intermediate · 90–90 min
The Lean Sales-Tech Stack Review
Is your CRM helping or hurting? Audit your sales tools and eliminate friction.
About this session
Sales teams often waste hours navigating bloated CRMs and redundant software that create more administrative friction than revenue. This session audits your current technology to identify exactly where tools are failing or overlapping, resulting in a lean stack that supports rather than hinders the sales cycle.
Why it works
The structure forces a shift from discussing abstract features to evaluating tools based on actual daily utility and deal-velocity impact. By requiring cross-functional agreement between sales and marketing, it eliminates the bias of individual preferences and builds consensus on which platforms are essential for growth.
What you’ll walk away with
- Clear actionable outcomes from a 4-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 4 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Lean Sales-Tech Stack Review” — ready to run in minutes, for any workshop, meeting, or team session.