Folgen
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Are RevOps leaders stuck in tactical roles when they should be driving strategic growth? In this eye-opening episode, Karthi Ratnam joins us to challenge the traditional RevOps narrative. We explore the transformation of RevOps from system janitors to empowered revenue architects, the role of AI in GTM workflows, and what it truly means to lead a revenue movement.
🔥 Whether you're a RevOps professional, a GTM strategist, or a B2B marketer, this conversation is packed with bold ideas, controversial takes, and tactical insights to help you reframe your role and own your impact.
⏱️ **Timestamps / Chapters**
00:00 – Intro
00:10 – Meet Karthi Ratnam: From Open Source to Audience Haus and RevGenius
01:50 – The Real Role of RevOps (and What Went Wrong)
05:00 – Why RevOps Became the Cleanup Crew
07:00 – How RevOps Can Reframe as Revenue Creators
08:45 – Narrative Building for Non-Marketers
10:39 – “RevOps Confessionals” & the Real Struggles
14:00 – GTM Engineers vs. RevOps Architects
18:00 – Why AI is RevOps’ Big Opportunity
21:00 – Gatekeeping, Burnout & Letting Go of Busywork
24:15 – The Agent Explosion & Workflow Chaos
26:00 – Tools, Communities & RevOps Voice
28:55 – What RevOps Can Learn from Customer Success
30:00 – The Missing Metric: How to Measure RevOps Impact
31:40 – Wrap-Up & Where to Connect with Hy
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#RevOps, #RevenueOperations, #RevOpsStrategy, #AI in# RevOps, #GTM AI, #RevGenius, #CategoryCreation, #RevenueArchitecture
---
👍 **Like this episode?**
Don’t forget to hit the 👍 button, share with your team, and **subscribe** for more deep dives into the evolving world of Revenue Operations and GTM strategy.
💬 Drop a comment below with your biggest takeaway or how you're reframing your RevOps role! -
In this episode of *RevAmp*, we sit down with **Andy Mowat** — former VP of RevOps at Carta, GTM exec at 4 unicorns, and now founder of **Whispered**, a stealthy new platform helping executives discover hidden roles.
Andy shares hard-earned insights from scaling revenue operations at companies like **Box**, **Upwork**, **Culture Amp**, and **Carta**. We dive into the **evolution of RevOps**, what makes modern GTM teams effective, the **shift toward AI and data warehouse-driven systems**, and why he believes the next generation of RevOps leaders must build for **alignment, clarity, and speed**.
If you’re a RevOps leader, GTM strategist, or startup founder — this is a must-watch conversation.
🔗 **Learn more about Whispered** → [https://www.whispered.com](https://www.whispered.com)
🎧 Subscribe to the podcast → [https://www.dealhub.io/revenue-podcast/](https://www.dealhub.io/revenue-podcast/)
---
📌 **Chapters:**
00:00 – Introduction to Andy Mowat
00:42 – Andy’s career path: from family office to RevOps at unicorns
01:51 – Building the RevOps function at Upwork
06:21 – GTM tech stacks: the next evolution with AI & data warehouses
14:55 – Challenges slowing RevOps innovation
19:24 – From Gated to Whispered: Andy’s founder journey
33:32 – Final thoughts & where to find Whispered
---
👍 Like, comment, and subscribe for more insights from today’s top RevOps and GTM leaders.
#RevOps #RevenueOperations #GTM #Startups #AI #SaaS #Leadership #Podcast -
Fehlende Folgen?
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Unlock the *real* path to AI-powered revenue operations.
In this episode of **RevAmp**, Mark Lerner sits down with **Daryn Smith, CEO of Hubble Digital (HubSpot’s Global Partner of the Year)**, to unpack the data-readiness gap that is stalling AI adoption—even inside the world’s biggest B2B sales teams. If you’re wrestling with messy CRM data, rogue spreadsheets, or sky-high expectations for Gen-AI, this conversation is your fast-track primer on getting *truly* AI-ready.
