What is sales tech? Finding the right technology to boost sales efficiency in 2025

We all know the feeling of when businesses are not running efficiently.It’s stressful, it’s frustrating, and it wastes our precious time. But running a sales team efficiently can be really hard. With all that’s going on in current sales organizations, it’s not easy for information to pass hands smoothly, tasks to be handled on time, and everyone to know exactly what they need to be doing and when.

In  this article we’ll cover the ins and outs of sales technology, and ways to  help you boost your sales efficiency.

What is sales tech?

Sales tech (short for sales technology) refers to the tools, software, and platforms that sales teams use to streamline their processes, manage customer relationships, and close deals more efficiently. This includes everything from CRM software and sales automation tools to contract management tools and revenue intelligence technology.

In 2025, sales tech is going to get even more advanced, with AI becoming part of everyday sales processes. More on that later. But first, let’s talk about why people invest in sales tech at all.

The perks of sales tech

There can be many benefits that sales technology can bring to sales organizations. Here are some of the main values of using sales technology.

• Boosts efficiency: Simplify complex and time-consuming tasks so that your sales team can work more efficiently.
• More time, less grind: Automate repetitive tasks like data entry, allowing your team to focus on the important stuff: building relationships and closing deals.
• Instant insights: Track and analyze customer data to understand their preferences, dislikes, and ways to keep them happy.
• Breaks silos: Keep sales, marketing, and support teams aligned with integrated sales and marketing technology.
• Helps with scaling: Grow your sales tech stack alongside your business without starting from scratch with each new client.

Types of sales tech

Sales technology comes in various formats and can assist with tasks throughout the sales funnel.

Here are some of the most commonly used:

CRMs

Customer Relationship Management (CRM) systems are one of the most integral parts of a sales team’s day-to-day life. They help you keep track of customers, manage leads, and automate tasks so you can focus on what really matters—closing deals.

When used right, CRMs and technology like monday CRM are total game-changers. They can save you time, provide valuable insights into your customers, and make your whole team more efficient.

Data analytics tools

Data analytics tools let sales teams view their customer data in a digestible way so that they can understand their audience better, predict trends, and improve their strategies.

By analyzing things like customer behavior, buying patterns, and market shifts, these tools make it easier to spot new opportunities, personalize outreach, and ultimately boost sales.

Whether you use it for segmenting customers, tracking key metrics, or forecasting future sales, data analytics often help teams work smarter and make business decisions based on real time data.

Contract/proposal management tools

Contract and proposal management help sales reps create, track, and manage contracts and proposals with ease, making the entire process smoother and more efficient.

Instead of spending time on manual tasks, like drafting documents or hunting for outdated templates, these tools allow salespeople to automate much of the busy work. They can generate professional proposals quickly, track changes in real-time, and ensure that everything is up to date with the latest terms and conditions.

With all of this in one place, it’s easier to close deals faster and with fewer mistakes, which is always a win for sales teams.

Revenue intelligence tools

Revenue intelligence tools use data and AI to provide insights into the sales process, helping teams understand what’s working and where there’s room for improvement.

They often analyze sales calls and meetings, giving teams insights into customer interactions, deal quality, and how to improve future conversations, and analyze historical data and trends, helping teams forecast future sales and identify potential risks before they become problems.

Ultimately, these tools help teams make smarter decisions with their opportunities, stay aligned, and focus on the deals that have the best chance of closing.

Digital communication tools

Digital communication tools, like Zoom or Slack, allow sales reps to connect with leads and customers seamlessly, whether through email, chat, video calls, or social media.

They help teams stay in constant contact with prospects, nurture relationships, and respond to inquiries quickly — ultimately leading to better customer experiences and more closed deals. Whether it’s sending personalized follow-ups, scheduling meetings, or even automating communication workflows, digital tools make it easier to stay organized and keep the conversation going without missing a beat.

Email automation tools

Email automation tools allow sales reps to set up automated email sequences, track opens and clicks, and nurture leads at scale.

Instead of manually sending follow-ups or personalized emails to each prospect, sales teams can create a series of emails that get sent automatically based on certain triggers or actions. This not only frees up time for other tasks but also ensures that no lead falls through the cracks.

With the ability to segment audiences and tailor messaging, email automation helps create more personalized, relevant communication, which can lead to better engagement and higher conversion rates.

Challenges with sales tech

Despite the benefits of sales technology, each tool comes with its own challenges.  Here are some of the biggest challenges many sales teams face with their tech:

• Time consuming: Many tools are either hard to use or frustratingly slow.
• Too overwhelming: The large amount of capabilities can make it easy to get lost in the software.
• Poor integrations: Often, these tools don’t sync well with other tools or their CRM systems, leading to fragmented data that adds more work rather than making life easier.

• Rigid: Many tools lack the flexibility needed to adapt to different sales processes or industries.
• Hard to set up: Many tools require a lot of setup and customization to match a team’s specific needs. This can be a hassle, especially for smaller businesses or teams that don’t have dedicated data analysts.

The state of sales tech 2025

But how are salespeople actually using sales technology in 2025? In order to answer that, monday CRM surveyed 500 sales leaders to learn about the impact of tech on their efficiency, their CRM challenges, and their hopes for AI.

Here’s some of what we discovered:

Sales teams waste significant time on inefficient technology.

