Discover seven essential tools for building a high-performing B2B marketing and sales tech stack in 2025 from pipeline generation to project management and lead intelligence.
Marketing and sales teams in B2B often operate with limited resources, tight deadlines, and ambitious growth goals. Such challenges are usually non-negotiable.
Consequently, B2B professionals look for any and all optimizations to improve their processes and workflows.
A key area of optimization is the tech stack. The tech stack refers to the software solutions and tools used by B2B marketing and sales teams to run daily operations. These include the CRM, invoicing solutions, email, and analytics tools.
However, with countless options available in the market, it can be challenging to select the right solutions that get the job done, are easy to use, and deliver bang for the buck. On top of that, the platform should integrate with other tools in the tech stack for efficiency.
In this article, let’s look at seven must-have sales tools to help B2B organizations earn high-intent leads and convert them into loyal customers.
Qualified is the pipeline generation platform built for modern B2B teams and it's powered by Piper the AI SDR that engages leads the moment they hit your site. Qualified's AI SDR agent delivers 24/7 website coverage, instantly qualifying and routing buyers so your reps never miss an opportunity.
The AI-powered platform combines buyer intent signals and AI-assisted chatbots to streamline lead prioritization and outreach. With Lead Spotlight, sales teams get a crystal-clear view into who's ready to buy, while Signals surfaces real-time intent data to help prioritize outreach and boost conversion.
Qualified integrates seamlessly with tools like Salesforce, HubSpot, Marketo, and more making it easy to fit into your existing tech stack. And with a human-in-the-loop design, you can automate the busywork but still hand off high-value conversations to a live rep at just the right time.
Organizations with healthy web traffic can adopt Qualified and Piper the AI SDR Agent easily through robust integrations with tools like Salesloft, Salesforce, and Pardot. This reduces time to adoption and keeps the overall tech stack lean.
Qualified also improves company-wide visibility on sales performance through custom dashboards that help reps focus on accounts ready to engage and buy.
OKRs Tool allows B2B sales professionals to set objectives and achieve key results. Objectives and key results (OKRs) are B2B sales goals, such as securing 15 deals in a month, that drive the startup forward.
The platform helps B2B sales teams align efforts toward common goals. It elevates transparency across the process, helping each team member realize their individual contributions.
This encourages accountability, which keeps the B2B sales efforts targeted and focused on the desired audience.
Moreover, the solution leverages AI to assist B2B sales teams to create goals quickly, reducing the time to value. Even busy professionals can use the conversational AI feature to set measurable objectives quickly and share them across the sales department.
The entire sales department can access the real-time dashboards to check progress and adjust their approach as needed. This can also help during meetings to ensure everyone remains on the same page and is clear on their responsibilities going forward.
It also elevates collaboration through automated check-in reminders, enabling a structured, asynchronous update flow. OKRs Tool can be adopted immediately due to robust integrations with popular tools, such as Slack and Google Workspace.
The best part of this tool is its pricing. Instead of charging based on the number of team members, OKRs Tool has a flat-rate pricing. Early-stage B2B startups can use it for free, as long as they have fewer than ten users.
6sense allows marketing and sales teams to identify and target high-value accounts through AI-powered lead evaluation. The platform shadows visitors to look for lead intent, prioritizing prospects based on their readiness to purchase.
The solution analyzes billions of data points, such as website visits, content consumption patterns, and social media activities, of potential customers. Then, it compares these actions with the behavior of previously won accounts.
This data-backed approach, facilitated by AI, helps identify decision-makers of high-value accounts accurately and surface them to sales or even account based marketers who support the sales team.
To enhance these efforts, some teams also use tools like Humanizer to add a personal touch to their outreach and build more authentic connections.
Additionally, the Sales Intelligence suite provides insights related to the prospects’ organizations and suggests outreach messages.
The tool can be easily adopted by established sales teams through native integrations for popular software, such as HubSpot, Salesforce, and Drift.
Asana aligns the sales efforts of team members, streamlining campaign planning and execution.
The tool can be used to organize project information, track daily progress, and complete tasks within deadlines
Sales departments can use Asana’s pre-built templates to hit the ground running. Alternatively, professionals with nuanced needs can quickly create their own campaign management template in the intuitive drag-and-drop builder.
