What Is Revenue Orchestration?
Looking beyond the martech stack to orchestrate the whole revenue flow
Too often, companies build their revenue stack one silo at a time—CRM here, automation there, a dashboard duct-taped in between. But real growth doesn’t come from more tools. It stems from orchestration, which unifies data, platforms, and people across the entire customer journey.
Marketing technologists have traditionally focused on building discrete platforms to support specific functions, such as marketing automation, lead management, CRM, and analytics. This creates challenges for the Chief Revenue Officers (CRO) to drive revenue growth due to:
Disconnected systems and fragmented data
Manual processes and inefficient workflows
Lack of visibility into customer behavior and sales performance
Inability to scale and adapt to changing business needs
The result? Wasted resources, missed opportunities, and poor customer experiences.
A more effective approach is to consider the entire Revenue Orchestration Architecture, which encompasses systems, data flows, people and business processes that support the customer journey from awareness to conversion. This involves creating a unified data model, integrating disparate systems, and automating processes to provide a 360-degree view of the customer.
How Revenue Orchestration Architecture Design benefits revenue operations
A well designed system can:
Improve sales efficiency and productivity
Enhance customer satisfaction and loyalty
Drive revenue growth through data-driven insights and analytics
Reduce costs associated with manual processes and system maintenance
Gain a competitive edge in the market
Key Aspects of Revenue Orchestration Architecture Design
To achieve these benefits, CROs should focus on the following key aspects:
Unified Data Model: A single, unified data model that brings together customer, sales, marketing, and product data from various sources. Revenue generation requires two things: a good flow of data, and the right data to flow.
Integrated Technology Stack: A cohesive technology stack that includes CRM, sales automation, marketing automation, customer success platforms, content production and management systems, and data analytics and visualization tools.
Streamlined Processes: Simplified, automated processes that reduce manual errors, increase efficiency, and enhance the customer experience. Templated systems that can be cloned off-the-shelf and customized quickly.
API-Based Integration: API-based integration between systems to ensure seamless data exchange, reducing manual data entry and minimizing errors.
Data Governance and Security: Robust data governance and security measures to protect sensitive customer and revenue data, ensuring compliance with regulatory requirements.
Strategies for Implementing Revenue Orchestration Architecture Design
To implement a successful revenue orchestration architecture design, CROs should consider the following strategies:
Conduct a Technology Audit: Assess the current technology landscape to identify areas for consolidation, integration, or replacement.
Develop a Future-State Vision: Create a clear vision for the desired revenue orchestration architecture, outlining key components, processes, and technologies required to support business objectives.
Engage Stakeholders: Collaborate with cross-functional stakeholders, including sales, marketing, customer success, IT, and product teams, to ensure alignment and input on the design and implementation of the revenue orchestration architecture.
Prioritize and Phase Implementation: Prioritize components and phase implementation to minimize disruption, ensuring a smooth transition to the new architecture.
Monitor and Evaluate Progress: Regularly monitor and evaluate progress against key performance indicators (KPIs), making adjustments as needed to optimize the revenue orchestration architecture.
Potential Benefits of Revenue Orchestration Architecture Design
By implementing a well-designed revenue orchestration architecture, organizations can expect to see:
Improved Sales Efficiency: Streamlined processes and automated tasks free up sales teams to focus on high-value activities.
Enhanced Customer Experience: Unified data and integrated systems provide a 360-degree view of the customer, enabling personalized interactions and improved satisfaction.
Increased Revenue Growth: Data-driven insights and analytics inform revenue orchestration decisions, driving more effective sales and marketing strategies.
Reduced Costs: Consolidation and integration of technologies reduce costs associated with maintenance, support, and manual data entry.
I’ll be writing more about this process in future articles, but the trend towards Omnichannel marketing cannot be realized without a holistic approach to people, processes, and the end-to-end technology stack. It’s easy to forget that people navigate these systems as they seek to achieve an end goal. Thinking piecemeal about technology issues breaks the flow.
I’ll be digging deeper into this framework in future articles. But for now, the key is this: orchestrating revenue isn’t just about stacking tools — it’s about building systems that think and move together, from the inside out.
Bill Anderson is Global Practice Lead for Revenue Orchestration at Slalom Consulting. This post originally appeared on andersoncreative.com.