🎙️ Episode Highlights
- Why only **9 %** of enterprises are genuinely ready for AI, despite 60 % wanting it yesterday
- The “garbage-in, garbage-out” rules of large-language models (and how to clean your data pipeline)
- Change-management tactics to stop shadow spreadsheets and drive CRM adoption
- Whether AgentForce, deepseek, or HubSpot’s *framed.ai* acquisition changes the game
- Why embracing *tech debt*—not avoiding it—may be your best strategic move this year
⏰ CHAPTERS
00:00 Intro & episode teaser
00:15 Meet Daryn Smith – CEO of Hubble Digital
02:25 From Napster to Gen-AI: tech waves Daryn has ridden
03:24 Why Hubble studied enterprise AI readiness
05:20 Data quality: the #1 AI bottleneck
07:31 Ambition vs. reality: 60 % want AI, fewer than 9 % are ready
08:56 The C-suite’s “AI illusion” explained
10:25 RevOps tech stacks & the unstructured-data mess
13:24 Can AI fix unstructured data?
16:37 What *true* data readiness looks like
18:15 Change management & user adoption
20:31 AI as the new user interface
23:10 Are dashboards dead?
24:29 Voice, brand, and conversational UX
25:53 Risk, governance & point-solution sprawl
30:14 Get AI-ready: auditing data and tech stacks
32:56 HubSpot’s AI advantage vs. legacy CRMs
36:53 Embrace tech debt—or fall behind
38:30 Where to find Daryn & Hubble
39:06 Outro
🔗 Resources & Links
- **Download Hubble’s AI-Readiness Report:** https://huble.com/ai-data-readiness-report
- **Hubble Digital:** https://hubble.com
- **Connect with Daryn on LinkedIn:** https://www.linkedin.com/in/darynsmith
- **Follow Mark Lerner:** https://www.linkedin.com/in/markzlerner
👋 Stay in the Loop
👍 **Like** this episode if it sparked an idea.
🔔 **Subscribe** for weekly deep dives with today’s top RevOps & GTM innovators.
💬 Drop your questions below—we reply to every comment!
#RevOps #AI #HubSpot #CRM #DataQuality #B2B #Podcast -
In this insightful episode of the RevAmp podcast, Mark Lerner welcomes Yoni Spitzer, VP of Operations and Head of Revenue Operations at Coro.
Yoni shares his unique journey from marketing analyst to strategic leader in revenue operations, emphasizing why RevOps must transcend traditional SalesOps functions. Discover how to break organizational silos, align cross-functional teams, and strategically leverage operations for sustainable growth.
From practical advice on managing internal alignment to navigating the evolving landscape of AI in operations, this conversation is packed with actionable insights for RevOps leaders looking to level up.
🔖 **Chapters:**
0:00 – Intro
0:40 – Meet Yoni Spitzer & His Journey at Coro
2:25 – Transition from Marketing Analyst to RevOps Leader
4:53 – RevOps vs. SalesOps: Clear Definitions
9:59 – Strategic Operations and CPQ Role
13:07 – Avoiding Pitfalls: RevOps as Strategic Partners
14:57 – Why RevOps Should Not Report to CROs
18:18 – Creating Strong Alignment Across Teams
22:53 – Best Practices for Sales and Product Alignment
27:35 – Balancing Short-term Needs and Long-term Strategy
33:11 – Advocating for Strategic Decisions with Data
37:30 – The Future of RevOps: Embracing AI
42:30 – Connect with Yoni & Learn More about Coro
📌 **Connect with Yoni:**
- LinkedIn: [Yoni Spitzer](https://www.linkedin.com/in/yoni-spitzer/)
- Coro Cybersecurity: [www.coro.net](https://www.coro.net)
🔗 **Subscribe & Stay Connected:**
- Don't miss future episodes—hit subscribe!
- Follow us for more RevOps insights and strategic growth tips.
#RevenueOperations #RevOps #SalesOps #StrategicGrowth #Podcast #CoroCybersecurity #DealHub -
In this episode of the RevAmp podcast, Mark Lerner sits down with Lonnie Sternberg, a seasoned RevOps leader, to unpack the evolving landscape of revenue operations. They discuss the journey from tactical tasks to strategic influence, the challenges of integrating AI into RevOps, and how professionals can establish themselves as strategic, indispensable leaders rather than mere CRM administrators. Learn how AI is reshaping revenue predictability, explore why AI adoption is slower in RevOps, and discover strategies for making yourself invaluable in today's shifting market.
