Strategic review and sales analysis

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At Reach Revenue, business growth is viewed as a process that requires careful analysis and under­standing. Our strategic review begins with an objective assessment of current sales and marketing functions. The findings from this diagnostic process are incor­po­rated into any sugges­tions for improvement.

Plan

This phase involves assessing how well the business goals align with the company strategy, refining the value propo­sition and under­standing the addressable market. An analysis of the compet­itive landscape provides insight into the current market position and identifies areas with potential for improvement.

  • Alignment with corporate strategy: Evaluates consis­tency between sales and marketing objec­tives and the broader corporate strategy.
  • Value propo­sition: Examines the current value propo­sition to determine its effec­tiveness in differ­en­ti­ating the company in the market.
  • Addressable market: Evaluates the market to identify growth oppor­tu­nities, focusing on customer segments, needs and the customer journey.
  • Compet­itive landscape: Analyzes compet­itive position, market share and potential threats with bench­marking against industry standards.
  • Market position and oppor­tu­nities for improvement: Summa­rizes current market position and identifies areas where adjust­ments could improve market position and compet­i­tiveness.

Present

A company’s online presence is a key factor in brand perception. This section examines the current market and digital presence, including social media engagement, to identify strengths and oppor­tu­nities for improvement. The goal is to determine how these elements align with and support the overall business strategy.

  • Brand presen­tation: Analyzes how the brand is currently repre­sented on digital platforms, including the website and social media.
  • Oppor­tu­nities for improvement: Identifies specific areas where online presence could be improved.
  • Strategic messages: Reviews core message for consis­tency and alignment with business goals.
  • Social media strategy: Evaluates existing social media strategy and its effec­tiveness in supporting business objec­tives.
  • Perfor­mance goals: Sets clear goals for online and social media efforts based on diagnostic results.

Proceedings

Effective processes are crucial for company success. This section focuses on diagnosing the current state of marketing plans, lead gener­ation, and sales methods. The goal is to under­stand how well these processes support the business and where improve­ments may be needed.

  • Marketing plan and pipeline management: Reviews existing marketing plan and lead gener­ation processes to identify strengths and oppor­tu­nities for improvement.
  • Sales method­ology: Examines current sales methods and considers possible improve­ments for better customer acqui­sition and retention.
  • Customer Lifetime Value: Analyzes strategies to maximize long-term value of customer relation­ships.
  • Technology Stack Assessment: Evaluates the effec­tiveness of the current technology stack, including CRM, marketing automation and analytics tools, to identify oppor­tu­nities for digital trans­for­mation.
  • Opera­tional efficiency: Diagnoses the efficiency of existing processes in the areas of lead management, customer loyalty and sales processing.

People

Human resources are critical to the successful imple­men­tation of any strategy. This section focuses on the analysis of roles, organi­za­tional struc­tures and the devel­opment of capabil­ities and incen­tives. The aim is to under­stand how these factors currently support the company and where improve­ments could be made.

  • Roles and organi­za­tional structure: Reviews roles and organi­za­tional structure to ensure alignment with strategic objec­tives.
  • Hiring and onboarding: Evaluates current hiring practices and onboarding processes to identify potential gaps.
  • Training and devel­opment: Evaluates existing training programs and considers recom­men­da­tions to improve team skills.
  • Salary, commission and bonus programs: Reviews compen­sation struc­tures to determine whether they meet perfor­mance expec­ta­tions.
  • Culture and knowledge exchange: Analyzes company culture and knowledge sharing practices to determine how well they support company goals.

Perfor­mance

Monitoring and managing perfor­mance is a key component of continuous improvement. This section assesses current metrics, organi­zation of sales meetings, and management of individual and team perfor­mance. The aim is to diagnose the current functioning of these areas and suggest possible improve­ments.

  • Forecasts, metrics and KPIs: Review existing perfor­mance tracking measures and consider how they could be improved.
  • Sales meetings and struc­tures: Examines the structure and effec­tiveness of sales meetings to ensure alignment with objec­tives.
  • Perfor­mance management: Focuses on current practices for managing individual and team perfor­mance, including setting expec­ta­tions and providing feedback. Sugges­tions for improvement are made based on the diagnostic findings.
  • Strategic sales planning: Leverages insights from key perfor­mance indicators to support sales planning.
  • Integration with a broader company: Evaluates how well sales and marketing efforts are aligned with broader business opera­tions and suggests improve­ments as necessary.

In addition to the diagnostic analysis, the review results in the creation of a proposed activity plan. This plan outlines specific tasks to be completed over a typical 12-month period. The structure of this model allows for ongoing reference and serves as a benchmark for account­ability and perfor­mance management. By imple­menting this approach, customers can ensure progress is tracked and managed system­at­i­cally, with clear guide­lines for third-party involvement, such as: B. the ongoing collab­o­ration with Reach Revenue.

For further infor­mation about how Reach Revenue can help you diagnose and improve your sales and marketing capabil­ities, please contact us on 0203 858 8030 or email [email protected].

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