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SaaStr 803: AI, Sales + GTM in 2025/2026: This Really Changes Everything with SaaStr CEO and Founder Jason Lemkin and Owner CRO Kyle Norton In this engaging session, we dive deep into how AI is transforming the sales landscape, featuring a conversation between SaaStr CEO and Founder Jason Lemkin and Kyle Norton, the Chief Revenue Officer of Owner, a company recently valued at over a billion dollars. The discussion covers Kyle's background and his insights into implementing AI in sales operations, the challenges and benefits of using AI tools, and the critical importance of a curiosity-driven approach to technology among sales leaders. Key topics include the integration of AI in SMB sales, the future of sales professional roles, and the necessity of continuous improvement and adoption of AI tools. The conversation also touches on the need for creating a seamless customer journey through AI and human interface, managing hybrid teams of AI and sales reps, and the potential for AI to close deals. Essential for anyone interested in the intersection of AI and sales, this session offers practical strategies and forward-looking perspectives. -------------------------------------------------------------------------------------------- Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr -------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------- Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom. But, youʼre not quite ready to make that change. We get it! Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk. Fin can instantly resolve up to 80% of your tickets, Which makes your customers happier. And you can get off the customer service rep hiring treadmill. Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report. Learn more at : inter.com/saastr --------------------------------------------------------------------------------------------
This week on GTM Live, Carolyn sits down with Nick Flamini, host of the Sales Architecture Podcast, to explore the real reasons most go-to-market teams are still struggling—despite all the headcount, tools, and budget. They dig into the myth of “more BDRs = more pipeline,” and why most organizations are missing the data, architecture, and cross-functional alignment required to scale efficiently.Carolyn explains why “go-to-market bloat” is a symptom of deeper system issues, not bad people. She shares how Passetto is helping companies rethink how they connect marketing, sales, finance, and RevOps through a unified GTM data layer. Nick challenges the hype around AI in outbound, and the two unpack why trust, process, and measurement (not volume) are the levers that matter most.If you've ever questioned whether your CAC is actually sustainable, or felt stuck trying to prove marketing's impact, this episode is your blueprint.Key topics in this episode:Why most CRM data is unusable, and what to do about itThe epidemic of go-to-market bloat and over-hiringHow AI is flooding outbound and eroding trustWhy finance must own more of GTM efficiencyThe trap of MQL targets and performance by teamWhat it takes to build a real full-funnel revenue factoryThis episode is powered by Passetto. We help high-growth and equity-backed companies turn GTM data into better decisions, faster. We unify your GTM and financial data, identify your growth levers, and help you scale. Part SaaS, part advisory. Visit passetto.com
In this episode of RevOps Champions, Brendon Dennewill sits down with Sean Steigerwald, a serial entrepreneur and the CEO of CustomerIQ. Sean brings a wealth of experience from founding and growing SaaS and analytics companies, with deep expertise in business development, sales, and RevOps strategy. The conversation kicks off with Sean introducing CustomerIQ—a platform designed to automate and enrich CRM data entry while simplifying email automation for companies with complex sales cycles, particularly those using HubSpot or Salesforce.The discussion dives into the operational challenges of B2B companies, especially those in enterprise SaaS, professional services, and manufacturing. Sean emphasizes that the main pain point for sales and revenue teams is updating and leveraging the CRM efficiently. He stresses the importance of removing tedious manual tasks, and automating processes only after they've been validated manually. Both Sean and Brendon highlight the need for strong RevOps leadership to ensure cross-team alignment and operational efficiency, and share their appreciation for business operating systems like EOS to help teams remain focused and empowered during growth phases.Throughout the episode, Sean champions the value of consistent execution (“lead bullets” over “silver bullets”) and warns against overcomplicating tech stacks with unnecessary tools. They agree that alignment—across people, process, data, and technology—is key to scaling and customer retention. Sean concludes with practical advice: focus on process clarity before automation, use your CRM as a central hub for alignment, and keep things simple. For further learning, he recommends business books like “The Hard Thing About Hard Things” and entrepreneurial podcasts such as “Invest Like the Best” and “Founders.”Find more at revopschampions.com
SaaStr 802: SaaS + AI: It's Time to Move Much Faster with SaaStr CEO and Founder Jason Lemkin Join SaaStr CEO and Founder Jason Lemkin in this compelling podcast that was recorded live from SaaStr Annual, as he discusses the rapid transformation in the SaaS industry driven by AI advancements. Reflecting on changes since last September, Jason emphasizes the necessity for SaaS leaders and companies to move faster, re-skill their teams, and adopt AI-first strategies to stay competitive. Hear real-world examples of how AI is revolutionizing sales, customer support, and coding productivity, leading to significant industry shifts. This session is a call to action with a message of tough love: adapt quickly, be relentless, and work harder to navigate the evolving landscape and ensure continued success. -------------------------------------------------------------------------------------------- Tired of listening to hours of sales calls? Recording is yesterday's game. Attention.com unleashes an army of AI sales agents that auto-update your CRM, build custom sales decks, spot cross-sell signals, and score calls before your coffee's cold. Teams like BambooHR and Scale AI already automate their Sales and RevOps using customer conversations. Step into the future at attention.com/saastr -------------------------------------------------------------------------------------------- Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom. But, youʼre not quite ready to make that change. We get it! Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk. Fin can instantly resolve up to 80% of your tickets, Which makes your customers happier. And you can get off the customer service rep hiring treadmill. Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report. Learn more at : inter.com/saastr --------------------------------------------------------------------------------------------
This week on Revenue Rehab, Brandi Starr is joined by John Williams, a fractional CRO, and Jonathan Moss, founder of AI Business Network, who believe that “AI is useless if your customer data is a chaotic mess”—and they're here to prove it. In this episode, they challenge the widespread assumption that companies are AI-ready just because their data is accessible, arguing that fragmented, siloed data creates “context debt” and erodes trust, retention, and revenue. From eye-opening client stories to tactical fixes, John and Jonathan reveal why senior revenue leaders must prioritize data clarity before chasing AI transformation—or risk accelerating mistakes instead of results. Is your data clean enough to matter, or are you just accelerating garbage? Listen in, debate, and decide. Episode Type: Problem Solving Industry analysts, consultants, and founders take a bold stance on critical revenue challenges, offering insights you won't hear anywhere else. These episodes explore common industry challenges and potential solutions through expert insights and varied perspectives. Bullet Points of Key Topics + Chapter Markers: Topic #1: Clean Data is the Real Prerequisite for AI Success [00:00] John Williams and Jonathan Moss argue that most companies are rushing into AI without first fixing fundamental data problems. They challenge the popular belief that AI alone can drive revenue impact, asserting instead, “AI can't save your revenue engine if your data is a chaotic mess.” Brandi Starr pushes for specifics, leading to a candid debate on why data readiness—not AI adoption—is the real starting line for AI ROI. Topic #2: The Cost of Context Debt on Revenue Teams [05:37] Jonathan Moss introduces the concept of “context debt”—the hidden tax organizations pay when fragmented data erodes efficiency and trust. He challenges the common practice of making decisions in data silos, warning that “strategic decisions on impartial information” will hurt revenue and customer relationships. Brandi spotlights Moss's point that context debt directly leads to lost deals and missed growth, stirring debate on how leaders should audit and connect data before deploying AI. Topic #3: RevOps, Not IT, Should Orchestrate Data Readiness [22:17] Jonathan Moss boldly claims that revenue operations—not IT or individual business units—should own the responsibility for stitching together customer data. He disrupts the status quo: “The go to market system, which I consider data, process and technology, should be owned by RevOps.” The discussion challenges traditional data ownership models and urges CROs/CMOs to empower RevOps to connect silos, warning that without clear ownership, AI projects will fail to deliver impact. The Wrong Approach vs. Smarter Alternative The Wrong Approach: “They try to think about connecting all their systems to the single truth without asking the question, what decision are we trying to make that this would help us be faster and better? And so they try to take on the entire the entire project of connecting versus thinking about what, what do we need to answer and how do we, how do we do that in a better way?” – Jonathan Moss Why It Fails: Attempting to integrate every data system all at once often leads to overwhelming complexity, wasted resources, and solutions that don't directly support urgent business needs. Without clarity on the specific decisions the business wants to improve, massive integration projects lack focus and can stall or fail, burdening teams instead of accelerating outcomes. The Smarter Alternative: Start with the decisions that matter most—determine which questions need answering to drive business impact and work backward to connect only the necessary data sources for those outcomes. By aligning data efforts with clear, actionable objectives, companies can deliver value quickly and ensure their data strategy fuels smarter, faster decision-making. The Rapid-Fire Round Finish this sentence: If your company has this problem, the first thing you should do is _ “List all your customer data locations. Don't worry about whether it's clean yet—just knowing where all your data is and what it contains is your starting point.” – John Williams What's one red flag that signals a company has this problem—but might not realize it yet? “Confusing data infrastructure with decision infrastructure. Just because your data is ‘clean' and stored in the right place doesn't mean it's actionable or aligned for decision-making.” – Jonathan Moss What's the most common mistake people make when trying to fix this? “Trying to connect every system to a single source of truth without first asking what business decision you're actually trying to make. Instead, start with the question you need to answer, then connect only the data necessary for that.” – Jonathan Moss What's the fastest action someone can take today to make progress? “Gather all your department heads for a 55-minute whiteboard session. Map out the customer journey, pinpoint each team's touchpoints, and identify what data you have at each stage. This quickly reveals gaps and opportunities for data flow improvement.” – John Williams Links: John Williams LinkedIn: https://www.linkedin.com/in/growthcro Business: https://www.sunbusinessgroup.com/ Links: Jonathan Moss LinkedIn: https://www.linkedin.com/in/mossjonathan/ X: https://x.com/JonathanMoss YouTube: https://www.youtube.com/@AIBusinessNetwork Podcast: https://open.spotify.com/show/2wQXqIjaKSn97HkVYNnbzg?si=7386dc681a7f4f4c Business: http://www.aibusinessnetwork.ai/ Subscribe, listen, and rate/review Revenue Rehab Podcast on Apple Podcasts, Spotify, Google Podcasts , Amazon Music, or iHeart Radio and find more episodes on our website RevenueRehab.live
