Your Tech Stack, Diagnosed
RevOps Tech Stack Audit
Most companies run 15-25 revenue tools. Half are redundant, a third don't talk to each other, and nobody owns the integration. We fix that.
More tools. Less clarity. Zero alignment.
Tool Sprawl
The average mid-market company pays for 20+ tools, uses 60% of features, and has no single owner accountable for the overall stack architecture or ROI.
Broken Integrations
Data silos, manual exports, and CSV stitching between systems. Your CRM says one thing, your analytics says another, and the spreadsheet you made last Tuesday says something else entirely.
Revenue Blind Spots
No single source of truth means sales and marketing argue over attribution, leadership makes decisions on gut feeling, and nobody can answer "what's actually working?" with confidence.
Every tool, every flow, every handoff
Tool Inventory
We catalog every tool in your revenue stack - license cost, owner, usage rate, and overlap with other tools. You'll finally see what you're actually paying for and what's gathering dust.
Integration Mapping
We trace every data flow between systems - APIs, webhooks, Zapier automations, manual imports - and identify broken or manual connections that are costing you accuracy and time.
Data Quality Assessment
Field completeness, duplicate rates, decay rates, and attribution accuracy - we measure the health of your data across every system and show you exactly where it's breaking down.
Recommendation Report
A consolidation plan, integration architecture, migration roadmap, and projected cost savings - everything you need to take action, prioritized by impact and effort.
From CRM to BI - nothing is left unaudited
CRM
HubSpot, Salesforce, Pipedrive - property architecture, pipeline health, automation logic, data hygiene, and integration points with the rest of your stack.
Marketing Automation
Marketo, Pardot, ActiveCampaign - email sequences, lead scoring models, nurture workflows, and sync reliability with your CRM and analytics tools.
BI & Analytics
Looker, Tableau, Power BI - dashboard accuracy, data freshness, query performance, and whether your team actually uses the reports you're paying for.
Data Pipeline
Segment, Fivetran, dbt - ETL/ELT reliability, schema consistency, sync frequency, transformation logic, and warehouse architecture health.
Sales Enablement
Gong, Outreach, Salesloft - call recording utilization, sequence performance, CRM sync accuracy, and adoption rates across your sales team.
Communication
Slack, Teams, Intercom - notification routing, chatbot handoff logic, internal workflow triggers, and customer communication channel overlap.
Happy Clients
One audit. Complete clarity.
Book a RevOps stack audit. We'll map your tools, find the waste, and deliver a consolidation plan.
- Full tool inventory and cost analysis
- Integration mapping and data quality report
- Consolidation roadmap with projected savings
Common questions about tech stack audits
The full audit takes 2-3 weeks. We start with stakeholder interviews (sales, marketing, CS, ops), then instrument data quality checks, map integrations, and deliver the consolidated report with recommendations.
Only if the data supports it. Most of the time, the CRM isn't the problem - the configuration, data hygiene, and integrations are. We optimize what you have before recommending replacements. When migration is warranted, we handle the full transition.
Clients typically save 25-40% on annual SaaS spend through license consolidation and elimination of redundant tools. But the bigger win is operational - 80% faster reporting and a single source of truth for revenue data.