The platform saves sales resources through rule-based automation. Professionals can complete administrative actions, give assignments, and send alerts without manual effort, sparing more time for strategic initiatives.
The visual progress tracker and workload monitoring feature gamifies the overall sales efforts and allows managers to stay on top of things at a glance. Furthermore, native integration with popular solutions, such as Slack, Jira, and Notion, makes it easy to adopt.
Cognism aids with B2B lead generation by offering data of over 50 million US and 120 million European contacts. Each of these profiles is verified manually, leading to 98% accuracy and 87% connection rate.
Additionally, the AI-based search function makes it easier to find relevant contacts, streamlining the B2B sales process for startups from the get-go. Sales professionals can use various criteria, such as industry, funding, and technographics.
One of the key advantages of Cognism is its compliance-first approach, ensuring legal compliance and ethical standards of the B2B startups. The platform adheres to global regulations, such as GDPR, CCPA, DNC list checks, and SOC 2 Type 2 certification.
Sales representatives can make cold calls and reach out to potential leads without worrying about potential litigation or wasting effort. Cognism is integrated with Bombora intent signals to recommend the most appropriate time to call a potential customer, reducing ghosted calls.
The prospecting solution can be connected to existing tools in a typical B2B sales tech stack, such as CRM and email communication tools. It creates a single source of truth for startup sales teams, aligning efforts and improving operational efficiency.
Professionals can also streamline their workflows further by only reaching out to the contacts recommended by AI. This can simplify the planning process, saving time and maximizing conversion rates.
Cognism charges based on the package selected by the B2B sales team. The brand ensures cost-effectiveness through a flat pricing. Startups can contact their representatives for a quote.
B2B orgs, particularly in the SaaS industry, have most of their audience and leads on LinkedIn.
The LinkedIn Sales Navigator extends the business platform’s vast professional network to help sales professionals find high-intent B2B leads.
The tool brings advanced search functionalities with over 50 filters, such as alma mater, industry, past experience, etc., to return up to 2500 results per query. This enables easier identification of high-value prospects, speeding up the lead generation process.
Another advantage of advanced search is the time saved during the research phase. B2B sales outreach teams can rely on LinkedIn’s data as it is voluntarily entered by prospects.
The LinkedIn Sales Navigator also allows teams to track leads through their professional career and sends automatic updates related to job changes, company news, mutual connections, and intent signals. As a result, B2B sales professionals can remove or modify lead statuses on their CRM, keeping the pipeline timely and relevant.
The AI insights from the platform provides Account IQ and Lead IQ which summarize the accounts of potential leads. This helps identify priorities, challenges, and strategic relationships.
It also visualizes connections with target accounts through teammate networks for smoother introductions, increasing the chances of conversion.
Additionally, the InMail messaging feature allows sales representatives to reach prospects outside their network. The AI-powered suggestions and templates accelerate the process of drafting a personalized message.
Teamhood is a project and resource management platform that helps teams maximize their daily operational efforts. This is particularly useful for fast-moving sales professionals who juggle multiple responsibilities at a time.
The advanced solution features a 2D Kanban board, which expands both vertically (e.g. by deal stage) and horizontally (e.g. by priority or region). Consequently, marketing and sales professionals can gain instant clarity over their campaign progress.
Organizations can also leverage Teamhood to improve their existing sales process. They can spot bottlenecks through the Dependency Tracking feature and find which sales tasks can be sped up through the native time tracking capabilities.
Moreover, the software elevates collaboration through built-in messaging, file sharing, and real-time dashboards.
B2B marketing and sales teams must choose the best tools to make the most out of the limited resources available. The platforms in their tech stack should get the job done, be intuitive, and provide maximum ROI.
While there are several tools available in the market, there are a few that stand out due to their unique offerings, ease of use, and value for money.
Qualified boosts real-time engagement through their autonomous marketing platform and AI SDR Agent. OKRs Tool helps sales professionals set clear and transparent goals. 6sense provides deep insights based on buyer intent. Asana’s project and task management capabilities streamline campaign execution.
Cognism keeps outreach efforts efficient by validating lead contact information. LinkedIn Sales Navigator allows reps to find leads through advanced search and relationship intelligence. Teamhood elevates daily productivity through visual tracking and team collaboration features.
Stay up to date with weekly drops of fresh B2B marketing and sales content.