When cybersecurity companies are racing to outpace evolving threats, innovation often starts in an unexpected place: revenue operations. In this episode of Tech Talks Daily, I sit down with John Queally, Senior Director of Revenue Operations at Clari, to explore why RevOps has become a vital engine behind the performance and resilience of cybersecurity leaders. John brings a unique perspective from his journey through banking, analytics, and enterprise tech. What stands out is how rapidly the RevOps function has matured from a back-office support role to a central, strategic force. Especially in the cybersecurity space, where innovation requires ongoing investment and risk is measured in seconds, the pressure to run efficient, scalable revenue processes has never been greater. We delve into why clean, trusted data is the backbone of any AI strategy and how 67% of revenue leaders still don't trust the data they're using. It's a staggering insight, and one that underscores the urgent need for cross-functional alignment. John explains how RevOps can serve as the connective tissue across sales, marketing, customer success, and finance, moving companies from a place where they're debating the accuracy of dashboards to making real decisions in real time. He also shares a behind-the-scenes look at Clari's work with cybersecurity firms like Okta, where implementing balanced pipeline strategies and streamlining task prioritization has unlocked measurable improvements. We discuss the rise of AI, but John doesn't just repeat industry headlines. He calls out the "unsexy" truth that real AI advantage requires the hard work of data cleanup first and those who do it will pull ahead. From operational transparency to building trust within revenue teams, this episode challenges assumptions about how data, AI, and RevOps intersect. And for anyone in cybersecurity or enterprise tech wondering how to scale effectively while preparing for what's next, this conversation offers a grounded and insightful starting point. Is your company still debating data? Or are you ready to turn trusted insights into action?
In this episode of RevOps Champions, Brendon Dennewill sits down with Torben Rytt, a leader well-known for his success at Siteimprove and now as the founder of Gainbox. Torben brings a unique background, having moved from Europe to Minneapolis driven by both personal and professional opportunities. With deep roots in building and scaling data-driven businesses, Torben's journey reflects his ongoing commitment to leveraging technology, curiosity, and ownership as core tenets of leadership.The discussion centers around the pivotal role of data in driving organizational growth and effective sales strategies. Torben explains how, at Siteimprove, deliberate data collection and operationalization made a significant difference, allowing his teams to continually refine their approach and set themselves apart from competitors. Both speakers underscore the importance of not just amassing data, but actually using it to inform decisions, shape company culture, and define ideal customer profiles (ICP). Torben shares how curiosity pushed his teams to seek out unique data points and patterns, going beyond industry basics to truly understand why some customers thrive while others churn.As the conversation evolves, Torben outlines how emerging technologies like AI are transforming CRM and sales operations. He describes Gainbox as the toolset he wishes he had earlier in his career—a scalable, AI-powered platform for uncovering actionable data signals and keeping CRMs efficient and up-to-date. The episode wraps up with advice for RevOps leaders: remain open to experimentation, make bold leadership decisions rooted in company values, and focus on intelligent, targeted outreach rather than generic, high-volume tactics. The result is a refreshingly practical perspective on preparing businesses for the next wave of technological innovation in revenue operations.Find more at revopschampions.com
Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIn this episode of Metrics & Chill, Jeremiah sits down with Bec Henrich, Head of Marketing at Traction Complete, to talk about forecasting that actually works. Instead of reverse-engineering aggressive revenue targets, Bec explains how to build forecasts grounded in real funnel data—so your team can aim high without burning out.You'll learn:How to model accurate and predictable conversion rates How to avoid “wishful thinking forecasts” The importance of clean, standardized data in your CRMHow to factor in seasonality to avoid mid-quarter surprisesTips for getting Sales and RevOps aligned on forecast assumptionsMore about:Traction Complete: https://tractioncomplete.com/ Databox: https://databox.comSubscribe to the newsletter: https://databox.com/newsletter
On this episode of RevOps Unboxed, Sandy sits down with Keenan, CEO of A Sales Growth Company & Bestselling Author of Gap Selling. They discuss the ASG Revenue Speed model, the role frontline sales managers need to play in an organization, the keys to a good relationship between Ops and Enablement, and more.
Patrick Burke from Gong shares insights on how they are using AI to maximise RevOps and how they use Numonix TRaaS to pull insights from Microsoft Teams meetings.Gong's evolution into a revenue AI platform, how it helps sales teams improve performance by integrating insights directly into CRM systems.Integrations with platforms like Microsoft Teams, Salesforce, and HubSpot allow seamless data gathering and analysis to refine and support data-driven sales strategies.Media capture and compliance capabilities enabled by Gong's partnership with Numonix, ensuring secure and efficient use of call data for business insights.Patrick offers a glimpse into the future of AI in sales, including potential chat centric integrations Thanks to Patrick Burke for sharing his expertise and to Numonix for sponsoring this insightful discussion.
Why you should listenUnderstand why rigid RevOps systems are failing SaaS teams today—and what to build instead.Get actionable tips on using AI (like Clay and ChatGPT) to scale without losing your personal touch.Hear how Jacki uses LinkedIn like a "social butterfly" to create inbound interest through strategic commenting.Still clinging to outdated RevOps playbooks? You might be quietly killing your growth. In this episode of the Paul Higgins Podcast, I sit down with Jacki Leahy, the high-energy founder of Activate the Magic, to unpack why cold outbound is dead and how to build a future-proof revenue engine that actually works. Jacki shares her wild journey from kindergarten teacher to scaling a SaaS company from $350K to $9M ARR, and now helping early-stage SaaS founders create flexible, client-focused RevOps systems.Jacki doesn't pull punches. She breaks down how "best practices" are often security blankets, how to ditch broken systems in favor of experimentation, and how to use tools like LinkedIn, Clay, and AI agents to drive connection-first sales. If you want to future-proof your revenue and get bigger deals with less waste, this is your blueprint.About Jacki LeahyWith a unique journey from kindergarten teacher to BDR, Jacki found her true calling as an "Accidental Admin" at LinkSquares. As the 10th hire, she spearheaded the growth of the business development team, architecting the people, processes, and tech stack that catapulted ARR from $350K to $9M in 2 years.Since 2020, Jacki has been on the consulting side of startups as VP Operations at Eustace Consulting and Head of Revenue Operations at Winning by Design.She started ATM in August 2022, and lives in Boston MA with her mini dachshund Freddy.Resources and LinksActivatethemagic.comJacki's LinkedIn profilePrevious episode: 608 - Your Challenge Isn't Unique—But Your Response Is What Sets You ApartCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources
In this episode of the Transform Sales Podcast: Sales Software Review Series, Dave Menjura ☁, Marketplace Specialist at CloudTask, interviews Saahil Dhaka, Co-Founder and CEO at Clientell, a customer engagement platform designed to help businesses manage client relationships and enhance communication. The platform targets sales and customer service teams looking to improve client satisfaction and retention through personalized outreach. Saahil shares how Clientell simplifies client communication by automating key processes, reducing admin work by up to 70%, and improving data hygiene. By streamlining workflows and enhancing visibility, Clientell allows teams to focus on more strategic tasks while improving overall operational efficiency. The platform's ability to centralize data and reduce the complexity of tech stacks makes it a powerful solution for businesses seeking to optimize customer engagement and reduce costs. Ideal for sales teams and customer service leaders struggling with manual processes and inefficient systems, Clientell transforms how companies interact with clients, providing a seamless experience that drives retention and growth. Try Clientell here: https://getcloudtask.com/clientell-55dc14 #TransformSales #SalesSoftware #Clientell #CloudTask
"Most companies focus on acquiring new customers, but in recurring revenue businesses, 70–90% of revenue comes from existing customers. If you're not investing in retention and expansion, you're leaving your biggest growth lever untapped.” Roee Hartuv In this episode of Revenue Boost: A Marketing Podcast titled, Revenue and Retention: Why Customer Success Is Key to Sustainable Growth host Kerry Curran is joined by Roee Hartuv, Head of Revenue Architecture at Winning by Design, to unpack a mindset shift that B2B companies must embrace to grow sustainably: true revenue growth doesn't end at the closed-won stage—it begins there. Drawing from his experience advising recurring revenue businesses around the world, Roee breaks down how the traditional go-to-market model focused almost entirely on new acquisition—is no longer enough. He introduces the “bowtie” framework, a more holistic approach to GTM that prioritizes retention, expansion, and customer lifetime value. Throughout the conversation, you'll learn: Why 70–90% of recurring revenue comes from existing customers—and why most companies are underinvesting in that opportunity How customer success can become a strategic growth engine not just a support function Why expansion is more efficient than acquisition, and how to resource accordingly How to structure high-performing CS pods to support mid-market and enterprise clients Ways to equip account managers with the mindset and messaging to grow accounts without sounding “salesy” The critical role of marketing in supporting post-sale growth, from product updates to thought leadership And why companies should stop thinking of GTM as a funnel and start treating it as a bowtie This episode is a must-listen for marketing, sales, RevOps, and customer success leaders who are ready to drive sustainable revenue growt not just this quarter, but long-term. If you're serious about building a revenue engine that lasts, this one's for you."
