategy Matrix
MP1060-2 Strategy Checklist
MP1060-3 Marketing Strategy
Tab
000 Table of Contents
Page 3 of 12
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