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The Complete Guide to Building the Perfect Sales Stack - Medium

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  1. Important questions to ask when choosing your tools/platforms in this demo stage include: “Does my schedule technology integrate with my calendar?” How good is my scheduling tool at updating to avoid double booking?

    In Calendar integration and event creation

  2. In theory, this is what the CRM was built for. In practice, CRMs can slow down a high-velocity sales process, especially at the top of the funnel where volume is the greatest. This has lead to platforms focused specifically on the outbound processes. “It should be the backbone of the sales process, the central database for all communication and can coordinate the activities of sales and marketing teams.” In an active sales process, the volume of outbound sales communication is huge (email, phone, social media, direct mail, etc.). A few platforms address the challenge of managing that volume while maintaining the personal human element of sales, while at the same time preventing leads from falling through the cracks. We built — and use — PersistIQ for this.

    In CRM

  3. Examining the Sales Process “A sales process is a system that effectively and profitably guides prospects through the entire customer journey using available resources to make that journey enjoyable for those prospects.” However, the entire sales process is fraught with challenges that, if mishandled, can undermine not just the productivity of a sales rep, but an entire organization.

    In Outbound stack design

  4. Examining the Sales Process “A good sales process is predictable and repeatable.” However, the entire sales process is fraught with challenges that, if mishandled, can undermine not just the productivity of a sales rep, but an entire organization.

    In Outbound stack design

  5. However, the entire sales process is fraught with challenges that, if mishandled, can undermine not just the productivity of a sales rep, but an entire organization. “In order to build a great process, you need to consider your buyer’s journey and identify the most important pieces of each stage of the journey.” At a very high level, the stages of your sales process could look something like ours:

    In Outbound stack design

  6. Closing the Deal “For each stage, figure out what you need to accomplish in order to effectively move the most prospects through to the next stage.” Let’s walk through how to create your sales stack.

    In Outbound stack design

  7. Closing the Deal “Then turn to a list that breaks down sales stacks, like this one, to find the solutions that will provide you what you need.” Let’s walk through how to create your sales stack.

    In Outbound stack design

  8. Press enter or click to view image in full size “There are three main ways to approach lead generation: manual prospecting, 3rd party lead sourcing and outsourcing.” When it comes to manual prospecting, speed matters. How long does it take to find one qualified lead? You need to know your business economics to learn whether this is sustainable. Next, consider sales intelligence. Sales intelligence software provides sales reps with vital information, like background and contact information, for a leads, accounts, or across market verticals.

    In Outbound stack design

  9. There are three main ways to approach lead generation: manual prospecting, 3rd party lead sourcing and outsourcing. “When it comes to manual prospecting, speed matters.” Our favorite tool for this is LinkedIn Sales Navigator. We know most of our prospects hang out on LinkedIn. This gives us access to all the information we need fairly quickly.

    In Outbound stack design

  10. There are three main ways to approach lead generation: manual prospecting, 3rd party lead sourcing and outsourcing. “How long does it take to find one qualified lead?” Our favorite tool for this is LinkedIn Sales Navigator. We know most of our prospects hang out on LinkedIn. This gives us access to all the information we need fairly quickly.

    In Outbound stack design

  11. There are three main ways to approach lead generation: manual prospecting, 3rd party lead sourcing and outsourcing. “You need to know your business economics to learn whether this is sustainable.” Our favorite tool for this is LinkedIn Sales Navigator. We know most of our prospects hang out on LinkedIn. This gives us access to all the information we need fairly quickly.

    In Outbound stack design

  12. Our favorite tool for this is LinkedIn Sales Navigator. We know most of our prospects hang out on LinkedIn. This gives us access to all the information we need fairly quickly. “Some companies don’t have the time, resources or pricing structure to justify manual prospecting, so they use a 3rd party lead sourcing company.” Rather than paying with time, you’re paying with money. So, the important question becomes how much does each lead cost?

    In Outbound stack design

  13. There are three main ways to approach lead generation: manual prospecting, 3rd party lead sourcing and outsourcing. “Sales intelligence software provides sales reps with vital information, like background and contact information, for a leads, accounts, or across market verticals.” Our favorite tool for this is LinkedIn Sales Navigator. We know most of our prospects hang out on LinkedIn. This gives us access to all the information we need fairly quickly.

    In Outbound stack design

  14. This kind of thinking goes beyond hiring and onboarding. This kind of thinking plagues the sales industry with regard to selection of a sales stack. “A sale is made possible through the process the rep used.” Rather than investing in the next tool or platform, take a step back, analyze your sales process and consider the best approach for you and your business.

    In Outbound stack design

  15. This kind of thinking goes beyond hiring and onboarding. This kind of thinking plagues the sales industry with regard to selection of a sales stack. “The tools just makes the process scalable.” Rather than investing in the next tool or platform, take a step back, analyze your sales process and consider the best approach for you and your business.

    In Outbound stack design

  16. Rather than investing in the next tool or platform, take a step back, analyze your sales process and consider the best approach for you and your business. “When you blindly follow others to incorporate a new tool into your sales stack, you’re focusing on the wrong things and losing sight of the bigger picture.” Examining the Sales Process

    In Outbound stack design

  17. Rather than investing in the next tool or platform, take a step back, analyze your sales process and consider the best approach for you and your business. “The instant you become too dependent on the tools, you’re at their mercy and risk becoming an automaton- just another cog in the system.” Examining the Sales Process

    In Outbound stack design

  18. A sale is not made based on the tools used. A sale is made possible through the process the rep used. The tools just makes the process scalable. (click to tweet) “Rather than investing in the next tool or platform, take a step back, analyze your sales process and consider the best approach for you and your business.” There is great value in reading articles listing all the tools in the sales stack to keep a pulse on the tools and platforms available. However, there is also danger in following suit. The instant you become too dependent on the tools, you’re at their mercy and risk becoming an automaton- just another cog in the system. When you blindly follow others to incorporate a new tool into your sales stack, you’re focusing on the wrong things and losing sight of the bigger picture.

    In Outbound stack design

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