Today's guest is Pete Kazanjy, founder of Atrium, creator of Modern Sales Pros, and author of Founding Sales.We explore how Pete accidentally became an enterprise sales leader, why systems thinking is the next sales superpower, and what the rise of GTM architects means for the future of revenue teams. In this episode, you'll learn:Why founder-led sales is still the foundation for scalable GTMHow to turn sales strategy into a repeatable, data-driven systemWhat skills GTM leaders need to thrive in an AI-driven worldHow to operationalize cross-functional programs with consistency and trustPete brings sharp insights and a systems-driven mindset that will resonate with GTM leaders, RevOps pros, and anyone looking to design smarter GTM.For more from ZI Labs, visit www.zoominfo.com/labs Ben on LinkedIn - www.linkedin.com/in/bensalzman Millie on LinkedIn - www.linkedin.com/in/milliebeetham
The CEO's Strategic Growth Edge: A Go-To-Market System That Scales“You don't need more leads—you need clarity. Clarity on where your business can grow the most, the fastest, and at the highest margin. That's what a real go-to-market system delivers. It's not about volume anymore—it's about alignment, focus, and making sure every team—marketing, sales, and customer success—is executing toward the same outcome. That's how CEOs scale with confidence.” That's a quote from Sangram Vajre, and a sneak peek at today's episode.Welcome to Revenue Boost: A Marketing Podcast. I'm your host, Kerry Curran—revenue growth expert, industry analyst, and relentless advocate for turning marketing into a revenue engine. Each episode, we bring you the strategies, insights, and conversations that help drive your revenue growth. So search for Revenue Boost in your favorite podcast directory and hit subscribe to stay ahead of the game.In The CEO's Strategic Growth Edge: A Go-to-Market System That Scales, I'm joined by bestselling author and GTM expert Sangram Vajre to discuss why go-to-market isn't a marketing tactic—it's a CEO-level growth system. In this episode, you'll learn the three phases every business must navigate to scale, why alignment beats activity in every growth stage, how CEOs can drive clarity, trust, and margin-focused decisions across teams, and why AI is only a threat if you're still riding the demand-gen horse.If you're a growth-minded CEO or exec, this episode gives you the roadmap and the mindset to scale faster, smarter, and stronger. Be sure to listen through to the end, where Sangram shares three key tips—his ultimate advice for any leader ready to level up their go-to-market strategy. Let's go!Kerry Curran, RBMA (00:00.77)So welcome, Sangram. Please introduce yourself and share a bit about your background and expertise.Sangram Vajre (00:06.992)Well, at the highest level, I feel like I've had the opportunity to be in the B2B space for the last two decades and have had a front-row seat to categories that have shaped how we think about go-to-market. I ran marketing at Pardot. We were acquired by ExactTarget and then Salesforce—that was a $2.7 billion acquisition. It was a huge shift in mindset, going from a $10 million company to a $10 billion one, and I learned a lot.I became a student of go-to-market, if you will. That was in the marketing automation space. Then I launched a company called Terminus, which has been acquired twice now. Along the way, I've written three books. The one we're going to talk a lot about is MOVE, which became a Wall Street Journal bestseller. That book has created a lot of opportunities and work for us.I walked into writing this book, Kerry, thinking I knew go-to-market because I had two $100M+ exits. But I walked out of the process a student of go-to-market because I learned so much. Writing it forced me to talk to folks like Brian Halligan, the CEO of HubSpot, and partners at VC firms who have seen 200 exits—not just the three I've experienced.It really expanded my vision. Now I lead a company called Go-To-Market Partners. We're a research and advisory firm focused on helping companies understand who owns go-to-market and how to run it at a transformational level. Our clients are primarily CEOs and executive teams. That's our focus.Kerry Curran, RBMA (01:46.094)Excellent. Well, I'm very excited to dive in. I first saw you speak at Inbound last fall, and what really resonated with me was the shift from just an ABM program to a company-wide GTM program—one that includes everything from problem-market fit all the way to customer success, loyalty, and retention. Really making GTM the core of revenue growth.So I'd love for you to dive in and share that framework and background.Sangram Vajre (02:23.224)Yeah. And by the way, for people who've never attended Inbound—you should. I've spoken there for eight years straight and always try to bring new ideas. Each year, they keep giving me more opportunities—from main stage to workshops. I think you attended the 90-minute workshop, right? Hopefully it wasn't boring!Kerry Curran, RBMA (02:48.61)Yeah, it was excellent. I love this stuff, so I was taking lots of notes.Sangram Vajre (02:52.814)That was fun. The whole idea was: how can you build your entire go-to-market strategy on a single slide? Now, people might think, “There's no way—you need way more detail.” But it's not about making it complete; it's about making it clear.So everyone can be aligned. For example, in the operating system we've developed, we write research about it every Monday in a newsletter called GTM Monday, read by 175,000 people. The eight pillars are based on the most important questions. And Kerry, I don't know if you'll agree, but I think I've done a disservice for two decades by asking the wrong question.Like, I used to ask, “Where can we grow?”—which sounds smart but is actually foolish. The better question is, “Where can we grow the most, the fastest, the best, at the highest margin?” That's the true business perspective. So the operating system is built around these eight essential questions.If every executive team can align on these—not with certainty, but with clarity—then they can gain a clear understanding of what they're doing, where they're going, who their ICP is, what bets they're making, and which motions to pursue. I've done this over a thousand times with executive teams, helping them build their entire go-to-market strategy on a single slide. And it's like a lightbulb moment for them: “Okay, now I know what bets we're making and how my team is aligned.” It's a beautiful thing.Kerry Curran, RBMA (04:50.988)Yeah, because that's one of the hardest challenges across business strategy and growth: where to invest, where to lean in. So bring us through the questions and framework.Sangram Vajre (05:01.688)Yeah. So the first one is “Where can you grow the most?” The second one is really about what we call the Market Investment Map. I'll give you maybe three or four so people can get an idea. The Market Investment Map is especially useful for companies with more than one product or more than one segment. This is the least used but most valuable framework companies should be using.You might remember from the Inbound talk—I used HubSpot as an example since I was speaking at Inbound. It's interesting because at my last company, Terminus, we acquired five companies in eight years. So we had to learn this process. The Market Investment Map is about matching your best segments to the best products to create the highest-margin offering.If your entire business focuses only on pipeline and revenue—which sounds right—you're actually focused on the wrong things. You may have seen people post on LinkedIn saying, “I generated $10 million in pipeline,” and then a month later, they're laid off. Why? Because that pipeline didn't matter. It might have been general pipeline, but if you looked at pipeline within your ICP—the customers your company really needs to close, retain, and expand—it might have only been half a million. That's not enough to sustain growth or justify your role.So, understanding the business is critical. It's not just about understanding marketing skills like demand gen, content, or design. Those are table stakes. You need to understand the business of marketing—how the financials work, how to drive revenue, and how to say, “Yeah, we generated $10 million in pipeline, but only half a million was within ICP, so it won't convert or drive the margin we need.” That level of EQ and IQ is what leaders need today.Our go-to-market operating system goes deep into areas like this.Kerry Curran, RBMA (07:31.022)And I love the alignment with the ICP. I'm sure you'll get deeper into that. I also know you talk about getting rid of MQLs because the real focus should be on getting closer to the ICP—on who's actually going to drive revenue.Sangram Vajre (07:45.892)Yeah. John Miller, a good friend who co-founded Marketo, has been writing about this too. I was the CMO of Pardot. Then we both built ABM companies—I built Terminus; he built Engagio, which is now part of Demandbase. We've been evangelizing the idea of efficient marketing machines for the last two decades.We're coming full circle now. That approach made sense in the “growth at all costs” era. But in this “efficient growth” era, everything can be measured. The