Do You Have the Revenue Tech Stack You'll Need to Compete?

In order to be on top of your game in the revenue generation arena, here are 56 technologies that you need to have. What I love is when someone tells me that they have a sales manager, a marketing manager, and a marketing agency that handles all of that. :)

If you're a small or medium sized company, there is no way you will be able to keep up with all of this. So what? Well, if you aren't able to keep up with the latest automation and AI tools, bigger or more sophisticated competitors are going to continue to gain traction against you. That's where a RevOps company comes into play.

Revenue Operations is the function responsible for the processes, systems, and infrastructure that support the sales, marketing, and customer success teams and enable them to achieve their goals.

I believe this is a pretty solid list, though I'm sure there are things missing or there are sub-categories of tools that haven't even been thought of yet. So again, are you ready?

• Revenue Intelligence: The process of gathering and analyzing data on customer interactions and sales activities to gain insights and make data-driven decisions to improve revenue.

• Pipeline and Forecast Management: The process of managing and analyzing the sales pipeline to make accurate sales forecasts and optimize the sales process.

• Lead to Account Matching and Routing: The process of matching leads to the appropriate accounts and routing them to the right sales representatives for follow-up.

• Workflow Automation: The use of technology to automate repetitive and time-consuming tasks, streamline business processes, and improve efficiency. There are many instances of tis in sales, marketing, and customer success. 

• Activity and Contact Data Capture: The process of capturing and storing data on sales activities and customer interactions for analysis and decision-making.

• Third-Party Reporting and Intelligence: The use of external data sources and reporting tools to gain insights and make data-driven decisions.

• Sales Performance Management: The process of setting sales goals, monitoring progress, and providing feedback and coaching to improve sales performance.

• Account Planning: The process of developing a strategic plan for managing and growing key accounts.

• Configure, Price, and Quote (CPQ): A software tool that helps sales teams quickly generate accurate quotes for complex products and services.

• E-Sign: An electronic signature solution that enables the secure and legally binding signing of documents online.

• CRM (SFA): Customer Relationship Management (CRM) software with Sales Force Automation (SFA) capabilities, used to manage customer interactions and sales activities.

• Data Integration: The process of combining data from multiple sources to provide a unified view of the data.

• Data Lake and/or Warehouse: A centralized repository for storing and managing large volumes of structured and unstructured data.

• Customer Data Platform (CDP): A software platform that collects, stores, and analyzes customer data from multiple sources to provide a unified view of the customer.

• Data Validation: The process of ensuring that data is accurate, complete, and consistent.

• Account Data: Information about a company or organization, such as its size, industry, location, and financials.

• Contact Data: Information about an individual, such as their name, job title, email address, and phone number.

• Intent Data: Information about a company or individual's online behavior and interactions, used to infer their level of interest in a product or service.

• Technographic Data: Information about a company's technology stack, such as the software and hardware they use.

• Market Intelligence: Information about market trends, competitors, and customer needs, used to inform business decisions.

• Sales Enablement Platform: A software platform that provides tools and resources to support the sales team and improve their effectiveness.

• Sales Content Management: The process of creating, managing, and distributing sales collateral and other content to support the sales process.

• Sales Training System: The process of providing training and development opportunities to the sales team to improve their skills and knowledge.

• Sales Intelligence: This provides background information on contacts and companies, along with predictive insights on trends, buying signs or event triggers.

• Outbound Dialer: (Formerly called a phone), this technology automates direct calling in a sequence or sales flow, allowing for voicemails to be left.

• Conversation Intelligence: The use of artificial intelligence to analyze sales calls and meetings to gain insights and improve sales performance.

• Digital Adoption Platform: A software platform that provides on-screen guidance and training to help users learn and adopt new software applications.

• Real-Time Knowledge: The ability to access up-to-date information and insights in real-time to support decision-making at that moment.

• Rep Performance Management: The process of setting goals, monitoring progress, and providing feedback and coaching to improve the performance of sales representatives.

• Marketing Automation Platform: A software platform that automates marketing tasks and processes to improve efficiency and effectiveness.

• Account-Based Platform: A software platform that supports account-based marketing (ABM) strategies, enabling the targeting and engagement of key accounts.

• AdTech: The ability to spy on what your competitors are spending and where online.

• Sales Engagement Platform: A software platform that provides tools and resources to support sales outreach and engagement with prospects and customers.

• Customer Success Management: The process of ensuring that customers achieve their desired outcomes and remain satisfied with a product or service.

• Partner Relationship Management: The process of managing relationships with business partners, such as resellers, distributors, and suppliers.

• Chat: An online messaging tool that enables real-time communication between individuals or groups.

• LinkedIn: A social networking platform for professionals used for networking, job searching, and business development.

• Scheduling Application: A software application that enables the scheduling of appointments and meetings.

• Video Messaging: The use of video messages to communicate with others, often used in sales and marketing to engage with prospects and customers.

• Digital People: The use of digital avatars or virtual assistants to represent individuals or companies online.

• Direct Mail: The use of physical mail, such as letters or postcards, to communicate with prospects or customers.

• Email Tracking Software: A part of communication tracking, the ability to see when an email is opened and shared.

• Gifts and E-Gifts: The use of physical or digital gifts to engage with prospects or customers and build relationships.

• Videoconferencing: The use of video technology to conduct meetings and conferences remotely.

• Visual Collaboration: The use of visual tools and technologies to support collaboration and teamwork, often used in remote or distributed teams.

• Webinars and Virtual Events: The use of web-based seminars and events to engage with prospects or customers and provide information or training.

• Event Management Technology: The use of technology to support the planning, execution, and management of events.

• Web Personalization: The use of technology to personalize the online experience for individual users, based on their behavior and preferences.

• Digital Sales Rooms: A virtual space where sales teams can engage with prospects or customers and present information and demos to orchestrate complex deals.

• Content Hubs: A centralized repository for storing and managing content, often used in content marketing to support the creation and distribution of content.

• Media Advertising: The use of paid media channels, such as television, radio, or online advertising, to reach and engage with prospects or customers.

• Content Syndication: The distribution of content to multiple platforms or channels to reach a wider audience.

• Programmatic Advertising: The use of technology to automate the buying and selling of advertising space, often used in online advertising.

• Search Advertising: The use of paid search ads to appear at the top of search engine results pages for specific keywords.

• Social Advertising: The use of paid ads on social media platforms to reach and engage with prospects or customers.

• Account-Based Advertising: The use of targeted advertising to reach and engage with specific accounts or companies.