Sales Tool Stack Effectiveness Survey

Hi! We're reviewing our sales tool stack and want your honest take — what actually helps you sell, what gets in the way, and what you'd cut. Takes about 5-6 minutes and your answers stay confidential.

Which of these tools do you use at least once a week to do your job? (Template note: replace the example tools below with your actual sales stack before launching.)

• CRM (e.g., Salesforce, HubSpot)
• Sales engagement / cadence tool (e.g., Outreach, Salesloft)
• Conversation intelligence / call recording tool (e.g., Gong, Chorus)
• Prospecting or data enrichment tool (e.g., ZoomInfo, Apollo)
• Proposal or quoting tool (e.g., PandaDoc, DocuSign)
• Internal reporting dashboard or spreadsheet

In the last 7 working days, roughly how many hours did you spend on non-selling admin tasks — logging activity, updating CRM fields, chasing data between tools, building reports?

How much friction does entering and maintaining data in the CRM add to your day-to-day selling?

Rate each tool below on the following. (Template note: swap in the actual tools from your stack.)

Which tools in your stack do the same job as another one, forcing you to double-enter data or check two sources for the same thing? (Template note: replace with your own tool list.)

• CRM (e.g., Salesforce)
• Sales engagement tool (e.g., Outreach)
• Conversation intelligence tool (e.g., Gong)
• Prospecting tool (e.g., ZoomInfo)
• Proposal/quoting tool (e.g., PandaDoc)
• Internal reporting dashboard

Think about a typical 40-hour work week. Allocate 100 points across how you actually spend your time.

• Active selling (calls, meetings, demos)
• CRM data entry and admin
• Switching between tools or manual copy-paste
• Internal reporting and forecasting
• Prospecting research, training, other

If your team had to cut half of your sales tools next quarter, which would you fight to keep and which would you cut first? (Template note: replace with your own 6-9 tools.)

• CRM (e.g., Salesforce)
• Sales engagement tool (e.g., Outreach)
• Conversation intelligence tool (e.g., Gong)
• Prospecting/data tool (e.g., ZoomInfo)
• Proposal/quoting tool (e.g., PandaDoc)
• Internal reporting dashboard

How likely are you to recommend your current sales tool stack, as-is, to a new rep joining the team?

Reconstruct the last time a sales tool actually slowed the respondent down mid-deal or mid-week: which tool, what they were trying to do, and what workaround they used. Anchor on whichever tool they rated highest-friction or marked 'cut first' in the max-diff, and ask what would need to change for them to trust it again. If they say nothing is really broken, probe how much time double-entry or tool-switching costs them in a typical week.

What's one tool or feature you wish existed in your stack that would save you the most time?

Which best describes your role?

• Account Executive
• SDR / BDR
• Sales Manager
• Sales Operations
• Customer Success / Account Management
• Prefer not to say

How long have you been in your current sales role?

• Less than 6 months
• 6 months to 2 years
• 2-5 years
• More than 5 years
• Prefer not to say

Thank you — this is genuinely useful. Your answers will feed directly into our sales ops team's review of what to consolidate, fix, or drop from the stack.