The Complete B2B Sales Tech Stack That We'd Recommend In 2025

A proper B2B sales stack can help you close more deals faster by automating repetitive tasks, improving seller productivity, and turning buyer signals into a predictable pipeline.

TL;DR

Building a B2B sales stack in 2025 means aligning tools with your GTM motions, maximizing automation without losing personalization, investing in deep analytics, and ensuring seamless integrations.
Warmly can be the core of the B2B sales tech stack, so you don’t have to pay for multiple tools with its website visitor identification capabilities, AI sales chatbot, enriched intent data, live sales engagement, and sales orchestration capabilities.
Complementary best-in-class tools include HubSpot (CRM), Outreach (sales engagement), Clay (prospecting & enrichment), Salesloft (AI chatbot), HockeyStack (attribution & analytics), Fireflies (conversation intelligence), Bombora (intent data), LandingRabbit (ABM landing pages), and HeyGen (personalized video outreach).

Before we get started, I wanted to go over some of the factors to consider when you’re building out your B2B sales stack: ⬇️

What are the factors to consider when building out your B2B sales stack?

The main factors to consider when building your B2B sales stack include the sales motions it must support, the level of automation and workflow orchestration required, the depth of data & analytics, and how well the tools integrate in the end.

Let’s dive deeper into each one of them: ⬇️

#1: Which sales motions, roles, and processes must the stack support?

If I were to build Warmly’s B2B sales stack from scratch, I’d start by mapping our GTM motions (e.g., inbound and/or outbound-led motions) and the people who will be using the tools (i.e., SDRs, marketing, customer success, revenue teams).

You can start by listing the core activities each person in your sales team must perform, including:

Prospecting.
Outreach.
Opportunity management.
Handoffs to customer success.

#2: What level of automation and workflow orchestration do you require?

The next thing I’d focus on would be figuring out how much of the sales lifecycle we want to automate vs. keep human-driven.

Typical sales automations that you can build out include:

Lead scoring, prioritization & routing rules.
Automated outreach and follow-ups (I know some teams want to do all outreach and follow-ups manually for better personalization).
Rescheduling automations, where a meeting gets cancelled or rescheduled, and an AI picks it up and handles the follow-up.

➡️ I’d prioritize automations that reduce manual work for reps while preserving opportunities for high-touch selling where it matters.

#3: How deep do your data, analytics, and forecasting needs go?

Here, I’d think beyond activity dashboards: your team should decide whether you need simple pipeline views or advanced forecasting, attribution, territory & quota analytics, and experiment tracking to measure results.

When we were building out our B2B sales stack, we looked for capabilities such as:

Real-time pipeline health and committed forecast views.
Revenue attribution and channel performance breakdowns.
Exportable datasets and flexible BI/SQL access.

➡️ Good analytics can turn the sales stack from a set of point tools into a source of truth for decisions, so you can double down on the channels that drive growth.

#4: How well do the tools integrate with one another?

Last but not least, you should take into consideration how all of the tools integrate with one another.

💡 Because, ultimately, integration quality determines whether your stack operates as a single system or a set of isolated silos.

I’ve seen so many sales teams struggle with duplicated data and can’t figure out attribution, and this is because their systems are simply running on their own.

Key integration touchpoints to validate include:

CRM + engagement tools for contact information, activity sync, and ownership updates.
CRM + CPQ/e-signature for product and pricing fidelity, quote status, and contract lineage.
Product analytics + CS/RevOps + Billing for usage signals for expansion, accurate renewal data, and billing reconciliation.

For example, imagine if a tool didn’t push the ‘’deal won’’ status back to your CRM.

What would happen is that your sales team will continue with outreach, the deal will continue sitting in the pipeline, and your sales team will be thinking that they have yet to win the client over.

➡️ Pro Tip: You can also use an iPaaS (e.g., Workato or Tray.io) to “glue” your tools together, which will help you reduce brittle point-to-point integrations.

What’s the perfect B2B sales stack in 2025?

Here are our selected tools for the ideal B2B sales tech stack in 2025:

#1: Website Visitor Identification: Warmly, to de-anonymize site visitors, enrich them with firmographic and technographic data, and then automatically reach out to them.

#2: CRM Software: HubSpot, an all-in-one CRM and sales hub to unify pipeline management, lead scoring, and workflow automation.

#3: Sales Engagement Platform: Outreach, for enterprise-grade prospecting, automated workflows, and AI-powered deal insights.

#4: Prospecting & Enrichment Tool: Clay, offering ICP-powered lead list building with 75+ enrichment sources and AI-driven research.

#5: AI Sales Chatbot: Salesloft (Drift), to qualify leads, handle FAQs, and schedule meetings via real-time website chat.

#6: Attribution & Analytics Platform: HockeyStack, providing full-funnel revenue attribution, forecasting, and performance analytics.

#7: Conversation Intelligence Software: Fireflies, capturing and analyzing sales calls with AI-powered transcripts, summaries, and insights.

#8: Intent Data Platform: Bombora, detecting surging accounts researching your category across 5,000+ B2B publishers.

#9: ABM Landing Page Builder: LandingRabbit, for fast, personalized 1:1 landing pages tailored to target accounts.

#10: Personalized Video Outreach Tool: HeyGen, enabling scalable video outreach with customizable avatars and templates.

