The Ins and Outs of Tech Stack Consolidation

In this episode of the RevOpsAF Podcast, host Matt Volm chats with Sidney Waterfall, VP of Marketing at Open Brand, about how to consolidate and optimize your tech stack without losing your mind - or your data.

Sidney shares her hands-on approach to auditing legacy systems, aligning GTM teams around actionable data, and building a CRM that can scale with your business. Whether you're in Sales Ops, Marketing Ops, or leading RevOps strategy, this conversation is packed with tips you can use today.

✅ How to audit and rebuild your tech stack

✅ Using HubSpot for lead management, routing, and attribution

✅ Setting up custom fields that drive insights—not clutter

✅ Prioritizing tools based on GTM maturity

✅ Why actionable win/loss data is always better than “other”

✅ Building for a focused, high-value TAM

📌 Join our community: https://www.revopscoop.com/membership/membership-options

📌 Connect with Sidney on LinkedIn: https://www.linkedin.com/in/sidneywaterfall/

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