Audit & roadmap

Sales audit and automation roadmap

Completed

Audit documents, a fountain pen and a ruler on stone

Clients waited about 10 hours for a first reply. We analysed a year of CRM data and calls, found 12 causes of lost deals and built a roadmap for the in-house team.

Insight: an available rep replies in 1 minute, one with a queue of 6+ in 11 hours. The problem is infrastructure, not people.

Client

Real estate company, Limassol, Cyprus.

The client is kept anonymous.

How it was

Clients waited about 10 hours for a first reply, and it was unclear why deals were being lost.

What we did

  1. A year of CRM data and call records was analysed.
  2. Reply time was compared against each manager's queue.
  3. 12 causes of lost deals became 10 management decisions.
  4. The in-house team got a roadmap of 77 tasks.

Result

  • ~2 000deals and a year of calls analysed
  • 12findings → 10 management decisions
  • 77tasks in the roadmap for the in-house team

Stack

CRM data · call records

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