#1: Warmly: Website Visitor De-Anonymization

Warmly offers a strong start to your B2B sales stack with our signal-based revenue orchestration platform that helps you de-anonymize your website visitors.

Our tool helps you identify your warmest leads as they browse on your website and reach out to them immediately with our engagement features.

Let’s get a closer look at some of the features that make Warmly an attractive solution:

Feature #1: Identifies your website visitors

Warmly lets you maximize your website’s lead generation potential by identifying the companies and individuals visiting it.

The way it works is that you have to add a snippet of Warmly’s code to your website, and the platform will start revealing leads in minutes.

In addition to essential company and individual-level identification, Warmly will also enrich each visitor’s:

Contact data (email address, phone number, social media profiles, etc.).
Firmographics (company location, size, funding, etc.).
Demographics (individual names, job positions, etc.).
Technographics (tools and software a company utilizes).

Our visitor identification software optimizes our data through a waterfall approach, which means we use multiple data providers (20+), including 2 other leading website de-anonymization providers to validate the accuracy, quality & overall match rate of our signal & contact data.

This leads to:

Higher data quantity: Multiple sources expand match rates.
Higher data quality: Proprietary cleansing and confidence scoring validate accuracy.

💡 To maintain the robust data quality and quantity, we continuously monitor vendor performance and validate our proprietary matching algorithms.

➡️ These systems allow us to track quality and quantity metrics in real-time, ensuring that both contact-level and company-level data meet the high standards our customers expect.

Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider.

Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality.

Feature #2: Reveals your hottest leads based on intent data

Knowing who your leads are is only one part of successful outreach and conversion.

This is why Warmly collects intent data for each lead, allowing you to understand who your hottest leads are right now.

The platform captures three types of intent signals:

First-party intent, which includes intent signals leads left in your channels (website, app etc.), such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
Second-party signals, which come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
Third-party intent, including web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

As a result, your sales reps will get:

A complete overview of which of your leads are most likely to convert right now.
Critical insights into each lead, which they can leverage to tailor their outreach strategies accordingly.

Feature #3: Live video chat

In addition to streamlining outreach, Warmly allows your reps to engage leads directly via on-site live video chat.

This way, your reps can do what they do best - engage high-quality leads while they’re still hot and nurture them into conversion.

If you go to the “Warm Call” section of the platform’s dashboard, you’ll see all the companies and individuals visiting your website right now, in addition to intent and B2B data on each visitor.

When sales reps assess the time is right, or receive a Slack notification that a high-value lead has landed on your website, they can initiate a video call or send a contextual message in the text chat, emphasizing that they’re an actual human.

Reps can then leverage the data Warmly revealed to further nurture, warm up, and convert leads.

Warmly’s Integrations

Warmly integrates with a wide range of platforms, including:

HubSpot CRM.
OpenAI.
Slack.
Apollo.
Outreach.
Demandbase.
RB2B.
Clearbit.
People Data Labs.
And more.

In addition to deep integrations with several lead intelligence platforms, Warmly provides a Warm Bundle: partner discounts for over 25 sales, marketing, and GTM tools.

This way, your team can access many relevant tools and combine them with Warmly at a fraction of their usual price.

Pricing

Warmly’s pricing is modular and component-based.

You can choose the components that best match the needs of your business, as components are priced by output and not just by a monthly fee.

There are 3 paid product plans that you can choose from:

AI Data Agent (Starts at $10,000/yr), which includes 5,000 credits, person-level web visitor de-anonymization (RB2B + Vector data), CRM integration, and access to our Coldly Contact Database.
AI Inbound Agent (Starts at $16,000/yr), which includes all AI Data Agent features, 10,000 credits, Intent-powered pop-ups (Warm Offers), AI chatbot & live video chat, and lead routing.
AI Outbound Agent (Starts at $22,000/yr), which includes 10,000 credits, automated signal-based outbound orchestration, email automation, LinkedIn automation, and email warmup.

➡️ Warmly’s pricing is ideal for larger SMB and MM companies with a growing or mature GTM motion with SDR, sales, and marketing functions.

Pros & Cons

✅ Identifies companies and individuals visiting your website.

✅ Enriches each identified lead with detailed B2B intelligence and reveals intent data.

✅ Versatile sales orchestration options.

✅ Live sales engagement capabilities.

✅ Reveals who your hottest leads are right now.

❌ Pricing is modular.

#2: HubSpot: Sales CRM

Best for: All-in-one CRM and sales hub for managing customer relationships, automating workflows, and scaling GTM.

Similar to: Salesforce.

HubSpot is one of the most popular platforms for B2B companies with its CRM, marketing automation, sales enablement, and customer success tools under one roof (so you don’t have to pay for these things separately).

Its modular “Hubs” let you start small and scale into a full GTM suite as they grow.

Features

Unified CRM that connects marketing, sales, and service teams around a single customer record.
Lead tracking & scoring that helps you automatically track prospect engagement across channels and score leads based on behavior to prioritize the most sales-ready contacts.
Powerful automation for email, lead nurturing, and pipeline management.

💡 You can use Warmly’s visitor identification software with HubSpot to alert your sales team the moment a known prospect arrives on the site. With the HubSpot browser cookie, you can prioritize conversations with the leads who have shown the most engagement with your HubSpot campaigns.