Discover seven essential tools for building a high-performing B2B marketing and sales tech stack in 2025 from pipeline generation to project management and lead intelligence.
Marketing and sales teams in B2B often operate with limited resources, tight deadlines, and ambitious growth goals. Such challenges are usually non-negotiable.
Consequently, B2B professionals look for any and all optimizations to improve their processes and workflows.
A key area of optimization is the tech stack. The tech stack refers to the software solutions and tools used by B2B marketing and sales teams to run daily operations. These include the CRM, invoicing solutions, email, and analytics tools.
However, with countless options available in the market, it can be challenging to select the right solutions that get the job done, are easy to use, and deliver bang for the buck. On top of that, the platform should integrate with other tools in the tech stack for efficiency.
In this article, let’s look at seven must-have sales tools to help B2B organizations earn high-intent leads and convert them into loyal customers.
Qualified is the pipeline generation platform built for modern B2B teams and it's powered by Piper the AI SDR that engages leads the moment they hit your site. Qualified's AI SDR agent delivers 24/7 website coverage, instantly qualifying and routing buyers so your reps never miss an opportunity.
The AI-powered platform combines buyer intent signals and AI-assisted chatbots to streamline lead prioritization and outreach. With Lead Spotlight, sales teams get a crystal-clear view into who's ready to buy, while Signals surfaces real-time intent data to help prioritize outreach and boost conversion.
Qualified integrates seamlessly with tools like Salesforce, HubSpot, Marketo, and more making it easy to fit into your existing tech stack. And with a human-in-the-loop design, you can automate the busywork but still hand off high-value conversations to a live rep at just the right time.
Organizations with healthy web traffic can adopt Qualified and Piper the AI SDR Agent easily through robust integrations with tools like Salesloft, Salesforce, and Pardot. This reduces time to adoption and keeps the overall tech stack lean.
Qualified also improves company-wide visibility on sales performance through custom dashboards that help reps focus on accounts ready to engage and buy.
OKRs Tool allows B2B sales professionals to set objectives and achieve key results. Objectives and key results (OKRs) are B2B sales goals, such as securing 15 deals in a month, that drive the startup forward.
The platform helps B2B sales teams align efforts toward common goals. It elevates transparency across the process, helping each team member realize their individual contributions.
This encourages accountability, which keeps the B2B sales efforts targeted and focused on the desired audience.
Moreover, the solution leverages AI to assist B2B sales teams to create goals quickly, reducing the time to value. Even busy professionals can use the conversational AI feature to set measurable objectives quickly and share them across the sales department.
The entire sales department can access the real-time dashboards to check progress and adjust their approach as needed. This can also help during meetings to ensure everyone remains on the same page and is clear on their responsibilities going forward.
It also elevates collaboration through automated check-in reminders, enabling a structured, asynchronous update flow. OKRs Tool can be adopted immediately due to robust integrations with popular tools, such as Slack and Google Workspace.
The best part of this tool is its pricing. Instead of charging based on the number of team members, OKRs Tool has a flat-rate pricing. Early-stage B2B startups can use it for free, as long as they have fewer than ten users.
6sense allows marketing and sales teams to identify and target high-value accounts through AI-powered lead evaluation. The platform shadows visitors to look for lead intent, prioritizing prospects based on their readiness to purchase.
The solution analyzes billions of data points, such as website visits, content consumption patterns, and social media activities, of potential customers. Then, it compares these actions with the behavior of previously won accounts.
This data-backed approach, facilitated by AI, helps identify decision-makers of high-value accounts accurately and surface them to sales or even account based marketers who support the sales team.
To enhance these efforts, some teams also use tools like Humanizer to add a personal touch to their outreach and build more authentic connections.
Additionally, the Sales Intelligence suite provides insights related to the prospects’ organizations and suggests outreach messages.
The tool can be easily adopted by established sales teams through native integrations for popular software, such as HubSpot, Salesforce, and Drift.
Asana aligns the sales efforts of team members, streamlining campaign planning and execution.
The tool can be used to organize project information, track daily progress, and complete tasks within deadlines
Sales departments can use Asana’s pre-built templates to hit the ground running. Alternatively, professionals with nuanced needs can quickly create their own campaign management template in the intuitive drag-and-drop builder.
