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Set It and Refine It: Clean Data, Auto-magically

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Manage episode 514225001 series 3591352
Content provided by Matt Volm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Volm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Your CRM isn’t starving for data — it’s drowning in the wrong kind. 🤯

In this episode of the RevOpsAF Podcast, co-host Camela Thompson chats with Arjun Ganatra, Business Systems Lead at Veriff, about how to eliminate manual data entry, clean up your CRM, and unlock real-time insights through AI-powered passive logging.

🧠 Arjun shares how his team automates data capture using tools like Momentum, how to decide what not to automate, and how to win rep buy-in without killing morale.

📈 What You’ll Learn

🧼 How to “set it and refine it” with passive logging

⚙️ What NOT to automate (yes, pipeline stages stay manual 🚫)

🤝 Tactics to get sales leadership buy-in and rep trust

💬 Using AI to auto-summarize calls & fill CRM fields

🔮 Future of RevOps: voice interfaces & collaborative AI

🧩 Perfect For Sales Ops • RevOps • CS Ops leaders focused on systems, process management, analytics, and thought leadership

🔗 Links & Resources

💡 Read more on the RevOps Co-op Blog: https://www.revopscoop.com/learn/blog

👥 Join the RevOps Co-op Community: https://www.revopscoop.com/membership/membership-options

🤝 Connect with Arjun Ganatra on LinkedIn: https://www.linkedin.com/in/arjunganatra/

🎧 Follow Camela Thompson on LinkedIn: https://www.linkedin.com/in/camela-thompson/

🔔 Subscribe to RevOpsAF for weekly episodes with the world’s top RevOps leaders.

#revops #salesops #DataHygiene #crm #revenueoperations #AIinRevOps #automation #processmanagement #RevOpsPodcast #PassiveLogging

  continue reading

64 episodes

Artwork
iconShare
 
Manage episode 514225001 series 3591352
Content provided by Matt Volm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Volm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Your CRM isn’t starving for data — it’s drowning in the wrong kind. 🤯

In this episode of the RevOpsAF Podcast, co-host Camela Thompson chats with Arjun Ganatra, Business Systems Lead at Veriff, about how to eliminate manual data entry, clean up your CRM, and unlock real-time insights through AI-powered passive logging.

🧠 Arjun shares how his team automates data capture using tools like Momentum, how to decide what not to automate, and how to win rep buy-in without killing morale.

📈 What You’ll Learn

🧼 How to “set it and refine it” with passive logging

⚙️ What NOT to automate (yes, pipeline stages stay manual 🚫)

🤝 Tactics to get sales leadership buy-in and rep trust

💬 Using AI to auto-summarize calls & fill CRM fields

🔮 Future of RevOps: voice interfaces & collaborative AI

🧩 Perfect For Sales Ops • RevOps • CS Ops leaders focused on systems, process management, analytics, and thought leadership

🔗 Links & Resources

💡 Read more on the RevOps Co-op Blog: https://www.revopscoop.com/learn/blog

👥 Join the RevOps Co-op Community: https://www.revopscoop.com/membership/membership-options

🤝 Connect with Arjun Ganatra on LinkedIn: https://www.linkedin.com/in/arjunganatra/

🎧 Follow Camela Thompson on LinkedIn: https://www.linkedin.com/in/camela-thompson/

🔔 Subscribe to RevOpsAF for weekly episodes with the world’s top RevOps leaders.

#revops #salesops #DataHygiene #crm #revenueoperations #AIinRevOps #automation #processmanagement #RevOpsPodcast #PassiveLogging

  continue reading

64 episodes

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