The New Sales Tech Stack: A Leader's Guide to What You Need
- ClickInsights
- Jul 19
- 5 min read
Most sales teams now are drowning in tools. Leaders are given speed, insight, and improved results, but mostly wind up with no one using the software and reports that no one relies on. This guide is a cutting, concise distillation of exactly what you need and when you need it. No nonsense. No frills. Just what works.

CRM Is Your Foundation
If your CRM is in error, then everything else is in error. It should effortlessly and in real time document your transactions, contacts, and activities. Salesforce is robust for bigger teams that have technical assistance. HubSpot is better for smaller teams that need something that is simple to use and easy to implement. Close is excellent if your reps are moving quickly and concentrated on email and phone.
Reps must refresh it daily without resistance. In case they are running on spreadsheets or refreshing only once a week, you must correct your setup.
Sales Engagement Only If You Do High Volume Outreach
If your reps send over 30 touches per day per rep, you require this. These tools facilitate the automation of follow-ups, tracking of emails, and scheduling of calls.
Outreach is best for larger teams. Apollo is perfect for individuals with constrained budgets and extensive requirements. Mixmax is most suitable for teams using Gmail and for those seeking a lightweight solution.
This only happens if you know ahead of time who you're talking to and what you're saying. Without it, you're just sending more of the wrong stuff faster.
Conversation Intelligence Helps You Coach Right
Rather than wondering why deals fall through or are completed, use tools that demonstrate. Gong and Chorus make call recordings and provide actual insight into what was said and how the buyer responded.
This assists in coaching. You can demonstrate to new reps what good sounds like. You can monitor where calls go awry. You can observe what leading reps do that other reps do not. It prevents you from flying blind and makes coaching tangible.
Lead Scoring: When You Have More Leads Than You Are Able to Manage
If your incoming leads are too numerous to work through by hand, you require a means of prioritizing them. MadKudu and Breadcrumbs assist in sorting through your leads based on which of them are more likely to purchase based on past behavior and fit.
Don't add this until you know your scoring is linked to actual sales results. A highly scoring lead who never purchases is white noise. Link scoring to actual closed business, or do without it.
Forecasting Reveals What Is Real
When you have more than five reps or more than one million in pipeline, you require a decent method of forecasting. Clari provides granular visibility. BoostUp offers quicker deployment and enhanced flexibility.
They allow you to understand what deals are going to close and where reps are lagging or stuck. If you're still working with spreadsheets, your numbers are likely wrong, and your reviews are lagging.
CPQ Only for Complicated Pricing
Unless your pricing is normal, you don't require this. However, if your offers vary depending on product mix, location, or approvals, manual quoting is not safe.
DealHub is efficient and well-suited for the majority of mid-sized sales teams. Salesforce CPQ is better if you are already in Salesforce. One small mistake in a quote can cost you a lot. This tool prevents that from occurring.
Sales Tech Stack Comparison Chart with Pricing
Tool | Ideal Use Case | Price (Monthly/User or Base) | Key Integrations | Ease of Use |
Salesforce CRM | Large teams with complex workflows & admin support | From $25/user/mo (Essentials) to $300+ (Unlimited) | Slack, Gmail, Outlook, HubSpot, CPQ | Moderate–Complex |
HubSpot CRM | SMBs needing quick setup and marketing alignment | Free to $1,200/mo+ (Enterprise, 5+ users) | Gmail, Outlook, Zapier, Slack | Very Easy |
Close CRM | Fast-paced outbound teams focused on calls/emails | $49–$149/user/mo | Gmail, Zoom, Zapier, Salesforce | Easy |
Outreach | High-volume outreach at scale | Starts at $100–$150/user/mo (Custom pricing) | Salesforce, HubSpot, Gmail, Outlook | Moderate |
Budget-conscious teams needing data + outreach | Free, then $49–$99/user/mo (Professional/Org) | LinkedIn, Gmail, HubSpot, Salesforce | Moderate | |
Mixmax | Gmail-first teams who need lightweight automation | $34–$65/user/mo | Gmail, Salesforce, Pipedrive | Very Easy |
Gong | Deep call intelligence and coaching | $100–$200/user/mo (Annual contracts typical) | Salesforce, Zoom, Teams, Slack | Moderate |
Chorus (ZoomInfo) | Coaching for fast-scaling teams | $100+/user/mo (Varies by package) | Salesforce, HubSpot, Zoom, Slack | Moderate |
MadKudu | Lead scoring for high inbound volume | Custom pricing, typically $2,000–$5,000+/mo | Segment, Salesforce, Marketo | Complex |
Breadcrumbs | Lightweight lead scoring | Free to $400+/mo (based on usage & contacts) | HubSpot, Salesforce, Pipedrive | Moderate |
Clari | Forecasting for mature sales orgs | Custom, often $1,000–$3,000+/mo (Team pricing) | Salesforce, Snowflake, Gong, Slack | Moderate–Complex |
BoostUp | Fast, flexible forecasting | Custom pricing, typical $50–$100/user/mo | Salesforce, Gong, Slack | Moderate |
DealHub | Mid-market teams with quoting complexity | From $75–$120/user/mo | Salesforce, HubSpot, Netsuite | Moderate |
Salesforce CPQ | Enterprise-grade quote configuration | Add-on: $75–$150/user/mo (on top of Salesforce) | Native to Salesforce | Complex |
Lessonly (Seismic) | Rapid onboarding and lesson building | From $300–$500/mo (based on seats) | Salesforce, Zendesk, Slack | Very Easy |
Spekit | In-app guidance for real-time sales enablement | From $20–$30/user/mo | Salesforce, Slack, Chrome | Easy |
ZoomInfo | Enterprise contact database | From $15,000–$30,000+/year | Salesforce, HubSpot, Outreach, Marketo | Moderate |
Clay | Custom enrichment & workflows | Starts at $149/mo, then $349+/mo (Pro/Team) | Zapier, Webhooks, Airtable | Moderate–Advanced |
Notion | Internal knowledge sharing | Free, then $8–$15/user/mo (Team/Business) | Slack, Google Drive, Zapier | Very Easy |
Sales Enablement Must Be Simple to Access and Utilize
Reps will forget what they learn unless you simplify it. Lessonly enables you to create rapid and effective lessons. Spekit provides in-tool coaching precisely at the point where representatives are engaged in their tasks.
If your training lives in PDFs or long slides, no one will use it. Put the right answers in front of them when they need them, and you'll see faster ramp time and fewer mistakes.
Good Data Is Everything
If your contact information is incorrect, everything else is irrelevant. Your reps will spend hours following up on dead emails or calling the wrong numbers. ZoomInfo leads the pack in terms of coverage. Apollo provides good value. Clay is worthwhile if you prefer more control or to combine data sources.
The objective isn't to get more leads. It's to get the proper leads with clean, valuable data. Reps must be able to rely on what they see in front of them.
Internal Sales Comms Ought to Be Easy
Sales are fast. Long messages and hidden updates destroy speed. Make use of a common channel for updates on deal status and guidance on coaching. Notion or a shared doc is okay for keeping key information in one spot.
If your team is not aware of what others are doing, you miss opportunities to get better. Develop routines that allow wins and losses to be shared quickly and transparently.
Final Word
You don't need all the tools. You need the right ones that align with your sales motion. Begin with a clean CRM, quality data, and a process that your team executes. Introduce tools only when your process requires them.
Don't let technology dictate. Your strategy dictates. Your technology should follow. If it doesn't solve a genuine problem today, skip it.
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