workflow:sales-tech-stack-optimization

{
  "id": "workflow:sales-tech-stack-optimization",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-sales-motions.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Sales Tech Stack Optimization",
    "workflowKind": "governance",
    "triggerType": "scheduled",
    "typicalCadence": "quarterly",
    "complexity": "cross-team",
    "description": "Audits and optimizes the sales technology ecosystem — inventorying all\nsales tools across CRM, engagement, intelligence, and enablement\ncategories, measuring adoption rates and feature utilization depth per\ntool, evaluating integration health between tools including data sync\nlatency and field mapping accuracy, identifying redundant capabilities\nacross overlapping tools, benchmarking tool spend against industry norms by\ncompany stage, assessing rep satisfaction and workflow friction points\nthrough structured surveys, reviewing vendor roadmaps for alignment with\nevolving sales process needs, and recommending consolidation, replacement,\nor new tool introduction. Produces tech stack audit reports, integration\nhealth dashboards, ROI-per-tool analyses, and consolidation\nrecommendations. Excludes CRM data migration and tool implementation\nprojects.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "role:data-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "role:platform-engineer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "skill-area:revenue-operations",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "skill-area:data-analytics",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "domain:sales",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "domain:operations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "responsibility:vendor-evaluation",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "responsibility:cost-optimization",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "org-unit:revenue-operations-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:sales-tech-stack-optimization",
      "to": "org-unit:sales-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}