Sales Is About Closing Deals, Not Syncing Data Across 5 Tools

Introduction

For the next 30 days, I’m exploring the biggest inefficiencies in sales workflows—problems that drain time, energy, and potential from sales reps. Each day, I’ll highlight one specific problem, explain why it matters, and share insights into how we can solve it.

Today’s problem? Syncing data across disconnected tools.

The Problem

Disconnected Tools Are Holding Sales Teams Back

You open your laptop, pull up 7 tabs, and after your first sales call, you spend 10 minutes jumping between tools, manually entering data your company insists is important.

Instead of focusing on closing deals, you’re stuck playing admin—and it’s exhausting.

The Impact

⏳ Every 10 minutes you spend on admin work is 10 minutes you’re not pursuing other deals that could get you closer to your quota.

It’s draining your time, energy, and potential.

A Real-Life Example

🗣️ From a Real Prospect Interview:

I spoke to a software sales team that uses 8 disconnected tools, including:

• Guru: Business Intelligence

• Gong: Call Recording and Deal Management

• Salesforce: CRM/Pipeline

• Salesloft: Dialer/Cadences

• Gmail: Email

• Sales Navigator: People Data and Target Market

• ZoomInfo: Lead Gen

• Zoom: Meetings

Here’s their 13-step process to move a single deal forward:

1. Obtain ICP from Guru

2. Find leads on ZoomInfo and Sales Navigator

3. Filter and import into Salesforce

4. Export leads into Salesloft

5. Assign cadence

6. Work leads in Salesloft

7. Make/take calls and record notes in Salesloft

8. Create opportunity in Salesforce

9. Create calendar invite

10. Transfer notes to Salesforce

11. Format notes for account executives

12. Send opportunity to AE

13. Send reminder/recap email to AE and prospect

The Solution

✨ Now imagine replacing that process with a single tool.

Logging notes, syncing data, and sending updates—all with simple voice commands.
Instead of juggling tools, sales reps can focus on what they do best: selling.

Meet IRIS

🎙️ IRIS is the voice-activated tool designed to eliminate admin work and get sales teams back to selling.

👉 Click here to see how IRIS works.

❓ Help us tailor IRIS to your business. What is one task you’d like to automate?
📩 Reply to this email or share your ideas here!

🙌 Thanks for joining me on this 30-day challenge. Stay tuned for tomorrow’s breakdown of another inefficiency in sales workflows—and how we’re tackling it.