Sales System Audit

Eagles are said to have eyesight that can detect a meal over several kilometers.

Many years ago Jewish businessmen when considering the value of a store in New York would observe the number of people going past every hour.

In recent years a company that had a fantastic television presence was found to have no records of its clients.

Another had accumulated 180,000 customers, and when asked where the records were, was told that they were in boxes in a shipping container.

Another said that they had 2 million customers but 6 million customer records.

Another alarming story was being told by a company that it did not require anymore new customers because the existing ones were locked in.When putting new customers into the CRM systems was an eye opener. It was so badly implemented it took up over 50% of the day just to keep it up to date.

Do you control the process or does it control you?

There is a way forward; a process interrogation should quickly reveal the blind spots to management.

From here we put in place a remedial strategy, always with a view to simplicity. Over the counter sales or doing international banking, it's all the same, sometimes the answer comes from just having a set of sharp eyes.