Revenue-PulseAudit

RPA Survey

The RPA Survey is a diagnostic tool designed to capture critical insights into the overall health of your sales organization. By leveraging a third-party vendor, the survey ensures unbiased, accurate results while maintaining complete anonymity for your team, fostering honest feedback. This approach provides an additional layer of data-driven clarity, enabling leadership to make informed decisions, identify challenges, uncover inefficiencies, and align efforts for better performance and scalable growth.

Survey Sections

  • How well sales goals are defined, communicated, and aligned with the company’s broader objectives.

    We examine clarity around expectations, compensation, and recognition to ensure team members feel motivated, supported, and connected to the organization’s vision for success."

  • The quality of leadership and the level of support provided to the sales team.

    We focuses on the effectiveness of manager feedback, the productivity of 1-on-1 meetings, and the ability of leadership to guide and address challenges. Insights from this section help identify opportunities to strengthen leadership practices and enhance team performance.

  • Effectiveness and usability of the tools and technologies provided to your sales team.

    We evaluate whether team members have the right resources, training, and support to maximize productivity and streamline their workflows. From CRM functionality to outreach automation and reporting tools, this section identifies gaps and opportunities to ensure your technology stack empowers the team and aligns with their needs.

  • The impact of stress and workload on your sales team’s performance and well-being.

    We examine whether goals are realistic, support systems are in place, and work-life balance is respected. By identifying stressors and inefficiencies, this section helps uncover opportunities to create a healthier, more productive work environment.

  • The dynamics of collaboration and the overall culture within the sales team and across departments.

    We examine how well team members support each other, the effectiveness of interdepartmental handoffs, and whether the company fosters a positive, growth-oriented environment. Insights from this section help identify ways to strengthen teamwork, trust, and employee development.

  • How well the sales team understands and connects with customers.

    We evaluate their knowledge of the product’s impact, the Ideal Customer Profile (ICP), and the specific challenges faced by buyers. By identifying gaps in preparation, messaging, or support, this section provides insights into how to enhance customer engagement and deliver a stronger value proposition.

A.D.E.P.T.

A comprehensive evaluation of your sales organization, designed to assess the health and effectiveness of five critical pillars: Acumen, Data, Enablement, Process, and Technology.

Through this detailed audit, we identify gaps, inefficiencies, and growth opportunities that are limiting your sales team's potential. Our goal is to provide a clear roadmap for improvement, ensuring your sales function is aligned with industry best practices and set up for scalable success.

  • We assess the skill level and expertise of your sales team, evaluating how well they understand your product, market, and customer pain points. We also review their ability to handle objections, close deals, and navigate complex sales cycles. This pillar helps ensure that your team has the knowledge and skills needed to engage high-value prospects and close effectively.

  • We review how well your organization collects, tracks, and utilizes sales data. This includes CRM usage, lead tracking, pipeline visibility, and performance metrics. By understanding how data flows through your organization, we identify areas where better data management and insights can lead to smarter decisions and higher efficiency.

  • In this phase, we evaluate the tools, content, and resources available to your sales team. Are they equipped with the right assets to drive conversations and close deals? We analyze your sales enablement strategies to ensure your reps have access to the right materials at the right time, enhancing their ability to convert leads into customers.

  • A clear and repeatable sales process is vital for scaling. We assess your current processes, from lead generation to deal closure, identifying inefficiencies and bottlenecks. This includes examining handoffs between marketing, sales, and customer success to ensure seamless collaboration and communication

  • We focus on evaluating the tools and platforms your sales organization uses to operate effectively. We assess your current technology stack, including CRM systems, automation tools, communication platforms, and analytics software. Our goal is to ensure that your tech is not only up-to-date but also fully integrated to streamline processes, enhance data visibility, and empower your sales team to perform at their best.