Configure your RevOps technology stack to be more efficient and agile

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Choosing tools for your RevOps technology stack can be overwhelming. There are literally thousands of tools available, all with similar claims. So what are the critical tools to ensure RevOps runs efficiently? Here we try to cut through the noise.

First, let’s start with the definition of RevOps . RevOps (or Revenue Operations) aligns the Sales, Marketing, and Customer Service functions by integrating all the systems and tools that play a role in Revenue Operations into one streamlined and coherent system. This is extremely difficult in practice, particularly when it comes to connecting strategy to execution across the end-to-end revenue engine.

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Every company has a revenue management plan, but operational hurdles often make it impossible to execute the plan. For example, most companies conduct their planning in spreadsheets or use a corporate planning tool, but then have no way to implement the plan or effectively execute changes across their disparate systems and numerous point tools.

As a result, operations teams list of telegram users in canada often spend more time building pivot tables and writing custom code to keep everything in sync, which is a significant time waster.

RevOps is about using automation to maximize efficiency across the entire revenue engine. When done right, RevOps yields significant efficiency and productivity benefits. RevOps is not a one-time benefit or a specific technology.

For example, some companies may argue that RevOps is limited to a specific function, such as “conversation intelligence,” but that is a limited view of RevOps. True RevOps methods apply to the entirety of revenue-generating functions and processes, and the benefits could accrue anywhere along the value chain.

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Our view is that the RevOps technology stack should focus on the important management and operations activities that support and ensure that pipeline generation and operations execution work effectively.

RevOps tools link strategy to execution and seamlessly orchestrate all GTM functions from lead to renewal. Others, notably HubSpot, have provided an excellent overview of the entire GTM landscape. However, if your goal is to build a robust RevOps process, start with these three areas.


Your CRM is the foundation of your revenue engine. It allows you to manage your company’s relationships and interactions with customers and potential customers. The important thing to remember is that your CRM is a transactional tool. It does not allow you to plan, model, and perform the critical GTM functions required to maximize the efficiency of your revenue operations. Other tools are needed to support planning and operations.

If you fail to plan, you are planning to fail. This old adage is especially true in RevOps because for a GTM plan to be successful, organizations must spend time planning.

In many cases, operations teams rely on spreadsheets or even use corporate planning tools to complete these tasks, but these efforts are not scalable. Today, there are RevOps tools that simplify these complex tasks.