Tech stack
Find out which CRM and sales tools an account runs, and whether it uses a competitor.
Preview
Example data| Companies | CRM | Marketing automation | Uses a competitor | Other sales tools | Evidence |
|---|---|---|---|---|---|
| Cloudbridge GmbH | HubSpot | HubSpot | No | Gonglemlist | cloudbridge.de/jobs/… |
| Kontora | Salesforce | Pardot | Yes | Outreach | kontora.com/careers/… |
| Nordlicht Software | Pipedrive | Brevo | No | – | nordlicht.io |
| Taskwerk | Dynamics 365 | Other | No | Salesloft | taskwerk.de/jobs/… |
Columns in this template
Each column is a research question. Compelling answers it for every row and shows the source next to the answer.
- CRMWhich CRM does this company use?Single choice
- Marketing automationWhich marketing automation tool does this company use?Single choice
- Uses a competitorDoes this company use one of our competitors? Replace this with your competitors' names.Yes / No
- Other sales toolsWhich other sales tools does this company use?Multiple choice
- EvidenceWhich page or posting shows the tools this company uses?Link
When to use it
Pitch integrations first
Lead with the integration an account already uses instead of a generic feature list.
Run displacement campaigns
Filter on "Uses a competitor" and write to those accounts with a migration offer.
Qualify technically
Know before the first call whether the account runs a system you support.
FAQs
How does Compelling find the tools?
From job postings, the company website, case studies and public profiles. Each answer links to the evidence.
Can I add my own tool categories?
Yes. Add a column for any category, for example data warehouse or e-signature, with the options you care about.
More templates for Buying signals
All templates →Hiring signals
Find companies that are building their sales team right now.Companies5 columnsFunding and growth
See who just raised money and where they are expanding next.Companies5 columnsNew managing directors
Find companies with a new managing director and write to them while the role is new.Companies4 columns