The platform saves sales resources through rule-based automation. Professionals can complete administrative actions, give assignments, and send alerts without manual effort, sparing more time for strategic initiatives.
The visual progress tracker and workload monitoring feature gamifies the overall sales efforts and allows managers to stay on top of things at a glance. Furthermore, native integration with popular solutions, such as Slack, Jira, and Notion, makes it easy to adopt.
Cognism aids with B2B lead generation by offering data of over 50 million US and 120 million European contacts. Each of these profiles is verified manually, leading to 98% accuracy and 87% connection rate.
Additionally, the AI-based search function makes it easier to find relevant contacts, streamlining the B2B sales process for startups from the get-go. Sales professionals can use various criteria, such as industry, funding, and technographics.
One of the key advantages of Cognism is its compliance-first approach, ensuring legal compliance and ethical standards of the B2B startups. The platform adheres to global regulations, such as GDPR, CCPA, DNC list checks, and SOC 2 Type 2 certification.
Sales representatives can make cold calls and reach out to potential leads without worrying about potential litigation or wasting effort. Cognism is integrated with Bombora intent signals to recommend the most appropriate time to call a potential customer, reducing ghosted calls.
The prospecting solution can be connected to existing tools in a typical B2B sales tech stack, such as CRM and email communication tools. It creates a single source of truth for startup sales teams, aligning efforts and improving operational efficiency.
Professionals can also streamline their workflows further by only reaching out to the contacts recommended by AI. This can simplify the planning process, saving time and maximizing conversion rates.
Cognism charges based on the package selected by the B2B sales team. The brand ensures cost-effectiveness through a flat pricing. Startups can contact their representatives for a quote.
B2B orgs, particularly in the SaaS industry, have most of their audience and leads on LinkedIn.
The LinkedIn Sales Navigator extends the business platform’s vast professional network to help sales professionals find high-intent B2B leads.
The tool brings advanced search functionalities with over 50 filters, such as alma mater, industry, past experience, etc., to return up to 2500 results per query. This enables easier identification of high-value prospects, speeding up the lead generation process.
Another advantage of advanced search is the time saved during the research phase. B2B sales outreach teams can rely on LinkedIn’s data as it is voluntarily entered by prospects.
The LinkedIn Sales Navigator also allows teams to track leads through their professional career and sends automatic updates related to job changes, company news, mutual connections, and intent signals. As a result, B2B sales professionals can remove or modify lead statuses on their CRM, keeping the pipeline timely and relevant.
The AI insights from the platform provides Account IQ and Lead IQ which summarize the accounts of potential leads. This helps identify priorities, challenges, and strategic relationships.
It also visualizes connections with target accounts through teammate networks for smoother introductions, increasing the chances of conversion.
Additionally, the InMail messaging feature allows sales representatives to reach prospects outside their network. The AI-powered suggestions and templates accelerate the process of drafting a personalized message.
Teamhood is a project and resource management platform that helps teams maximize their daily operational efforts. This is particularly useful for fast-moving sales professionals who juggle multiple responsibilities at a time.
The advanced solution features a 2D Kanban board, which expands both vertically (e.g. by deal stage) and horizontally (e.g. by priority or region). Consequently, marketing and sales professionals can gain instant clarity over their campaign progress.
Organizations can also leverage Teamhood to improve their existing sales process. They can spot bottlenecks through the Dependency Tracking feature and find which sales tasks can be sped up through the native time tracking capabilities.
Moreover, the software elevates collaboration through built-in messaging, file sharing, and real-time dashboards.
B2B marketing and sales teams must choose the best tools to make the most out of the limited resources available. The platforms in their tech stack should get the job done, be intuitive, and provide maximum ROI.
While there are several tools available in the market, there are a few that stand out due to their unique offerings, ease of use, and value for money.
Qualified boosts real-time engagement through their autonomous marketing platform and AI SDR Agent. OKRs Tool helps sales professionals set clear and transparent goals. 6sense provides deep insights based on buyer intent. Asana’s project and task management capabilities streamline campaign execution.
Cognism keeps outreach efforts efficient by validating lead contact information. LinkedIn Sales Navigator allows reps to find leads through advanced search and relationship intelligence. Teamhood elevates daily productivity through visual tracking and team collaboration features.
