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Scaling Technology Infrastructure Beyond 50 Deals Per Year

13 minPRO
4/6

Key Takeaways

  • At 50+ deals/year, enterprise-grade CRM, accounting, and project management platforms replace small-business tools.
  • Custom dashboards and API integrations replace Zapier at scale for reliability, throughput, and complex data transformation.
  • A dedicated technology manager should be hired when monthly tech spend exceeds $3,000-$5,000 or the team exceeds 10 users.
  • Enterprise technology budgets run 2-4% of gross revenue, justified by the operational leverage at high volume.
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Test Your Knowledge

1.What is operational risk?

2.What is a risk register?

3.What is the Recovery Time Objective (RTO)?