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The New Sales Tech Stack: A Leader's Guide to What You Need

  • Writer: ClickInsights
    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.

Two people reviewing job matches on a recruitment platform, with one person holding a smartphone and the other using a laptop, both displaying the same job search interface.

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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