Stay up to date with weekly drops of fresh B2B marketing and sales content.
Discover seven essential tools for building a high-performing B2B marketing and sales tech stack in 2025 from pipeline generation to project management and lead intelligence.
Marketing and sales teams in B2B often operate with limited resources, tight deadlines, and ambitious growth goals. Such challenges are usually non-negotiable.
Consequently, B2B professionals look for any and all optimizations to improve their processes and workflows.
A key area of optimization is the tech stack. The tech stack refers to the software solutions and tools used by B2B marketing and sales teams to run daily operations. These include the CRM, invoicing solutions, email, and analytics tools.
However, with countless options available in the market, it can be challenging to select the right solutions that get the job done, are easy to use, and deliver bang for the buck. On top of that, the platform should integrate with other tools in the tech stack for efficiency.
In this article, let’s look at seven must-have sales tools to help B2B organizations earn high-intent leads and convert them into loyal customers.
Qualified is the pipeline generation platform built for modern B2B teams and it's powered by Piper the AI SDR that engages leads the moment they hit your site. Qualified's AI SDR agent delivers 24/7 website coverage, instantly qualifying and routing buyers so your reps never miss an opportunity.
The AI-powered platform combines buyer intent signals and AI-assisted chatbots to streamline lead prioritization and outreach. With Lead Spotlight, sales teams get a crystal-clear view into who's ready to buy, while Signals surfaces real-time intent data to help prioritize outreach and boost conversion.
Qualified integrates seamlessly with tools like Salesforce, HubSpot, Marketo, and more making it easy to fit into your existing tech stack. And with a human-in-the-loop design, you can automate the busywork but still hand off high-value conversations to a live rep at just the right time.
Organizations with healthy web traffic can adopt Qualified and Piper the AI SDR Agent easily through robust integrations with tools like Salesloft, Salesforce, and Pardot. This reduces time to adoption and keeps the overall tech stack lean.
Qualified also improves company-wide visibility on sales performance through custom dashboards that help reps focus on accounts ready to engage and buy.
OKRs Tool allows B2B sales professionals to set objectives and achieve key results. Objectives and key results (OKRs) are B2B sales goals, such as securing 15 deals in a month, that drive the startup forward.
The platform helps B2B sales teams align efforts toward common goals. It elevates transparency across the process, helping each team member realize their individual contributions.
This encourages accountability, which keeps the B2B sales efforts targeted and focused on the desired audience.
Moreover, the solution leverages AI to assist B2B sales teams to create goals quickly, reducing the time to value. Even busy professionals can use the conversational AI feature to set measurable objectives quickly and share them across the sales department.
The entire sales department can access the real-time dashboards to check progress and adjust their approach as needed. This can also help during meetings to ensure everyone remains on the same page and is clear on their responsibilities going forward.
It also elevates collaboration through automated check-in reminders, enabling a structured, asynchronous update flow. OKRs Tool can be adopted immediately due to robust integrations with popular tools, such as Slack and Google Workspace.
The best part of this tool is its pricing. Instead of charging based on the number of team members, OKRs Tool has a flat-rate pricing. Early-stage B2B startups can use it for free, as long as they have fewer than ten users.
6sense allows marketing and sales teams to identify and target high-value accounts through AI-powered lead evaluation. The platform shadows visitors to look for lead intent, prioritizing prospects based on their readiness to purchase.
The solution analyzes billions of data points, such as website visits, content consumption patterns, and social media activities, of potential customers. Then, it compares these actions with the behavior of previously won accounts.
This data-backed approach, facilitated by AI, helps identify decision-makers of high-value accounts accurately and surface them to sales or even account based marketers who support the sales team.
To enhance these efforts, some teams also use tools like Humanizer to add a personal touch to their outreach and build more authentic connections.
Additionally, the Sales Intelligence suite provides insights related to the prospects’ organizations and suggests outreach messages.
The tool can be easily adopted by established sales teams through native integrations for popular software, such as HubSpot, Salesforce, and Drift.
Asana aligns the sales efforts of team members, streamlining campaign planning and execution.
The tool can be used to organize project information, track daily progress, and complete tasks within deadlines
Sales departments can use Asana’s pre-built templates to hit the ground running. Alternatively, professionals with nuanced needs can quickly create their own campaign management template in the intuitive drag-and-drop builder.
