74% of sales reps admit that most of what they have to do at work isn’t related to selling AT ALL. In other words, you’re paying your team to do what the right sales toolkits can do – faster and more successfully.
A tech stack or tech suite for sales will help you automate admin tasks, provide in-depth intelligence about your customers, and help you deliver award-winning customer support.
We’re not the only ones who believe in the power of this automation. High-performing sales teams use 3 times more tech tools than underperforming teams. Businesses are investing much more money in the sales tech toolkit to help optimize productivity, sales customer engagement, and admin tasks.
I bet you want to know what a tech suite is and which tools you should invest in. We’ve done our research and found the best stack tools for small, mid-level, and large companies in 2024. We have the pros and cons of each, the pricing, and which sales tech kits are vital for any business.
Want to start having your sales team focus on multiplying your profits and nothing else?
Let’s get into it!
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What is a Sales Tech Stack?
It is a set of tools businesses use to optimize their team’s workflow. With the top sales tech tools, you can help your team spend less time on admin tasks by automating them, giving your team more time to focus on selling your offerings.
The amount of sales tech stack tools you need depends on:
The size of your business
Your target audience
The volume of admin tasks your team has to do
The products you sell
Your businesses sales goals
Summary: What is a Sales Tech Stack?
It’s a set of tools businesses use to optimize their team’s workflow. With the top sales tech tools, you can help your team spend less time on admin tasks by automating them, giving your team more time to focus on selling your offerings.
How Many Sales Tech Stack Should Your Team Use?
The number of tech tools you need depends on the size of your team, your product offerings, and the length of your sales funnel. To give you a rough idea, 67% of businesses use between 4 and 10.
Here are the types of sales tech stack tools you need to have:
CRM Software: If you don’t know, CRM in digital marketing stands for Customer Relationship Management. These tools often offer robust sales features that work for every stage of your buyer’s journey and more. CRM tools ensure your sales funnels are where they should be, and you achieve your revenue goals. The CRM software we’ll review for your sales tech stack is Salesforce and SalesLoft.
Communication Software: Communication is key and the right communication software allows you to create and maintain seamless communications, across multiple channels, in real-time. Using the right communication software in your sales tech stack will improve lead nurturing, sales, and on-going customer support – all from one place, and accessible to every team member that needs to pick up where another left off for continuity and efficiency.
Demo Creation Software: A cornerstone of successful sales and after-sales customer service is the use of great demos. Demo creation platforms allow you to easily create detailed, personalized, demos for sales and support. They allow you to clone your website to create a demo environment that looks and behaves just like your website does, so that you can show your leads and customers exactly how you can help them solve their unique problems.
Lead Generation Software: We know the pain behind manually gathering email addresses for cold email marketing. It’s a lot of work, and you’re not always successful. Fortunately, there are many lead generation software solutions for your sales tech stack. One of the solutions we’ll look at is LeadFuze.
Automation Software: While all the software tools we’ve mentioned above offer automation capabilities, you need a tool that focuses on automating tasks alone. This software allows you to automate steps that other software doesn’t. Zapier is the automation software we’ll review for your sales tech stack.
While these are the core tools you need for your sales tech stack, you may need others. For example, many brands also use scheduling tools.
Summary: How Many Sales Tech Stack Should Your Team Use?
Businesses have between 4 and 10 sales tech stack tools. You should have the following tools in your sales tech stack:
CRM Software
Communication Software
Demo Creation Software
Lead Generation Software
Automation Software
4 Top Lead Generation Tools for Your Sales Tech Stack
Here is a quick comparison of the top lead generation software to use in your sales tech stack. Keep scrolling for the full reviews, including key features, pros and cons, and full pricing:
Visitor Queue is a leading B2B lead generation software that helps you generate leads from your website visitors that did not convert. The software gives you a bird’s-eye view of every visitor’s time on your website and then provides you with all the key information you need to contact and re-engage them, including company information, key contact people, direct contact information, and details of their social media accounts. Visitor Queue provides real-time lead tracking so you can assign and contact leads immediately before they have a chance to make a decision and choose someone else.
