Revenue Audit – Uncovering Leaks & Lost Opportunities

In this episode we dive into how to perform a revenue audit within your B2B company. A revenue audit involves examining every functional area of an organization impacting revenue, aiming to uncover untapped opportunities and revenue leaks. Hosts Michelle and Dasha explore how an audit can uncover lost opportunities and revenue leaks that may be impacting your business's financial health. They discuss the significance of examining every functional area impacting revenue, emphasizing the importance of clarifying goals, fostering communication across departments, and utilizing a robust CRM system as the source of truth. “If it’s not in the CRM system, it didn’t happen.” We explore how breaks in process, data collection, and CRM usage result in bad customer experiences and lost opportunities to up-sell and cross-sell to your customer. With practical examples and insightful discussions, this episode equips listeners with valuable strategies to optimize revenue and streamline operations within their businesses. Tune in for actionable advice and expert insights on navigating the complexities of revenue management and growth.Please enjoy this engaging episode and check out our show notes for additional resources as well as details about joining an upcoming Office Hours!Don't forget to subscribe to our channel, share us with a friend or colleague who would also find value, and be sure to include in the comments what topics you want us to explore in future episodes. We adore feedback and interaction!Produced By:Go Go GROW - B2B SMB Scale Up Coaching Podcast https://www.gogogrowshow.com [email protected] Dasha Tyshlek, Founder of StratCraft, Inc & Chief Strategy Officerhttps://www.strat-craft.com https://www.linkedin.com/in/dashatyshlekCo-Host Michelle Page, Founder of SalesChasers LLC & Revenue Growth & Business Development Leaderhttps://saleschasers.com https://www.linkedin.com/in/michelleconklepageResources Mentioned:2020 State of CRM Data Management Report produced by Validity: https://www.validity.com/blog/the-state-of-crm-data-management-2020/2021 The Rise of Revenue Operations produced by Forrester Consulting: https://www.salesforce.com/content/dam/web/en_us/www/documents/reports/sales/forrester-revenue-operations-report.pdfGo Go GROW Office Hours: https://www.linkedin.com/events/gogogrowofficehours-scaleupwith7171579554224926720/comments/