The platform saves sales resources through rule-based automation. Professionals can complete administrative actions, give assignments, and send alerts without manual effort, sparing more time for strategic initiatives.
The visual progress tracker and workload monitoring feature gamifies the overall sales efforts and allows managers to stay on top of things at a glance. Furthermore, native integration with popular solutions, such as Slack, Jira, and Notion, makes it easy to adopt.
Cognism aids with B2B lead generation by offering data of over 50 million US and 120 million European contacts. Each of these profiles is verified manually, leading to 98% accuracy and 87% connection rate.
Additionally, the AI-based search function makes it easier to find relevant contacts, streamlining the B2B sales process for startups from the get-go. Sales professionals can use various criteria, such as industry, funding, and technographics.
One of the key advantages of Cognism is its compliance-first approach, ensuring legal compliance and ethical standards of the B2B startups. The platform adheres to global regulations, such as GDPR, CCPA, DNC list checks, and SOC 2 Type 2 certification.
Sales representatives can make cold calls and reach out to potential leads without worrying about potential litigation or wasting effort. Cognism is integrated with Bombora intent signals to recommend the most appropriate time to call a potential customer, reducing ghosted calls.
The prospecting solution can be connected to existing tools in a typical B2B sales tech stack, such as CRM and email communication tools. It creates a single source of truth for startup sales teams, aligning efforts and improving operational efficiency.
Professionals can also streamline their workflows further by only reaching out to the contacts recommended by AI. This can simplify the planning process, saving time and maximizing conversion rates.
Cognism charges based on the package selected by the B2B sales team. The brand ensures cost-effectiveness through a flat pricing. Startups can contact their representatives for a quote.
B2B orgs, particularly in the SaaS industry, have most of their audience and leads on LinkedIn.
The LinkedIn Sales Navigator extends the business platform’s vast professional network to help sales professionals find high-intent B2B leads.
The tool brings advanced search functionalities with over 50 filters, such as alma mater, industry, past experience, etc., to return up to 2500 results per query. This enables easier identification of high-value prospects, speeding up the lead generation process.
Another advantage of advanced search is the time saved during the research phase. B2B sales outreach teams can rely on LinkedIn’s data as it is voluntarily entered by prospects.
The LinkedIn Sales Navigator also allows teams to track leads through their professional career and sends automatic updates related to job changes, company news, mutual connections, and intent signals. As a result, B2B sales professionals can remove or modify lead statuses on their CRM, keeping the pipeline timely and relevant.
The AI insights from the platform provides Account IQ and Lead IQ which summarize the accounts of potential leads. This helps identify priorities, challenges, and strategic relationships.
It also visualizes connections with target accounts through teammate networks for smoother introductions, increasing the chances of conversion.
Additionally, the InMail messaging feature allows sales representatives to reach prospects outside their network. The AI-powered suggestions and templates accelerate the process of drafting a personalized message.
Teamhood is a project and resource management platform that helps teams maximize their daily operational efforts. This is particularly useful for fast-moving sales professionals who juggle multiple responsibilities at a time.
The advanced solution features a 2D Kanban board, which expands both vertically (e.g. by deal stage) and horizontally (e.g. by priority or region). Consequently, marketing and sales professionals can gain instant clarity over their campaign progress.
Organizations can also leverage Teamhood to improve their existing sales process. They can spot bottlenecks through the Dependency Tracking feature and find which sales tasks can be sped up through the native time tracking capabilities.
Moreover, the software elevates collaboration through built-in messaging, file sharing, and real-time dashboards.
B2B marketing and sales teams must choose the best tools to make the most out of the limited resources available. The platforms in their tech stack should get the job done, be intuitive, and provide maximum ROI.
While there are several tools available in the market, there are a few that stand out due to their unique offerings, ease of use, and value for money.
Qualified boosts real-time engagement through their autonomous marketing platform and AI SDR Agent. OKRs Tool helps sales professionals set clear and transparent goals. 6sense provides deep insights based on buyer intent. Asana’s project and task management capabilities streamline campaign execution.
Cognism keeps outreach efforts efficient by validating lead contact information. LinkedIn Sales Navigator allows reps to find leads through advanced search and relationship intelligence. Teamhood elevates daily productivity through visual tracking and team collaboration features.