Key Features
Real-time leads for instant follow-ups
Website visit information
Company and key contact people info (phone, LinkedIn, Twitter, and email)
Company social media account info
Manual filters to segment leads and set up lead queues
In-platform emailing
Lead sharing/exporting
Auto-assignment of leads to team members
Unlimited users (plan limitations apply to companies contacted)
CCPA and GDPR compliant
Zapier and Slack integrations, and Rest API for custom integrations
Pricing
Free trial: 14 days
100 unique companies pm: $49/month
300 unique companies pm: $99/month
500 unique companies pm: $119/month
1000 unique companies pm: $209/month
2000 unique companies pm: $309/month
Over 2000 unique companies pm: Custom
Pros
Provides visitor behavior, engagement, and time spent on pages
You can assign leads to specific team members
Streamlined and easy-to-use interface
Cons
Data on users can be limited and require additional manual research
Leadfeeder is a B2B lead generation software that allows you to turn your anonymous website traffic into leads by identifying their origin, and contact information, as well as their behavior and engagement with your website. The software integrates directly with leading CRMs and email, allowing you to set up automated lead assignments based on custom criteria. Leadfeeder provides a database of company and employee contact information for efficient and targeted outreach.
Key Features
Visitor activity tracking
Visitor and company contact information
Filter leads based on various criteria and automates lead assignment
Build segmented lead lists using numerous criteria
Automate lead segmentation
Custom feeds and notifications for updated leads
CRM integrations with HubSpot, Pipedrive, Salesforce, and Zoho
Integrations with Zapier, Microsoft Dynamics, Slack, Mailchimp, ActiveCampaign, Google Hangouts Chat, and Google Data Studio
Rest API for custom integrations
Pricing
Free trial: 14 days
Lite/Free: limited to 100 leads and past 7 days’ data
Premium: From €79/month (approx. $80) for 100 leads and unlimited data. Pricing increases based on lead volume thereafter
Pros
Lead assignment/export automation is a huge plus
Very easy to use and simple to understand
Direct integrations with CRMs, email marketing platforms, and Zapier
Cons
Free version is limited and paid version is pricey for small lead volumes
Company and contact information supplied is sometimes less detailed than competitors
Hunter is a cloud-based lead generation software for finding and verifying email addresses from domains, companies, and specific individuals. The software integrates directly with leading CRMs, Gmail and Outlook, Zapier, and numerous other 3rd party applications. It also serves as a free cold email outreach platform, so you can email leads from Hunter directly. Hunter is a very simple but powerful tool that makes outreach easy. The interface is very simple and easy to master, and it provides the information needed to reach the right person at a company for your specific offer.
Key Features
Domain search for company email addresses
Find the email addresses of a company.
Email finder for individual professional’s email addresses
Fiverr is an online marketplace to hire freelancers and other professionals to do your lead generation research and list building for you. There are thousands of lead generation services and lead generation experts to choose from, so you are certain to find someone with the right expertise to find leads for your unique business. Fiverr has useful search filters to help you narrow down your search and find the professionals offering exactly what you’re looking for. As the name suggests, services or ‘gigs’ start from $5 and go up depending on the job requirements and level of expertise required. Using Fiverr has the added advantage of being able to manage your freelancers from one place, and an escrow payment system protects you from releasing funds for work that doesn’t meet your requirements.
Key Features
Marketplace to find and hire lead generation professionals
Thousands of lead generation services and experts to choose from
Platform provides in-app messaging, contract guidelines, and an escrow payment system
Pricing
Rates vary from professional to professional, depending on their level of expertise and the parameters of the project
Pros
Hiring a professional takes all the leg work off your plate
You benefit from their access to tools and software without paying for it
Experienced professionals can generate high-quality leads if you do not have the time, resources, or experience to do so in-house
Cons
Lack of control over the external professional’s methods
3 Best CRM Software Tools for Your Sales Tech Stack
Here is a quick comparison of the best CRM software to use in your sales tech stack. Keep scrolling for the full reviews, including key features, pros and cons, and full pricing:
Pipedrive is an award-winning CRM software for businesses and teams of all sizes. The CRM is a powerful tool that prioritizes efficiency and ease of use, to help you and your team streamline and perfect your sales and customer service. Pipedrive combines all the key aspects a good CRM needs to form a robust but simple platform for everything you will need, from one end of your sales funnel to the other.
Key Features
Email marketing
Lead scoring
Sales forecasting
Task management
Quotation and order management
Product and pricing management
Contract management
Numerous integrations
Pricing
Free trial: 14 days
Essential: $15/month
Advanced: $29/month
Professional: $59/month
Enterprise: $99/month
Pros
Easy to track data and view analytics
Requires no experience or training to use.
Deal management makes it simple to track the team’s progress.
Visually displays sales pipeline.
Efficient and highly responsive customer support.
Cons
Data and analytics can be more extensive.
Functionality can be clunky.
