Abby FieldsBranded Content Specialist
- December 16, 2022
- 6 minute read
- Abby is a data-driven content marketer with certifications in inbound marketing and content marketing. She’s written hundreds of articles covering digital marketing topics — a few of her specialties include first-party data, marketing and data analytics, marketing strategy optimization, and SEO. When she isn’t writing or optimizing content, Abby loves to spend time reading the latest mystery novel, having movie marathons with lots of snacks, and jamming out to Shania Twain.
A sales tech stack, or sales technology stack, is a set of software or tools that sales teams use to complete their tasks and optimize their performance.
Having the right tools in your stack is the best way to give your sales team the resources they need to earn more sales for your business.
On this page, we’ll dive into how you can build the best sales tech stack in 2023 for your team, along with some tools you can include. So just keep reading!
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What is a sales tech stack?
A sales tech stack is a set of software, tools, or platforms that sales teams use to complete tasks and optimize performance. Also called a sales technology stack, it helps you give your sales team the resources they need to improve their efficiency, save time, and ultimately, close more deals.
How to build a sales tech stack in 2023 that closes deals: 5 essential tools to have
Wondering how to build a sales tech stack that drives conversions for your business? We’ve got you covered.
To help you get started, we’ve compiled a list of five essential sales tech stack tools every sales team should have:
- Customer relationship management (CRM)
- Sales enablement and automation
- Demo and presentation
- Team collaboration
1. Customer relationship management (CRM)
CRMs are platforms that help you build long-lasting relationships with your prospects and customers by collecting valuable information from your audience, like their contact information and demographics.
They can also help you automate and streamline various sales processes, such as automatically assigning leads to your sales reps and collecting lead information from your website forms.
Example of a CRM software
Nutshell is a hassle-free CRM platform that makes it easy to generate new leads and conversions for your business.
With Nutshell, you can seamlessly implement lead generation forms throughout your website. Plus, Nutshell will automatically collect and store lead information from those forms for easy access.
2. Sales automation
Every sales enablement tech stack also needs sales automation software. Sales processes are full of time-consuming tasks, such as manually entering lead information and sending tons of repetitive emails.
Save your team tons of valuable time with a sales automation tool. Sales automation tools can help you automate and streamline several tasks, such as:
- Lead generation
- Live chat
- Data collection
Many CRM platforms, like Nutshell, also have several automation features. For example, Nutshell enables you to segment your email list automatically and set up automatic email drip campaigns. It also enables you to automatically assign leads to your sales reps.
Be sure to check if your current CRM has any sales automation features you can leverage. If not, you can opt for a CRM that has these capabilities or get a separate sales automation platform for your team.
Example of sales automation software
You can use MarketingCloudFX to automate your reporting by accessing detailed reports on your search engine rankings, conversion rates, and more.
Plus, you can also use MarketingCloudFX to automatically score your leads, write and send emails, and much more.
Sending emails back and forth to schedule a day and time for meetings, consultations, and sales pitches is time-consuming. Scheduling software can give your prospects a fast and easy way to book meetings and appointments directly with your sales reps.
Plus, when prospects can pick and schedule a meeting time that works best for them, they’re more likely to attend.
Example of scheduling software
Calendly makes it easy for prospects to book a meeting with you by showing them your availability as well as different types of meetings they can book, like a 15-minute or one-hour meeting.
This handy scheduling tool also syncs with your existing calendar, whether it’s Google Calendar, Office 365, or something else, so you can automatically bring in your existing meetings.
4. Demo and presentation
Demo and presentation tools can help your sales team make more effective sales pitches. For example, presentation software can help you make slide shows that are easily shareable and compatible across multiple devices.
You’ll also want to equip your sales team with effective video and virtual meeting software, like Zoom or Google Meet, so they can chat face-to-face with prospects instead of traveling to their physical location.
Example of demo and presentation software
Prezi is a presentation tool that enables you to craft creative, dynamic, and attention-grabbing presentations.
You can access up to 100 different templates, and up to 10 people can work on your presentation at once, making it easy for multiple members of your team to collaborate.
5. Team collaboration
Next on our list of sales tech stack tools is team collaboration software. Every sales enablement tech stack should include a platform that makes it easy for your team to easily communicate with one another.
Enable your sales team to easily share notes and knowledge or ask questions with a team communication tool.
Example of team collaboration software
Slack is one of the most popular team collaboration tools out there. You can create various channels for certain team members to access, send direct messages to individual team members, and more.
This collaboration tool also has file sharing, video calling, and various integration features to make it even easier to keep your entire team on the same page.
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Power-up your sales tech stack with Nutshell and MarketingCloudFX
Searching for the best sales tech stack tools for your team? Look no further than the conversion-driving duo of MarketingCloudFX and Nutshell.
MarketingCloudFX is our marketing proprietary software that enables you to manage your leads, send automatic sales emails, access state-of-the-art scheduling software, implement data-driven sales processes, and more.
Plus, the MarketingCloudFX Foundation plan comes equipped with 10 seats in Nutshell — a user-friendly, hassle-free CRM platform. Nutshell makes it easy to communicate with your team, see an overview of your entire sales pipeline, receive sales performance reports, and much more.
Together, MarketingCloudFX and Nutshell work together to give you the ultimate end-to-end sales and revenue acceleration solution you need to help your team drive stellar results.
Abby is a data-driven content marketer with certifications in inbound marketing and content marketing. She’s written hundreds of articles covering digital marketing topics — a few of her specialties include first-party data, marketing and data analytics, marketing strategy optimization, and SEO. When she isn’t writing or optimizing content, Abby loves to spend time reading the latest mystery novel, having movie marathons with lots of snacks, and jamming out to Shania Twain.
WebFX is a full-service marketing agency with 1000+ client reviews and a 4.9-star rating on Clutch! Find out how our expert team and revenue-accelerating tech can drive results for you! Learn more
- What is a Sales Tech Stack?
- How to Build a Sales Tech Stack in 2023 That Closes Deals: 5 Essential Tools to Have
- 1. Customer Relationship Management (CRM)
- 2. Sales Automation
- 3. Scheduling
- 4. Demo and Presentation
- 5. Team Collaboration
- Power-up Your Sales Tech Stack with Nutshell and MarketingCloudFX