Free Sales Compliance Document for Feedback Handling Template
Sales Compliance Document for Feedback Handling
I. Introduction
A. Purpose
This document provides an overview of the procedures and guidelines adopted by [Your Company Name] for the systematic handling, categorization, and resolution of feedback received from customers. It is crafted to ensure all feedback is treated uniformly, with diligence and compliance to applicable legal standards. It also ensures transparency in how customer insights are integrated into product development and customer service strategies.
B. Scope
The protocol encompasses all feedback received across all sales channels of [Your Company Name], including but not limited to digital communication, direct sales interactions, and third-party vendors. It applies to all employees involved in the sales process, ensuring a standard approach to feedback management.
C. Definitions and Abbreviations
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Feedback: Any customer communication expressing satisfaction, dissatisfaction, or suggestions related to [Event Name].
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KPI: Key Performance Indicator, a measurable value that demonstrates the effectiveness of a company in achieving key business objectives.
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CRM: Customer Relationship Management, a system for managing interactions with current and potential customers.
II. Feedback Collection Methods
A. Digital Platforms
Feedback collected through digital platforms, including [Your Company Website] and [Your Company Social Media], shall be aggregated by our CRM system. This method facilitates a quick response due to the automated nature of digital receipt and logging.
B. Offline Channels
Offline feedback from physical stores or paper forms will be digitized and logged into the CRM for uniform processing. This ensures that feedback from non-digital channels is not overlooked and receives the same analytical treatment as digital feedback.
III. Feedback Handling Process
A. Receipt of Feedback
All feedback shall be acknowledged within [24] hours of receipt. Digital feedback is acknowledged automatically, while offline feedback is manually logged by customer service representatives. This rapid acknowledgment is crucial in maintaining customer trust and satisfaction.
B. Categorization
Feedback is categorized by the CRM into compliments, complaints, and suggestions, using AI sentiment analysis. Each category triggers a different workflow within our process, ensuring appropriateness in response and action.
C. Investigation and Resolution
A dedicated team evaluates the feedback, and any issues identified are resolved within a standard timeframe of [5] working days. Complex cases are escalated to the relevant departmental heads for further investigation.
|
Role |
Responsibility |
|
Sales Representative |
Initial receipt and logging of feedback |
|
Customer Service Manager |
Oversight of feedback categorization |
|
Compliance Officer |
Ensures feedback handling is in line with regulations |
|
Sales Director |
Reviews and endorses the feedback handling process |
IV. Record Keeping
A. Data Management
Feedback data is stored securely in our CRM, with access restricted to authorized personnel. The data is audited regularly for integrity and accuracy to maintain high standards of record-keeping.
B. Privacy Compliance
All data handling complies with the General Data Protection Regulation (GDPR) and local privacy laws. We ensure customer confidentiality is upheld at all stages of the feedback process.
V. Performance Metrics and Reporting
A. Key Performance Indicators (KPIs)
KPIs include the volume of feedback received, the resolution time, and customer satisfaction post-resolution. These indicators help in quantifying the effectiveness of our feedback management system.
B. Regular Reporting
Monthly reports are generated to assess trends and areas for improvement. These reports are pivotal in strategic decision-making regarding product enhancements and service delivery optimization.
VI. Training and Development
A. Employee Training
All employees undergo quarterly training on feedback handling processes and customer service excellence. The training ensures that all team members are equipped with the latest skills and knowledge to handle customer feedback effectively.
B. Continuous Improvement
Feedback on the feedback process itself is collected and used to refine the procedures. This ensures that our feedback handling system is dynamic and continuously evolves to meet the changing needs of our customers.
VII. Amendment and Review Procedure
A. Document Control
This document is controlled by the Sales Department, with changes only permissible by authorized personnel. The control measures are in place to prevent unauthorized alterations which could compromise the integrity of the process.
B. Review Schedule
An annual review is conducted to ensure the feedback handling process remains current and effective. Any changes needed are implemented promptly to maintain the highest standard of compliance.