dark funnel is real. AI can now accelerate your team's output and throughput. So we have to go back to first principles—what do your customers really want?I was in a discussion yesterday with executives and middle managers, and the topic of AI came up. Some were worried it would take their jobs. And I said, “Yes, it absolutely will—and it should.” I gave the example I wrote about recently: imagine you were the best horseman, with saddles, barns, and a generational business built around horses. Then Henry Ford comes along with four wheels. You just lost your job—not because you were bad, but because you got infatuated with the horse, not with your customer's need to get from point A to point B.Horses did that—it was better than walking. But then came cars, trains, airplanes. Business evolves. If you focus on your customers' needs—better, faster, cheaper—you'll always be excited about innovation rather than afraid of it. So yes, AI will replace anyone who stays on their horse. If you're riding the demand gen horse or relying only on content creation, a lot is going to change. Get off the horse, refocus on customer needs, and figure out how to move your business forward.Kerry Curran, RBMA (10:21.708)Yeah. So talk a bit about honing in on the ICP. I know in one of the sessions you asked, “Who's your target audience?” And of course, there was one guy in the front row who said, “Everyone,” and we all laughed. But I still hear that all the time. Talk about how important it is, to your point, to know your customer and get obsessed with what they need.Sangram Vajre (10:45.56)Yeah. So the first pillar of the go-to-market operating system is called TRM, or Total Relevant Market. We introduced that in the book MOVE for the first time. It's a departure from TAM—Total Addressable Market—which is what that guy in the front row was referring to during that session. It was epic, and I think he was a sales leader, so it was even funnier in a room full of marketers.But it's true—and real. He was being honest, and I appreciated that. The reality is, we've all been conditioned to focus on more and more—bigger and bigger markets. That makes sense if you have unlimited funds and can raise money. It makes sense if the market is huge and you're just trying to get in and have more people doing outbound.As a matter of fact, a few weeks ago, we did a session where someone said something profound that I'll never forget. He said, “The whole SDR function is a feature bug in the VC model.” That was fascinating—because the whole SDR model was built to get as many leads as possible, assign 22-year-olds to make cold calls, and push them to AEs.We built this because it worked on a spreadsheet. If we generate 1,000 leads, we need 50 callers to convert them. It's math. But nobody really tried to improve it because we had the money. Now we're in a different world. We have clients doing $10–15 million in revenue with five-person teams automating so much.People don't read as many automated emails. My phone filters out robocalls, so I never pick up unless it's someone I know. Non-personalized emails go into a folder I never open. Yet people keep sending thousands of them, thinking it works.For example, I send our GTM Monday newsletter via Substack. It's free for readers, and it's free for me to send—even to 175,000 people. Meanwhile, marketers spend thousands every time they email their list using legacy tools. Why? Because these people haven't opted in to be part of the journey the way Substack subscribers have.The market has changed. Buying big marketing automation tools for $100,000 is going to change drastically. Fractional leaders and agencies will thrive because what CEOs really need is people like you—and frameworks like a go-to-market operating system—to guide them. You and I have the gray hair and battle scars to prove it. What matters now is using a modern framework, implementing it, and measuring outcomes differently.Kerry Curran, RBMA (14:08.11)Yeah, you bring up such a valid point. In so many of my conversations, I see the same thing. It's been a sales-led growth strategy for years. Investments went to sales—more BDRs, more cold emails, more tech stack partners.Even as I was starting my consultancy, I'd talk to partners or prospects who'd say, “Well, we just hired more salespeople. We want to see how that goes.” But to your point, without the foundational framework—without targeting the right audience—you're just spinning your wheels on volume.Sangram Vajre (15:06.318)Exactly. One area we emphasize in our go-to-market operating system is differentiation. Everyone's doing the same thing. Let me give you an example. Last week, I looked at a startup's email tool that reads your emails and drafts responses automatically. Super interesting. I use Superhuman for email.Two days later, Superhuman sent an email saying they'd launched the exact same feature. So this startup spent time and money building a feature, and Superhuman—already with a huge user base—replicated and launched it instantly. That startup is out of business.With AI, product development is lightning fast. So product is no longer your differentiator. Your differentiation now is how you tell your story, how quickly you grab attention, how well you build and maintain a community. That becomes your moat. Those first principles matter more than ever. Product is just table stakes now.Kerry Curran, RBMA (16:33.878)Right. And connecting that to your marketing strategy, your communication, your messaging—it also sets up your sales team to close faster. By the time a prospect talks to a rep, your marketing has already educated them on your differentiation. So talk more about the stages and what companies need to keep in mind when applying your go-to-market framework.Sangram Vajre (17:07.482)One of the things we mention in the book—and go really deep into in our operating system—is this 3P format: Problem-Market Fit, Product-Market Fit, and Platform-Market Fit. We believe these are the three core stages of a business. I experienced them firsthand at Pardot, Salesforce, and Terminus through multiple acquisitions.If you remember, I always talk about the “squiggly line,” because no company grows up and to the right in a straight line. If you look at daily, weekly, or monthly insights, there are dips—just like a stock market chart. So the squiggly line shows you can go from Problem to Product, but you'll experience a dip. That's normal and natural. Same thing when you go from Product to Platform—you hit a dip. Those dips are what we call the “valleys of death.”Some companies overcome those valleys and cross the chasm, and others don't. Why? Because at those points, they discover they can market and sell, but they can't deliver. Or maybe they can deliver, but they can't renew. Or maybe they can renew but not expand. Each gap becomes a value to fix in the system.And it's hard. I've gone from $5 million to $10 million to $15 million, all the way to $100 million in revenue—and every 5 to 10 million increment brings a new set of challenges. You think you've got it figured out, and then you don't—because everything else has to change with scale.I'll never forget one company I was on the board of—unfortunately, it didn't make it. The CEO was upset because they were doing $20 million in revenue but didn't get the valuation they wanted. Meanwhile, a competitor doing only $5 million in revenue in the same space got a $500 million valuation. Why? Because the $20M company was doing tons of customization—still stuck in Problem-Market Fit. The $5M company had reached Product-Market Fit and was far more efficient. Their operational costs were lower, and their NRR was over 120%.If you've read some of my research, you know I'm all in on NRR—Net Revenue Retention—as the #1 metric. If you get NRR above 120%, you'll double your revenue in 3.8 years without adding a single new customer. That's what executives should focus on.That's why we say the CEO owns go-to-market. All our research shows that if the CEO doesn't own it, you'll have a really hard time scaling.Kerry Curran, RBMA (20:23.992)That makes so much sense, because everything you're talking about—while it includes marketing functions—is really business strategy. It needs to be driven top-down. It has to be the North Star the whole company is paddling toward.I've been in organizations where that's not the case. And as you said, leadership has to have the knowledge and strategic awareness to navigate those pivots—those valleys of death. So talk about how hard it is to bring new frameworks into an organization and the change management that comes with that. As you evangelize the idea that the CEO owns GTM, what's resonating most with them?Sangram Vajre (21:26.456)Great question. First of all, CEOs who get it—they love it. The people who struggle most are actually CMOs and CROs because they feel like they should be the ones owning go-to-market. And while their input is critical, they can't own it entirely.In all our advisory work, Kerry, we mandate two things:The CEO must be in the room. We won't do an engagement without that. The executive team must be involved. We don't do one-on-one coaching—because transformation happens in teams.People often get it wrong. They think, “We need