Basics of Tech Stack Review

Written by Patrick Rhatigan

January 9th, 2020

Basics of Tech Stack Review

What every company needs in their tech stack to function smoothly

Lets start from the beginning, what’s a tech stack? 

That’s simple, a tech stack is simply a term used to describe the software, programs, and various technology needed to run a job effectively.  Ensuring that you have the right tools at your disposal is essential to allow you and your employees to do the best work possible. 

So what do you need in your tech stack?

The answer to this question obviously varies across industries and company size, but for a basic sales company the key components to a good tech stack remain the same.  

1.     Project Management Software

Having a program to help keep the varying levels of your company on track is absolutely vital for a successful business.  Most valuable programs will allow you to create separate boards for the varying projects and areas of your business that require their own individual levels of organization. 

At 10G we believe heavily in Scrum, so we rely on products that offer the ability to organize our team according to scrum.   Scrum is an “agile process framework for managing complex knowledge work.” Scrum describes a combination of roles, tools, meetings, and group that work together to give a team organization and help manage the work load.

Our two favorite programs used in the past and currently are Asana and Attlassian (Jira).

Both programs allow you to customize the appearance of your team board and add action items to be completed on a daily basis, by the end of the week, or end of the day.

Regardless of your preference in system or organizational style, make sure you’re using a product that can easily and quickly help you assign projects to varying people and keep track of your company movement on a weekly and daily basis.

2.     CRM

It’s almost a certainty that you’ve been preached to about the importance of a CRM.  A CRM, when used properly, can be the foundation of your sales team. A CRM supports sales management, helps to manage customer insight, assists with team communication, and can often integrate with social media. 

A CRM also provides prompts for sales and communication “touchpoints”.  You’re able to schedule sending an email, making a phone call, interacting on social media (liking, commenting), visiting a website, and much more all while tracking detailed insight on the client activity and keeping up with where your customer interactions sit.

Deciding upon a CRM, much like a project management software, depends upon what your business does and needs.  So ask yourself a few questions. 

  • What problems are you trying to solve?

  • How many users do you plan to have utilizing the CRM?

  • What and how much customer insight / information do you currently have?

  • What software do you need your CRM to integrate with?

  • What is your budget?

All of these questions should be answered when deciding upon your ideal CRM.

Examples of CRM’s we and G2 recommend you check out:

3.     Outreach automation tool

If you’re still sending every email by hand, you need to step out into the sun and embrace all that technology has to offer.  We now have the ability to streamline nearly every action we do through automation, so please join in.

Automating your email sending system is typically incredibly simple.  You create copy with varying levels of personalization, input that copy into the system of your choosing, and import a CSV of the prospects you’re looking to send the content to.  If there’s only one tip you take from this, please let it be looking into an email automation option. 

Some of the best on the market currently are:

4.     Scheduling system

Regardless of your business you need some system for scheduling meetings with new and current clients.  No-one has time to send emails back and forth over the course of a week trying to find an appropriate time to meet.  Giving your clients and prospects the ability to choose from a list of available times instantaneously with no correspondence required, is the way it should be done. 

There are hundreds of scheduling programs on the market, so it really boils down to finding the one that integrates with the programs you need and falls within your price point. 

Here are some examples of scheduling software:

5.     E-Signing Tool

Most companies have the freedom to now work with anyone across the globe without ever meeting them face to face.  With that comes the need for contract signing remotely. We highly recommend having an e-signature program of some sort at your disposal for easy digital signing.  This cuts down on waiting time for future clients and your paper waste will be drastically reduced – you can thank us later.

DocuSign is our favorite system to use by far.  It’s easy and incredibly secure, giving us the peace of mind we need when having contracts signed.

With the new year upon us, take this opportunity to fully prepare yourself and your team with the necessary tools to make the most of the year. If you feel like you need help implementing your new tech stack appropriately, reach out to us here to schedule a time to chat about how we do what we do best.

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