Episode notes
In this episode we dive into how to perform a revenue audit within your B2B company. A revenue audit involves examining every functional area of an organization impacting revenue, aiming to uncover untapped opportunities and revenue leaks.
Hosts Michelle and Dasha explore how an audit can uncover lost opportunities and revenue leaks that may be impacting your business's financial health. They discuss the significance of examining every functional area impacting revenue, emphasizing the importance of clarifying goals, fostering communication across departments, and utilizing a robust CRM system as the source of truth.
“If it’s not in the CRM system, it didn’t happen.” We explore how breaks in process, data collection, and CRM usage result in bad customer experiences and lost opportunities to up-sell and cross-sell to your customer.
Keywords
strategymarketingsales