Ran sales at Predictable Revenue for 4 years, here's what we use:

- process first - then train people - then find software to enable the process

I imagine dev may be similar so apologies for the covering the bases. I find many people jump into tools without building good process first.

For process - start with your pipe and qualification stages (if you want a helpful breakdown search Jaimie Buss MEDDPICC - she's VP Sales at Zendesk and forecasts quarterly rev within 1%).

Then figure out your call plans (scripts/outlines) based on above qual methodology.

If you do those two manually in Google sheets you'll be better off than wasting time implementing tech.

FWIW:

CRM = salesforce Engagement = outreach Data = zoominfo Notes = Dooly

That last one is more important than it seems because it ties together your methodology and your CRM when done well.