Many businesses collect valuable customer and sales data but rarely have the time or expertise to analyse it for meaningful insights. TMM’s Customer & Sales Intelligence Audit service helps organisations uncover growth opportunities by identifying trends, optimising client relationships, and refining sales strategies – turning raw, often unused data into actionable business insights.
By extracting insights from your existing data, we help you:
Determine your top clients by revenue and profit
Identify common characteristics among your most valuable customers
Review past quotes that did not convert to identify potential leads
Identify cross-sell or upsell opportunities to existing customers
Identify industries or businesses similar to your top clients for targeted prospecting
Highlight new product or service offerings aligned with customer demand
Audit your full contact database—not just customers—to evaluate its quality and usability
Determine if the database needs cleaning, segmenting, or restructuring
Analyse your LinkedIn Company Page following to assess whether you are attracting the right audience
Review website usage data to evaluate how well your digital presence engages potential clients
Our structured customer and sales intelligence framework ensures that insights are driven by real data, not assumptions.
Through an in-depth discovery session, we assess:
// Business goals
// Data access and availability
// Business development process and resources
// Previous customer, product and/or revenue analysis and reporting
// Generally understood customer, product, quoting and conversion trends.
We then conduct a tailored customer and sales intelligence audit, covering:
Client Value and Revenue Insights
Identify top clients as a proportion of revenue and profit; find common characteristics among your best-performing clients; and pinpoint inactive or at-risk customers who may need re-engagement.
Missed Opportunities and Sales Optimisation
Analyse past quotes that did not convert and identify any trends; uncover high-potential contacts who have not yet become customers; and determine which products or services have the most untapped potential.
Expansion and Growth Opportunities
Identify industries or organisations similar to your best clients for targeting; highlight any new product or service offerings that align with customer demand; and detect seasonal trends or underutilised revenue streams.
Digital Engagement and Data Quality Review
Assess database quality, segmentation, and usability; identify any relevant gaps in LinkedIn engagement and website users; and provide recommendations to strengthen digital reach and audience targeting.
A deep dive into customer data, sales performance, digital presence, and growth opportunities.
Clear next steps to capitalise on insights and drive revenue growth.
A structured walkthrough of the findings to ensure full understanding and alignment on next steps.
Ready to Uncover Your Next Growth Opportunity?
With experience across manufacturing, energy, defence, and B2B industries, we understand the nuances of data-driven decision-making.
We transform complex data into simple, actionable insights tailored to your business objectives.
Every business is different; our reports are tailored to your specific needs, industry, and growth potential.
We do not just provide numbers – we deliver strategies that make an impact.
Pricing starts at $8,900 + GST, with scalable options for deeper data visualisation, advanced reporting, and strategic planning sessions.
Let’s uncover your next growth opportunity. Contact us to discuss how our Customer & Sales Intelligence Audit service can help maximise your business potential.
