5 Sales Tech Stack Tools You Should Use in 2023 (High ROI)

graphic representing a tech stack

As a sales manager, you have a crazy number of options to choose from to build the ultimate sales tech stack.

It was recently found that 67% of sales teams have 4 to 10 sales tools in their tech stack. This is great, however, B2B sales teams are struggling with low team adoption and unclear ROI.

Why? The sales tool market is in the hundreds, if not the thousands. This means the number of unique sales tech stack combinations is in the trillions!

Let’s make building the best sales tech stack easier for you.

Here are 5 sales tech stack tools that have been awarded Top 50 Sales Software honors by G2. In short, this means that users of the software experience high adoption and ROI.

  1. Mindtickle
  2. PandaDoc
  3. Scratchpad
  4. Veloxy
  5. Relayto

Need help getting these tools approved? Use our “Sales Growth Tech Request” Email Template

1. Mindtickle

This sales tool is used to onboard, train and optimize sales reps performance.

When 57% of sales reps expect to miss their quota every quarter, managers need to rely on the 42% to make the team’s number.

One of the biggest challenges for the missed quota reps is sales readiness. Mindtickle helps sales managers discover the unique behaviors that quota crushers use to close more deals, and deploys them to the missed quota reps. Plus, it personalizes training to each individual sales rep and progressively reminds them to improve readiness.

Highest Rated Feature

A wide range of file types are accepted.” Mindtickle users love the seemingly unlimited variety of file types that can be used for training and outreach. Sales reps have easy access to categorized content hubs with videos, PDFs, spreadsheets, and more.

Sales Tech Stack Presence

Here are a list of companies with Mindtickle in their tech stack:

  • Unisys
  • Infoblox
  • Juniper Networks
  • Data Axle
  • mongoDB

You can find favorable testimonials from people in sales enablement, sales ops, and sales management on their website or on G2.


Mindtickle can range from $30 to $50 per person, per month. Their implementation fee and timetable has been known to exceed $1,000 and 6 weeks for each account. However, their time to ROI is very reasonable compared to what consultants charge for similar onboarding, training, and sales optimization.

2. PandaDoc

This sales tool is used to streamline the creation, management, and signing of docs.

Most sales reps spend over 175 hours every year on generating quotes and proposals, and waiting for contracts to be signed.

When speed to close is essential in a competitive profession, you need the ability to generate and send contracts in one click, one minute. Thanks to PandaDoc’s 750+ document templates, sales teams can realize an ROI in revenue and customer experience in mere weeks.

Highest Rated Feature

Great software to help get e-signatures.” PandaDoc users love the limitless possibilities for getting e-signatures. They can send a contract from anywhere on any device, and their customer can sign it with the same flexibility without sacrificing compliance.

Sales Tech Stack Presence

Here are a list of companies who manage documents with PandaDoc in their tech stack:

  • ACT Holdings
  • Autodesk
  • Werfen
  • Rakuten
  • JumpCrew

You can find favorable testimonials from people in sales enablement, sales ops, and sales management on their website or on G2.


PandaDoc has four pricing levels. Single users can use a limited eSign tool for free. If you want a richer feature set, you’ll spend $19 or $49 per license. Enterprise users are required to schedule a demo for a more personalized quote and near unlimited feature set.

3. Scratchpad

This sales tool is used to quickly update and manage your Salesforce CRM.

If you’re an account manager using Salesforce, you’re all too familiar with having too many active tabs in your browser. After calling a customer, you find yourself moving from one to the next, repeating the same mundane tasks.

Manually updating and organizing your sales data will consume over 300 hours of your time every single year. Luckily for account managers there is Scratchpad. It is what it sounds like. It’s an easy-to-use notepad that organizes and displays your Salesforce data in the most efficient and productive way possible. Scratchpad’s integration is seamless. As you move from opportunities to quotes, your Salesforce records are instantly updated.

Highest Rated Feature

I was pleasantly surprised by Scratchpad’s ease of use and seamless integration with Salesforce. As someone uses Salesforce to organize my business (not just reporting to management), the simplicity that Scratchpad offers allows me to update notes, deal descriptions, and dates in a single-pane-of-glass view.

Similar to Veloxy, Scratchpad’s integration with Salesforce is saving account managers hundreds of hours a year. This predictably helps add a multiplier effect to selling activity.

