Unlock your sales team's full potential with the

Seller Experience Audit

Is your sales technology enabling your team to perform at its best, or is it creating obstacles that slow down your sales process? The Seller Experience Audit is designed to help you identify where your sales systems and processes are falling short and provide you with clear, actionable insights to streamline your workflow, save time, and close more deals.
What Could Your Sellers Achieve with More Time?

Did You Know

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Only 28% of sales reps’ time is actually spent selling

—the rest is buried in data entry, managing workflows, and struggling with CRM-related admin. (Salesforce)

2-4

hours

Reps spend an extra 2-4 hours per week on manual CRM admin tasks

which could be spent on high-value sales activities. (InsideSales)

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60% of sales leaders report that their CRM is more of a burden than a help

—your sales technology should empower your team, not slow them down. (Forrester)

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CRM adoption is critical

Poor adoption of CRM systems can lead to a 14% drop in revenue, as teams spend more time managing systems than closing deals. (Gartner)

A broken sales system doesn’t just waste time—it impacts your bottom line. Sales reps burdened by bad data, excessive admin work, and disconnected tools struggle to hit targets, costing your company valuable growth opportunities. The Seller Experience Audit is designed to address these challenges, helping your team sell faster, smarter, and more effectively.

Deal Acceleration Pipeline Visibility Sales Forecasting Lead Prioritization Opportunity Management Maximized Revenue Potential Sales Velocity Forecast Accuracy Quota Attainment Rep Enablement Deal Acceleration Pipeline Visibility Sales Forecasting Lead Prioritization Opportunity Management Predictable Revenue Growth Sales Velocity Forecast Accuracy Quota Attainment Rep Enablement

Activity Tracking Lead Routing Smarter Forecasting Accelerated Deal Cycles Stage Tracking Lead Prioritization Automated Tasks Frictionless Selling Faster Deal Closing Prospect Engagement Accelerated Sales Lead Routing Sales Forecasting Accelerated Deal Cycles Stage Tracking Faster Deal Closing Automated Tasks Real-Time Alerts Frictionless Selling Prospect Engagement

The Seller
Experience Audit

When your sales systems are working seamlessly, your reps can spend less time navigating a broken CRM and more time engaging with prospects and closing deals. With the right workflows, data, and tools in place, your team can focus on what really matters—driving revenue and achieving sales success.

The Seller Experience Audit is designed to identify and address any bottlenecks in your sales processes, helping you optimize your CRM, streamline workflows, and align teams. Here’s how we do it:

Identifying System Bottlenecks

We’ll dive deep into your CRM workflows to uncover where things are slowing down. From poor data management to manual processes, we’ll pinpoint areas hindering sales productivity.

Data Quality Assessment

We’ll dive deep into your CRM workflows to uncover where things are slowing down. From poor data management to manual processes, we’ll pinpoint areas hindering sales productivity.

Workflow Automation

We’ll assess your workflows and recommend automation to reduce manual data entry, improve lead routing, and streamline follow-up processes.

Sales & Marketing Collaboration

Without proper integration, marketing and sales teams often work in silos. We’ll help you align both teams to deliver quality leads, ensure consistent messaging, and accelerate deal closures.

AI Integration

Using AI-driven solutions, we can optimize lead scoring, automate tasks, and help your team prioritize their efforts based on what’s most likely to close.

Custom Actionable Roadmap

At the end of the audit, you’ll get a customized roadmap that outlines clear steps to optimize your CRM and tech stack, improve adoption, and unlock growth.

Unlock your sales team's full potential with the

Seller Experience Audit

Seller Experience Audit

Did You Know

2-4

The Seller Experience Audit

Get Started Today

The Seller
Experience Audit