Introduction to expanding your RevTech stack

As your company grows, your tech stack will inevitably evolve to meet the increasing complexity of your operations. But adding functionality to your RevTech stack is not a decision to be taken lightly. Many organizations fall into the trap of adding tools impulsively, whether driven by recommendations from colleagues, competitor pressure, or a compelling sales pitch. Without a strategic approach, you risk creating a disconnected, inefficient stack that stifles growth rather than supports it.

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. Whether you are building a stack from scratch, refreshing an outdated one, or scaling an existing setup, the right approach will ensure you’re unlocking the right capabilities at the right time.

L1: How to add functionality to your stack
In this lesson, we’ll explore the step-by-step process of adding capabilities to your RevTech stack. You’ll learn how to evaluate your needs, assess whether you should build or buy a solution, and integrate new tools in a way that avoids creating a tangled, inefficient system.

L2: Capabilities you should consider
With countless capabilities available, it can be overwhelming to determine what your stack should do. This lesson will provide an overview of key capabilities across various categories, such as lead scoring, outbound automation, and data analytics, that companies commonly seek to unlock as they grow.

L3: When to add these capabilities
Different companies have different needs based on their size, industry, and growth stage. In this lesson, we’ll cover when it makes sense to unlock certain capabilities, providing guidance on how organizations of various sizes and verticals approach adopting new features to ensure maximum effectiveness.