better ICP targeting, so that's marketing's job.” Or, “We need pipeline acceleration—let sales figure that out.” Or, “We have a retention issue—fire the CS team.” No. The problem isn't a department issue—it's a process and team issue.The CEO is the most incentivized person to bring clarity, alignment, and trust—the three pillars of our GTM operating system. They're the ones sitting in all the one-on-one meetings, burning out from the lack of alignment. The challenge is most CEOs don't know what it means to own GTM. It feels overwhelming.So we help them reframe that. Owning doesn't mean running GTM. It means orchestrating clarity, alignment, and trust. Every meeting they lead should advance one of those. That's the job. When the ICP is agreed upon, marketing should be excited to generate leads for it. Sales should be eager to follow up. CS should be relieved they're not getting misaligned customers. That's leadership. And there's no one more suited—or incentivized—to lead that than the CEO.Kerry Curran, RBMA (24:08.11)Absolutely. And the CFO plays a key role too—holding the purse strings, understanding where the investments should go.Sangram Vajre (24:20.622)Yes. In fact, in the book and in our research, we emphasize the importance of RevOps—especially once a company reaches Product-Market Fit and moves toward Platform-Market Fit.If you're operating across multiple products, segments, geographies, or using multiple GTM motions, the RevOps leader—who often reports to the CFO or CEO—becomes critical. I'd say they're the second most important person in the company from a strategy standpoint.Why? Because they're the only ones who can look at the whole picture and say, “We don't need to spend more on marketing; we need to fix the sales process.” A marketing leader won't say that. A sales leader won't say that. You need someone who can objectively assess where the real bottleneck is.Kerry Curran, RBMA (25:17.836)Yeah, that definitely makes so much sense. Are there other areas—maybe below the executive team—that help educate the company from a change management perspective to gain buy-in? Or is it really a company-wide change?Sangram Vajre (25:33.742)Yeah, you mentioned ABM earlier. Having written a few books on ABM and building Terminus, we've seen thousands of companies go through transformation. We now have over 70,000 students who've gone through our courses. I love getting feedback.What's interesting is that ABM has been great for aligning sales and marketing—but it hasn't transformed the company. Go-to-market is not a marketing or sales strategy. It's a business strategy. It has to bring in CS, product, finance—everyone.Where companies often fail is by looking at go-to-market too narrowly—like it's just a product launch or a sales campaign. That's way too myopic. Those companies burn a lot of cash.At the layer below the executive team, it gets harder because GTM is fundamentally a leadership-driven initiative. An SDR, AE, or director of marketing typically doesn't have the incentive—or business context—to drive GTM change. But they should get familiar with it.That's why we created the GTM Operating System certification. Hundreds of professionals have gone through it—including you! And now people are bringing those frameworks into leadership meetings.They'll say, “Hey, let's pull up the 15 GTM problems and see where we're stuck.” Or, “Let's revisit the 3 Ps—where are we today?” Or use one of the assessments. It's pretty cool to see it in action.Kerry Curran, RBMA (27:35.758)Yeah, and it's extremely valuable. I love that it's a tool that helps drive company-wide buy-in and educates the people responsible for the actions. So you've shared so many great frameworks and recommendations. For those listening, what's the first step to get started? What would you recommend to someone who's thinking, “Okay, I love all of this—I need to start shifting my organization”?Sangram Vajre (28:09.082)First, you have to really understand the definition of go-to-market. It's a transformational process—not a one-and-done. It's not something you define at an offsite and then forget. It's not owned by pirates. It's iterative. It happens every day.Second, the CEO has to be fully bought in. If they don't own it, GTM will run them. If you're a CEO and you feel overwhelmed, that's usually why—you're running go-to-market, not owning it.Third, business transformation happens in teams. If you try to build a GTM strategy in a silo—as a marketer, for example—it will fail. The best strategies never see the light of day because the team isn't behind them. In GTM, alignment matters more than being right.Kerry Curran, RBMA (29:27.982)Excellent. I love this so much. Thank you! How can people find you and learn more about the GTM Partners certification and your book?Sangram Vajre (29:37.476)You can go to gtmpartners.com to get the certification. Thousands of people are going through it, and we're constantly adding new content. We're about to launch Go-To-Market University to add even more courses.We also created the MOVE Book Companion, because we're actually selling more books now than when it first came out three years ago—which is crazy!Then there's GTM Monday, our research newsletter that 175,000 people read every week. Our goal is to keep building new frameworks and sharing what's possible. Things are changing so fast—AI, GTM tech, everything. But first principles still apply. That's why frameworks matter more than ever.You can't just ask ChatGPT to “give me a go-to-market strategy” and expect it to work. It might give you something beautifully written, but it won't help you make money. You need frameworks, team alignment, and process discipline.And I post about this every day on LinkedIn—so follow me there too!Kerry Curran, RBMA (30:54.988)Excellent. Well, thank you so much. This has been a great conversation, and I highly recommend the book and the certification to everyone. We'll include all the links in the show notes.Thank you, Sangram, for joining us today!Sangram Vajre (31:09.284)Kerry, you're a fantastic host. Thank you for having me.Kerry Curran, RBMA (31:11.854)Thank you very much.Thanks for tuning in to Revenue Boost: A Marketing Podcast. I hope today's conversation sparked some new ideas and challenged the way you think about how your organization approaches go-to-market and revenue growth strategy. If you're serious about turning marketing into a true revenue driver, this is just the beginning. We've got more insightful conversations, expert guests, and actionable strategies coming your way—so search for us in your favorite podcast directory and hit subscribe.And hey, if this episode brought you value, please share it with a colleague or leave a quick review. It helps more revenue-minded leaders like you find our show. Until next time, I'm Kerry Curran—helping you connect marketing to growth, one episode at a time. See you soon.
In this episode of Tech Sales Insights, Randy Seidl is joined by Dave and Joe O'Callaghan, co-founders of Vation, about their journey and experiences as a father-son duo in the tech industry. They discuss the importance of go-to-market strategies and what leaders can learn from the innovation ecosystem. Sponsored by Sandler, a sales training provider, the discussion delves into the significance of sales training, especially for first-line managers, and explores the evolving roles of technology leaders. Joe and Dave share insights on the challenges emerging tech companies face, the importance of execution and humility, and the growing role of AI and data security. They also highlight the importance of cold calling, the shift in sales training needs, and the evolving skill sets required in the tech industry.KEY TAKEAWAYSFirst Father-Son Duo: Episode features Dave and Joe O'Callaghan, co-founders of Vation Ventures, discussing their father-son dynamic. Business Focus: Highlight on go-to-market strategies from the innovation ecosystem. Importance of Sales Training: Emphasized by Sandler, focusing on training necessity due to promotions during COVID. AI and Security: Special focus on AI trends and the importance of secure AI. Channels and Relationships: The enduring importance of trusting relationships in the channel for effective advice and sales. Cold Calling: Seeing a resurgence, combined with high-quality, AI-supported research. Mentorship and Humility: The fundamental value of being humble, inquisitive, and learning from great mentors. Innovation and Execution: Balancing innovation with execution in today's rapidly evolving technology landscape.QUOTES"Innovation is hard. Innovation at scale is really, really hard." "Humility and inquisitiveness are key in driving innovation and leading teams." "The only person that likes to hear you talk about yourself is your mom." "Distributors can lean into orchestrating everything from Dataiku to Cisco Meraki for a comprehensive solution."Find out more about Dave & Joe O'Callaghan through the link/s below:Dave O'Callaghan's LinkedIn: https://www.linkedin.com/in/daveo4/Joe O'Callaghan's LinkedIn: https://www.linkedin.com/in/joeyocallaghan/This episode is sponsored by Sandler. Sandler is a world leader in innovative sales, leadership, and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.
