Revenue Ops Technology

This is my keep-it-simple playbook for scale:Outcomes first: We don’t buy/build something unless it won’t move a core KPI.Over sprawl integration: Choose AI-native tools ...

The AI landscape is evolving quickly. My team has seen real wins in three areas: automating data hygiene, surfacing insights from unstructured data, and reducing the time...

At a previous company, we had just implemented a hunter/farmer split across our GTM team. As is common during those transitions, there was a lot of skepticism about accou...

It starts with a simple principle: you can’t innovate if you don’t have the capacity to do so. RevOps teams sit at the intersection of Sales, Marketing, CS, Product, and ...

The key for me is treating vendors as partners. I invest the real time up front walking them through my outcomes, what are the problems I need solved and what “good” look...

My experience with blending legacy systems and new technology is to use a middleware to integrate the two.With middleware integrations, there are a few best practices tha...

You have to treat innovation as a structured process, not a side hustle. The best way to balance cutting-edge technology with operational stability is to build a gating f...

There is a lot of opportunity to leverage AI across your Revenue Operations tech stack. In fact, just about every application boasts some type of AI functionality these ...

Ensuring business continuity isn't just an IT problem -- it's also a must-have for a modern RevOps team. Here are a few ideas on how to prepare:Have a plan! Identify th...

Keeping data clean and compliant is the backbone of any high-functioning RevOps org. Without clean data, users won't adopt the tools, and you won't see the ROI from your...

Real-time analytics can turn your RevOps team into a proactive, value-driven asset to the business. Here are a few examples of how we leverage real-time data:Automated al...

I constantly look at the ROI and/or impacts of outcomes, and discuss those with the key stakeholders before moving forward with customization.What I have found is that pe...