Intermediate practitioner
AI for CRM and RevOps
IntermediateModule 164 reps, about 15 min total
Your CRM should be an engine, not a filing cabinet. Drawing on years in RevOps, I show you how to use AI to cross-compare data, surface insight, and do in minutes what used to take an analyst a week. This is AI aimed squarely at revenue work.
What you will be able to do
- Using AI to cross-compare and interrogate CRM data
- Turning scattered records into decisions and next actions
- Where AI belongs in a RevOps workflow, and where it does not
- Practical prompts and patterns for revenue teams
- 01A filing cabinet with a search box
Why your CRM feels inert, and the one property that separates an engine from a record store.
About 4 min
- 02Clean enough to be worth asking
The specific data problems that break AI analysis, and the minimum standard to fix first.
About 4 min
- 03Cross-comparing what used to take a week
The analysis pattern where this genuinely replaces analyst time, and how to ask for it.
About 4 min
- 04Where it belongs, and where it does not
The line in revenue work that is worth holding, even when the demo is impressive.
About 3 min