Technology is great. But sometimes it just makes things too complicated. Experiment with getting back to basics, by just using paper and pencil.
Paper + Pencil 1: Selling
You need a pad of paper. You need a pencil. Use it to:
1.find out what the prospect wants: write it down.
2.influence what the prospect wants: illustrate points on your pad.
3.agree an action plan for the next stage: write it down and review it with the client.