How to Create a Perfect Sales Tech Stack for 2024

Founder & CEO
min read
December 21, 2023

Looking for ways to optimize the way your sales process plays out? One of the simplest changes that you can make is by integrating tools that can take the stress off of your team. 

When you boost the efficiency of it, your team can focus on other things that are important to managing every facet of the business.  

But, how exactly can you achieve this? How can you scale your sales process? 

That's where the sales tech stack comes in! 

In this article we have covered everything that you need to know about sales tech stack and how to stock essential tools that your business needs! 

Let’s dig it out! 

What is a Sales Tech Stack?

A sales tech stack is a collection of tools that help businesses maximize efficiency from prospecting to closing the deal. 

These tools can be hosted as SaaS products or internally built software and are often used by salespeople to keep track of their clients, forecast expected revenue or even schedule conference calls. 

Sales tech stacks help make the daily flow of business more accessible and more efficient to maximize productivity. 

How to Find Out What Sales Tools Your Team Needs? 

Before we continue, let's look at some key factors – or, to be more precise, business needs - that make a specific software better suited for your needs than another. 

When it boils down to determining the right piece of software for your company, you must comprehensively understand your organization's needs. 

Evaluate your needs and existing tools 

It is essential to manage your software wisely. Take note of your needs, and see which programs provide you with relevant tools. 

It's easy to get caught up using too many programs and even pay for ones that aren't needed once you need a new update or upgrade! This can quickly burn a hole in your pocket (and waste your resources) when you don't need to be spending extra money on subscriptions that no longer serve your company's higher purpose. 

Identify your pain points. 

Break down your sales process. Where are you falling behind? Where are there gaps in communication among your team? Are there any blockages or hold-ups that could be relieved using the software? 

All sales software was created to solve specific pain points within the selling process, so if you find that issues are popping up in one area more regularly than others, it could very well be an issue also remedied by software!

Find new integrations to boost efficiency 

Is your existing product giving an excellent boost to your sales? 

What can you implement to add immediate and essential value to your business? 

Is there any comprehensive market research you can use to determine how to make the proper selection for your business' needs? 

Sometimes, a simple integration will take away additional expenses to invest in a new tool. 

Analyze your future needs 

Ask yourself: What could you do to make it easier for your company to reach the next stage of development? Do this by thinking about your business's current needs and how those needs might change. 

The outcome is likely going to be one of two things: 

A) You will realize you don't need what you have right now; or 

B) You will find something that suits your ever-expanding business perfectly.

Define your process 

New tools are made to remove sales roadblocks and increase profits, but before making that investment, it's essential to consider how the entire company will use these tools. 

When something new gets rolled out, not everyone has a clear understanding of it. That's why for the most effective results, ensure all departments are in tune with one another before implementing any new technology at hand. 

Define your process and pinpoint what your team needs to enhance their efficiency. 

How to Evaluate the Sales Tools You Need

Now, you know about the tools that your sales team needs. It's time to invest in them. 

But, on top of that, you have to evaluate the sales tools that fit your team's needs and budget. 

What's the size of your business?

As a small business, you may not need an entire tech stack. Focus on setting up tools that will work for your team and help your business grow now but are capable of expanding upon in time. 

What aspects of your sales funnel are worth automating? 

For example, one company will benefit more from a fully automated and optimized business process for contracts and invoices. But what about another company? 

Would it be better to automate the lead generation strategy instead? Each business is different, so figure out what matters most and where you see your business grow.

Is the tool scalable?

You don't want to invest in a stagnant tool with a limit. Your sales tool should have scalability features that allow you to expand the features with your business.

What will be the ROI?

Every sales technology stack comes at an expensive price tag. To avoid burning a hole in your pocket, analyze the ROI you will get with the tool's implementation. 

Will the tool cut down manual efforts or reduces the time in doing a task? 

Choose a tool that yields positive ROI. 

What are the Important Sales Technology Tools You Should Have

You can find many tools when it boils down to a sales tech stack. But, there is no one-size tool that fits all your business requirements. 

Then, what are the essential sales tech stack tools you should have?

