Tech Tune-Up 101: Setting the Stage for A Healthy Tech Stack

Let’s say you’re in the midst of planning your strategic goals for the upcoming year. If your team has been reactive, acquiring various tools on the go to address different issues, it’s a clear sign it’s time for a cleanup. But where to start? Well, we’ve mentioned a couple times how the efficiency of your tech stack can make or break your growth trajectory. 

RevOps leaders and decision-makers, tasked with the critical responsibility of choosing the right tools, need a strategic approach to optimize their tech stack. A well-tuned tech stack ensures that all teams collaborate seamlessly, driving accelerated growth. Here are some things to consider when you’re looking to fine-tune your RevOps engine by cleaning up your tech stack:

Holistic Assessment

Before diving into tool selection or optimization, conduct a thorough assessment of your current tech stack. Identify redundancies, gaps, and areas where integration can enhance synergy across teams. Engage in open conversations with each team to understand their pain points and wish lists.

When you’re scaling fast, you’re trying to get things out the door…it [being reactive and reaching for tools quickly] makes sense. But I think it’s about being disciplined enough to take that step back and review the systems, review the processes, review the data, review the actual infrastructure of things, and review what you’re actually trying to do. This can really start to create the breathing room for the future and help avoid doubling down on any bad decisions that have been made.

Collaborative Decision-Making

Enhance your decision-making process by engaging the appropriate stakeholders and team representatives in the selection and evaluation of tools. The challenge for some organizations lies in determining which tools suit the siloed business functions under the RevOps umbrella. Strong business cases and collaboration guarantees that selected tools meet each team’s specific needs, cultivating a sense of ownership and commitment. Broadening communication with other teams can also unveil instances of redundant tool usage, presenting valuable opportunities to improve and complement existing tools that the business has already invested in or that team members already know how to use!

Integration is Key

We know that a bloated tech stack can hinder productivity. Seek tools that integrate well with existing systems. We get it – not all tools will be one-size-fits-all and depending on what you need to do, you may need–or prefer–other specific tools. However, as we emphasized earlier, engaging in open discussions and fostering transparency regarding the organization’s tool landscape can be invaluable. Understanding what tools are already in play or of interest to multiple teams and accommodating diverse use cases, is a strategic move to ensure your investments yield optimal returns. A well-integrated tech stack can also allow data to flow more seamlessly between marketing, sales, customer success, and support teams, creating a unified and comprehensive view of customer lifecycle interactions.

User Adoption and Enablement Focus

The best tools are worthless if your teams don’t use them. Prioritize tools that are user-friendly and offer some type of training resources and/or support. Plan to conduct training or professional development sessions to ensure everyone is on the same page and proficient in using the tools, enhancing overall productivity.

Scalability and Flexibility

Are you choosing tools that align with your business goals and can grow with your organization? Scalability is crucial for accommodating the evolving needs of your RevOps engine. Additionally, opt for flexible solutions that can adapt to changes in your processes without causing disruption. Considering tools while prioritizing alignment with business goals not only ensures current success but also sets the foundation for sustained growth and adaptability for future plans.

Meaningful Data

Garbage in, garbage out. Ensure the data integrity of your tech stack by implementing data quality assurance measures. Clean, accurate data is the foundation for making informed decisions and driving effective revenue operations.

Continuous Evaluation and Optimization

The tech landscape moves quickly. Regularly evaluate the performance of your tech stack and be willing to make adjustments as needed. As Aidas highlighted earlier, adopting a disciplined approach is imperative. Knowing when to step back and evaluate the efficiency and effectiveness of your tech stack ensures a proactive stance in keeping pace with evolving products and industry trends.

Fine-tuning your RevOps engine requires a strategic and collaborative approach to tech stack optimization. By conducting a holistic assessment, prioritizing integration, focusing on user adoption and enablement, and ensuring scalability, your organization can build a tech stack that propels accelerated growth. Remember, the journey doesn’t end with the selection of tools; continuous evaluation and optimization are the keys to sustained success in the dynamic world of Revenue Operations.

Got any burning ops questions?