How to build the best sales tech stack for your business

Need help building the perfect sales tech stack so you can easily hit your revenue targets? We understand!

We also understand that this isn’t always the most straightforward task. There are hundreds of options for sales tools, and it can be tough to know which ones are the best fit for your team.

In this blog post, we’ll show you what to consider when building a new sales tech stack or evaluating whether you should add new tools to your current one. We’ll also share recommendations on 10 of the best sales tools that you can use to streamline your sales processes.

But before we dive in, it’s important to understand exactly what we mean when we say “sales tech stack.”


What is a sales stack?

A sales tech stack (also known as a sales stack or sales technology stack) refers to the set of tools and software solutions your sales team uses to do everything from lead generation to closing deals. 

When used optimally, these sales tools help reduce and automate the tedious, time-consuming tasks that slow down your sales reps from revenue generating tasks. They also help improve the efficiency of the overall sales process by providing data and insights to help reps make informed decisions.

So how do you know which sales tools to include in your stack? The answer is it depends.


What type of tools should you have in your sales tech stack?

We can’t tell you exactly which sales tech stack is the best for your business. However, there are some essential tools and features that every sales team should consider when looking to build or evaluate their tech stack.


Sales CRM

A customer relationship management (CRM) software is the foundation of any sales team’s tech stack. It’s where all your customer data is stored and tracked so you can easily access it when needed. A good sales CRM will allow you to track customer interactions, store contact information and automate sales processes.


Sales prospecting tools

Sales prospecting tools are essential for any sales team that wants to stay on top of new leads. These tools allow you to quickly identify, qualify and prioritize leads to increase the efficiency of your sales process.


Sales automation software

Automation is key for staying organized and managing your sales team’s workload. Automation software can help streamline mundane tasks, like updating customer information in the CRM and following up with leads. This gives you more time to focus on what matters most—closing deals!


Lead generation tools

Lead generation tools are great for identifying and getting new leads into the sales pipeline. These tools can help you do things like connect with leads on social media, create targeted campaigns to engage prospects and track results.


Reporting and analytics software

Reporting and analytics provide valuable insights into your sales process. These tools can help you track key performance indicators (KPIs) and identify improvement opportunities. With the right reporting tool, you can easily spot trends in your data and make informed decisions about your sales strategy.


Communication and collaboration tools

Effective communication and collaboration are essential for sales teams to stay on the same page with one another and communicate with prospects. Video conferencing, chat and messaging apps, and enterprise social networks are all examples of communication and collaboration tools used by successful sales teams.


Scheduling tools

Scheduling tools make it easier for sales reps to manage their calendars and book meetings with prospects. Without these tools, sales reps would have to manually manage their schedules, resulting in time-consuming back-and-forth emails and unnecessary delays.


How many tools should you have in your sales tech stack?

There’s no limit or minimum. The number of tools you need will depend on the size and complexity of your sales processes, as well as the number of sales reps in your team.

That being said, according to a recent survey conducted by Gartner, businesses with high-growth sales teams use an average of 5 tools. But the report also says that companies are increasingly embracing the new sales and marketing tools available. At the time of the survey, 72.4% of businesses reported having plans to add more software tools to their sales tech stack.

But there is one major problem for those businesses and yours… There are way too many sales tools to choose from these days. Even if you just looked at project management tools on G2, the business software review site, you’ll see you have 431 options!

So, how do you pick the right tools for your sales tech stack? 


How to evaluate sales tech stack tools

The answer lies in your sales process. It’s essential to understand how it works and which sales tools can help you optimize it. Here’s a framework to help you evaluate your sales tech stack:


Analyze your sales process and user needs

Start by breaking down all the steps involved in your current sales process, from lead generation to closing deals. Next, talk to your sales team to understand what each person needs from their sales tech stack.

Make sure to gather feedback from your sales reps, sales managers and account managers to get a comprehensive view of the team’s needs. Ask each team member questions like:

  • What areas of the sales process are taking a long time?
  • Which sales tools do you find most helpful?
  • Which features make your job easier?
  • If you had to eliminate one of our current tools, which would you choose? Why?
  • If the budget wasn’t an issue, which tools have you heard of and would you like to try?


Research tools

Once you understand your sales team’s needs, it’s time to explore the various sales software available. You can start this process with a simple Google search or by reading software reviews on websites like G2, Capterra and SoftwareSuggest.

As you research different vendors, look at pricing, features, customer service reviews and any other factors that may influence your decision. To narrow down your list, ask yourself questions like:

  • How user-friendly is the tool?
  • Will this tool integrate with our existing systems?
  • Does the software have a robust set of features and capabilities?
  • How often is the software updated, and what additional features have been added?
  • Are there any customer success stories that demonstrate the efficacy of the tool?
  • What does customer support look like (e.g., response time, availability for help)?
  • What are the pricing options, and is it cost-effective for our team?
  • What are the major pros and cons that frequently appear in customer reviews? Does the good tend to outweigh the bad?


