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Sales stack

CRM​

  • Tool: Salesforce
  • Owner: Gabriel
  • Purpose: System of record for accounts, contacts, sales activity, opportunities, and next steps.
  • Required usage: Keep ownership, activity history, opportunity stage, and next action current.

Dialer and call recording​

  • Tool: ConnectAndSell
  • Owner: Gabriel
  • Purpose: Run cold-calling sessions and manage permitted call recordings.
  • Required usage: Record call outcomes and follow-up actions in Salesforce.
  • Recording rules: Follow the approved consent, access, and retention policy.

Data enrichment​

  • Tool: ZoomInfo
  • Owner: Gabriel
  • Purpose: Find companies, contacts, titles, phone numbers, and business details for prospecting.
  • Data rules: Verify important details before outreach and do not treat enrichment data as proof of a buyer problem.

Calendar​

  • Tool: Cal.com
  • Owner: Gabriel
  • Purpose: Share scheduling availability and book meetings on Gabriel's calendar.
  • Required usage: Confirm the attendee, time zone, meeting purpose, and conferencing link.

Meetings​

  • Tool: Zoom.com
  • Owner: Gabriel
  • Purpose: Host video sales meetings and provide the conferencing link used in invitations.
  • Required usage: Confirm the link works and required attendees can join before the meeting.