🔔 **Don't forget to subscribe and hit the notification bell to stay updated on future episodes!**
---
**📖 Chapters:**
00:00 - Introduction: Mark Lerner & Lonnie Sternberg
00:42 - Mark’s RevOps Journey and the changing definition of RevOps
02:46 - Lonnie’s RevOps journey and attraction to cross-functional challenges
04:54 - The evolving definition of RevOps and the impact of AI
07:13 - Why AI Adoption is Slow in RevOps
10:20 - AI's Potential for Automating Sales Admin Tasks
12:05 - Is RevOps Just Fancy CRM Admin? (Strategic vs Tactical)
15:00 - From Chaos to Revenue Acceleration: Understanding the Journey
19:52 - The Emergence of "Go-to-Market Engineer"
23:40 - Building Internal Solutions vs. Tech Stack Consolidation
27:05 - The Future of RevOps: How to Become Irreplaceable
36:47 - Final Thoughts & Closing Remarks
---
**✨ Key Takeaways:**
- Why RevOps remains one of the most dynamic and sought-after roles.
- Understanding why AI adoption in RevOps is slower compared to other areas.
- Strategies to transition from tactical to strategic RevOps leadership.
- Exploring the rise of the Go-to-Market Engineer and its implications.
🎧 **Subscribe to the RevAmp Podcast for more insights on revenue operations, leadership, and innovation.** -
Join host Mark Lerner and guest Hassan Ishad, Founder of Rev Infinity, as they explore how #RevOps has evolved, the strategic impact of #AI, and how companies can drive growth and efficiency through better alignment of sales, marketing, and customer success.
Whether you’re an ops professional, revenue leader, or tech enthusiast, this episode will give you actionable insights on building a resilient RevOps function, optimizing your tech stack, and positioning yourself for success in today’s dynamic market.
**In This Episode, You’ll Learn:**
- **Hassan’s Journey in RevOps:** How he moved from sales ops into full-fledged revenue operations.
- **Market Shifts & Trends:** The move from “growth at all costs” to efficient, data-driven scaling—especially amid VC vs. PE priorities.
- **AI Adoption in Ops:** Why AI’s true power for operational efficiency is still emerging—and how to prepare for it.
- **Reporting Structures & Strategy:** How RevOps can deliver the most value, and why reporting lines often miss the mark.
- **Tech Consolidation & Tool Selection:** Deciding when to build vs. buy, cutting through vendor noise, and finding true technology partners.
- **Career Tips for Ops Pros:** Leveraging proactive initiatives, strategic roadmaps, and storytelling to showcase your results and grow your career.
**Chapters**
**00:00 – Introduction**
Mark welcomes listeners and teases the topics of today’s discussion: RevOps, AI, and strategic shifts.
**01:18 – Meet Hassan & His Background**
Hassan shares his journey from sales ops to founding Rev Infinity and highlights his passion for operational efficiency.
**03:00 – Evolution of RevOps & Its Strategic Importance**
Tracing the shift from pure “fix-it” ops to a cornerstone of growth and efficiency.
**05:07 – AI’s Growing Role in Operations**
How early adopters are experimenting with AI to automate repetitive tasks—and why the best is yet to come.
**07:25 – Market Shifts & VC vs. PE Mindsets**
Understanding how RevOps priorities differ under venture capital vs. private equity funding models.
**09:42 – Hiring & Positioning RevOps Teams**
Why many organizations misunderstand what they actually need from RevOps—and the pitfalls of poor alignment.
**12:17 – Ideal Reporting Structures**
The debate on whether RevOps should report to the CRO, CFO, or stand alone, and how unbiased data benefits everyone.
**15:40 – Career Growth Tips for Ops Pros**
Showing strategic impact, measuring ROI, and championing your successes across departments.
**18:21 – Navigating the Tech Stack & Consolidation**
When to consolidate vs. invest in specialized tools, the rise of AI-driven platforms, and the buy vs. build debate.
**22:35 – Closing Thoughts & Where to Find Hassan**
Hassan shares final insights on the future of RevOps and how you can connect with him.
**Connect with Hassan**
- **LinkedIn:** [lhttps://www.linkedin.com/in/hassan-irshad-5b0a6840/](https://www.linkedin.com/in/hassan-irshad-5b0a6840/)
### **Resources Mentioned**
- Hassan’s **30-60-90 Day RevOps Plan** (link coming soon)
---
### **Enjoying the Podcast?**
- **Like & Subscribe** for more expert insights on RevOps, AI, and go-to-market strategies.
- **Comment Below:** What was your biggest takeaway or question about RevOps?