Users can’t send bulk emails. They have to send 1 at a time.
Freshsales is a leading CRM, by Freshworks, that offers a full suite of robust features to give you a 360° customer relationship management tool. Freshsales allows you to create data-driven communications and highly personalized communication, using a wide range of fully customizable channels. It is a great solution for businesses of any size that need a full-service CRM to manage every aspect of their customer relations, from leads to loyalty.
Salesforce is a popular choice for sales and marketing tech stack tools. This software allows businesses to only their sales clouds only. Salesforce offers other products, like the marketing and customer support clouds, separately, or you can buy them together for an all-in-one solution. Many businesses, big and small, rely on Salesforce to automate their workflow processes and provide in-depth forecasting and tracking intelligence.
Key Features
Sales forecasting
Opportunity management
Contract management
Mobile CRM
Process automation
Revenue intelligence
Leads management
Pipeline management
Reporting dashboard
Pricing
Essential: $25/month
Professional: $75/month
Enterprise: $150/month
Unlimited: $300/month
Pros
Tracking leads in your sales pipeline is easy.
Using Salesforce doesn’t require a steep learning curve.
Flexible and vast customization options
Cons
Salesforce tends to lag, and some features are slow.
Users feel it can be expensive for the features and the quality of these features.
5 Top Communication & Automation Software Tools for Your Sales Tech Stack
Here is a quick comparison of the best communication and automation software to use in your sales tech stack. Keep scrolling for the full reviews, including key features, pros and cons, and full pricing:
ActiveCampaign is a leading customer experience automation platform that makes connecting and engaging your customers simple. It has a huge range of pre-set marketing automations for email marketing, CRM, and all forms of digital communications. ActiveCamaign also offers standout features for segmentation and personalization for email, social media, direct messaging, chat, and text/SMS. It supports a vast array of integrations and is one of the simplest and most intuitive platforms you can use. The drag-and-drop features make it especially great for anyone who is not familiar with HTML but needs to be able to build customized templates.
Key Features
Email Marketing
Email Templates
Marketing Automation
Campaign Management & Analytics
CRM
Lead Management
Contact Database
Segmentation
Pricing
Free Trial: 14 days
Lite: From $15/month for 500 contacts
Plus: $70/month for 1000 contacts
Professional: $187/month for 1000 contacts
Enterprise: Custom Pricing
Pros
Easy and intuitive to use
Great onboarding assistance and customer support
Offers useful segmentation features
Cons
Occasional bugs/glitches
Automation can be tricky to set up correctly
Terminology can be complicated for inexperienced users
Freshchat by Freshworks is a powerful multi-channel messaging software that allows users to integrate all communications into one platform. It offers live chat, chatbots, communication and routing automations, automatic language detection, and support in multiple languages.
Freshchat works best when it is used in conjunction with other Freshworks products but it can be used successfully as a standalone solution for multi-channel communications and automations.
Key Features
Multi-Channel Communication
Live Chat
Proactive Chat
Chatbots
Canned and Automated Responses
Code-free Development
Geotargeting
Multi-Language Support
Transfers/Routing
AI/Machine Learning
Augmented Analytics
Pricing
Free Trial: 21 days
Free Forever: Up to 100 agents/100 contacts, limited features
Growth: $18/month, per agent
Pro: $47/month, per agent
Enterprise: $83/month, per agent
Pros
Live chat features are a plus
Very user-friendly and easy to learn
Great customer support
Cons
Works best in conjunction with other Freshworks products
Initial setup and configuration can be tricky
Some users noted that the chatbots were disappointing
MailerLite is a quick and simple, but still powerful, email marketing platform. It is an easily scalable platform that allows you to use pre-set templates or build your own drag-and-drop templates for newsletters, landing pages, and websites. You can set up and manage custom or triggered email campaigns, as well as make use of their added features, including pop-ups, multi-trigger automation, embedded forms and surveys, Facebook custom audiences, and auto-resend campaigns. MailerLite also provides detailed tracking and reporting so you can measure and optimize your campaigns.
