RevTech essentials course
Learn how to build flexible RevTech stacks that unite sales, marketing, and ops for sustainable growth—without frustrating your teams.
Module1
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.
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Module2
Building 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.
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Module3
Early days: Nailing the CRM
Learn how to evaluate, choose, and optimize a CRM at your company based on stage and needs.
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Module4
Expanding 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.
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Module5
The mature stack
In this module, we'll introduce a two-level framework for diagnosing and resolving CRM and tech stack issues in mature companies.
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