Stay up to date with weekly drops of fresh B2B marketing and sales content.
Marketing and sales teams in B2B often operate with limited resources, tight deadlines, and ambitious growth goals. Such challenges are usually non-negotiable.
Consequently, B2B professionals look for any and all optimizations to improve their processes and workflows.
A key area of optimization is the tech stack. The tech stack refers to the software solutions and tools used by B2B marketing and sales teams to run daily operations. These include the CRM, invoicing solutions, email, and analytics tools.
However, with countless options available in the market, it can be challenging to select the right solutions that get the job done, are easy to use, and deliver bang for the buck. On top of that, the platform should integrate with other tools in the tech stack for efficiency.
In this article, let’s look at seven must-have sales tools to help B2B organizations earn high-intent leads and convert them into loyal customers.
Qualified is the pipeline generation platform built for modern B2B teams and it's powered by Piper the AI SDR that engages leads the moment they hit your site. Qualified's AI SDR agent delivers 24/7 website coverage, instantly qualifying and routing buyers so your reps never miss an opportunity.
The AI-powered platform combines buyer intent signals and AI-assisted chatbots to streamline lead prioritization and outreach. With Lead Spotlight, sales teams get a crystal-clear view into who's ready to buy, while Signals surfaces real-time intent data to help prioritize outreach and boost conversion.
Qualified integrates seamlessly with tools like Salesforce, HubSpot, Marketo, and more making it easy to fit into your existing tech stack. And with a human-in-the-loop design, you can automate the busywork but still hand off high-value conversations to a live rep at just the right time.
Organizations with healthy web traffic can adopt Qualified and Piper the AI SDR Agent easily through robust integrations with tools like Salesloft, Salesforce, and Pardot. This reduces time to adoption and keeps the overall tech stack lean.
Qualified also improves company-wide visibility on sales performance through custom dashboards that help reps focus on accounts ready to engage and buy.
OKRs Tool allows B2B sales professionals to set objectives and achieve key results. Objectives and key results (OKRs) are B2B sales goals, such as securing 15 deals in a month, that drive the startup forward.
The platform helps B2B sales teams align efforts toward common goals. It elevates transparency across the process, helping each team member realize their individual contributions.
This encourages accountability, which keeps the B2B sales efforts targeted and focused on the desired audience.
Moreover, the solution leverages AI to assist B2B sales teams to create goals quickly, reducing the time to value. Even busy professionals can use the conversational AI feature to set measurable objectives quickly and share them across the sales department.
The entire sales department can access the real-time dashboards to check progress and adjust their approach as needed. This can also help during meetings to ensure everyone remains on the same page and is clear on their responsibilities going forward.
It also elevates collaboration through automated check-in reminders, enabling a structured, asynchronous update flow. OKRs Tool can be adopted immediately due to robust integrations with popular tools, such as Slack and Google Workspace.
The best part of this tool is its pricing. Instead of charging based on the number of team members, OKRs Tool has a flat-rate pricing. Early-stage B2B startups can use it for free, as long as they have fewer than ten users.
6sense allows marketing and sales teams to identify and target high-value accounts through AI-powered lead evaluation. The platform shadows visitors to look for lead intent, prioritizing prospects based on their readiness to purchase.
The solution analyzes billions of data points, such as website visits, content consumption patterns, and social media activities, of potential customers. Then, it compares these actions with the behavior of previously won accounts.
This data-backed approach, facilitated by AI, helps identify decision-makers of high-value accounts accurately and surface them to sales or even account based marketers who support the sales team.
To enhance these efforts, some teams also use tools like Humanizer to add a personal touch to their outreach and build more authentic connections.
Additionally, the Sales Intelligence suite provides insights related to the prospects’ organizations and suggests outreach messages.
The tool can be easily adopted by established sales teams through native integrations for popular software, such as HubSpot, Salesforce, and Drift.
Asana aligns the sales efforts of team members, streamlining campaign planning and execution.
The tool can be used to organize project information, track daily progress, and complete tasks within deadlines
Sales departments can use Asana’s pre-built templates to hit the ground running. Alternatively, professionals with nuanced needs can quickly create their own campaign management template in the intuitive drag-and-drop builder.
