The function of CPC Sales Management refers to the preparation and tendering of a proposal package in response to interest expressed by a potential commercial customer. The proposal process may be competitive or non-competitive. Sales Management also includes the sale of products or services to consumers.

Description:

These records pertain to the preparation and tendering of proposal packages in response to solicited and unsolicited interest expressed by third parties. These files also include sales of products or services to consumers, CPC sales teams, opportunity qualification (assessment of customer needs), standard proposals, nonstandard proposals, retail and online sales, and operations of CPC retail outlets.

Document types:

Sales teams, account management, opportunity qualification, proposals, retail sales, online sales, customer-needs assessment, retail outlets, customer service needs, product sales, service sales, solicited and unsolicited proposals, contract management, inventories, catalogues.

Record number:

CPC SS 12

Philatelic customers

Description:

This bank contains information in both paper and automated form such as customer enquiries and mailing lists, coded to include special areas of interest, as well as invoices, funds on deposit, credit card numbers, order history, survey responses, and other sales records. A list of former customers who have issued bad cheques is also retained. Individuals seeking access to this bank should provide as many details as possible, such as name, address, subject matter, dates and account numbers.

Class of individuals:

Canada Post’s national and international customers of philatelic products, sponsors of stamp clubs and those who have expressed an interest.

Purpose:

The purpose of this bank is to support the sale and distribution of philatelic products and related promotional material.

Consistent uses:

The records are used to support philatelic sales and subscription services; to assist in the presentation of philatelic exhibits; to generate particular lists of customers/subscribers (for example, by area of interest); to control inventory; and for market research purposes, such as the identification of promotional needs and opportunities.

Retention and disposal standards:

Financial records are retained for six years after last administrative use, which is usually payment for and mailing of philatelic products and then securely destroyed. Mailing lists are updated continuously, verified annually and retained until superseded or obsolete (for example, when customers submit change-of-address cards or requests to be deleted from the list; or move, leaving no forwarding address). General correspondence is retained for two years and then securely destroyed.

RDA number:

91/020

Related record number:

CPC SS 12

TBS registration:

001327

Bank number:

CPC PPU 010