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Sales Platform

A sales platform is a vital part of every sales team and strategy. Sales platforms are tools and resources for integration that help organizations track and manage sales activity. From there, they can optimize their sales process to be quicker, more effective, and more efficient. 

This process includes tasks like tracking and storing prospects, organizing recurring customer data more reliably, and reporting performance and deal cycles. Sales platforms can be a single tool or a combination of multiple products that work together to enhance the sales experience. 

Choosing the best sales platforms may be a process of trial and error. That’s because every organization is different and has different needs in regards to its sales platform. For example, some organizations may need a sales platform that’s customized to their online sales channels while other organizations may need a more simple or free sales platform. What’s important is that you know your company and sales teams before choosing your sales platforms so you can tailor your selection to fit your team’s wants and needs. Once implemented, it’s crucial to monitor performance changes, gather feedback, and implement changes.

Sales Platform Examples to Include in your Tech Stack

Nobody should shoehorn their business into using a sales platform that wasn’t designed for them because, as previously mentioned, no two companies are the same. That means that each company’s sales platform should be unique as well. What’s important to know is which options are available that would work for you. That’s why we strongly suggest that you do your research to best understand the pros and cons of each available tool. Here are just a few examples of common sales platform categories:


CRM, or customer relations management, is a vital piece of any company’s sales platform. It doesn’t matter how good your product, service, or your marketing platform may be. If your business has a reputation for poor customer service, no one will want to do business with you.

Call recording software

Call recording software is a sales and marketing software designed to help sales reps track and record customer interactions. This makes it easy for sales managers and trainers to review calls to see what sales reps did well and what needs improvement. These recordings can also be used if the customer comes back later with a complaint, dispute, or concern regarding this interaction. These recordings can also be used to enhance customer knowledge and store this information in a sales hub.

Content management system

A content management system is a tool that sales and marketing teams use to create, manage, and improve an organization’s website. By using a CMS, marketing teams no longer need to have specialized knowledge about the technical aspects of everything. They can do all of the same things to their website without spending hours writing pages of code and hoping they don’t make a mistake.

Sales management tools

“Sales management tool” is an umbrella term for anything that can be used by sales managers digitally. They can help sales managers track KPIs, see which team members need help, and empower sales reps with the tools and resources they need to get their job done.

Sales engagement platform

A sales engagement platform is something all businesses should have and works exceptionally well as sales software for small businesses. Sales engagement platforms, or SEPs, equip your sales reps and marketing teams with the tools and resources they need to succeed. It allows them to communicate with prospects and potential repeat customers in a wider variety of ways and maintain a better relationship.

Email platform

An email platform is a means of establishing and maintaining an email marketing campaign. Email platforms are used to send multiple commercial messages at once to former or prospective customers to draw in their business and increase revenue. It is similar to a broadcast and is one of the most efficient ways of marketing to a large group of people.

Sales training and coaching platform

A sales training platform is a type of software that’s typically used for onboarding new members of a sales team and helping them learn the ropes.  They also make it easy to deliver ongoing training and coaching to veteran sellers to keep their skills sharp and stay up to date with any company, product, or industry changes.

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5 Benefits of Using Online Sales Platforms

There are many benefits to using online sales platforms, and it can help improve employee performance in any number of ways. A few benefits of moving at least part of your sales platform online are as follows:

Improve communication

An online sales platform means that you can communicate with customers and members of your sales and marketing teams easier than before. You can set up email chains, automated and scheduled emails, and more. You can communicate with nearly anyone from almost anywhere, anytime you’re both available. It can also lead to fewer misunderstandings, as having a visual of what was said allows them to reread it as needed.

Drive efficiency

The best online sales platforms have everything you need to drive efficiency. They make it so customers and sellers can do everything they need to to get the sale done in one place or with just a few clicks. This eliminates the need for multiple phone calls, putting people on hold, and much more.

Streamline the sales process

Online sales platforms integrate sales and marketing systems to combine all input information in a neat manner to be used later. They can then be hooked up to automated systems that make needed information more accessible and send out scheduled messages. From there, the sales or marketing person has everything they need to initiate or complete a potential sale.

Personalize outreach

Having an online database of information about past, current, and potential future buyers means that you can document things about them as you go. This information is then stored accessibly for use at a later date. Using this, the marketing team can customize messages and marketing for each individual.

Close deals faster

When you combine all of these improvements to the sales platform that an online version offers, it means that your sales team can initiate, complete, close, and follow up on deals faster than ever before. Thus, they will save the organization time, money, and resources while increasing revenue.

Check out Lessonly’s Sales Platform

If you’re looking for an excellent online sales platform software, look no further. Lessonly’s sales training platform has everything you need to get started and maintain an optimized sales process including: 

Training Software

Lessonly’s online training software helps sales teams onboard new reps 62% faster and empowers global sales reps with the knowledge and skills they need to close more deals. 

Skills and Coaching Software

Lessonly’s skills and coaching software make it easy to deliver personalized coaching to sales reps. With Skills, managers and trainers can assess skill levels among reps, uncover opportunities for coaching and feedback, and track skill development progress. 

Knowledge Management System

Lessonly Knowledge connects information across docs, work apps, training lessons, and more so reps can find answers quickly and easily. 

Ready to learn more about our sales platform? Jump into a free lesson to see how sales teams across the globe use Lessonly.