If you're in charge of your company's sales team, you know that having the right technology in place is critical to success.
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With all the options out there, it can get overwhelming trying to figure out what software to include in your tech stack.
To help you get started, here's a helpful guide.
What is a Sales Tech Stack?
A sales tech stack is a collection of software tools that a sales team uses to do its job. A typical sales tech stack might include a customer relationship management (CRM) tool, a Communication tool, and a tool for generating leads.
Today, automation and seamless integration of customer data and interactions are key factors to a successful sales process.
In addition, your sales team will need tools that help them generate quality leads, build trust with potential clients, and track important customer data like interactions, purchases, or potential objections.
Building a Good Sales Tech Stack
There are several factors you need to consider when building a sales tech stack for your team.
Here are some of the most important ones:
- Ease of Use: You want your team to be able to use the tools you provide them with, so ease of use is critical. Make sure to test any software out yourself before rolling it out to your team.
- Integrations: A good sales tech stack is integrated, meaning that the various pieces of software work well together. For example, your CRM tool should integrate with your Communication tool so that contact information can be easily shared between the two.
- Pricing: You'll need to consider how much each piece of software costs and whether it's worth the price tag. In some cases, free options might be just as good as paid ones.
- Training and Support: Make sure that you understand how to use each piece of software yourself and that you're able to train your team on it. It's also important to have access to
good customer support in case something goes wrong.
Putting It All Together
As anyone who's ever put together a piece of IKEA furniture can tell you, the key to success is careful planning.
The same is true when it comes to building a sales tech stack. By taking the time to consider all the factors involved, you can create a sales tech stack that will help your team succeed.
- The first factor to consider is the ease of use. You want to choose sales tools that are simple and intuitive to use so that your team won't get frustrated and give up.
- Second, you'll want to make sure that the sales platforms you choose integrate seamlessly with each other. There's nothing worse than trying to piece together a bunch of disparate tools that don't talk to each other.
- Third, you'll need to consider pricing. You don't want to break the bank, but you also don't want to skimp on quality.
- Fourth, you'll want to make sure that the tools you choose come with training and support. That way, if something goes wrong, you'll have someone to help you fix it.
- Fifth, and finally, mobile apps are also an important consideration. Check that your sales tools can be used on the go so that your team can access them from anywhere.
By taking all these factors into account, you can build a sales tech stack that will help your team succeed.
Types of tech tools you need for your sales team
Now, let's get down to the details. We use similar tools and more in our business, and it's helped us run our remote company seamlessly. Here are the specific types of tech tools to form a tech stack for your sales company.
- A Customer Relationship Management (CRM) Tool: This is the core of any sales tech stack, as it helps you centralize all your customer data and keep track of leads and opportunities.
- A Communication tool: Whether you're using email marketing software or a more robust system like Slack, having effective communication is essential for any team.
- Lead Generation tools: From social media to content marketing and search engine optimization, there are many ways to
generate new leads for your business. - A Help Desk: This tool is key for providing customer support, fielding questions and complaints, and quickly resolving any issues.
- A Digital Sales Room: A digital sales room allows you to collaborate with your team and share information on deals or opportunities in real time.
- Proposal Software: This can be useful for automating the proposal process, so you can focus on more important tasks. A good proposal software will collect signatures digitally, and let you see if clients have opened your proposal and how long they've lingered on a page or even section.
- A Payment System: Whether you're using a dedicated
payment system or integrating with a third-party platform, it's important to have an efficient way of collecting and - tracking payments.
- Other considerations: Depending on your specific needs, you might also want to consider tools for accounting, analytics, email marketing, or any other functions that are particularly important for your business.
Overall, when it comes to building a sales tech stack, the key is to find tools that are easy to use, integrate well with each other, and suit
Conclusion
Technology plays an important role in sales success these days. Having the right technology in place can mean the difference between hitting targets and falling short. But what goes into building a perfect sales tech stack? And how can you ensure that all the different pieces fit together well?
This helpful guide provides everything you need to know in order to create a sales tech stack that will help your team succeed. With the ease of use, integrations, pricing, and training/support all taken into account, you'll be on your way to putting together a winning formula for