What Belongs in Your Salesforce Tech Stack? A Lifecycle View
Salesforce is powerful on its own, but extending the platform through AppExchange solutions and integrations significantly extend its capabilities. Choosing the right tools can be transformative. They streamline operations, empower revenue teams, and improve Salesforce usability. The wrong tools create unnecessary complexity and cost.
From our experience, we know how to help optimize clients' tech stacks, integrate tools effectively, and make data-driven decisions about investments. Knowing whether you need to fine-tune your current setup or evaluate new options comes with experience. Here’s a breakdown of the Salesforce-adjacent tools we’ve worked with, what they're best for and how they can benefit your organization.
Salesforce Tools by Revenue Lifecycle Function
Breaking Down the Revenue Lifecycle Tech Stack
Knowing when to Buy vs Build
Don’t just integrate, ensure you evaluate your options. Many businesses overspend on duplicative tools or underutilize what they have. Our recommendation to choosing the right tools consist of:
Evaluate your current tools – Understand what’s already in use, identify overlaps, and spot any gaps in functionality.
Identify the best-fit options – Compare tools based on your specific needs, budget, and existing Salesforce setup.
Support effective integration – Ensure your tools connect properly so data flows smoothly and systems work together.
Improve usability within Salesforce – Help your team get the most value from Salesforce by aligning tools with how they work.
Final Thoughts
A well-integrated Salesforce tech stack can drive efficiency and visibility across your revenue teams. Whether you're expanding your stack or just trying to simplify it, understanding the purpose of each tool is the first step toward better outcomes.
Need help evaluating or optimizing your Salesforce tech stack? We can help! Contact us here.