#RevOps #RevenueOperations #SalesOps #MarketingOps #AI #SaaS #Podcast #Tech #Startups #Salesforce #GoToMarket #BusinessGrowth #CustomerSuccess #SalesEnablement #B2B
Thank you for watching this episode of **The RevAmp Podcast**! Don’t forget to subscribe for more conversations at the intersection of growth, technology, and revenue operations. -
In this episode of the Revamp Podcast, Mark Lerner sits down with David Held, a seasoned expert in sales, marketing, and technology and currently DealHub's Director of Product Marketing. David shares his insights on the evolving #RevOps role and how companies can leverage it as a competitive advantage in 2025 and beyuond.
Key Takeaways:
📌 [00:04:38 - 00:21:36] David's background and experience working at enterprise companies like Microsoft and Amazon, and how that has shaped his perspective on RevOps.
📌 [00:21:36 - 00:27:30] The importance of RevOps being the "owner" of technology decisions to ensure agility and adaptability in a rapidly changing landscape.
📌 [00:28:34 - 00:40:47] The role of automation, real-time data, and cross-functional collaboration in making RevOps a strategic driver for the business.
Don't miss this insightful conversation on the evolving world of RevOps and how companies can stay ahead of the curve. Tune in now!
#RevOps #SalesEnablement #DigitalTransformation #Podcast -
In this insightful discussion, revenue operations expert Michelle Pietsch shares her expertise on setting realistic expectations for revenue operations teams in the coming years. With her experience building high-performing sales teams from the ground up, Michelle provides valuable perspectives on navigating the evolving landscape of go-to-market strategies and technology.
Key Takeaways:
- [0:00 - 6:00] Michelle's background in building early-stage sales teams and founding her own consultancy, Beacon GTM
- [6:01 - 15:00] The challenge of setting realistic expectations for revenue operations, avoiding outlandish goals, and empowering teams for success
- [15:01 - 24:00] The rise of creative, "duct-tape" solutions to fill gaps in the tech stack, and the importance of thinking outside the box
- [24:01 - 29:00] Predictions for the go-to-market tech stack and revenue organization in 2025 and beyond, focusing on efficiency, AI, and adaptability
Don't miss this insightful conversation on the future of revenue operations. Tune in now and get ahead of the curve!
Links:
- Beacon GTM: https://beacongtm.com/
- Michelle Pietsch on LinkedIn: https://www.linkedin.com/in/michellepietsch/ -
In this episode of The RevAmp Podcast, host Mark Lerner dives deep into the future of AI in RevOps with special guest Klemen Hrovat, Co-founder at Sellestial. From AI-powered personalization to CRM data quality, predictive insights, and building internal tools, this conversation is packed with actionable insights for sales, marketing, and RevOps professionals. Klemen shares his journey from pharmacist to tech founder and offers a forward-looking perspective on how AI will shape the future of revenue teams.
🔖 Timestamps & Chapters
0:00 - Intro: Meet Klemen Hrvat, Co-founder of Sellestial
2:15 - From Pharmacy to RevTech: Klemen’s unique career path
6:45 - AI in Sales: Personalized messaging for HubSpot users
10:20 - AI’s Role in CRM Data Quality: Solving deduplication challenges
15:35 - The Importance of Data Sources: Trusting the right data for AI success
19:50 - Predictive Insights: The next big thing in RevOps
23:40 - AI in Marketing: Personalized email campaigns at scale
27:15 - Building Internal Tools: AI’s potential to transform RevOps roles
32:50 - Future of AI Models: Reducing costs and increasing accessibility
37:10 - RevOps as Builders: Elevating your impact with AI-powered tools
42:00 - AI for Data Enrichment: A game changer for RevOps
45:25 - Looking Ahead: The rapid evolution of AI tools
49:00 - Closing Thoughts: Klemen’s advice for leveraging AI in RevOps
50:20 - Connect with Klemen: Where to find him online
💡 Key Takeaways
* How AI is solving CRM deduplication and data enrichment challenges
* Why prompt engineering is the most important skill for salespeople
* Predictive analytics: Leveraging AI to discover hidden patterns in your data
* Building internal tools: How RevOps can step into a more technical role
* The future of personalization in marketing and sales
💬 Want more tips on AI and RevOps? Connect with Klemen on LinkedIn for insights on using AI to supercharge your sales processes: https://www.linkedin.com/in/klemenhrovat/
🎧 Don’t miss this episode—subscribe now for more RevOps strategies and insights!
🔔 Like, comment, and hit the notification bell to stay updated.
