Blog Posts:
Best CPQ Software 2026: A Requirements-Led Buyer’s Guide [Blog]
How can RevOps teams eliminate quoting friction and revenue leakage in complex B2B environments? This comprehensive guide evaluates CPQ solutions for 2026, focusing on requirements-driven selection to accelerate deal cycles and ensure compliance.
The content covers signs that indicate CPQ necessity (e.g., SKU complexity, rogue discounting, subscription amendments, global tax issues); essential features like rules engines, margin governance, multi-currency support, seamless CRM/ERP integrations, and analytics; comparison of platform types (agile no-code, legacy suites, document-centric, specialized); and a structured evaluation framework with tips for implementation, ownership (often RevOps-led), and ROI measurement such as faster quotes and reduced errors.
To select the right CPQ tool that strengthens your Quote-to-Cash process and revenue performance, review the full buyer’s guide here.
Aligning Revenue Teams Using KPI Metrics [Blog]
Revenue misalignment between Marketing, Sales, and Customer Success often stems from inconsistent KPIs, leading to distrust and reactive fixes. This post presents a framework for aligning teams through shared metrics tied to the full customer journey.
Key themes include recognizing misalignment signals (e.g., inflated lead numbers, departmental optimization over company goals); using models like the Bow-Tie framework to map KPIs across lifecycle stages; shifting focus to transition metrics like pipeline creation quality and time-in-stage; and gaining leadership buy-in for consistent definitions and proactive RevOps interventions to improve forecasting accuracy and GTM execution.
If you're looking to build trust and predictability across revenue functions, explore the complete alignment guide here.
Top Customer Onboarding Tools: Pricing and Feature Comparison Guide [Blog]
Effective customer onboarding directly impacts time-to-value, retention, and overall revenue performance in B2B SaaS. This comparison highlights top tools that streamline post-sale processes and reduce manual coordination.
The discussion includes:
- Categories like client portals, in-product guides, process management, and all-in-one CS platforms
- Leading solutions such as Flowla (mutual action plans, AI workflows), Userlane/UserGuiding (in-app adoption), Process Street/ClickUp (automation), and others
- Emphasis on AI trends for adaptive processes, real-time tracking, and seamless sales-to-CS handoffs
- Selection criteria: scalability, ease of use, integrations, and focus on progress visibility
For practical recommendations to boost operational efficiency and customer success outcomes, check out the full tool comparison here.
Podcast Episodes:
How a $25M SaaS Company Discovered a $3.5M Blind Spot in its Revenue Engine [Podcast]
Revenue blind spots in mature SaaS companies often hide millions in untapped potential without adding headcount or budget. This episode breaks down a real case study where a $25M ARR enterprise SaaS firm uncovered $3.5M in invisible pipeline opportunities through a rapid assessment.
The hosts analyze key findings in a cohesive flow: 80% of opportunities lacked traceable lineage, rendering pipeline creation opaque; underperforming channels like paid search delivered low-intent traffic; marketing attribution faded in late stages; and win rate emerged as the primary constraint rather than volume. Rebuilding visibility enabled controllable improvements, potentially unlocking ~$1M in incremental revenue by focusing on data-driven GTM fixes.
To learn how to spot and close similar blind spots for better forecasting accuracy and revenue performance, listen to the full episode here.
The Operator's Roadmap for AI in 2026 - Lily Luo [Podcast]
Operators building AI tools in corporate environments face unique constraints that generic resources overlook. This conversation with Lily Luo maps practical steps for scaling production AI in RevOps and operations for 2026.
- Reflections on 2025 AI projects and common gaps for system builders
- Lessons from implementations: scoping linear workflows, async pre-processing, tool selection, and learning from failures
- Showcase of Atlas agent with multi-layer memory and autonomous capabilities
- 2026 priorities: enterprise-ready scalability, hallucination reduction, team enablement, and clear human-AI boundaries
For actionable guidance on integrating reliable AI into revenue workflows and operational efficiency, tune into the complete discussion here.
How Smarter Buyers are Forcing a Go-To-Market Evolution with Guy Rubin [Podcast]
Shifting buyer behavior and market consolidation are reshaping GTM strategies toward unified, data-driven platforms. In this live episode, Guy Rubin discusses the Ebsta-Fullcast acquisition and broader implications for RevOps.
The discussion explores:
- Move from point solutions to integrated "plan to pay" revenue platforms
- Impact of lower tech costs and higher sales costs, with AI agents reducing manual CRM work
- Buyer self-research empowered by AI, demanding consultative selling and strong partner ecosystems
- "Revenue Insights as a Service" for rapid audits of inefficiencies like data hygiene and territory issues
Gain insights on evolving your GTM engine to align with smarter buyers and drive predictable revenue here.
Webinars:
The Content Multiplier: Building Smart Repurposing Workflows with AI and Automation [Webinar]
Marketing and RevOps teams often struggle to scale content production without proportional effort increases. This webinar demonstrates how AI and automation can turn a single asset (like a webinar recording) into dozens of high-value pieces for marketing, sales enablement, and GTM channels.
Key elements include:
- Automated workflows for converting recordings into blogs, social clips, follow-ups, and enablement materials
- AI-powered editing, transcription, and syndication to minimize manual work
- Real demos showing 50+ assets from one source while preserving brand consistency
- Strategies for faster content velocity and revenue impact through repurposing
If you want to multiply content output efficiently and support data-driven GTM growth, check out the full webinar here.
Where Outbound Goes to Die: The Only SDR Metrics That Actually Matter [Webinar]
Many outbound programs underperform due to vanity metrics masking real bottlenecks in prospecting, engagement, and handoff. This live session on February 26, 2026, presents a focused framework for the few SDR metrics that reveal true performance signals and drive alignment across RevOps and sales teams.
The event covers:
- Diagnosing where outbound breaks down with actionable metrics
- Avoiding over-reliance on misleading activity data
- Building a shared language for SDR leaders and executives
- Practical steps to prioritize signals that impact pipeline quality and revenue outcomes
To gain a clearer view of what truly moves the needle in outbound RevOps, register for the live session here.