Sales leaders believe that tech time-wasters account for an average of 42.3% of their team’s total work time. The top time-consuming tools that sales teams struggle with are data analytics platforms, CRMs, and contract management systems.

This means that despite the sales tech promising to help teams boost efficiency, many notice that the tech is causing their team to waste a lot of precious time that could be spent actually closing deals.

There are some mixed feelings about CRMs.

With CRMs being one of the most time-consuming tools, it was surprising to learn that 61% of the sales leaders we surveyed say they are at least somewhat satisfied with their CRM system. 

But at the same time, a significant 81% say they are considering replacing their CRM in the next year. That number is even higher when it comes to sales leaders from mid-market and enterprise companies.

This seeming contradiction stresses the complicated relationship sales teams have with their CRMs. While on the one hand they are critical to their day-to-day work, they can also be frustrating to work with, leading a huge percentage of sales leaders to seek better solutions elsewhere.

Al is boosting productivity and reshaping sales strategies.

Over 80% of respondents report that they use AI as a productivity booster
and it makes them more efficient. Popular applications include sales forecasting, personalized outreach, and sales analytics.

So while sales leaders struggle to boost efficiency from their current technology, AI is seen to be promising.

If you want to learn much more about how sales leaders feel about their sales tech, download the full report.

How to build your sales tech stack

Think of a sales tech stack as your sales team’s toolkit. It’s all the apps, software, and platforms that help you get the job done. But how do you build the right stack?

Here’s a quick guide:

Step 1: Figure out what you need

What do you need to build a sales process that can benefit your business? Do you need help organizing your customers and leads? Is there something that’s slowing your team down? Do you need help with lead tracking? Communication? Start there.

Step 2: Pick a CRM

This is the foundation of your stack so choose wisely. Because salespeople struggle with so much technology, look for something user-friendly and that plays well with other tools. (Like monday CRM, just off the top of our heads.)

Step 3: Add the extras

Think contract management tools, email automation, lead generation tools, and analytics platforms.

7 tips to choosing the right sales tech

With so many options out there, picking the right sales technology tools can feel overwhelming.

Here are some 7 tips to help you choose your tech.

1.    Know your goals

What are you trying to achieve? Better lead tracking? Faster follow-ups? Let your goals guide your choices.

2.    Keep it simple

If it’s not user-friendly, your team won’t use it. Look for tools that are easy to learn and quick to implement.

3.    Centralize your work

Choose platforms that offer multiple services, so your team can handle as much as possible in one familiar environment.

4.    Integration is key

Make sure your new tools can work with the ones you already use. Look for sales technology that connects to your CRM seamlessly.

5.    Think long-term

Choose tools that can grow with your business. You don’t want to outgrow your sales tech stack in a year.

6.    Prioritize transparency

Ensure smooth handovers, clear feedback loops, and make sure data doesn’t get lost along the way by investing in platforms that enable full visibility across departments.

7.    Utilize AI

Today, AI is much more than just a writing assistant. When selecting technology, choose ones that are driven by AI.

Prioritizing AI in sales technology

In 2024, many sales technologies added AI writing capabilities to their software and called themselves AI-focused. Today AI has moved beyond this and many platforms are using it as a driving force behind increasing their value.

Here are some things to expect from AI:

• Predictive analytics: AI can help you focus on the leads most likely to convert, so you’re not wasting time on bad prospects. More qualified leads mean higher close rates.
• Chatbots: AI can handle common questions and keep leads engaged 24/7, so you don’t lose potential deals just because you’re not available.
• Hyper-personalization: AI makes it easier to send the right message to the right person at the right time, so your outreach feels more relevant and less like mass marketing.
• Actionable sales analytics: Instead of guessing what’s working, AI can give you real data on trends, customer behavior, and what’s driving sales, and help you make better decisions.
• Lead scoring: AI can automatically rank and score leads based on their likelihood to convert, so you can spend your time on the ones that actually matter.
• Automated outreach: Follow-ups and reminders happen automatically, keeping leads warm without you having to think about it. Less busywork, more selling.
• Sentiment analysis: AI can analyze emails, chats, and social media to gauge a prospect’s interest level, helping you know when to push forward and when to hold back.

Why monday CRM is the perfect sales tech for growing businesses

If you’re looking for a CRM that actually will help your sales team close more deals, then monday CRM may be the perfect fit for you.

Unlike many other CRMs that are painful, time consuming, and frustratingly complicated, monday CRM is loved by sales organizations. It’s quick to set up, easy to use, and extremely powerful.

Here are some of monday CRM’s top features

• Built for humans: Its user experience is loved by sales teams.

• AI-powered: Get key insights when you need them, save time on research, auto-input call notes and prospect info, understand the health, quality, and readiness of your leads, and more.

• Automation magic: Automate repetitive tasks so your team can focus on selling.
• Plays well with others: Integrates with all the tools you’ll need.
• Customizable workflows: Easily set it up to match your team’s unique process without needing any code.
• Real-time collaboration: Keep everyone on the same page with live updates.

While sales technology can often be a mixed bag, with many tools having many benefits and challenges, some sales tech, like CRMs, are undeniably important when it comes to building a strong sales organization.

As we found in our survey report, sales teams view their CRMs as frustrating to work with and are often looking for better, more AI-focused solutions elsewhere. That’s why monday CRM is dedicated to providing businesses with sales technology that meets their needs while also being intuitive to work with and AI-driven.