#RevAmpPodcast #AIInRevOps #Personalization #SalesTech #RevOpsInnovation -
Discover the secrets to transforming Revenue Operations (RevOps) from a service-oriented role to a proactive strategic function. Join Mark Lerner as he interviews Kanako Tone, Senior Revenue Operations Manager at PathFactory, to discuss her expert insights on the evolution of RevOps, actionable strategies, and the future of AI in the field.
Chapters:
0:00 - Introduction
1:12 - Meet Kanako Tone: Career Journey in RevOps
4:32 - The Evolution of RevOps: From Service to Strategy
8:45 - Challenges in Changing Perceptions of RevOps
12:20 - Proactive vs. Reactive RevOps: Shifting the Mindset
16:30 - The Importance of Process and Self-Service Systems
19:50 - Key Principles for Strategic RevOps Success
24:15 - Identifying Initiatives for Impactful Change
27:40 - Navigating Organizational Dynamics as a RevOps Professional
31:00 - Future of RevOps: AI’s Role and Critical Skills
35:10 - Closing Thoughts and Where to Learn More
Kanako also shares her thoughts on leveraging AI and building strategic RevOps functions in any organization. Don't miss this episode packed with actionable advice for RevOps professionals and beyond!
Follow Kanako on Linked: https://www.linkedin.com/in/kanakotone/
#RevOps #RevenueOperations #BusinessStrategy #ProactiveOps #AIinBusiness #PathFactory #StrategicGrowth #RevOpsInsights #PodcastEpisode #MarketingStrategy #SalesEnablement #CustomerSuccess #B2BMarketing #DataDriven #BusinessSuccess #FutureOfWork #TechInnovation #SelfService #OperationalExcellence #LeadershipTips -
In this episode, host Mark Lerner chats with Andrew Morales, VP of Revenue Operations at Captivate IQ, about the intricacies of annual planning. They delve into actionable strategies, capacity modeling, and real-world challenges of planning for growth.
Whether you're in RevOps, finance, or a business leader, this episode is packed with insights to sharpen your strategic planning game! 💡✨
⏱ Chapters:
0:00 Intro: Welcome to the Revamp Podcast
1:32 Guest Introduction: Meet Andrew Morales
5:10 Why Annual Planning Matters
8:25 Transforming Plans into Action with RevOps
13:45 The Capacity Model: A RevOps Game-Changer
20:30 Scenario Planning: Base, Upside & Worst-Case Approaches
25:12 Challenges of Shifting Market Focus
30:50 Aligning RevOps and Finance for Success
38:10 Lessons Learned: Internal and External Reflections
42:30 Wrap-Up: Key Takeaways & Closing Thoughts
🔥 Key Takeaways:
Bottoms-up vs. Top-down Planning: Finding the balance.
The Power of Capacity Models in RevOps.
Leveraging scenario planning for agility and precision.
Lessons from shifting market focus and internal growth.
🛠️ Featured Topics:
Revenue Operations Strategy
Aligning RevOps and Finance
Planning Tools and Templates
Overcoming Data Limitations in Strategy
📌 Learn More:
Follow Andrew Morales and Captivate IQ for insights on planning, compensation, and RevOps: LinkedIn https://www.linkedin.com/in/andrewryanmorales.
Explore Captivate IQ’s resource hub: The Multiplier https://multiplier.captivateiq.com.
💬 Join the Conversation:
What are your top strategies for annual planning? Drop your thoughts below and let’s discuss! 👇
🎙️ More Episodes:
Don’t forget to like, share, and subscribe for more Revamp Podcast episodes featuring leaders across industries. 🔗 -
In this episode of the RevAmp podcast, Mark Lerner is joined by Cameron Collins, RevOps Strategist at RevPartners, to explore the convergence of technical skills and strategic thinking in Revenue Operations roles.
Some of the topics Mark and Cameron cover include:
🧠 The Rise of AI: How artificial intelligence is transforming workflows, from automating technical tasks to enhancing strategic decision-making.
⚙️ Balancing Act: Should RevOps professionals focus on being more technical, more strategic, or both? Hear unique perspectives on what it takes to succeed in today's evolving tech landscape.
🔄 Democratizing Technology: How AI is lowering barriers for non-technical professionals, enabling them to build solutions without relying on developers.
💼 Future-Proofing Careers: Why merging technical know-how with strategic insights is critical for staying relevant in an era of rapid innovation.
🌟 Real-World Examples: Insights from companies like HubSpot, Klarna, and Salesforce on how AI is redefining tools and workflows.
🎙️ Whether you’re a RevOps leader, a HubSpot admin, or anyone navigating the intersection of tech and strategy, this episode offers actionable advice and future-focused insights.
