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Sales Management Audit

Integrating CRM solutions to match your business strategy

Our Sales Management Audit is a workshop aimed at identifying strengths, weaknesses and opportunities in this area of your business. When integrating CRM for the sales force, these audits also enable us to define and address the scope and basic needs of the project. They will also give you an objective view of the current state of sales activities at your company.

In these audit workshops, we examine various aspects of sales management, such as:

  • Potential clients and prospects management model in B2B and B2C markets
  • Workflow management model, business processes and procedures
  • Sales portfolio distribution model
  • Monitoring model for sales force agenda and activities; reporting and pre-set KPIs
  • Budget and Forecast & Pipeline models
  • Technology as a sales force tool

Customer case studies & most successful CRM projects

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