The amount of sales stack tools you need depends on all sorts of things: the size of your team (and how many people are working as teammates at any given time), the products or services your company offers, and most importantly, the length of your sales funnel

To give you an estimation, around 67% of businesses use 4-10 sales tools to enhance their sales cycles. 

Here is a list of essential tools that you need as a part of your sales process; 


Outreaching is the heart of any business. Having up-to-date, trusted data at hand can increase your chances of successfully closing deals. 

With solid outreaching tools on hand, you can fetch quality leads to your sales pipeline. 

Outreaching tools to consider  

LinkedIn Sales Navigator


If you have a B2B business and use LinkedIn as a platform for outreach campaigns, you'll benefit from using the LinkedIn Sales Navigator. This is a great place to find companies that fit your needs and individual leads to target based on the data LinkedIn provides. This software can help you optimize your outreach, engage directly with prospects and develop high-quality leads.



ZoomInfo is a handy tool for your sales development representatives to track down the information they need while working with companies. The FormComplete tool allows businesses to quickly gather data directly from the source whenever and wherever it's needed.

CRM software 

When making a sale, closing the deal is the smallest part of the process. In fact, 74% say that CRM solutions help them provide a better customer service experience.

Your CRM system will ensure you can track every interaction with your customers and have them sorted into neat lists or folders, whatever works best for you. 

CRM software to consider



Hubspot CRM has everything you need. Organize, track and keep your customer information saved and editable. Easily manage your sales cycle from start to finish with the tools available in this CRM to give your business a competitive edge over those selling without the same technology. 



Salesforce is an excellent tool for helping to manage your sales team and their daily activities. This CRM program was designed with customizable features to provide the flexibility your business needs from the software responsible for managing critical aspects of your commercial activity. 

Scheduling and meeting 

Once the prospect is aware of your product and taking steps to learn more about it, you need to set up a meeting - to discuss specific features that might interest them most. You can make this process a cakewalk with particular tools in place. 

Scheduling and meeting tools to consider 



Calendly provides an easy way for your sales reps to send prospects a link that displays their meeting availability. By using Calendly, your team can share and schedule meetings in real-time and on multiple platforms. 



Zoom is one of the popular platforms that comes in handy for virtual meetings. With multiple features, Zoom is a perfect platform to schedule your meetings. 

Product Demo and follow-ups 

Instead of just describing what your product does, show interactive product demos that lets your prospects picturize solving their pains with your product. 

Moreover, a perfect number of follow-ups after a successful sales demo can get you the deal in less time. 

Product demo and follow-up tools to consider 



Storylane allows whoever gets the job of demoing your product to make these unique experiences easily customizable according to the preferences of each sales lead or prospect. You can create your product demo within a limited time frame with the help of its easy-to-use features. The best thing is that you can embed the interactive product demo on your website to capture leads. 



Lavender is another sales technology that will help you write more effective sales emails. It helps you send tailor-made emails to your audience, track how well each sales representative is doing, and teach new reps and veterans how to use this tool best.

Closing the deal 

Once you reach the closing stage in your sales cycle, ensure that you make it as fluid as possible. Create a contract, get it signed, and move forward. It will be simple with the help of tools that help you make contacts at ease. 



Contractbook is the best and most efficient way to get your contracts signed and make sure everyone has the information they need no matter how much or what kind of work you do. Contract book's automated system simplifies getting everyone on board, so you can dine with your families, knowing precisely what's happening in the deal and who's responsible for what, without having to worry about it.

Wrapping up 

With the increasing prevalence of technologies that enhance the sales process, your business should emphasize utilizing the tools available to keep pace with competition and maintain growth. 

With a proven sales tech stack, your business leaders can flourish at making sales while simultaneously streamlining processes and boosting results. 

Get started optimizing your sales technology stack now by integrating cutting-edge components like Storylane into the tech stacks your company relies on to keep teams selling smoothly and increase revenue. 

Wanna know how we help your business? Set up a meeting with an expert from our team who can see how we'd help you grow.

"Previously, there was scope for error and we’ve gone from a process that could be time consuming and painful to a process that’s super quick."
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"Previously, there was scope for error and we’ve gone from a process that could be time consuming and painful to a process that’s super quick."

"Previously, there was scope for error and we’ve gone from a process that could be time consuming and painful to a process that’s super quick."


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