The Polazure Sales Operations Audit is a focused review of how work moves through your business.
What this looks like:
Sales → Order Processing → Systems → Fulfilment → Delivery → Customer Service → Reporting
The audit looks beyond how the process is supposed to work and examines how it actually operates day to day.
Areas reviewed may include:
sales and order workflows
CRM and ERP usage
manual workarounds
order accuracy
fulfilment and delivery issues
customer-service demand
reporting and KPIs
credits and returns
handoffs between teams
operational bottlenecks
At the end of the audit, you receive:
A clear overview of the most important findings.
A visual view of how work currently moves through the business.
A prioritised list of operational issues and their likely causes.
Where possible, an estimate of the time, cost or customer impact associated with identified problems.
Practical actions designed around your existing business and systems.
A prioritised plan showing what should be addressed first.
A final session to walk through the findings and recommendations.
Polazure is particularly suited to growing B2B businesses where several teams or systems are involved in delivering the customer journey.
This may include:
distributors
wholesalers
manufacturers
commercial equipment suppliers
product businesses
food and beverage businesses
companies using CRM and ERP platforms
businesses with sales-support or customer-service teams
A typical client may be experiencing growth but finding that existing processes are becoming harder to manage.
You may benefit from an operational review if:
staff regularly correct the same problems
customers repeatedly chase orders or updates
information is entered into multiple systems
spreadsheets are being used to compensate for system limitations
teams disagree over who owns parts of the process
CRM or ERP information is inconsistent
management reporting does not show why problems occur
credits or complaints keep appearing for the same reasons
growth has made processes more difficult to control
We discuss your current operation, the problems you are experiencing and whether Polazure is the right fit.
Polazure reviews the agreed processes, systems, data and stakeholder experience.
The underlying causes of operational problems are identified and prioritised.
You receive practical recommendations and a 30 / 60 / 90 day roadmap.
Where appropriate, Polazure can provide separate support to help implement selected recommendations.
The standard audit includes:
project kick-off
up to four stakeholder interviews
process review
CRM / ERP workflow review where relevant
operational data analysis
process mapping
issue and root-cause analysis
recommendations
30 / 60 / 90 day roadmap
written findings report
final management review
Typical duration:
Approximately two working weeks
Additional complexity, locations or business units can be scoped separately.