In order to do create a great sales stack that fulfills all your needs, you’ll need to understand the importance of it and how to choose the right tools for your team. We have a lot of experience in working with different software, so you can rest assured that all of our recommendations are tried and tested.
What is a sales stack?
A sales stack is a collection of software your team uses in their sales efforts. They provide your sales professionals with the right resources, data, and insight that can help them sell quicker and more efficiently.
These tools help build relationships with customers, organize data, keep track of leads through your sales funnel, generate new leads, and more.
An important step in creating a sales stack is understanding the importance of sales enablement. It refers to the process of supporting your sales team by providing the resources they need to close more deals.
It goes beyond tools and refers to education opportunities, workshops, and more. While we’re be focusing on tools in this article, think about other ways to support your team as well.
How to choose the right tools for your sales stack?
The first step in creating your sales stack should be speaking to your team and asking them which parts of the sales process they need help with. They are the ones that will be using the tools every day, so it’s only fair they get a say in the picking process.
Start by understanding which parts of the sales pipeline they need help with.
- Lead generation
- Lead qualification
- The proposal process
- The decision stage
- The sale
- The retention process
If you’re not using any sales tools, it may be hard to understand which parts to focus on. The rule of thumb is to start with one tool and build on it later.
The best way to build a sales stack is to choose tools that integrate together. It creates a seamless experience for your sales professionals.
We’ve created a list of software you’ll easily fall in love with that will help you with different parts of your sales process, as well as with internal affairs.
Better Proposals is a piece of proposal software that helps you write and send high-converting, web-based business proposals. They offer a vast library of document templates, which you can easily customize to your needs.
The editor is easy to use and doesn’t require any design experience. You can quickly add, change or delete any blocks and save all the pieces you like to the content library. That way, you can easily re-use it in future proposals, removing the need for copy-pasting long pieces of text.
All proposals can be turned into legally binding documents by adding an online signature option. It will speed up your proposal process since your clients won't have to print out your proposals, sign them, and then scan them in order to send them back.
The tool also offers a payment integration, meaning your clients can pay the first fee through the proposal itself without dealing with clunky invoices.
Once you send out your proposal and receive client feedback, you can easily change the document. However, once it gets signed, no changes can be made. That keeps your proposals legal and safe from any client interference.
If you’re having trouble with the follow-up process, you’ll love the included proposal analytics. They show whenever your proposal was opened, forwarded, signed and paid.
- Intuitive proposal editor
- Over 200+ proposal, quote and contract templates
- Responsive design
- Legally binding digital signatures
- Payment integration through PayPal, Stripe, and GoCardless
- Proposal analytics and notifications
- Custom domain option
- API and Zapier integrations
- Proposal AI
- Content Library
- 18+ hours of customer support a day
Better Proposals offers a two-week free trial. The plans start at $19 per month.
Slack is a great tool for internal communication which can elevate your sales teams, especially if they are working remotely. It allows you to quickly communicate with your team or individuals without getting lost in email threads.
Communication within your sales team is essential and they need a quick way to exchange ideas, data, insight, and tips. Slack is a great choice for that and as you grow your sales stack, you can integrate different tools.
Slack offers a free plan and if you want to upgrade, you can start with £5.25 per person per month.
Monday is a great project management software that helps you reach your goals. The tool offers customizable platforms depending on the type of projects you’re working on.
You can visualize the progress of all your projects in one dashboard, see who in the team needs more help, and make sure that everyone is meeting their goals. Monday lets you streamline your process, send out task updates, add files and keep track of everyone’s responsibilities.
It’s a great solution for small and mid-sized companies since it’s highly customizable and offers more than 200 templates for creating boards and different types of automation.
- Account Management
- Analytics/ROI Tracking
- Calendar Management
- Daily Reports
- Dashboard Creation
- Expense Tracking
- Lead Database Integration
- Team Assignments
- Third-Party Integrations
- User Management
- Website Management
- Workflow Management
Monday offers a free package for a 2-person team. Other packages start at $6 per user per month.
Intercom is a tool for live chat, customer support, and sales. Like a regular CRM, it helps your sales team engage with leads and users and nurture client relationships.
The tool has 3 distinct versions
- Support - a live chat that lets you engage with site visitors
- Engage - a solution that helps you onboard, activate, and re-engage customers
- Convert - which lets you convert more website visitors into clients
With Intercom, you can convert more leads, provide site visitors with quick and relevant information and organize all customer conversations. It will help you avoid having customers slip through the cracks since you can organize everyone into groups depending on whether you answered them or not.
- Live chat
- Personalized, proactive support
- Support bots
- Shared inbox
- Follow-ups for dropped messages
- Product tours
- Campaign builder
When it comes to pricing, Intercom has 4 different packages. The Starter pack starts at $74 per month.
The more you invest in your sales team, the better they will perform. With our sales stack guide, you can quickly find the right tools for your company and build your sales enablement process.
Make sure to include your team in the decision-making process and choose the tools that work well together.