Audit Your Revenue Operations Technology to Uncover Improvement Opportunities

Start Optimising Your Sales and Marketing Technology with an Audit

Your Sales and Marketing departments should be a seamless integration of people, processes and technology. However, even best-in-class software can become a bottleneck without the right processes in place. Siloed data, inefficient workflows and wasted software spend can hinder business performance.

At Innovation Visual, we take a holistic approach to your business. Our Tech Stack Audit assesses your systems and processes in depth to ensure they work together to support your business as it scales. We will provide you with a powerful, tailored solution that aligns your organisation’s needs and drives you towards your revenue goals.

Why Invest in a Tech Stack Audit?

Every business is unique, and so is its tech stack. Our methodology ensures we dive deep into your organisation to uncover inefficiencies, identify opportunities, and implement lasting improvements.

Collaborative Approach

We work closely with your team, leveraging their industry expertise alongside our RevOps knowledge. This ensures we design solutions that truly fit your business.

Discovery & Analysis

Through structured interviews and discovery calls with key stakeholders, we assess:

Service Level Agreements (SLAs)
Lead acquisition and data enrichment
Marketing and sales workflows
Lead scoring, assignment, and hand-offs
Outreach and pipeline management
Customer onboarding and renewals
Reporting and key revenue metrics

We map out daily workflows, pinpointing areas where inefficiencies and data silos exist.

Revenue Engine Framework

Our Proven Methodology

Our phased methodology balances quick wins with long-term scalability, ensuring every improvement builds a stronger foundation for future growth.

The purpose of a well-executed Tech Stack Audit is to uncover hidden opportunities for your business that can:

Increase revenue by optimising your technology and processes.
Enhance profitability through efficiency improvements.
Streamline operations and remove friction in your workflows.
Reduce software costs by consolidating and optimising tools.
Scale your business with a future-proof tech stack.
Unlock the value hidden within your existing database.

Our structured approach delivers actionable insights that empower your team to make data-driven decisions.

Explore Tech Stack Transformations

Innovation Visual's Transformation Engine

Key Areas of Assessment

Tech Stack Optimisation

We categorise your existing platforms and tools into three actionable areas:

Replace / Consolidate – Identifying redundancies and streamlining platforms.
Optimise / Integrate – Enhancing efficiency through better system alignment.
Retain – Keeping tools that are working effectively.

Technology Review

Our audit covers critical revenue-generating tools, such as:

CRM (Customer Relationship Management)
Marketing automation
Sales pipeline management
Customer service platforms
Data analytics and reporting
AI tools and automation

Process & People Alignment

Technology is only as effective as the people using it. We ensure your teams are empowered through:

Defined SLAs between Marketing, Sales, and Customer Success.
Training programmes for decision-makers and end users.
Clear documentation for complex or bespoke processes.
Breaking down knowledge silos to improve cross-team efficiency.

Key Stakeholders Involved

To gain a full understanding of your revenue operations, we collaborate with:

Marketing & Sales Leaders (CMO, CRO, Heads of Sales & Marketing)
Customer Success & IT Teams (Customer Service Managers, IT Heads)
Operational Teams (BDR Managers, End Users, Team Leaders)

A Roadmap for Transformation

What to expect

At the end of the audit, you will receive a detailed RevOps Transformation Roadmap, complete with:

Prioritised action items with clear milestones and timelines.
Recommendations for system enhancements to drive efficiency.
A strategic roadmap for ongoing optimisation and scalability.

Implementation Workshop

To ensure alignment, we organise a hands-on workshop (virtual or in-person) with your key stakeholders to discuss findings, refine priorities, and develop an actionable implementation plan.

Knowledge Hub

Looking for practical insights to boost your business growth?

Our Knowledge Hub is packed with expert guides, industry analysis and actionable tips to help you navigate the complex world of actionable tips to help your digital strategy and digital transformation. Dive in to learn how to align your systems for maximum impact.