This week Bill Kantor challenges traditional sales tactics, explaining why perfect forecasting doesn't maximise sales. He explores AI's role in outreach, the shift towards hyper-personalisation, and why static territory planning is outdated. Bill also shares insights on pipeline management and how RevOps can drive smarter, data-driven decisions. You can also tune in to this episode over on Cognism's Youtube channel. Watch the video episode: https://youtu.be/UnwFf13-CgU
Get 90 days free with Fellow's AI Meeting Assistant - https://fellow.app/coo Key Takeaways:RevOps aligns and optimizes sales, marketing, and customer success, ensuring efficient and sustainable growth.Effective RevOps requires balancing strategic planning, data-driven analytics, and tactical execution.Successful RevOps integration hinges on clear communication, cultural alignment, and strategic hiring decisions.AI is poised to significantly impact RevOps by improving efficiency, though human judgment remains crucial.Metrics and KPIs in RevOps must directly correlate to revenue growth, profitability, and organizational efficiency.Brad emphasizes proactive disruption, transparency, and alignment to navigate the rapid evolution of sales operations. Timestamps:(02:00) What is RevOps and how Brad transitioned into it from finance(07:00) Common misconceptions and early mistakes in RevOps(11:00) Building a robust RevOps foundation and data hygiene(15:00) Creating alignment across sales, marketing, and customer success(20:00) Key metrics and strategic decision-making in RevOps(24:00) AI's impact on RevOps and potential pitfalls(30:00) Real-world experiences with AI-powered sales calls(33:00) RevOps vs. SalesOps and defining terms clearly(36:00) Advocating for RevOps budgets and demonstrating value(40:00) Lessons learned about effective communication and internal alignment Links:90 Days Free of Fellow's AI Meeting Assistant: https://fellow.app/cooBrad Rosen on LinkedIn: https://www.linkedin.com/in/bradrosen1/Michael Koenig on LinkedIn: https://www.linkedin.com/in/michael-koenig514/ Sales Assembly: https://www.salesassembly.com/Between Two COO's: https://betweentwocoos.com Episode URL: https://www.betweentwocoos.com/sales-assembly-president-brad-rosen-on-unlocking-growth-and-why-revops-is-critical-for-sustainable-scaling
After building a successful VC-backed company, Esben Friis-Jensen took a different path — bootstrapping his next SaaS startup to $5M ARR with just a team of 3.In this episode, he shares why he turned down venture funding, how he built an efficient, product-led growth engine, and lessons on scaling smart without sacrificing ownership or speed. (00:00) - Introduction (00:32) - Meet Esben Friis-Jensen (02:30) - The Decision to Bootstrap (06:27) - Product-Led Growth Strategy (11:25) - Competing in a Crowded Market (18:54) - The Role of AI in Business Operations (22:08) - Efficiency and Execution in Small Teams (27:48) - Making Tough Decision (31:17) - Revenue Metrics (32:10) - Speed of Decisions (38:43) - Challenges and Benefits of Founder-Led Companies (40:49) - Joining a Bootstrapped Company Never miss a new episode, join our newsletter on revenueformula.substack.com
Is your Revenue Operations function truly strategic, or stuck reacting to tactical demands? Elevate your approach and drive predictable, scalable growth.This episode features insights from Brett Honerkamp (CEO with over 20 years of CRO and sales leadership experience) on building a high-impact RevOps engine. This is a must-listen for CROs, PE Operating Partners, and leaders focused on maximizing revenue efficiency and value creation.Learn Brett Honerkamp's strategies for:+ Implementing core principles for RevOps success.+ Designing optimal and adaptive sales team structures.+ Transforming operational data into strategic growth drivers.+ Effectively justifying RevOps investment and understanding its ROI.+ Building proactive operations that prevent fires, not just fight them.Ready to implement these strategies?Visit our website at revsearch.io/readiness for a free 20-question assessment to evaluate your current state of RevOps.Timestamps:(00:00) Intro (1:43) Brett Honerkamp's Background and RevOps Principles (6:01) Optimal Team Structure Insights (11:11) Personal Connections and Team Enablement(16:38) Justifying RevOps Investment (ROI) (22:20) Moving the Middle and Skill Development (29:44) Revenue Growth and Strategic VisionConnect with Brett Honerkamp:LinkedIn: www.linkedin.com/in/bretthonerkamp/Learn More & Connect with Us:Our Website: www.revsearch.io/Free RevOps Assessment: www.revsearch.io/readinessRevSearch - https://revsearch.io/LinkedIn - https://www.linkedin.com/company/revsearch-revops-recruiting/
Send us a textIn this powerhouse episode of Mastering Modern Selling, Brandon Lee, Tom Burton, and Carson Heady are joined by JD Miller, a seasoned sales executive turned private equity advisor. With six successful exits under his belt, JD brings a rare blend of operational insight and boardroom savvy. The discussion centers on how private equity firms evaluate and scale their portfolio companies—especially in the sales and marketing domains—and what sales leaders can do today to thrive in that high-expectation environment.Repeatability Is the Foundation of Scale JD highlights that scaling isn't just about hiring more reps, it's about implementing repeatable, measurable systems. When transitioning from a founder-led sales model to a broader team, companies need to get critical knowledge out of leaders' heads and into structured playbooks. This is essential when growing from five sellers to two hundred. Without repeatable processes, scale isn't sustainable.Sales Leadership Must Be Fluent in Data Today's top CROs are expected to lead with data. Whether through deep CRM analysis, conversation intelligence, or funnel metrics, modern sales leaders need to understand how to break down growth targets into tactical, trackable levers. JD emphasized the need for CROs to either personally embrace analytics or work closely with RevOps to translate insights into strategy.“SMarketing”: Sales and Marketing as a Single Engine JD introduced the concept of "SMarketing", a true merger of sales and marketing into one go-to-market function. He shared real-world examples of aligning revenue goals with both teams' activities and discussed how metrics like sales velocity can guide joint decision-making.Bi-weekly check-ins and shared accountability are critical to keeping both teams rowing in the same direction.Messaging for the Modern Buyer Buyers today expect a well-informed, highly personalized approach. JD stressed the importance of showing up with a point of view rooted in research, data, and empathy. In a volatile economy, messaging must pivot from “growth at all costs” to helping buyers reduce risk and improve efficiency. Sales and marketing alignment ensures these themes are consistent across every touchpoint.Performance Plans: Tools for Growth, Not Punishment In JD's view, performance improvement plans should be part of every employee's journey, not a disciplinary action. He advocates for quarterly development conversations that blend short-term performance goals with long-term career aspirations. JD Miller's episode is a masterclass in bridging strategy and execution in modern selling. Whether you're a CRO in a high-growth startup, a founder looking for investment, or a marketer working closely with sales, the principles JD shares can redefine how you scale. By focusing on repeatable systems, cross-functional alignment, and buyer-centric messaging, you can transform your sales motion into an engine that attracts not only customers, but also investors. Don't miss out—your next big idea could be just one episode away! This Show is sponsored by Fist BumpYour prospecting partner to authentically fill your pipeline with ideal customers. Check out our Live Show Events here: Mastering Modern Selling Live ShowSubscribe to our Newsletter: Mastering Modern Selling Newsletter
If you're feeling anxious about AI. If LinkedIn's making you doubt your GTM. You need this episode.We break down what's real, what's hype, and why boring execution still wins.(00:00) - Introduction (02:51) - Don't believe the LinkedIn echo chamber (06:42) - Understanding Business Fundamentals (12:09) - Stop comparing yourself to AI companies (14:28) - Growing without outside capital (17:15) - The Importance of First Principles Thinking (24:13) - Focus on your team (30:08) - Conclusion Never miss a new episode, join our newsletter on revenueformula.substack.com
Episode summary:In this episode of OnBase, host Chris Moody sits down with Trent Talbert to dissect the 2025 B2B marketing landscape—from evolving ABM strategies to the real reason high-growth companies are struggling despite bigger budgets. Trent shares insights from the newly released AMP25 survey and offers sharp, data-backed guidance on where modern marketers should double down and what they should ditch.You'll hear why personalization is still broken in most orgs, how bold messaging can break through the noise, and why “do more with less” is a dangerous myth. Packed with practical wisdom and a few mic-drop moments, this episode is a must-listen for any B2B marketer looking to elevate their strategy this year.Key TakeawaysOptimism in Goals: A significant majority (80%) of B2B tech marketers are optimistic about achieving their goals this year. Growth Challenges: Faster-growing companies often face more challenges, requiring a broader approach to marketing. ABM and Personalization: Organizational silos can hinder effective ABM and personalization. Emerging brands have an advantage in implementing these strategies due to their lack of legacy systems. Standing Out: Brands can capture attention through bold, creative, and emotionally resonant messaging that balances rational appeals. Customer Focus: There's a growing emphasis on customer loyalty, lifetime value, and downstream engagement, including onboarding and renewals. Budget Trends: Most budgets are flat or increasing, but companies are urged to choose either a cost-reduction or growth strategy. Tactic Stability: The top six marketing tactics have remained consistent, highlighting the importance of executing fundamentals well and creating a coherent customer experience across channels. Best Moments (00:35) - Trent Talbert's career journey in B2B tech. (02:39) - The relationship between growth and marketing challenges. (03:54) - Obstacles to fully leveraging ABM and personalization. (06:51) - Strategies for brands to stand out. (10:05) - Budget trends and strategic recommendations. (14:05) - The importance of strategic focus. (16:54) - Recommended tools in the intent and personalization space. (18:05) - Trent's favorite reads and the importance of brand building.Tech RecommendationsDemandbase – ABM + intent toolsMutiny – Website personalizationBooks:The Four Conversations by Blair EnnsPodcasts:Two Bobs Podcast with Blair Enns & David C. BakerReports:April Six Marketing Pulse 2025Blair Enns, Founder, Win Without PitchingApril Dunford, Founder, Ambient Strategy, and positioning expert for tech companiesBob Wright, Founder, FirebrickAnna Powell, RevOps influencer in the B2B spaceAbout the guest:Trent Talbert is a seasoned professional with a strong background in strategy and account management. At April Six, Trent currently holds the position of Head of Strategy for North America. Prior to this role, Trent worked at Doremus as an Account Supervisor, gaining experience in various account executive roles. Trent has also worked in advertising and PR, further showcasing their diverse skill set. With a BS in Business-Marketing from the University of Missouri Trulaske College of Business, Trent is well-equipped to handle the challenges of their dynamic roles in the industry.Connect with Trent.
