Doing sales, it's highly important to have every internal stakeholder aligned. Who does what when? Who takes care of the leads? Who takes care of booking meetings? Creating slides? Following up? Writing offers and contracts?
Usually, there are a lot of stakeholders involved, and they should all share a common understanding of what's actually going on.
Doing this efficiently demands planning, structure, and, in our opinion, visualization and collaboration.
ShiftX lets you do all this, either physically together in a workshop while you map and plan your processes in ShiftX or digitally, remote.
Give it try!