Key Features
Email marketing
Email automation
Drag and drop newsletter editors
Personalized transactional emails
Website builder and
Easy-to-build blogs
Landing pages
Signup forms
Email verifier
Create and sell digital products like e-books or downloads
E-commerce store integrations
Paid newsletter subscriptions
Pricing
Free Trial: 30 days
Free Forever: Up to 1000 subscribers, 1 user
Growing Business: From $10/month for 1000 subscribers, 3 users
Advanced: From $21/month for 1000 subscribers, Unlimited users
Enterprise: Custom Pricing
Pros
Outstanding customer service
Full range of features for email, automation, and multiple landing pages
Very easy to use and integrates seamlessly with other programs
Cons
Have to have a paid plan to remove the bright green MailerLite logo/email footer
If you’ve been in the digital marketing space for quite some time, you’ve probably heard or know about Zapier. Zapier is the holy grail for automation software. This tool allows third-party integrations with over 4000 apps. You can rely on Zapier to automate every stage of your sales funnel.
Key Features
Automated rules
Filters for specific user actions
Scheduling and delaying actions
Data formatting
Custom app integrations
Custom webhooks
Bulk data importing and exporting
Pricing
Free Trial: 14 days for paid plans
Free forever: limited to 100 tasks/month
Starter: From $19.99/month
Professional: From $49/month
Team: From $299/month
Company: From $599/month
Pros
Impressive range of integrations
In-depth automation possibilities
Users believe this tool is value for money
Cons
Lacks error handling function
Doesn’t alert users when integrations have errors
No collaboration possibilities for the professional plan
ZoomInfo is a platform for B2B companies with a current and frequently updated database of insights, intelligence, and purchasing intent data about different companies and contacts. The platform also includes several tools for communication, engagement, and data handling to help you reach and engage your prospects in a relevant and meaningful way. Zoominfo integrates with numerous other tools and is a key component of your sales tech stack, enabling you to close more deals and improve your conversion rates.
Key Features
Lead Builder
Integration with leading CRMs and marketing automation software
Data cleaning and enrichment
Data segmentation and filtering
News/people alerts
Detailed reporting
Lead intelligence
Market Insights
Account-level Insights
Lead Analysis
Pricing
Free Trial: 14 days
Pricing on request (packages vary depending on the features you need)
Pros
Advanced search options and save search feature
Provides accurate and fine-grained company and contact data
Great integrations and extensions are available
User-friendly and easy to master
Cons
Information is occasionally outdated or inaccurate
3 Best Demo Creation Platforms to Use in Your Sales Tech Stack
Here is a quick comparison of the best demo creation software to use in your sales tech stack. Keep scrolling for the full reviews, including key features, pros and cons, and full pricing:
If you’re looking for a sales tech stack tool that can help you engage your audience with interactive and personalized demos, look no further than Walnut. Brands can create product demos for their sales, marketing, and customer success. It’s not difficult to learn to use this tool, and once you get the hang of it, you can create demos in minutes.
Key Features
Personalized sales demos
Reusable demo templates
Easy-to-share demo links
Track and analyze demos
Team collaborations
Pricing
Contact Walnut for a custom quote
Pros
Demos are interactive and easy to share and use
Users report exceptional customer support
Easy to personalize demos, and you don’t need coding skills
Reprise is a no-code demo creation platform for sales and marketing. It is an easily scalable, enterprise-ready, platform that gives you the ability to create professional demos without any coding. It is a very simple and easy-to-use platform, that offers everything you need to create great demos with app capture, screen capture, and live or guided recording. Reprise is one of the only demo creation platforms that is SOC 2 Type 2 certified by the American Institute of CPAs (AICPA), which demonstrates its commitment to data security and privacy.
Key Features
Application capture
Screen capture
Live/guided demos
Enterprise scale and security
Analytics and reporting
Integrations with Google, Salesforce, and HubSpot
Pricing
Contact Reprise for a custom quote
Pros
Create working demos or click-throughs
Very easy to capture and edit/anonymize information for custom demos
Highly customizable so can be used for anything, even internally for training, etc.
Excellent customer support
Cons
UI can be a bit clunky
Sheer volume of customization options can be confusing
Demostack is a demo creation platform that makes it very easy to clone your website to create an authentic demo environment, and show viewers exactly what to expect and how to use your product. It is a no-code platform that provides numerous advanced features with the ease of a point-and-click editor. With Demostack you can easily add everything from embedded content to animations, drop-down lists, and custom pop-ups to your demos, which are fully customizable so you can create truly tailored and personalized demos.
Key Features
Automated demo environment creation/cloning
Advanced visual and content editing features
Drag and drop/point and click editing
Add advanced features like embedded content, automation, drop-downs/pop-ups
Demo sharing via embedding, custom link sharing, and tracking
Pricing
Contact Demostack for a custom quote
Pros
User-friendly and easy to master
Very easy to clone a demo environment of your website
Point-and-click editing for all demos and templates
Offers insights and analytics so that demos can be optimized/customized for every prospect.
