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If your SaaS company has product-market-fit and go-to-market processes in place, it’s time to start building your RevOps stack.
A RevOps team strategically selects software that meets the needs of your company, with an eye towards growth.
Without RevOps, sales teams simply can’t perform at their best. When processes aren’t standardized and managed in siloed hubs, companies face several issues, including
Sales Operations is focused on the sales team, helping them manage leads and closing. It’s an important role, but serves only a narrow band of your company’s operations.
RevOps, on the other hand, works across every department, with focus on revenue efficiency, GTM decision-making, forecasting, and reporting.
A strong RevOps team always has the future in mind. They hold the big-picture vision, and select software tools that will help you get to the next level. A company is only as great as its tech stack, which means that a functional, appropriately-scaled, and innovative tech stack is essential.
Using platforms designed for your company’s stage of growth is the best way to get maximum benefit from your tech stack.
To help you get the most benefit from your tech stack, we’ve created a RevOps Stack Cheat Sheet, which shares recommended platforms for every stage of growth. All of these platforms integrate well with each other, avoiding information silos, data leakage and delivering more value than their annual subscription costs.
Growth is easier with the right tech stack. A strong RevOps foundation with a powerful stack could be exactly what you need to go from Series A to B.
A powerful tech stack isn’t a nice-to-have. It’s a necessary part of getting to your next stage of growth. And it’s essential your stack scales with your company, and you properly plan for what’s next. What works at one stage of growth may not be able to keep up at the next.
We’ve divided our stack recommendations into funding rounds, but you don’t need to be venture backed to feel the benefits of using software that’s been tailored to your company size.
As a Seed company, you just need enough tools to keep track of your deals, have a few options to get paid, and be able to send quotes with minimal time invested. It's likely that founders will be closing the first 10 customers, and you'll want most of your time spared to focus on the product.
🤝CRM: Hubspot CRM startup plan
🤖Automation: Zapier
💳Payments: Stripe
📖 Accounting: QBO
As a Series A SaaS, your main goal is growth through new acquisition channels, and scaling existing ones. But affordability is still a factor. Tools that can solve multiple problems are preferred .
🤝CRM: Hubspot CRM Enterprise
📬Sales Engagement: Outeach.io
💾Data Provider: Slintel
📖Accounting: QBO
🤖Automation: Zapier
🙋♀️Customer Success: Hubspot Service Pro
📄Proposals: Cacheflow
⚙️Quote Configuration: Cacheflow
📝eSign: Cacheflow
💵Billing: Cacheflow
💳Payments: Cacheflow
By Series B you should have at least a 10 person sales team, so there’s more focus on standardizing processes, as you add more sellers. You’re probably starting to sell up into enterprise organizations, where you'll want to be able to configure more complex deals. You’re well capitalized, so priority should be on doubling pipeline vs affordability of tools.
🤝CRM: Salesforce CRM
📞Sales Intelligence: Gong.io
📬Sales Engagement: Outeach.io
💾Data Provider: Zoominfo with LinkedIn Sales Nav
📖 Accounting: QBO
🤖Automation: Tray.io
🙋♀️Customer Success: Zendesk
📄Proposals: Cacheflow
⚙️Quote Configuration: Cacheflow
📝eSign: Cacheflow
💵Billing: Cacheflow
💳Payments: Cacheflow
🏦BNPL: Cacheflow
Cacheflow’s Chargbee, Plaid, and Stripe integrations bring your buyers a dynamic self-service checkout experience for a better customer experience.
As a Series C company, you probably have a 30+ sales team. Some will still be focused on net new customers, but others are tasked with expansion of current customers. You want a stack that can stardize for quality control, but be flexible enough to handle upsells and complex renewals.
🎯ABM: 6sense
🤝CRM: Salesforce CRM
📊Data Visualization: Tableau
📞Sales Intelligence: Gong.io
📬Sales Engagement: Outeach.io
💾Data Provider: Zoominfo
📖Accounting: Netsuite
🤖Automation: Tray.io
🙋♀️Customer Success: Zendesk
📄Proposals: Cacheflow
⚙️Quote Configuration: Cacheflow
📝eSign: Cacheflow
💵Billing: Cacheflow
💳Payments: Cacheflow
🏦BNPL: Cacheflow
These cheat sheets are a useful point-in-time snapshot; they will likely change as more solutions enter the landscape, offering more ways for you to optimize your tech stack for your stage of growth.
We built Cacheflow to provide the easiest way to sell and buy SaaS in the modern age. With a focus on removing deal-closing friction, automating manual sales steps and affordability - we cover everything Seed to Series C companies need in the quote-to-close process.
We’re excited for you to see Cacheflow in action.
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