Blog Posts:
Mastering Stakeholder Interviews: A Guide For Revenue Operations Leaders
By: Laura Cross and contributors Forrester
Are you struggling to get clear, actionable input from stakeholders across sales, marketing, finance, and leadership? Mastering stakeholder interviews is one of the highest-leverage skills for RevOps leaders looking to drive real alignment and change.
This Forrester report provides a practical framework including:
- Preparing for interviews with the right objectives and question types
- Techniques for uncovering hidden challenges and priorities
- How to translate interview insights into credible recommendations
- Best practices for building trust and maintaining momentum after the conversations
To improve your ability to gather insights and influence cross-functional decisions, explore the full report here.
How to Identify Where AI Fits Into Your GTM System
With so much AI hype in revenue operations, where should you actually apply it for maximum impact? This guide cuts through the noise and shows exactly where AI belongs within a modern GTM system.
The article explains:
- The different layers of the GTM tech stack and AI’s role in each
- High-impact vs. low-impact use cases for AI in revenue workflows
- How to integrate AI without creating more complexity or data fragmentation
- A practical maturity model for responsible AI adoption
To understand where AI delivers real value in your GTM motion, read the complete guide here.
Multi-Agent AI Architectures for Revenue Operations: The New Operating Layer for GTM Teams
Single AI agents are no longer enough for complex revenue environments. Leading teams are now designing multi-agent systems that work together across the entire funnel.
This technical yet practical article covers:
- The architecture of coordinated AI agents for prospecting, qualification, pipeline management, and forecasting
- How agents can hand off work intelligently while maintaining governance
- Real use cases showing significant gains in efficiency and accuracy
- Key considerations for implementation, data privacy, and human oversight
To explore how multi-agent systems can transform full-funnel RevOps, explore the full article here.
Podcast Episodes:
Why Your Forecast Is Inaccurate (+ How to Fix It) – with Andy Smidmore, RevOps Leader (ex-Confluent, Cloudera, Docker, Ditto)
Why do so many revenue forecasts continue to miss targets even with better tools? This episode dives deep into the root causes of inaccurate forecasting and provides actionable ways to improve reliability.
Key topics discussed:
- The most common reasons forecasts fail in B2B environments
- The role of process, data quality, and human behavior
- Practical frameworks and metrics to build more trustworthy forecasts
- How RevOps can drive better forecast discipline across teams
To improve forecast accuracy in your organization, listen to the full episode here.
From Support to Strategy: The Evolution of CS in a Data Driven World ft Devin Shane
How is the Customer Success function evolving from reactive support to a true strategic revenue driver? This episode explores the changing role of CS in modern B2B organizations.
Main discussion points:
- The shift from renewal-focused CS to proactive growth and expansion
- How CS teams are becoming more integrated with RevOps and sales
- New skills and systems required for strategic customer success
- Real examples of CS driving measurable revenue impact
To understand his perspective on the future of Customer Success, listen to the full episode here.
The AI Strategy Nobody Actually Has
By: RevOpsAF The Podcast
Most companies claim to have an AI strategy, but very few have one that is realistic, executable, and focused on real business outcomes. This episode cuts through the hype and discusses what a practical AI strategy should look like.
The conversation covers:
- Why most AI initiatives fail to deliver results
- How to move from experimentation to operational impact
- Prioritizing use cases that actually matter to revenue teams
- Building the right foundations before scaling AI efforts
This perspective can help you to build a more realistic and effective AI strategy, listen to the full episode here.
Webinars:
The Quota Delay Problem: Why Reps Are Always Selling Blind
By: RevOps Co-op ft. CaptivateIQ
Why do new reps take so long to reach full quota productivity, and what can RevOps do about it? This session tackles one of the most expensive problems in revenue organizations today.
The discussion focuses on:
- Root causes of extended ramp times and quota delays
- The real cost to the business of slow productivity
- Practical frameworks and processes to accelerate time-to-quota
- Role of enablement, RevOps, and sales leadership in solving this issue
To reduce quota delays and improve sales productivity, join or watch the session here.
From Workflow Chaos to Operational AI : Real RevOps Use Cases
Tired of disconnected tools and manual processes? This session showcases real RevOps use cases where teams successfully moved from workflow chaos to practical operational AI.
Key topics include:
- Concrete examples of AI applied to daily RevOps challenges
- How to identify high-impact automation opportunities
- Lessons learned from actual implementations
- Avoiding common pitfalls when introducing operational AI
To see practical ways to bring operational AI into your RevOps workflows, join or watch the session here.