The platform saves sales resources through rule-based automation. Professionals can complete administrative actions, give assignments, and send alerts without manual effort, sparing more time for strategic initiatives.
The visual progress tracker and workload monitoring feature gamifies the overall sales efforts and allows managers to stay on top of things at a glance. Furthermore, native integration with popular solutions, such as Slack, Jira, and Notion, makes it easy to adopt.
Cognism aids with B2B lead generation by offering data of over 50 million US and 120 million European contacts. Each of these profiles is verified manually, leading to 98% accuracy and 87% connection rate.
Additionally, the AI-based search function makes it easier to find relevant contacts, streamlining the B2B sales process for startups from the get-go. Sales professionals can use various criteria, such as industry, funding, and technographics.
One of the key advantages of Cognism is its compliance-first approach, ensuring legal compliance and ethical standards of the B2B startups. The platform adheres to global regulations, such as GDPR, CCPA, DNC list checks, and SOC 2 Type 2 certification.
Sales representatives can make cold calls and reach out to potential leads without worrying about potential litigation or wasting effort. Cognism is integrated with Bombora intent signals to recommend the most appropriate time to call a potential customer, reducing ghosted calls.
The prospecting solution can be connected to existing tools in a typical B2B sales tech stack, such as CRM and email communication tools. It creates a single source of truth for startup sales teams, aligning efforts and improving operational efficiency.
Professionals can also streamline their workflows further by only reaching out to the contacts recommended by AI. This can simplify the planning process, saving time and maximizing conversion rates.
Cognism charges based on the package selected by the B2B sales team. The brand ensures cost-effectiveness through a flat pricing. Startups can contact their representatives for a quote.
B2B orgs, particularly in the SaaS industry, have most of their audience and leads on LinkedIn.
The LinkedIn Sales Navigator extends the business platform’s vast professional network to help sales professionals find high-intent B2B leads.
The tool brings advanced search functionalities with over 50 filters, such as alma mater, industry, past experience, etc., to return up to 2500 results per query. This enables easier identification of high-value prospects, speeding up the lead generation process.
Another advantage of advanced search is the time saved during the research phase. B2B sales outreach teams can rely on LinkedIn’s data as it is voluntarily entered by prospects.
The LinkedIn Sales Navigator also allows teams to track leads through their professional career and sends automatic updates related to job changes, company news, mutual connections, and intent signals. As a result, B2B sales professionals can remove or modify lead statuses on their CRM, keeping the pipeline timely and relevant.
The AI insights from the platform provides Account IQ and Lead IQ which summarize the accounts of potential leads. This helps identify priorities, challenges, and strategic relationships.
It also visualizes connections with target accounts through teammate networks for smoother introductions, increasing the chances of conversion.
Additionally, the InMail messaging feature allows sales representatives to reach prospects outside their network. The AI-powered suggestions and templates accelerate the process of drafting a personalized message.
Teamhood is a project and resource management platform that helps teams maximize their daily operational efforts. This is particularly useful for fast-moving sales professionals who juggle multiple responsibilities at a time.
The advanced solution features a 2D Kanban board, which expands both vertically (e.g. by deal stage) and horizontally (e.g. by priority or region). Consequently, marketing and sales professionals can gain instant clarity over their campaign progress.
Organizations can also leverage Teamhood to improve their existing sales process. They can spot bottlenecks through the Dependency Tracking feature and find which sales tasks can be sped up through the native time tracking capabilities.
Moreover, the software elevates collaboration through built-in messaging, file sharing, and real-time dashboards.
B2B marketing and sales teams must choose the best tools to make the most out of the limited resources available. The platforms in their tech stack should get the job done, be intuitive, and provide maximum ROI.
While there are several tools available in the market, there are a few that stand out due to their unique offerings, ease of use, and value for money.
Qualified boosts real-time engagement through their autonomous marketing platform and AI SDR Agent. OKRs Tool helps sales professionals set clear and transparent goals. 6sense provides deep insights based on buyer intent. Asana’s project and task management capabilities streamline campaign execution.
Cognism keeps outreach efforts efficient by validating lead contact information. LinkedIn Sales Navigator allows reps to find leads through advanced search and relationship intelligence. Teamhood elevates daily productivity through visual tracking and team collaboration features.
Discover how we can help you convert more prospects into pipeline–right from your website.
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