Sales Tech Stack Presence

Here are a list of companies who empower account management teams by adding Scratchpad to their tech stack:

  • Twilio
  • Segment
  • Divvy
  • TalkDesk
  • Malwarebytes

You can find favorable testimonials from people in sales enablement, sales ops, and sales management on their website or on G2.


Scratchpad has a limited free plan and two paid plans. If you want to improve productivity and efficiency for your account management team, you only need to pay $39 per month. If you want that and the power to extend Scratchpad across your sales team, you’ll need to pay $79 per month. Watch their demo here or get started today.

4. Veloxy

This sales tool is used to make the life of field sales reps more easier and lucrative.

With Covid nearly in the rearview mirror, field reps are returning to their road warrior ways. This means they’re knocking on doors to deliver valuable consultation to both leads and customers alike. But returning to their pre-Covid workweek isn’t ideal when it equates to over 1,000 hours spent on non-selling activity. And that doesn’t include nights and weekends!

This is where Veloxy becomes a field sales rep’s best friend. First, with a single touch of a button, those 1,000+ hours are eliminated via Veloxy’s full featured Salesforce automation. Gone are the days of manual data entry and admin tasks.

Second, Veloxy acts as your personal AI-powered assistant, prioritizing all of your leads and opps by a buyer’s propensity to buy.

Third, Veloxy extends more than just Salesforce to your smartphone. It also gives you the power to use 30+ more Salesforce features anywhere, any time, including:

Highest Rated Feature

The number one problem Veloxy solved for me was Salesforce adoption. Solving that problem was worth $120,000 annually. A more viable pipeline now drives 2+ more deals per rep, per month. I love Veloxy!” Whatever problem you have as a sales manager or field sales rep, rest assured Veloxy has a solution for it.

Sales Tech Stack Presence

Here are a list of companies who enable their field sales team (and sometimes inside sales team) by adding Veloxy to their tech stack:

  • Comcast
  • Tommy Hilfiger
  • Wex
  • Van Wagner
  • Ooma

You can find favorable testimonials from people in field sales, sales enablement, sales ops, and sales management on their website or on G2.


Veloxy starts at $49 per user, per month. You can give it a free test drive for 14 days. Most sales teams experience a return on their investment in one to two months. Request a demo here or get started today.

5. Relayto

This sales tool gives your salespeople the ability to personalize content.

For years, salespeople have been accustomed to sending templated content to their leads and customers. This could be brochures, case studies, or white papers.

Introducing Relayto, a company that wanted to change this sales norm in order to double or triple response rates. Relayto is a platform that allows your sales team to create and personalize content, as well as make it interactive. PDFs, PowerPoints, landing pages—the forms of content that you can send to customers is near limitless. 

Highest Rated Feature

The hub feature makes it easy to isolate and organize content based on specific usage and needs.” You would think that such a dynamic product would be time-consuming. Not so much. Relayto has a 100% rating on their content management. All content is housed in a centralized repository that is easy to access and use.

Sales Tech Stack Presence

Here are a list of companies with Relayto in their tech stack:

  • Salesforce
  • Ogilvy
  • PricewaterhouseCoopers
  • Omnicom Group
  • amadeus

You can find raving testimonials from people in sales enablement, sales ops, and sales management on their G2 profile or website.


Relayto has scalable pricing options for all sized sales teams, including custom packages for enterprise companies. Get started for free, or sign up for a package anywhere from $80 to $2,000 per month, depending on your team size.

Final Thoughts on Building a Tech Stack

As we shared in the introduction, there are trillions of unique sales tech stack combinations. Many of these stacks are hard to generate high adoption rates and ROI.

Take it from me, and entrust yourself and your sales team to G2, the world’s #1 software review site. The more of their Top 50 sales software products that comprise your tech stack, the more revenue you’re going to generate. Not to mention the happier employees and customers!

If you’re looking to learn more about today’s best practices in selling, here are some of our most popular articles:


Samir Majumdar

Samir Majumdar

Samir is the CEO and Co-founder of Veloxy. After spending 20+ years creating corporate systems, boosting revenue, and eliminating inefficiencies, Samir started Veloxy to help sales professionals shorten sales cycles, accelerate pipelines, and close more deals.

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