Evaluate cost-effectiveness

Your budget concerns are real. So, it’s essential to consider thoughtfully the potential return on investment (ROI) that comes with each tool. Take the time to calculate what you stand to gain from using a particular tool and compare it to other options.

But remember, the upfront price isn’t the only factor that matters. Also, consider how much time it can save per sales rep, how quickly it can pay for itself as well as the cost of implementation, training and maintenance.


Test-drive the tools

After you’ve narrowed down your list of potential new sales tools, request demos-= to test each tool out with a few of your sales reps. Make sure to listen to any feedback they provide—after all, they’re the ones who’ll be using the software! That way, you can determine whether a tool is intuitive enough for them to use and whether or not they think it could help them streamline their sales processes.


Don’t overlook customer support

We mentioned this in the questions to ask yourself during research. But it’s worth repeating! When evaluating a sales software tool, make sure you also consider the quality of customer support provided by the vendor.

Good customer support is essential for getting the most out of any sales tool. And bad customer support can make even the best sales tool a pain in the neck if something goes wrong.

So, check how quickly customer support responds to inquiries and what forms of support they offer (such as email, live chat, phone calls, etc.).


10 of the best sales tech stack tools

Now that you know how to evaluate sales tools, let’s look at some of the best tools available. Here are 10 top-notch sales software solutions worth considering as you build your sales tech stack.


#1 Rev

Rev is an AI-powered Sales Development Platform that helps sales teams identify the best-fit prospects and develop a clearly defined customer profile using their best customers’ exegraphics (data on how companies operate and behave). With this information, your sales team can identify the best prospects to prioritize, improve the quality of leads and win more deals with targeted messaging.


#2 Salesforce

Salesforce is among the most popular customer relationship management (CRM) solutions. If you’re looking to leverage sales automation, Salesforce has a vast array of features and integrations that make it easy to customize your sales processes. Salesforce allows you to store customer data, track sales activities, build strategies to optimize sales performance and more.


#3 ZoomInfo

ZoomInfo is a powerful sales prospecting tool that gives you access to the contact data of professionals working at companies worldwide. With detailed profiles about potential clients, you can personalize your outreach and build stronger relationships with your leads.


#4 HubSpot

HubSpot has emerged as one of the most popular inbound marketing platforms. It provides easy-to-use tools for creating content, tracking website analytics, and automating marketing tasks like email campaigns or lead generation activities. For sales teams, HubSpot also offers various sales tools for managing contacts, tracking deals and optimizing workflows to increase efficiency.


#5 LinkedIn Sales Navigator

LinkedIn Sales Navigator is a powerful sales tool that helps you use LinkedIn to find and engage with the right prospects for your business. It offers lead recommendations, automated account insights, and other features to help you build relationships and increase sales.


#6 DocuSign 

DocuSign makes signing contracts and other legal documents quick and secure, so you can close deals faster. Plus, DocuSign integrates with most of the other sales tools you use to make your workflow even smoother. 


#7 Outreach

Outreach is a sales engagement platform that helps sales teams make automated sequences to send personalized emails, track customer conversations and schedule follow-ups. Outreach also features analytics and reporting tools that can help you gain valuable insight into your prospects’ behaviors so you can optimize your sales strategy. 


#8 Chili Piper 

Chili Piper is a sales acceleration platform that helps companies streamline their lead management and routing process. It allows you to easily assign leads to the right sales reps at the right time, accelerating the sales process and ensuring your leads get the attention they deserve.


#9 Gong

Gong is a conversation intelligence platform that helps teams improve their sales processes by automatically recording and analyzing conversations. It provides valuable insights into customer preferences, conversation topics and how to best structure your sales calls. 


#10 Slack

Slack is a communication platform that can be used to streamline your sales process, allowing teams to collaborate in real-time. It allows you to share important documents and files, create channels for specific topics or sales processes, and even use bots to automate certain tasks.


Final thoughts

When evaluating and choosing the right sales tech stack for your business, there are many options out there. But given the countless software solutions available, selecting the tools that best fit your team’s needs can be overwhelming. 

To narrow your options, use the framework shared in this post that starts by analyzing your sales process, then matching the right tools to each stage.

Want to see how Rev can help you build and prioritize a list of target accounts that look and behave like your best customers? Contact us, and we’ll show you how exegraphic data can help take the guesswork out of lead generation, prospecting, churn prevention and more. We’ll also give you a free target account list, personalized for your company.