Now that you know the sales stack meaning, let’s talk about the advantages of having a sales tech stack.
Optimized Sales Funnels
A sales funnel describes every stage of a buyer’s journey to when they make a purchase. Every business wants its customers to get through its sales funnel quickly and successfully. But this isn’t easy as 79% of marketing leads never get to the purchasing stage of a sales funnel.
You can make it possible for your business to push more leads to the final stage of your sales funnel with a sales tech stack. These tools have the features you need to understand how buyers respond at different sales funnel touchpoints and what could be preventing them from progressing through your funnel.
Less Administration
If you don’t have cold email software, manually importing contacts, and managing your deals and sales takes time. Save your team all this time by using the automation features from sales tech stack tools.
Not all sales tech tools offer extensive automation for all your workflow processes. However, each software will have some element of automation to optimize the features they provide.
Improved Customer Experience
Customer experience is one of the most vital elements of a business. If your customers have a negative experience, they won’t purchase or return. As sales tech stack tools save you time through automation and provide insights into your buyers’ journey, you’ll have plenty of information to improve your user experience.
You’ll find that some sales tech stack tools have AI capabilities to provide insights based on your sales team’s performance. These features are ideal to enhance your customer support efforts.
In-depth Tracking Intelligence
Data analytics are what every business needs to modify their marketing approaches, personalization tactics, and lead generation strategies. Sales tech stack tools allow brands to leverage data to understand their audience’s pain points, sales team weaknesses, and other essential aspects to improve.
Summary: Why You Need a Sales Tech Stack?
Optimized Sales Funnels
Less Administration
Improved Customer Experience
In-depth Tracking Intelligence
How to Evaluate Sales Tools for Your Stack?
When choosing the best sales stack tools for your business, you need to evaluate these questions:
How big are your team and business? If you have a small business with a handful of employees, you may not need a long list of sales tech stack tools. It’s vital to understand your business and team’s growth to determine what software you need and how robust they need to be.
What aspects of your sales funnel have to be automated and optimized? You may not want to automate and optimize every touchpoint of your sales funnels and work processes. For example, one business may believe automating its contracts and invoices will be valuable. But another may prefer to automate its lead generation strategy.
Will your team use this technology? Speak to your sales team before choosing sales tech stack tools. Your sales team will have a first-hand idea of what they spend the most time on and what your customers complain about. Choose tools that your teams can learn.
Will these tools have a positive impact on your revenue? This question is fundamental because sales tech stacks are expensive. If the software doesn’t directly improve your ROI, there’s no point in having it.
What is your budget? As we mentioned above, sales tech stacks are pricey. Determine your budget and then choose the best tools for your brand.
What integration possibilities do you need? Most sales tech stack tools offer integration options. But the volume of possible integrations often influences the plan you can choose. Analyze your current sales tech stack and determine if the new tools you’d like to add can integrate with it. If you don’t have a sales tech stack, ensure the tools you choose can seamlessly work together.
Summary: How to Evaluate Sales Tools for Your Stack?
How big are your team and business?
What aspects of your sales funnel have to be automated and optimized?
Will your team use this technology?
Will these tools have a positive impact on your revenue?
What is your budget?
What integration possibilities do you need?
How to Build The Right Sales Tech Stack?
Conclusion
Having a tech stack is an excellent solution if you’d like to optimize your team’s workflow and business processes. How many tools you need for your sales tech stack depends on the size of your business, which processes you want to automate, and your brand offerings. However, your sales tech suite should include CRM, lead generation, communication, and engagement software.
Frequently Asked Questions
What is a sales tech stack?
A sales tech stack is a collection of software businesses use to optimize their work processes and sales teams. Your sales tech stack should include CRM, customer engagement, customer engagement, lead generation and automation software. Read this article for the best sales tech stack tools, the pros and cons of each tool and how much they cost.
How many tools should I have in my sales tech stack?
On average, businesses have between 4 and 10 tools in their sales tech stacks. However, the number of tools you need depends on the size of your business, which tasks you want to automate, your budget and your offerings. This article reviews the best sales tech stack tools, why you need a sales tech stack for your business and more.
Why do you need a sales tech stack?
It's ideal to have a sales tech stack to improve customer experience, reduce your admin, optimize your sales funnels and so you can leverage in-depth tracking intelligence. Read our article to find out the best sales tech stack tools, what they offer, and how to choose the perfect sales tech stack for your business.