On this engaging episode of CRO Spotlight, host Warren Zenna sits down with Guy Rubin, Founder and CEO at Ebsta, to dissect the evolving CRO role. They explore the challenges companies face when hiring for growth—from misaligned expectations to premature role adoption. Their conversation sparks innovative ideas on how to recalibrate commercial strategies for lasting success.Guy delves deep into the pitfalls of early CRO hires and the impact of a 17-month turnover trend. He shares insights on how misaligned sales processes can stunt growth and emphasizes the benefits of a 360 sales strategy. Backed by research, his analysis offers practical ways to realign roles within organizations for improved revenue consistency.Throughout the discussion, Warren and Guy uncover the secret of achieving execution consistency that turns modest outcomes into breakthrough performance. They explore how synchronized teams, bolstered customer engagement, and the smart use of AI can drive revenue intelligence. Their dialogue provides a roadmap for leveraging data to transform commercial operations.Wrapping up the episode, the conversation shifts to practical solutions that de-risk CRO hiring and capture emerging growth opportunities. Guy explains how Ebsta's relationship intelligence platform offers clear insights on sales cycles, stakeholder engagement, and actionable benchmarks. Listeners leave with powerful strategies to accelerate revenue growth and secure long-term results.
On this episode of RevOps Unboxed, Sandy sits down with Dan Giovacchini, COO at Tango.They discuss the most important aspects of building a revenue engine, the influence of AI in RevOps, non-negotiables in GTM motions, and more This episode of RevOps Unboxed is brought to you in partnership with Tango.
Tom Young, VP of Sales at BMC Software, joins Matt Benelli to challenge outdated assumptions about how enterprise sales should work. Drawing on decades of experience and a recent moment on the other side of a buying decision, Tom reveals how sellers often leave buyers to navigate complex purchasing decisions alone, leading to stalled deals, weak adoption, and low rep confidence. The problem isn't buyer intent. It's a lack of structure, coaching, and guidance.This conversation gets tactical and strategic. Tom breaks down the myth that buyers know how to buy, why seller-led engagement models outperform passive following, and how high-performing FLMs simplify complexity through coaching, not control. CROs and sales leaders will appreciate the clear through line: when managers teach reps how to lead a buying journey, not just chase a number, sales cycles shorten, win rates improve, and performance becomes repeatable. If you're building a scalable sales org, this is a must-listen.Top TakeawaysEnterprise buyers often don't know how to buy software Despite assumptions, many buyers lack a defined decision process, which means sellers must guide, not follow, their journey.The best salespeople act as guides, not followers When sellers proactively lead buyers through a structured engagement model, the experience improves and adoption increases.Mutual Action Plans need to go beyond the PO date Ending your plan at "PO received" signals self-interest; the real impact comes from aligning with the customer's go-live and success milestones.Effective FLMs sell the engagement model, not the product first Top-performing managers train reps to win by selling how the decision will be made, not just what to buy.Sellers must ask the questions buyers should be asking themselves High-quality discovery isn't just fact-finding; it helps buyers clarify their own thinking, build confidence, and reduce internal friction.Sales cycles fail when reps abdicate process control Letting the buyer “drive” often results in delays, missed stakeholders, and no decision; a structured engagement keeps momentum.Managers must balance pressure with coaching Pushing deals without guiding reps through skills and behavior leads to burnout and underperformance.You can't outsource coaching and rep development Even strong enablement and RevOps support can't replace the day-to-day behavioral coaching frontline managers must deliver.One-on-ones are not for pipeline inspection—they're for skill development Coaching isn't about the forecast; it's about improving rep effectiveness so the forecast becomes more predictable.Every manager needs a consistent, inspectable operating rhythm Without structured 1:1s and repeatable frameworks, rep development becomes ad hoc, and performance becomes unpredictable.Ways to Tune In:Spotify: https://open.spotify.com/show/0Yb1wPzUxyrfR0Dx35ym1A Apple Podcasts: https://podcasts.apple.com/us/podcast/coach2scale-how-modern-leaders-build-a-coaching-culture/id1699901434 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy50cmFuc2lzdG9yLmZtL2NvYWNoMnNjYWxlLWhvdy1tb2Rlcm4tbGVhZGVycy1idWlsZC1hLWNvYWNoaW5nLWN1bHR1cmU Amazon Music: https://music.amazon.com/podcasts/fd188af6-7c17-4b2e-a0b2-196ecd6fdf77 Podchaser: https://www.podchaser.com/podcasts/coach2scale-how-modern-leaders-5419703 YouTube: https://www.youtube.com/@Coach2Scale CoachEm™ is the first Coaching Execution Platform that integrates deep learning technology to proactively analyze patterns, highlight the "why" behind the data with root causes, and identify the actions that will ultimately improve business results going forward. These practical coaching recommendations for managers will help their teams drive more deals, bigger deals, faster deals, and loyal customers. Built with decades of go-to-market experience, world-renowned data scientists, and advanced causal AI/ML technology, CoachEm™ leverages your existing tech stack to increase rep productivity, increase retention, and replicate best practices across your team.Learn more at coachem.io
Your competitors are already using AI. Don't get left behind. Weekly strategies used by PE Backed and Publicly Traded Companies →https://hi.switchy.io/U6H7SThis episode was so good, we're bringing it back!In this episode, Ryan Staley interviews Jeremey Donovan, EVP of RevOps' strategy at Insight Partners. They discuss Jeremey's extensive background in sales, tech, and marketing, and delve into the transformative role of AI in go-to-market strategies. Jeremey shares insights on the challenges and opportunities of AI in sales development, the distinction between inbound and outbound sales, and the potential for AI to enhance full cycle selling. The conversation concludes with Jeremey highlighting successful AI-driven initiatives within portfolio companies and offering advice on leveraging AI for sales efficiency.Chapters00:00 Introduction to Jeremy Donovan and His Background05:53 Sales Development and AI: Opportunities and Challenges11:59 Full Cycle Selling and AI Integration17:59 Conclusion and Where to Find Jeremy Donovan
This week Jeff Ignacio sits down with Joe Ort, founder of RevOps Inflection, to explore the critical differences between revenue operations in private equity versus venture capital backed companies. With 15 years of experience in RevOps and analytics, Joe shares insights on growth strategies, planning cycles, and how AI is reshaping sales efficiency. They also dive into top-down vs. bottom-up planning, the role of RevOps in optimising sales productivity, and why getting the fundamentals right from the start can save companies from major headaches down the line.
Deal Quality is the missing ingredient in your sales process. Doug and Jess explore the often-overlooked topic of deal quality and its significant impact on sales forecasting. They discuss how poor deal quality can disrupt forecasts, the crucial roles of marketing and training in enhancing deal quality, and share practical tools, including a deal quality calculator, for assessing and improving pipeline health. For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!
Warren Zenna welcomes Elio Narciso on CRO Spotlight as they dive deep into the challenges of data overload in today's sales environments. They explore how manual tasks and disjointed CRM systems drag down productivity while innovative integrations and AI-driven agents set the stage for a transformative approach that empowers CROs and their teams to focus on high-impact activities.The conversation shifts to the impact of agent technology and automated research on routine tasks. Warren and Elio discuss how advanced integration and workflow systems can eliminate tedious data entry, enabling sales teams to spend more time building relationships and closing deals. This vision resonates strongly with CROs seeking actionable improvements across revenue operations.In a candid exchange, the duo recounts their journey from traditional sales challenges to embracing disruptive data automation. They share firsthand experiences of overcoming manual inefficiencies that hindered performance and detail how clear, reliable data transforms decision-making for mid-market and larger companies, sparking optimism among revenue leaders.Wrapping up their discussion, Warren and Elio highlight the urgency for CROs, aspiring leaders, and CEOs to adopt innovative solutions today. They emphasize that achieving streamlined revenue operations through precise, automated analytics is not just an upgrade—it's a vital shift in competitive sales strategy that can unlock predictable and profitable growth.
