Resource
SpreadsheetTech Stack
Selection Guide
Use this spreadsheet to evaluate sales tools by category, compare fit, and narrow the stack down to what your team actually needs right now.
Preview the guide
LockedTech Stack Selection Guide
A planning worksheet for comparing must-have and optional sales tools so the team can choose a stack that fits the sales process, market, and budget.
Core Categories
Compare core systems like CRM, data provider, sales execution, dialer, and recording tools.
Optional Tools
Review add-ons like routing, scheduling, intent data, video, gifting, gamification, and volume dialers.
Fit Evaluation
Pressure-test each option against your sales process, market needs, and current operating model.
Budget Decisions
Use one worksheet to narrow the stack down to a realistic set of tools the team can support.
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What This Helps You Do
Choose the stack without endless tool shopping
Tool Prioritization
Separate must-have systems from optional tools so the team buys in the right order.
Process Fit
Evaluate whether each tool actually supports your sales motion instead of chasing category hype.
Budget Discipline
Narrow the list to the tools your team can justify today without overbuilding the stack.
FAQ
Before you open the resource
What does the Tech Stack Selection Guide help with?
It helps teams compare sales technology options across core categories and decide which tools they actually need right now. That makes stack decisions more structured and less reactive.
Which tools are usually considered must-haves?
The usual starting categories are CRM, data provider, sales execution, and often a dialer and recording tool if those are not already bundled elsewhere in the stack.
Why separate must-have tools from optional tools?
Because not every category deserves budget at the same stage. Separating essentials from optional tools helps teams prioritize systems that support the core motion before adding extras.