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Sales Department Audit

finding hidden opportunities for your growth
GET MORE
FROM YOUR SALES

Accelerate your business development.
Apply for an audit in the sales department.

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Sales audit is an opportunity to identify reserves for increasing the company’s productivity, improve business processes, and strengthen leadership positions.

Who needs a sales audit?

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Companies that want to discover where their money is hidden.
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Companies that are changing their product matrix.
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Companies whose sales department has significantly grown.

Goals and Objectives of the Sales Audit

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Increase the efficiency of the sales department

This means that the team should sell more, faster, and spend less of the company's money.
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Identify and eliminate problems that hinder sales.

These may include issues with the sales process, employee motivation, marketing, or even the product itself.
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Develop recommendations to improve the sales department's performance.

This includes suggestions for process changes, employee training and motivation, implementing new technologies, or changing the marketing strategy.
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Increase the company's profit.

This is the main goal of any business, and a sales audit helps achieve it by uncovering hidden reserves and improving sales strategies and tools.

Submit a request, and I will calculate the potential sales growth for your project and the cost of our work.

How the Sales Department Audit Works

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Defining the audit goals

We define point “A,” your current state, and point “B”—the desired result. We determine the format of the audit—open or secret, without notifying the team. We gain access to your reports, CRM, telephony, social media, existing knowledge base (scripts, regulations, rules), and motivation to get a complete picture of the department’s work.

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Conducting the audit

We define the customer journey—diagnosing the sales department from the first contact to post-sale service. We assess performance effectiveness based on key indicators such as profit, profitability, customer satisfaction, etc. We analyze the CRM and reporting, team motivation for risks. We evaluate the organizational structure and its alignment with your goals, as well as the skills of employees against the ideal worker profile.

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Presenting the results

We demonstrate and justify the top 5 sales growth points. We provide tools, prototypes, and recommendations on how to implement them to increase the company’s turnover. We present key indicators showing the company’s growth potential. We present a breakdown in numbers—a clear action plan on how exactly you can reach point “B” and achieve your goals.

The Sales Department Audit Allows You To

Basic sales system audit in the company is an opportunity to increase business efficiency and maximize your income.
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Identify reserves and opportunities for improving operations.

The audit will help determine where efficiency can be increased—be it processes, employee motivation, tools, or automation.

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Correct mistakes that affect financial performance.

The audit can fix problems leading to reduced income or increased business expenses.

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Analyze the effectiveness of strategies.

The sales system audit allows evaluating how effectively the company uses existing methods and tools for the sales department.

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Motivate staff and increase their accountability.

A basic or express audit of the sales system serves as an incentive for improving managers’ performance and achieving better results. Everyone on the team will understand the results they are showing and how they can improve them.

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Receive an objective assessment from external experts.

Auditors will provide an unbiased view of the department’s strengths and weaknesses.

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Improve customer interaction.

An audit will help uncover weak points in customer communication and suggest ways to enhance service, increasing loyalty and driving more repeat sales.

As a result of the sales department audit, the business will receive

  • Specific recommendations for improving processes and sales strategies. This will enhance the efficiency of the entire department.

  • Understanding of strengths and weaknesses. The business will be able to focus on improving aspects that hinder growth.

  • Identified reserves for increasing sales volumes and income. This allows the company to improve its financial performance.

  • Analysis of the effectiveness of funds spent. The business will be able to systematically invest resources in the most important activities.

  • Increased staff accountability for results. The team will work with more enthusiasm towards achieving goals.

  • Strengthened market positions and further sustainable business development.

About us

Raketa prodazh specializes in building effective sales departments using proven tools, methodologies, and top-tier management for small and medium-sized business owners. We offer turnkey sales department development tailored specifically to your business.

With over 8 years of experience, we’ve built 208 sales departments and gained expertise across 14+ niches.

Our clients see an average turnover growth of +35%, and we improve conversion rates by 5% to 86%. Our largest achievement? A 10 907 403$ increase in monthly turnover after just 4 months of work.

We have successful case studies with Mitsubishi, NaftoGaz, Kommunar, Yamaha, Worksection, Leeloo.ai, and other industry leaders.

Beyond Ukraine, we build fully operational sales departments and scale sales for businesses in the USA and Europe.

Over 2000 deals
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Develop sales strategy
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Implement reporting and documentation package
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Conduct employee training
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KATERYNA
CHABANOVA

COMPANIES WE'VE WORKED WITH

CLIENT TESTIMONIALS

It’s like switching from a scooter to a car with an on-board computer. High speed solutions, team functions distributed efficiently. We adapted to new tools and received not only expertise but a partner as well.

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Alexander Podenny
Head of Sales Department at

Attended Kateryna’s training, we did a pilot project. Result: +15-30% sales. Loved the systematic approach, Kateryna’s attention to detail, and energy. No fluff, promises kept, business adaptation. Gained more than expected.

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Denis Drach
Executive Director at

The task was solved easier than planned. A system of documents, reporting, and control tools were created. Felt like gaining a highly expert partner fully immersed in the project.

