How To Build a Sales Tech Stack for Process Automation

The best sales tech stack for businesses looking to build an automated sales pipeline should include a variety of tools and technologies. This combination will provide the best blend of technology, automation, and analytics to optimize your sales process.

Sales automation tools are designed to take a variety of manual tasks off the plate of sales professionals. Automation can be used to capture leads, qualify leads more quickly, conduct outreach and follow-up, and manage complex sales processes. Automation also enables sales representatives to analyze data more easily, identify patterns in customer behavior more accurately, and create reports faster.

Sales automation technology is a combination of tools that work together to automate manual tasks throughout the entire sales process. Technology tools include CRM software, sales dialer software, lead scoring software, automated email and social media marketing tools, web tracking and analytics tools, content management systems, sales forecasting systems, quoting and proposal generators, and customer service automation.

Let’s take a look at how all of these software tools can be combined to create the most efficient and automated sales pipeline for your company.

• Step 1: Map Out Your Current Sales Process
• Step 2: Understand What Automations are Possible
• Step 3: Design the Best Tech Stack for Automated Selling
• Step 4: Ask For Expert Help When You Need It

Step 1: Map Out Your Current Sales Process

Before implementing a sales automation tech stack, it is best to map out your current sales process. This will help you identify which manual tasks can be automated and which steps need improvement. Once you have a clear picture of your current sales process, you can begin selecting the best tech stack for streamlining and automating your workflow.

Tools like Funnelytics can help you draw and visualize your entire marketing and sales funnel.

Step 2: Understand What Automations are Possible

Once you understand what manual tasks need to be replaced by automation, it’s time to begin researching which tools best fit the needs of your company.

CRM software, like Salesforce or Zoho, can help sales teams manage contacts, track leads and deals, and develop customer relationships more easily. Sales dialer software, like Kixie, provide automated call dialing and follow-up for inbound and outbound sales reps. Lead scoring software, like Clearbit and LeadIQ, can speed up lead qualification processes by analyzing data from leads’ web activity. Automated email marketing tools, like MailChimp and ActiveCampaign, can help you create automated emails that are triggered when certain criteria are met.

This is just the tip of the iceberg when it comes to automation. We recommend you take a look at more sales automation and AI trends to see how new solutions could benefit your team.

Step 3: Design the Best Tech Stack for Automated Selling

Finally, once you have a clear picture of what automations are best suited to your sales process, you can begin designing your tech stack based on the best combination of tools and technologies. Take advantage of free trials that many tech companies offer, play around with the tool, and ask your team for feedback.

Importantly, the best sales tech stack components should be integrated with each other to provide an efficient sales pipeline that saves time while boosting sales performance.

We suggest using a connection tool like Zapier to integrate the best sales automation software with each other. These platforms provide APIs that enable you to connect all of your sales tech stack components without having to manually code them yourself. Plus, if software you are considering offers Open API, it can be even easier to connect that tool with your existing tech stack, often with low-code or no-code integrations.

Step 4: Ask For Expert Help When You Need It

If you come across a sales pipeline automation challenge that requires expert advice or coding capabilities that your team does not have, consider reaching out for help. Tech companies will often have support teams to offer assistance, such as the solutions engineering team at Kixie. All Kixie software plans come with free, unlimited, in-house solutions engineering to assist you in building the perfect sales automation pipeline.

Check out a few of the solutions they have built recently, including an average duration between outbound calls report, and custom lead follow-up triggers. Schedule a demo with an experienced member of Kixie’s team to see how we can help you create your dream sales process.

By following these four steps, you can design an efficient sales pipeline based on the best sales tech stack components that help automate and streamline your sales process. With the right tools, processes, and support in place, you can take your automated sales pipeline to the next level. Good luck!

Bonus Tips

In addition to selecting best-in-class automation software, here are a few best practices for maximizing the efficiency of your sales automation process:

• Set clear goals and expectations for each stage of the pipeline.

• Monitor KPIs closely, such as customer response time, lead conversion rates, and monthly sales numbers.

• Regularly review software updates to ensure best practices are followed.

• Use feedback from customers and staff to improve automated processes.

• Automate mundane tasks so that reps can focus on more complex sales activities.

• Leverage data-driven insights to drive better decision making and maximize ROI.

• Analyze the results of automated processes often to identify best practices and areas for improvement.