📌 Chapters: 00:00 - Introduction
01:45 - The Changing Expectations in RevOps Roles
05:30 - How AI Is Transforming Technical and Strategic Workflows
10:15 - The Arms Race in AI Integration Across Companies
14:50 - Real-World Applications of AI in RevOps
19:30 - Balancing Technical Skills with Strategic Thinking
23:45 - AI’s Impact on Career Progression and Job Security
28:20 - The Future of CRMs and AI-Driven Tools
32:40 - Why Junior Developers Need to Think Strategically
38:10 - How to Future-Proof Your Career in Tech
42:30 - Final Thoughts and What’s Next in AI Innovation
📌 Key Takeaways:
AI as a career enhancer, not a replacement.
Why understanding business context is as crucial as mastering technical tools.
Tips for identifying workflow inefficiencies and automating solutions.
🎧 Tune in to explore how you can leverage AI, balance technical and strategic skills, and position yourself for success in the fast-evolving world of RevOps.
Don’t miss this engaging conversation packed with actionable insights! Subscribe to the RevAmp Podcast for more discussions with industry leaders. 🎉
👉 Share your thoughts! How are you using AI in your role? Comment below! 👇
#RevOps #ArtificialIntelligence #HubSpot #RevenueOperations #AIinBusiness #DealHub #RevAmpPodcast #FutureOfWork -
In this episode of the Revamp Podcast, Mark Lerner, Director of Growth Marketing at DealHub, sits down with Demare Amacker, Director of Revenue Operations at AccessiBe, to explore how AI is revolutionizing RevOps and the future of tech stacks. From AI-driven lead classification to automation in sales enablement, Demare shares real-world applications of generative AI, like ChatGPT, that are streamlining workflows and boosting efficiency in revenue operations.
Demare and Mark also discuss the evolving role of RevOps in tool selection and implementation, the importance of strategic decision-making in tech stack management, and what to expect in 2025 as AI models continue to advance. Plus, they tackle the bold predictions for AI-driven CRM systems and the increasing value of genuine human interactions in a tech-heavy world.
Key Takeaways:
0:00 Introduction
1:30 Demare’s Role at AccessiBe and RevOps Evolution
5:45 How AI Assists RevOps in Automation and Workflow
11:20 Real-Life AI Use Case: Streamlining SDR Lead Vetting
15:55 Choosing the Right Tech Stack and the Build vs. Buy Debate
22:35 Klarna’s Bold AI Move: Could Chat Interfaces Replace CRM?
30:00 Trends in RevOps for 2025 and Community Growth
👉 Subscribe for more insights from industry leaders on all things revenue operations, AI, and sales enablement! -
Welcome to another exciting episode of the RevAmp Podcast! In this episode, Mark Lerner, Director of Growth Marketing at DealHub, sits down with Jeremy Steinbring, the founder of RevOnyx, to dive deep into the world of Revenue Operations (RevOps), the challenges of CPQ (Configure, Price, Quote) systems, and how AI is shaping the future of the SaaS landscape.
Jeremy shares his decade-long journey in the tech and SaaS world, where he moved through various roles in marketing, sales, and customer success before falling in love with process optimization. He founded RevOnyx to help businesses streamline their tech stacks and optimize CRMs like Salesforce and HubSpot. In this episode, you’ll learn how RevOps can transform business workflows, the importance of connecting sales, customer success, and finance, and how the ever-evolving CPQ systems are critical to business growth.
💡 Key Topics Covered:
0:00 - Introduction to Jeremy Steinbring and RevOnix
2:45 - The role of RevOps in unifying business operations
6:30 - CPQ challenges and startup struggles
10:15 - HubSpot’s acquisition of Cashflow and future of CPQ
13:30 - Choosing the right CPQ system for scaling businesses
17:45 - The impact of AI on RevOps and SaaS tools
22:30 - Salesforce vs HubSpot: Ecosystem competition
26:15 - Salesforce CPQ and Revenue Cloud confusion
31:45 - Usage-based pricing models and their growing role
36:20 - The rise of AI and automation in RevOps
40:00 - Predictions for the future of AI and RevOps
Whether you're a RevOps professional, SaaS enthusiast, or just interested in learning how to optimize your business operations, this episode has something for you! Jeremy provides actionable insights and shares his experience on navigating CPQ, choosing the right tools for your business, and why AI could be a game-changer in the near future.
