Improve Your Pipeline with Meeting Data and AI

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A great RevOps professional once said, “My dying words will be ‘UPDATE YOUR NEXT STEPS!’” There are better ways to get things done! We promise. Join Anita Gormley, Chief of Staff at Gong, and Lance Thompson, Technical Sales Operations Manager at Seekout, to hear how they’ve used Gong, Salesforce Flows, and AI to improve data integrity. Learn: Strategies for improving …

Why the SFDC Contract Object is Overrated

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For most Revenue operations teams, customer relationship tracking has long revolved 🌎 around the Contract Object…but it doesn’t have to. If you’re a Salesforce Admin hitting a wall with the level of customization and reporting you need, it’s time to learn how to rethink your customer relationship tracking in Salesforce. Join Camela Thompson, Head of Marketing at RevOps Co-op, James McArthur, Head …

The Big “CRM” Problem

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CRM hygiene is always a problem, but never a priority. Instead, it’s an accepted chronic issue that forces RevOps between a rock (leadership wanting more visibility) and a hard place (reps complaining about using the CRM). You’ve probably tried to solve this with reports that go ignored, endless CRM optimization attempts, and hours (years?) of training and enablement, but CRM …

Why Marketers Don’t Understand Their Salesforce Metrics

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Ever wonder why marketers are confused about THEIR OWN campaign data? The asks for primary campaign reassignments and campaign influence updates on opportunities are annoying, but they’re happening for a reason. Nobody taught MOPs how Salesforce data works. And it has created a nightmare of a data problem no one is talking about. 🤯 Join Camela Thompson, Head of Marketing at …