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Sales Audit

Optimize sales funnel performance and team productivity for enhanced revenue growth with our sales audit services. We help you align sales operations with your business goals in today’s dynamic market environment.

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sales audit service

What is reviewed during the sales audit

Sales audits help companies not only to understand their customers better revealing missed opportunities, but also find chinks in their sales strategy, finance, and performance for efficient business growth.

  • 1

    Sales process compliance and efficacy

  • 2

    Team and individual competence

  • 3

    Sales tools and technology efficiency

  • 4

    Alignment of sales and marketing

  • 5

    Lead and customer data consistency

Why a sales audit is essential to boost business growth

  • Data-based insights for improved sales decision-making aligned with changing customer preferences and market conditions.
  • Sales tools and technology efficacy checks for improved communication, productivity, and data management.
  • Data analysis to identify profitable audience segments, customization possibilities, and target opportunities for attracting and retaining valuable clients.
  • Identification of additional training needs enhancing the effectiveness of the sales team for higher conversion rates and increased revenue.
  • Identification of stuck deals, lost leads, or misallocated resources for streamlining operations and reducing costs.
  • A strategic plan including process, finance, or performance improvements for staying competitive in a dynamic market environment.

How our qualified auditors can help supercharge your sales process

From ensuring best practice and legal compliance to strategies for improved decision-making with data-driven insights, our experienced sales auditors can not only help fine-tune the complete sales process but also help you get a competitive edge with a deeper insight into potential leads, existing customer base, and evolving market conditions.

Refine customer targeting

Our team will highlight targeting and customization opportunities based on a comprehensive understanding of your customer base through CRM and other database analysis. They will also analyze current and historical data to check for profitable audience segmentation to optimize the efficacy of sales techniques and strategies.

Maximize productivity

By auditing the sales team's performance, our sales auditor will highlight any areas for additional training to improve your representative’s effectiveness for higher sales conversion, larger deals, and improved revenue generation. Any process bottlenecks will also be assessed for improved productivity.

Enhance resource use

The auditor from eMarketz will identify operational inefficiencies, like misallocated resources or missed opportunities to streamline operations for reduced cost. We will also check for sales tools and technology efficacy for efficient communication and data management and suggest any helpful available upgrades or changes.

More effective decision-making

The sales auditor will provide recommendations grounded in data-driven insight for timeline, KPIs, and specific sales funnel step improvements for proactive business growth. With their varied industry experience, our audit team can also recommend strategies to make your processes on par with industry leaders to ensure better results.

Optimize risk management

By identifying potential areas of risk due to non-compliance with industry regulations and legal requirements, the sales audit team from eMarketz can help you mitigate possible reputation damage or legal issues.

What our sales audit process looks like

sales audit service

Team creation and data collection

A dedicated team of sales, data analysis, process improvement, and technology experts is assembled depending on the scope of the audit. With clearly identified goals, objectives, and stakeholders, the team collects relevant sales data and documents.


Review and analysis

From lead generation to deal closure, every step of the sales funnel is assessed for effectiveness. Sales cycle length, customer acquisition cost, and other metrics are analyzed to identify KPIs. Individual and team performance is analyzed as well as sales technology and tool efficacy.

sales audit service

sales audit service

Historical record check

If available, previous audit records are also checked to identify obvious patterns with potential for improvement to suggest the best corrective actions to avoid recurrence. Also, historical sales data is reviewed to comprehensively understand the evolution of market conditions to assess how effectively the sales opportunities are being explored.


Recommendations

Areas of improvement such as skill development, process enhancement, strategy changes, or technological upgrades are highlighted with possible measurable action plans. Best corrective steps are advised for repeat problems by our experienced audit team. KPIs are defined to measure implemented change success.

sales audit service

This is a broad outline of our workflow. The audit's depth and specific details depend on your industry, company size, goals, challenges, objectives, and other key elements. We customize the process to your choice of the scope of sales audit.

Sales audit services for improved profitability and productivity of your sales department

Let our experienced team optimize your sales process and proactive business growth with data-driven actionable insights. Get in touch with us today for a quick look into what we can do for your company and its competitive edge.

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