Blog Posts:
Salesforce Open CTI Sunsetting: Timeline, Impact, and Your Migration Options
Are you still relying on Salesforce Open CTI for your telephony integrations? Salesforce is phasing out Open CTI with full end of support scheduled for February 28, 2028, forcing RevOps and sales teams to plan their migration now to avoid workflow disruptions and data sync issues.
This article details the timeline of the sunsetting, the impact on call logging, screen pops, and real-time CRM integration, and why waiting until 2027 could create significant operational risk. It also compares migration paths, including Salesforce’s native Service Cloud Voice and more cost-effective alternatives like Revenue.io’s RingDNA that maintain deep Salesforce integration without expensive additional licensing.
To understand the timeline and choose the right migration strategy for your team, explore the full article here.
The 3 Approval Failures Killing Your Deal Velocity
How often do slow or broken approval processes quietly destroy your pipeline momentum? This post explains why approval failures are one of the biggest hidden killers of deal velocity in B2B SaaS and what RevOps can do to fix them.
Key topics covered:
- Common approval bottlenecks that slow down quotes and contracts
- The direct link between approval friction and lost or delayed revenue
- How poor governance creates inconsistent deal outcomes
- Practical ways to streamline approvals while maintaining control
To accelerate deals by fixing approval processes, read the full post here.
DealHub AI vs. Salesforce Agentforce Revenue Management (ARM): System of Action vs. Recor
Is your CRM truly enabling revenue ownership, or is it just storing data while commercial decisions happen outside the system? This comparison argues that true revenue ownership demands more than a system of record — it requires embedded governance and execution control.
Main points discussed:
- Limitations of Salesforce Agentforce Revenue Management (ARM) as a static, IT-dependent system
- How DealHub enables zero-code, RevOps-owned agility for complex pricing and approvals
- Why governance must be structural within the deal itself to prevent margin leaks and compliance issues
- Real examples of faster quote turnaround and cleaner data with execution-focused platforms
To understand why revenue ownership needs more than a system of record, explore the full comparison here.
Podcast Episodes:
How RevOps scales companies from $10M to $250M ARR with Franco Anzini, SVP of GTM Strategy & Operations
What does RevOps actually look like as a company grows from early-stage to high-scale? In this episode, Franco Anzini (SVP of GTM Strategy & Operations) shares hard-earned lessons from scaling multiple SaaS companies through significant growth phases and exits.
Key insights shared:
- How RevOps foundations and systems evolve at different ARR stages
- Building forecasting discipline ahead of IPO readiness
- The shift from pure systems thinking to measurable business impact
- Why many AI initiatives fail without clean, centralized data
- The rising role of GTM engineering in scaling operations
To learn how RevOps supports sustainable scaling, listen to the full episode here.
Learning from Mistakes: Over-Engineering in RevOps - Maarten Bovend'aerde
What happens when RevOps teams over-engineer processes and tools? Maarten Bovend’aerde joins this episode to share candid lessons from real mistakes and how to avoid common pitfalls in revenue operations.
Main discussion points:
- The dangers and costs of over-engineering in RevOps
- How to prioritize activities that truly drive revenue impact
- Adapting RevOps approaches to match organizational reality and maturity
- Practical takeaways from past implementation failures
To learn from real RevOps mistakes and build more effective processes, listen to the full episode here.
VC: Investing at Inception in the Age of AI Agents | Ed Sim (Founder & GP, Boldstart)
How are venture capitalists evaluating early-stage companies in the era of AI agents? Ed Sim (Founder & GP at Boldstart) shares his investment framework and observations on what matters most when building in today’s AI-native environment.
Key topics explored:
- The 5 P’s used to evaluate inception-stage investments
- Why engineering is no longer the main bottleneck
- The autonomous enterprise thesis and AI-native leadership
- Real growth stories and what actually unlocks scaling
- Frameworks for effective board-founder partnerships
To gain insight into VC thinking in the age of AI agents, listen to the full episode here.
Webinars:
Revenue Forecasting - Summit
By: Revenue Operations Alliance
How can RevOps teams build forecasts they can actually trust in today’s unpredictable market? This virtual summit brings together practitioners to tackle the biggest challenges in revenue forecasting.
Key sessions and topics:
- Scaling forecasting in high-growth teams without losing accuracy
- Aligning sales, RevOps, and finance around one committed number
- Scenario planning and de-risking techniques
- The shift from gut feel to machine intelligence with AI
- Adapting forecasts when pricing models change
- Fixing pipeline quality before it breaks your forecast
To improve your forecasting accuracy and processes, register or access the summit here.
No More Channel Wars: Comp Design for Direct Reps, Distributors & OEM Partners in 2026
Why do channel partners and direct sales teams often end up in conflict instead of collaboration? This webinar focuses on designing smarter compensation plans to eliminate channel wars and align incentives across direct reps, distributors, and OEM partners.
Main topics covered:
- Root causes of channel conflicts in compensation plans
- Credit models for Originator, Specifier, and Fulfiller roles with splits and guardrails
- Diagnostic tools to identify if your comp plans are creating friction
- Practical blueprint for defining fair credit rules and preventing disputes
To design compensation that promotes collaboration instead of competition, save your place here.