🔗 Learn more about Jeremy Steinbring & RevOnyx:
[Website: revonyx.io](http://revonyx.io)
LinkedIn: [Jeremy Steinbring](https://linkedin.com/in/jeremysteinbring)
RevOps Communities: RevOps Co-op, RevGenius
🔔 Subscribe to RevAmp Podcast for more episodes like this one!
[Follow DealHub for more insights on revenue operations, CPQ, and tech stack optimization.](https://www.dealhub.io)
#RevOps #CPQ #SaaS #RevenueOperations #DealHub #Salesforce #HubSpot #AI #BusinessGrowth #Podcast #TechStack -
🚀 Navigating the AI Wave: Insights on CRM, Sales, and the Future of Work with Kyle Jepson
In this episode of the RevAmp podcast, host Mark Lerner sits down with Kyle Jepson, HubSpot’s Evangelist and AI enthusiast, to discuss the latest trends in CRM, sales, and the evolving role of AI in business.
From HubSpot’s Breeze AI features to balancing traditional CRM functionality, Kyle shares his personal take on how these innovations will shape the future of work. This episode is packed with insights on AI, sales automation, and how CRM platforms are adapting to meet the needs of both small businesses and enterprise-level companies.
🔥 Key topics include:
How AI is transforming CRM and sales processesThe future of sales tools and CRM platforms beyond AIHubSpot’s new AI-powered Breeze and its implications for businessesThe importance of balancing innovation with core functionalityThe role of RevOps in scaling teams and managing complexityKyle also shares his journey at HubSpot and his thoughts on the rapidly evolving landscape of customer engagement and sales.
📌 About Kyle Jepson
Kyle Jepson is a leading voice at HubSpot Academy, where he educates and inspires CRM users worldwide. As HubSpot’s Evangelist, he’s at the forefront of AI-driven CRM trends and shares invaluable insights for anyone looking to stay ahead in the world of sales and technology.🎧 Why You Should Watch: If you're interested in the future of work, AI in sales, or simply want to stay ahead in CRM innovation, this episode is a must-watch! Whether you’re in sales, marketing, RevOps, or a tech enthusiast, Kyle’s insights will give you a clearer understanding of where the industry is headed.
🔔 Don’t forget to subscribe to the RevAmp podcast for more episodes on AI, CRM trends, and the future of sales!
-
Welcome to a special episode of the RevAmp podcast!
🎙️ In this episode, Mark Lerner, Director of Growth Marketing at DealHub, is joined by Nico Lafakis, Revenue Operations Strategist at New Breed, for his second appearance on the show. They dive deep into the buzz around AI, CRM innovations, and the big takeaways from recent events like Inbound and Dreamforce.
What You’ll Learn:
🔹 AI & CRM Innovations: Explore how AI is being integrated into CRM tools and the implications for sales teams. From HubSpot’s Breeze to Salesforce’s Agent Force, discover how these tools are reshaping the landscape.
🔹 Event Highlights: Get the inside scoop on the latest trends and releases from Inbound and Dreamforce, and what they mean for the future of sales and marketing operations.
🔹 The Role of Meaning in Sales: Nico shares his perspective on how automating the minutiae can bring back the 'meaning' to sales roles, allowing reps to focus on what truly matters—building relationships and closing deals.
🔹 HubSpot vs. Salesforce: A candid discussion on the differing philosophies of these two CRM giants. Why are more large companies considering a switch to HubSpot, and what does this mean for Salesforce?
🔹 AI Agents in Action: Learn about HubSpot’s new suite of AI tools, including Breeze and Agent AI, and how they can help sales teams with everything from prospecting to content creation and lead scoring.
Key Quotes:
🗣️ “HubSpot is moving towards being more community-centric, focusing on enabling users to do more meaningful work rather than just pushing tools.” - Nico Lafakis
🗣️ “AI is allowing companies to operate at an enterprise level with small business headcount. It’s a game-changer for revenue operations.” - Mark Lerner
Episode Breakdown:
00:00 - Introduction & Background
03:15 - AI Hype vs. Reality: What’s Actually Happening?
08:40 - Key Takeaways from Inbound & Dreamforce
15:20 - HubSpot’s AI Suite: Breeze & Agent AI Explained
22:45 - The Future of AI in Sales: What's Next?
