RevTech Stack Simplified: A Smarter Approach for Revenue Teams
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Cutting SaaS spend by 20% isn’t about negotiating better contracts—it’s about fixing your data flow.Revenue leaders are great at choosing tools for specific jobs. The real challenge? Retroactively connecting those tools to get a complete view of the customer journey. When your tech stack is a patchwork of disconnected systems, you end up with data silos, manual exports, and wasted time.
At Durham Data, we help B2B startups and SMBs build scalable, integrated ecosystems—not just tech stacks. Our approach is simple: choose tools that work well together, prioritize ease of data access, and avoid creating silos that slow down decision-making.
Why Startups Need a Different Strategy
Enterprise companies have internal data teams and engineers to stitch everything together. Startups don’t. That’s why your stack needs to be lean, scalable, and easy to use—especially for non-technical team members.
We advocate for ecosystems that grow with you. Tools like MS365, Salesforce, and Power BI are reliable, well-supported, and built for scale. They won’t be the reason your organization can’t grow—they’ll be the reason it can.
The Core Ecosystem for Revenue Teams
Here’s the foundation we recommend for a high-performing, scalable RevTech stack:
CRM: Centralize customer data with tools like Salesforce, Dynamics 365, or HubSpot.
MAP (Marketing Automation Platform): Automate campaigns and track engagement.
Data Warehouse: Use Snowflake, BigQuery, or Microsoft Fabric to unify data from all sources.
BI Tool: Visualize and analyze data with Power BI or Tableau for real-time insights.
Tools We Trust
Power BI & Fabric: Great for visualization, warehousing, and AI enablement. Automates reporting and saves hours of manual work.
Salesforce & HubSpot: Proven, scalable, and widely adopted. Easy to extract data and find skilled users.
Windsor.ai: No-Code Data Connectors & ETL/ELT Software : A lightweight connector that simplifies integrations for startups. Not ideal for enterprises, but perfect for fast-moving teams.
Power Automate: Our go-to for automation, especially for MS365 users. Zapier is great, but doesn’t play well with Power BI.
Client Success Story
One client spent every Thursday manually prepping for a Friday status call—exporting data, updating spreadsheets, and building PowerPoint slides. We implemented Power BI with embedded reporting, saving the team half a day every week. Over time, that automation added the equivalent of two full-time roles to a 7-person team—without hiring.
How to Get Started Without Overcomplicating It
Map Your Current Data Flow Identify every system that holds revenue data and document how it moves.
Define One High-Value Business Question Choose a critical question you can’t currently answer (e.g., “What was our true CAC by channel last quarter?”).
Connect Two Core Systems to a Data Warehouse Start with your CRM and marketing platform.
Build One Automated Dashboard Use a BI tool to answer your key business question.
