Tools, Frameworks & Implementation Proficiency Topics
Practical proficiency with industry-standard tools and frameworks including project management (Jira, Azure DevOps), productivity tools (Excel, spreadsheet analysis), development tools and environments, and framework setup. Focuses on hands-on tool expertise, configuration, best practices, and optimization rather than conceptual knowledge. Complements technical categories by addressing implementation tooling.
Customer Relationship Management and Data Management
Demonstrate proficiency navigating customer relationship management platforms and maintaining account data. Topics include logging activities, managing contacts and opportunities, keeping pipeline hygiene, configuring views and custom fields, using automation and integrations to streamline workflows, and creating reports and dashboards to support forecasting and account insights. Candidates should be ready to describe data governance and hygiene practices, processes for ensuring team adoption, ways they used the platform to route accounts or trigger playbooks, and how they measured platform effectiveness such as forecast accuracy and activity coverage. Expect questions about how you adapted the platform to support segmentation, reporting, and cross functional workflows.
General Technical Tool Proficiency
Familiarity and practical experience with technical productivity and analysis tools such as SQL, Python or R, data visualization platforms like Tableau and Power BI, Excel, and statistical or analytical software. Candidates should be able to describe depth of expertise, typical use cases, examples of real world applications, automation or scripting practices, and how they select tools for different problems. This topic includes discussing reproducible workflows, data preparation and cleaning, visualization best practices, and integration of tools into cross functional projects.
CRM Systems & Sales Technology Basics
Practical familiarity with at least one CRM platform (preferably Salesforce given its FAANG prevalence), basic understanding of CRM data structure, record management, and how CRM data feeds into reporting and analysis. Awareness of other common sales tools in the tech stack (Slack, email platforms, automation tools).