Reviewing reports during an audit of a sales organisation

Sales effectiveness audit of an organisation

We help companies look at their organisation from the outside, identify areas that need improvement and point to concrete actions that increase effectiveness.

Purpose of the audit

The purpose of the audit is to assess how a selected organisational structure functions and to prepare practical recommendations for its further development or restructuring.

As part of the audit, we:

  • assess how the organisation currently operates,
  • identify strengths and areas that need improvement,
  • point out opportunities to increase effectiveness,
  • prepare concrete recommendations and a plan of changes.
Areas examined during an audit of a sales organisation: processes, results and team

How do we work?

  1. Defining the scope of the audit

    Together we define the goals, areas and processes that will be analysed in particular detail.

    Stage 1

  2. Organisational audit

    We analyse the company both from the customer’s perspective and from the inside. We observe the teams’ day-to-day work, the way customers are served and how processes are carried out, and we hold conversations with management and employees.

    Stage 2

  3. Diagnosis

    We prepare an assessment of the organisation, pointing out its strengths, barriers and the areas with the greatest potential for improvement.

    Stage 3

  4. Recommendations

    We present concrete actions whose implementation should translate into greater effectiveness, better work organisation and business results.

    Stage 4

  5. Implementation – optional

    At the Client’s request, we can also take responsibility for implementing the recommended changes.

    Stage 5optional

Ask about an audit
of your organisation

We will agree on an audit scope tailored to your company.