5 Must-Have Tools for Your Sales Tech Stack

Sales teams need to be agile, effective, and, most importantly, efficient in today's market. 

Rather than hunting for the biggest deal, the current economic landscape calls upon reps to focus on high-quality deals that are most likely to renew and close in the shortest amount of time.

While they can use the qualifiers above to prioritize where to focus their attention, in order to streamline finding those accounts, they need tools and resources to help. Tools that seamlessly integrate with one another, update in real-time, and serve up information so that reps can move deals into the closed/won bucket the fastest. 

But the threat of app bloat, a term used to describe expensive tech solutions that slow down performance and go mostly unused, always looms. It’s easy to get sucked in with buzzwords and fake promises with the latest new app on the market.

So, to sift through the noisy market of sales tools, we sourced five below, including pricing and real customer reviews, to help your team achieve its goals and run more efficiently.

1. Weflow

Weflow is a revenue execution workspace designed to help sales and revenue teams update Salesforce faster, identify deals at risk, improve forecasting accuracy, and ensure sales process adherence.

Its top features include:

• Bulk CRM updates – Update Salesforce records in bulk and save time in the process.
• Activity and email logging – Make sure all your team’s sales activities are tracked and added to Salesforce automatically.
• Multiple pipeline views – Simplify pipeline review by setting up custom pipeline views.
• Deal signals – Get notified when deals are at risk and act accordingly.
• Task management – Manage tasks using the built-in task manager to ensure no task gets left behind.

Weflow is available as a Chrome extension and a web app. You can use it for free with up to five users.

Paid plans include:

• Team ($39/month) – Includes an unlimited number of users. In addition to the features available in the free plan, users also get access to note templates, bulk updates, group reports, and more.
• Business ($59/month) – Covers an extensive range of features, including custom deal alerts, automated email logging, and more.

What customers say about Weflow

“This is the best Chrome extension for Salesforce I've ever seen. The ability to edit Salesforce accounts, contacts, and leads directly from the browser view not only saves a lot of time by eliminating the need to access Salesforce separately, but the various reports, dashboards, and views are why I love using Weflow.

I have all the information I need about my accounts and leads at any time, and it's much more transparent than in Salesforce itself.” – A reviewer from G2.com

2. QuotaPath

Sales compensation is often unnecessarily complicated and manually calculated. QuotaPath hopes to change that with its automated commission tracking and sales compensation software. 

RevOps and finance leaders use QuotaPath to calculate, forecast, and pay out earnings. Meanwhile, individual reps toggle between real-time views and forecasted earnings to see how much they’ve made and how much they can make should the rest of their pipeline close. 

Pricing includes a $30/month/user package, but most users start with a free 30-day trial. 

Features include: 

• CRM integrations
• Payout schedules & exports
• Team management
• Leaderboards
• Plan verification
• Deal review & discrepancy management
• Ledger for ASC606 compliance

What customers say about QuotaPath

“I didn't realize it, but I can't live without QuotaPath. It makes it super easy to keep track of things, plus our sales team loves the transparency and how easy it is to understand how their commission is set up.

Lastly, it helps them to set goals and get motivated by allowing them to experiment with ‘What If’ scenarios.” –  A reviewer from Capterra.com

3. Breadcrumbs

Breadcrumbs, a revenue acceleration platform, improves deal velocity, value, volume, and conversion rates using co-dynamic lead scoring and a routing engine. 

The solution provides reps with insights on who of the 200 folks who downloaded your most recent ebook is most likely to buy or which customer is most at risk to churn months before it happens.

As far as how the platform fits into your overall sales tech stack, Breadcrumbs integrates with CRMs so that reps can access their CRM data directly from the Breadcrumbs platform. Pricing includes a free model as well as pro versions that start at $1,599 per month.

Features include:

• Lead prioritization
• Insights that pair intent signals with contact scoring methodology 
• Uncovering hidden upsell opportunities

What customers say about Breadcrumbs

“We really love how user-friendly it is. The super simplified layout makes it really easy to navigate your way around the site and various tools, and the validation results, in particular, are very detailed and extremely useful to us.

It's by far one of the best validation tools we've used — and we've used many over the years. It's the only tool we use for our client campaigns, and the only tool we recommend to industry peers. We love that you can validate a single email at the click of a button, as well as the speedy delivery of results — and it's free!

Plus, there's no limit to how many emails you can validate. The blog resources are very insightful and useful. The branding is pretty fun, too!” – A reviewer from G2.com

4. Calendly

One of the most widely adopted scheduling platforms, Calendly, helps sales reps schedule meetings more efficiently. 

With Calendly, reps can easily share their availability with prospects and customers, allowing them to schedule meetings without the need for back-and-forth emails. 

Calendly integrates with your overall tech stack, allowing reps to automatically create CRM events for their scheduled meetings.

Its pricing includes a freemium version along with four other monthly price points.

Features include:

• Time zone detection
• Reminder emails
• Meeting buffers
• Integrations with Zoom, CRMs, and more

What customers say about Calendly

“You can get set up quickly, in a matter of minutes, for a basic scheduling page/link to send out. The free options are great, and paid options (like routing and workflows) are even better.

You can create teams, individual links, round robins, and much more, with features and settings that are fairly intuitive. You can personalize the user experience to a fair degree, and it's really easy to use (especially for new technology users).” – A reviewer from G2.com

5. Data Dwell

Sales and marketing teams leverage Data Dwell to understand which in-house content influences deals the most by tracking content consumption and ROI. 

Its native integration with Salesforce pumps content directly into the sales funnel so that reps promote the most relevant and engaging content to their potential buyers at the most opportune time. 

For Data Dwell’s sales enablement solution, the price is $45/month/user.

Features include:

• Content usage tracking
• Unlimited Personalized Client Portals
• Granular content analytics
• Personalized customer journeys
• Engagement scoring

What customers say about Data Dwell

“Data Dwell Sales Enablement integrates directly into our Salesforce CRM, which makes it easy for marketing and sales to share content with prospects, opportunity contacts, and customers. 

From a marketing perspective, the fact that we can easily measure who engaged with our content helps us determine what types of content resonate with our audience and where we need to optimize or create new content.” – A reviewer from G2.com

Streamlining your sales tech stack 

If you’re hoping to achieve more with less to meet today’s market, you should ensure the remnants of your lean tech stack do what you want them to do. That means identifying core tools to the stack that improve efficiency and overall success. 

We think the five tools above can do just that for you. 

This is a guest blog authored by the QuotaPath team. To learn more about QuotaPath, visit www.quotapath.com.