30:10 - HubSpot vs. Salesforce: A Shift in the CRM Market
37:50 - Predictions for Next Year’s Inbound
44:10 - Closing Thoughts & Where to Find Nico
🔗 Links & Resources:
Follow Nico Lafakis on LinkedIn - https://www.linkedin.com/in/nlafakis/
Learn more about New Breed: https://www.newbreedrevenue.com
Check out our latest RevAmp episodes: https://www.dealhub.io/revenue-podcast
Don't forget to like, comment, and subscribe to stay updated on the latest in RevOps and Sales! 🔔
#RevAmpPodcast #AI #SalesOperations #RevOps #Inbound2024 #HubSpot #Salesforce #RevenueOperations #GrowthMarketing -
In this episode of the RevAmp podcast, Mark sits down with Samantha Wagner, Sales Ops Specialist at AlayaCare to discuss the age old RevOps question: Is it a tool or process problem?
Here's the breakdown of this week's episode:
1. The guest, Samantha Wagner, works at a health tech company called Elia Care, where she is involved in revenue operations, deal desk, and implementing tools like DealHub.
2. They discussed the challenge of balancing the desire for new tools/technology versus focusing on improving processes first. Samantha shared that initially they tried to solve issues by implementing DealHub, but then realized they needed to revisit their underlying processes.
3. Samantha emphasized the importance of involving a wide range of stakeholders when implementing new tools or processes, to make sure all relevant perspectives are considered. This helps avoid having to redo work later.
4. As a revenue operation professional, Samantha sees her role as a change agent, but acknowledged the cultural challenges of driving change, especially across different departments. She emphasized the importance of getting buy-in from executive leadership to help drive adoption at the front-line level.
5. Overall, the discussion focused on the balance between tools, processes, and change management that revenue operations professionals need to navigate.
Enjoy and don't forget to like, share, and subscribe! -
In this episode of the RevAmp podcast, host Mark Lerner sits down for an in-depth discussion with Jesse Morris, VP of Global Revenue Operations at Keepit.
Here's what Mark and Jesse cover:
1. Friction in the sales process: Jesse discusses friction from the perspective of both the sales reps and the customers/buyers. This includes issues like the quote-to-cash process, data/insights access, and enabling partners.
2. The impact of rapid change and adaptability: The podcast discusses how the rapid changes over the past 5-6 years, such as the shift to remote work during COVID, have increased the importance of revenue operations and the need for adaptability and flexibility in sales processes.
3. Balancing standardization and flexibility: Jesse notes the challenge of building standardized sales processes while also allowing for flexibility to accommodate different customer needs and edge cases. Finding the right balance is key.
4. Breaking down silos and cross-functional alignment: As organizations grow larger, the issue of siloed teams with misaligned metrics and data becomes a challenge that rev ops teams need to address.
5. Incorporating AI and automation: Mark and Jesse discuss the future of AI in the quote-to-cash process.
Like, share, and subscribe! -
In this special episode of the Revamp podcast, host Mark Lerner welcomes Sean Lane and Laura Adint to discuss their upcoming book "The Revenue Operations Manual".
Anyone interested in pre-ordering The Revenue Operations Manual can go here and use the code REVOPS20 for 20% off (or buy from any of your preferred booksellers here)!
Sean and Laura share their motivation for writing the book, how they define revenue operations, and key prerequisites for implementing it.
They also dive into the strategic role of revenue operations, the importance of building internal partnerships, and how to navigate the tech landscape.
This episode offers valuable insights for revenue operations professionals looking to drive strategic impact within their organizations. -
In this episode of the RevAmp podcast, host Mark Lerner and guest Brian Ossa dive deep into the evolving CRM ecosystem.
They explore the contrasting approaches of HubSpot and Salesforce - with HubSpot rapidly pushing out new features and updates, while Salesforce takes a slower, more deliberate pace.
Mark and Brian also discuss the rise of "pseudo CRMs" like Monday.com and Asana, which are incorporating more CRM functionality, and how that is impacting the traditional CRM landscape. This episode provides valuable insights into the dynamics shaping the CRM market and the strategic decisions being made by leading providers.
Key Topics Discussed:
- The rapid release cadence and product strategy of HubSpot compared to more established CRM platforms like Salesforce.
- The emergence of "pseudo-CRM" tools like project management and marketing automation platforms that are encroaching on the traditional CRM market.
- The changing CRM ecosystem, with new players gaining market share and the potential impact of a hypothetical Google acquisition of HubSpot.
And much more!
#RevOps #CPQ #CRM #HubSpot #Salesforce #monday #asana #AI - Mehr anzeigen