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Elena Mirza
Managing Partner at

Increased sales by 32% after one month and 18% after the next one. Systematic approach and clear process understanding. Detailed explanations, new ideas, technical CRM support. Working with a strong, experienced consultant.

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Michael Falk
Founder of

Your sales will increase by 30%-90% without any marketing investments in 3-4 months. Contact us, and we will show you how.


LATEST CASE STUDIES

Children's Crib
Manufacturer
INGVART
TASK:

Increase retail sales by at least 30%.

01
ACTIONS:
  • Implemented sales reporting
  • Set sales plans
  • Introduced mandatory cross-sales
  • Tied financial motivation to results
  • Changed part of the team
  • Segmented sales by traffic channels
  • Introduced marketing campaigns
RESULT:

218% retail turnover increase in 2 months, 40% average check increase.

Car Dealership
MITSUBISIHI MOTORS
TASK:

Increase monthly car sales from existing traffic.

02
ACTIONS:
  • Improved CRM
  • Calculated and built sales funnel
  • Implemented sales reporting
  • Set funnel stage goals
  • Trained sales director on key metrics
  • Created test-drive closing scripts
  • Introduced call evaluation checklists
  • Controlled call quality
RESULT:

25% increase in car sales conversion after 3 months, 133% target overachievement.

Solid Fuel Boiler Manufacturer, VITYAZ
TASK:

Set up retail sales channel from Facebook lead generation.

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ACTIONS:
  • Sales training, implemented sales reporting
  • Built lead source funnel
  • Scripted lead processing from Facebook
  • Developed lead closing algorithms
  • Tied financial motivation to results
  • Replaced ineffective team members
  • Introduced call evaluation checklists
RESULT:

25% of total factory sales from Facebook in one month, Exceeded the target by 112%

IT Company for Website and Mobile App Development
TASK:

Build a sales department to attract specific lead generation level via Facebook.

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ACTIONS:
  • Segmented salespeople by lead channels
  • Created cold lead attraction algorithms
  • Implemented daily sales funnel reporting
  • Set effectiveness metrics
  • Targeted lead generation through contextual ads
  • Introduced bonuses for new client attraction
RESULT:

Stable monthly acquisition of high-category new clients. $120,000 total client turnover in first 2 quarters, $90,000 maximum client check.

RESULTS FROM WORKING WITH SALES ROCKET

Watch short video testimonials from company leaders we have worked with.

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CHECK OUT LOTS OF LOTS OF USEFUL INFORMATION, FREE TEMPLATES, AND CHECKLISTS ON OUR INSTAGRAM

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FAQ
How much does a sales department audit cost?

The cost of a sales department audit depends on the scope of work, company goals, and the chosen cooperation format. To get an accurate quote, it is recommended to submit a request on the website, after which a specialist will conduct a preliminary assessment and provide a customized offer. The audit typically includes process diagnostics, performance analysis, and preparation of recommendations. This approach identifies growth opportunities and boosts business efficiency through sales department consulting. All specifics and budget are discussed individually based on your business objectives.

What is the price of a sales department audit?

The price for a sales department audit is determined by the size of your business, your objectives, and the complexity of existing processes. To get a precise quote, simply submit a request on the website, and a specialist will contact you to clarify the details. The service typically covers sales department analysis, identification of issues, and formulation of key recommendations. The audit highlights growth areas and enhances efficiency through sales department consulting. The final cost is set after a detailed discussion of your project.

What does a sales department audit include?

A sales department audit includes a comprehensive examination of the department’s operations: analyzing business processes and structure, assessing employee effectiveness, and reviewing the tools in use. It also entails diagnosing the customer journey, studying the CRM system and reporting, as well as staff motivation and regulations. As a result, you receive a list of growth points and tailored recommendations for improvement. This type of audit helps uncover opportunities and increase your business efficiency through sales department consulting.

What are the criteria for sales department effectiveness?

Criteria for sales department effectiveness include sales volume and growth, conversion rates, customer satisfaction, profitability, and plan fulfillment. Other important factors are process stability, team motivation, and the quality of customer interactions. During a sales department audit, these criteria help identify both strengths and weaknesses, as well as potential growth points through sales department consulting.

How to check sales during an audit?

Checking sales as part of a sales department audit involves analyzing deal records in the CRM, evaluating the sales funnel, monitoring plan fulfillment, and assessing manager performance quality. Incentive schemes, employee engagement, and the effectiveness of scripts or guidelines are also considered. This audit examines both the quantity and quality of sales, supporting business growth through sales department consulting.

What are the growth points for the sales department?

Growth points for the sales department can include process optimization, improving staff qualifications, implementing new tools, and enhancing customer service. Additionally, analyzing the sales funnel’s effectiveness and establishing an effective motivation system aid in increasing sales volume. A sales department audit identifies specific growth opportunities that help unlock your business potential through sales department consulting.

What are the main problems of the sales department?

The main problems of a sales department often include inefficient business processes, low employee motivation, poor use of automation tools, and subpar customer service. Common challenges also involve inadequate staff training, disorganized operations, and a lack of clear guidelines. A sales department audit helps identify these issues and provides ways to address them through sales department consulting.

Materials and practical advice on sales growth in our blog: