RevTech essentials course
Learn how to build flexible RevTech stacks that unite sales, marketing, and ops for sustainable growth—without frustrating your teams.
Welcome to the revenue tech program
Let's preview what you'll find in this first module. We'll explain the program's purpose and what to expect as you read on, plus provide a glossary of key terms.
Start moduleBuilding the ideal stack
In our first module, we explored the core challenges underlying Revenue Technology (RevTech), but now it’s time to shift gears. In this second module, we’re focusing on possibility—on what a truly effective RevTech stack can look like.
Start moduleEarly days: Nailing the CRM
Learn how to evaluate, choose, and optimize a CRM at your company based on stage and needs.
Start moduleExpanding the stack
In this module, we’ll walk through the strategic process of expanding your RevTech stack thoughtfully, with a focus on maintaining flexibility, ensuring interoperability, and keeping data hygiene intact.
Start moduleThe mature stack
In this module, we'll introduce a two-level framework for diagnosing and resolving CRM and tech stack issues in mature companies.
Start module