Think of these tools as your digital Swiss Army knife for technical sales; each tool solves a specific pain point, helps you move deals forward. Let’s dive into the 10 essential tools you need to win more deals this quarter.
1. Fireflies: Capture Every Nugget Without Lifting a Pen
What it does: Automatically joins your meetings, records the conversation, transcribes it, and flags key topics and action items.
Why you need it: Unlike heavyweight platforms like Gong, Fireflies is lightweight and budget-friendly, perfect for scrappy technical sales teams who still want AI-powered insights. It keeps your post-call workflows tight, organized, and sharable. Plus, Fireflies integrates with Splotch soon! Stay tuned.
2. Calendly: Book More Demos, Fewer Emails
What it does: Automates meeting scheduling so prospects self‑book in your calendar.
Why you need it: No more “What’s your availability next Thursday?” email chains. Calendly embeds on your site or in signature, routes meetings by deal size or region, and even upsells you on group‑session features for post‑proof‑of‑concept discussions. Not a new one in your toolkit probably, and it helps our team here connect with less back and forth.
3. Salesloft (formerly Drift) – Real-Time Conversations That Drive Pipeline
What it does: Combines Salesloft’s sales engagement magic with Drift’s conversational AI to qualify and convert leads right on your website.
Why you need it: When technical buyers are poking around your integrations or pricing page, timing is everything. Salesloft’s real-time chat experience (thanks to Drift DNA) engages them in the moment with contextual prompts and routing. That means fewer bounced visitors and more booked demos.
4. Splotch: Bring Your Discovery Calls to Life
What it does: AI‑driven live diagrams that evolve as you talk.
Why you need it: Complex system architectures? Integration workflows? No problem. As you map out their current stack, Splotch auto‑generates an editable diagram you and your prospect can both tweak, and instantly share afterward.
Yes, this is a shameless plug but we know it works, thanks to our ever-growing client list.
5. Navattic: Let Prospects Demo on Their Own Terms
What it does: Creates interactive, no‑code product tours that prospects can try before talking to you.
Why you need it: Technical buyers love to explore at their own pace. Navattic’s sandboxed environment lets them click through integrations and workflows, so by the time they talk to you, they’re already “sold.”
6. Notion: Centralize Your Technical Playbooks
What it does: Collaborative workspace for wikis, docs, and runbooks.
Why you need it: Keep your integration FAQs, battle cards, and custom solution templates in one living document. When a new feature drops, update your Notion page and boom, everyone’s on the same page.
How we use Notion: We love Notion for project management as well as our content planning- check out their templates if you haven’t.
7. PandaDoc: Proposals That Don’t Read Like Contracts
What it does: With PandaDoc, you can build interactive, trackable proposals with embedded visuals and pricing tables.
Why you need it: Toss out the stale PDF; send a proposal that shows your Splotch diagram inline, lets them toggle options, and alerts you the second they click “View Quote.”
8. ZoomInfo: Hyper‑Target Your Outreach
What it does: Deep company and contact intelligence to power personalized emails and calls.
Why you need it: Skip generic LinkedIn outreach. ZoomInfo tells you who’s working on cloud migrations, AI initiatives, or legacy‑ERP overhauls, so your first touch hits the bullseye.
9. HubSpot Sales Hub: Close the Loop on Every Interaction
What it does: CRM, sequences, live chat, and analytics in one platform.
Why you need it: From the moment you capture a lead to the signed‑contract celebration, HubSpot tracks it all. You can automate follow‑ups, score deals by engagement, and integrate with Splotch for diagram‑driven records.
10. Outreach.io: Cadence Your Way to More Closed‑Won
What it does: Multichannel sequences, analytics, and playbooks for technical cadences.
Why you need it: Orchestrate emails, calls, social touchpoints, and in‑platform demos in one sequence.) Outreach surfaces which steps lead to demo-booking and which get ghosted, so you can pivot mid‑campaign. We love a tool that helps you learn/iterate on the go. Time is money right?
Wrapping Up Your Power Stack
There you have it: ten tools that, together, turbocharge every stage of the technical sales process:
- Gong for call intelligence
- Calendly for demo booking
- Drift for on‑site qualification
- Splotch for live, shareable diagrams
- Navattic for self‑serve tours
- Notion for knowledge management
- PandaDoc for dynamic proposals
- ZoomInfo for pinpoint prospecting
- HubSpot Sales Hub for end‑to‑end tracking
- Outreach.io for sequence mastery
What Next?
- Audit your current stack: Do you have gaps in discovery, collaboration, or follow‑up?
- Pick one new tool: Schedule a pilot this week. Your calendar’s already clear, right? �
- Start Splotching: see how Splotch’s live diagrams fit into your next deal
Here’s to closing more deals with less friction (and more fun)! If there’s some cool tools we missed that you like using, drop us a line here: team@splotch.ink.