Recap: Five Elms Roundtable on Building Your RevOps Tech Stack
February 1, 2023
EVENT RECAP
There is an ocean of available RevOps tech, but it’s difficult to know which tools you need and how they should connect. Having a well-architected RevOps tech stack will lead to better pipeline tracking, faster outreach, and more efficient follow-ups. In this session, Bennett walks through building out a RevOps tech stack, including what tools are available, when you should use them, and how they should talk to each other.
- How to integrate your marketing automation tool with your CRM to avoid duplicate records and nurture leads
- The stages of data analytics tooling: from business intelligence to data warehouse
- Sales enablement and training tool must-haves vs. nice-to-haves
- Why you should be really selective when building out automations
- How a contract management tool can double as a CPQ tool with a smart setup
- Which attribution types can be handled in a tool and which need custom approaches
Read Stephanie's RevOps Guide:
Building Your RevOps Tech Stack
Stephanie Bennett is Vice President of Business Operations at Fleetio. She has 13+ years of experience in Revenue and Sales Operations. In this guide, Bennett walks through the different categories of RevOps tools, when an organization should adopt them, and how to get them working in conjunction.
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