Relevant business unit policies and directives have been communicated to all relevant staff, and a copy of the local policies is stored in a shared location for easy reference. Authority limit schedules are in place and available to all staff. This is regularly reviewed for appropriateness, staff changes, and to ensure alignment with the corporate authority schedule.
This should also be stored in a shared location for easy reference. Segregation of Duties Businesses should be aware of employee responsibilities to ensure adequate Segregation of Duties SOD whenever possible.
SOD between authorization, custody of assets, recording of transaction and control activities e. Licenses for all applications stored on central server to ensure backup. Regular backups of laptops to server forced where possible. Management information reporting from IT systems allows for complete, accurate and timely management information suitable for management oversight and decision making processes.
Investigate erasures and corrections of amounts on the report, ask appropriate person and examine other documents that will justify the erasures and corrections.
Ensure that the person who approves CDR is independent with the cashier. Compare the selling prices used, against the standard prices set by the Company. Verificar que los soportes de las cuentas por cobrar se encuentren en orden y de acuerdo a las disposiciones legales. Observar si los movimientos en las cuentas por cobrar se registran adecuadamente. Revisar que exista un completo sistema de control de las cuentas por cobrar, actualizado y adecuado a las condiciones de la empresa.
Comprobar que las modificaciones de las cuentas por cobrar sean correctamente autorizadas por quien corresponda. Verificar la existencia de un manual de funciones del personal encargado del manejo de las cuentas por cobrar. Controlar el efectivo recibido de proveedores. Efectuar compensaciones de cuentas a pagar contra cuentas a cobrar. Mantener cheques anulados con orden de no pago, devueltos y emitidos de nuevo.
Programa de Auditoria de Cuentas por Cobrar. Cuentas por Cobrar y relacionadas. Retrieved on March, By Electronic Version. Lynn Steele Dec. How many of the marketing qualified leads are we able to pitch? Of the leads we are able to pitch, how many become sales qualified leads? Of the sales qualified leads, how many do we close?
On average, how long does it take for a prospect to become a customer? Does this vary by acquisition channel? Which marketing nurture streams are engaging the prospects the most, and which have underperforming open and click rates?
The goal here is to increase the number of marketing qualified leads. What content might be helpful to increase the number of marketing qualified leads that we are able to pitch? The goal here is to increase the number of sales qualified leads.
What content might be helpful to improve the sales qualified lead to close rate? Do we have enough leads coming in for our sales team to work? Do we need additional sales team members? How can this information help them to improve or learn from others? How do you do a sales audit? Share this:. Tracey Wallace. The Rise of HXM. Telling your staff to adhere to a certain process, but then giving them software that makes it difficult to track that progress is confusing.
Mixed signals are like speed bumps for a sales operation. They should be able to advise the best ways to make your process and your software line up. How does the team feel about t he process?
Your team will be the ones who are actually expected to follow the process. The best way to learn how they really feel? Just ask them. Send an anonymous survey with Google forms. Everyone has a concrete sales process until they have to actually start selling. Asking the right questions through your sales process audit will guarantee that what you have on paper can hold up in the real world.
Subscribe to our newsletter for the most up-to-date e-commerce insights. The sales process audit: 7 magic questions to ask and answer shares. How well is that process actually working for you?
0コメント