In this episode of the Sales Technology Podcast, host David Dulany sits down with Sindre Haaland, CEO of SalesScreen, to explore the evolution of sales gamification into full-fledged AI-powered performance management. They dig into why motivating sales teams is harder than ever, how burnout and boredom kill productivity, and how SalesScreen uses real-time data, gamification, and AI insights to transform repetitive sales tasks into an engaging, performance-driven culture.From personalized dashboards and contests to team-based rewards and even Strava integrations, learn how top companies like Adobe and SAP are driving consistent sales execution across massive teams—and how AI is helping managers coach smarter, not harder.If you're a RevOps leader, Sales Manager, or curious about scaling a winning sales culture, this one's for you.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-sales-technology-podcast--1947957/support.
This week on GTM Live, Carolyn and Trevor dive into the messiness of go-to-market strategy: overspending on pipeline, bad attribution models, and why marketers are often stuck doing RevOps jobs.Carolyn breaks down the trap of chasing new logos without clear ROI, while Trevor shares how his IT-to-marketing journey led to launching Passetto to fix these exact issues. They get into why data architecture matters before building strategy, and how single-touch attribution is holding teams back.Stick around for listener Q&A, lessons learned from the trenches, and real talk on what actually drives growth.Key topics in this episode:Why most GTM strategies fall apart without strong data foundationsThe hidden cost of single-touch attributionWhat marketing leaders shouldn't be doing (hint: RevOps)How to think about ROI before chasing pipelineLessons learned from building Passetto to solve these problemsCome hang with us live during our weekly podcast recording—tune in, ask questions, and be part of the convo. Grab your spot at passetto.com/events.
In this episode of Revenue Insights, host Guy Rubin, CEO of Ebsta, sits down with Ian Wessel, VP of Revenue Operations and Strategy at Monta, to discuss how RevOps drives business transformation. Ian shares insights on proving ROI, aligning cross-functional teams, and leveraging data for strategic decision-making. With over 17 years of experience across companies like Salesforce and Intercom, he offers practical strategies for scaling revenue operations and connecting GTM execution to measurable outcomes.
In this episode of the CRO Spotlight podcast host Warren Zenna connects with Janis Zech, Co-Founder and CEO at Weflow. They explore the rising significance of the Chief Revenue Officer role amid evolving market challenges. The discussion sets the stage by addressing operational inefficiencies and the need for precise revenue intelligence in today's competitive environment.The conversation dives deep into aligning sales, marketing, and customer success for a unified revenue strategy. Janis shares insights from his extensive experience, emphasizing the impact of early CRO integration on business performance. Key topics include data automation, pipeline management, and the value of cross-functional collaboration.Listeners gain real-world examples and actionable advice on overcoming common pain points. The dialogue reveals how strategic hiring and the smart use of technology boost efficiency and reduce non-selling activities. Janis and Warren discuss building a cohesive leadership architecture that minimizes silos and drives sustained growth.As the episode unfolds, the focus shifts to the future of revenue operations and the transformative potential of AI-driven insights. Both experts challenge traditional models and inspire CROs, aspiring leaders, and CEOs to embrace innovation. Tune in to discover how targeted strategies and precise revenue intelligence can elevate your organization to new heights.
No. This is not a tactical episode. But. You will get a real look inside of a company being created.(00:00) - Introduction (04:01) - Scar tissue (09:31) - Feedback and Market Research (13:28) - AI in Data Analysis and Future Prospects (16:06) - AI's Growing Influence in Business (18:06) - Exploring New Data Sources (19:05) - Challenges and Opportunities in AI Adoption (20:07) - Pivoting to Product Marketing Managers (21:50) - VC Inbounds and Funding Decisions (23:02) - Mickel's Departure and Reflections (25:05) - Breakthrough in Data Integration (27:26) - Introducing the GTM Graph (30:55) - Use Cases and Applications (36:31) - Call to Action and Conclusion This episode is brought to you by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Mike Madsen, Senior Manager of Revenue Operations at Workday, is today's guest.We explore how AI is reshaping sales efficiency, why the next generation of sales leaders need to think like operators, and how to build scalable, data-driven sales playbooks. In this episode, you'll learn:Why AI is reshaping sales operations and how to make it work for your teamHow to leverage first-party and third-party data to improve sales performanceThe secret to building scalable sales playbooks that actually workWhy player-coach leadership is the key to building high-performing teamsMike shares practical advice from his experience leading revenue operations at Workday - plus why data infrastructure is the foundation for any successful GTM strategy. For more from ZI Labs, visit www.zoominfo.com/labs Ben on LinkedIn - www.linkedin.com/in/bensalzman Millie on LinkedIn - www.linkedin.com/in/milliebeetham
What does it really take to make go-to-market teams more efficient? Our guest on this episode, Jen Igartua, works on answering this question every day. Jen is the CEO of Go Nimbly, a 60-person RevOps agency for Mid-Market & Enterprise SaaS companies. With an amazing roster of clients that includes Zendesk, Twilio, Snowflake, Intercom, and others, she and her team help companies solve what's getting in the way of growth.When you spend your days advising companies on how to operate more effectively, it's easy to think you've seen it all. But not Jen. She's a relentless learner. In our conversation, we demystify what GTM efficiency actually looks like behind the scenes, how her team is implementing AI in practical ways for clients, and why, despite all of Go Nimbly's success, she doesn't really focus on innovating internally within their business.Be sure to check out Go Nimbly's first conference, RevFest, on June 10 in Brooklyn: https://revfest.gonimbly.com/Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.
In this episode of RevOps Review, host Jeff Ignacio chats with Lewis Chawko, founder of RevOpsConsulting.io, about his journey from sales to revenue operations and how he turned a side hustle into a full-fledged consulting business. Lewis shares his insights on scaling go-to-market teams, optimizing RevOps tech stacks, and the challenges of moving from inbound to outbound motions. Whether you're an operator or aspiring consultant, this episode is packed with valuable takeaways on growing a career in RevOps.
If you're running outbound. If you're using SDRs. Or planning to. You've got to listen to this episode.We got Morgan Ingram on the show, and he broke down his LinkedIn playbook to get replies at scale.(00:00) - Introduction (03:18) - Outbound Marketing and Career Choices (06:16) - Optimizing LinkedIn Profiles (07:45) - Common Mistakes in Outbound Messaging (11:34) - Effective LinkedIn Connection Strategies (17:58) - Using Videos and Voice Notes in Outreach (19:41) - Humanizing Your Outreach (22:35) - The Challenges of SDRing Outbound (23:00) - Essential Tools for Effective Sales (26:33) - Creative Sales Tactics: The Alley Oop Play (31:35) - Pipeline Development Strategies (36:04) - The Role of LinkedIn in Modern Sales (40:03) - The Future of Email in Sales This episode is brought to you by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Over the last year or so, Klarna has been on a rampage to automate away. They've sliced tools, costs and staff. Begging the question...Is this just a VC narrative or is there more than meets the eye?(00:00) - Introduction (02:44) - Klarna's Journey and Financials (05:49) - AI's Role in Cost Reduction (07:51) - Customer Service Innovations (10:28) - Internal Knowledge Management (13:47) - Introduction to Data Consolidation (14:29) - Enterprise Search and Internal Tools (15:20) - Klarna's Knowledge Graph and AI Integration (16:38) - Deprecating Salesforce and Workflow Changes (20:05) - HR and Employee Feedback Innovations (25:51) - Build vs. Buy Debate Never miss a new episode, join our newsletter on revenueformula.substack.com
Partnerships teams often feel like the forgotten child of the go-to-market org—under-resourced, misunderstood, and held to different standards than their direct sales counterparts. Greg Portnoy is out to change that.Greg is the co-founder and CEO of Euler, the Home Base For Partnerships Teams. Drawing from his experience leading Partnerships teams at 4 different companies, Greg knows the difference between what works and what doesn't, and he's making the case for treating partnerships as a strategic business function—not just a side hustle for GTM.In our conversation, we talk about why Partner teams don't get any love from RevOps, why measuring “Partner influence” isn't the silver bullet most teams think it is, and how Partner teams and Partner Ops can tag-team to run experiments together. Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.
In der aktuellen Zeit verändert sich maßgeblich, wie wir Firmen bauen. Von KI-Integration über effizientere Teams bis hin zur Nutzung moderner Tech-Stacks – du erfährst, warum kleine Teams heute mit den richtigen Tools große Ergebnisse erzielen können und welche Prinzipien Gründer beachten sollten, um nachhaltig und substanziell zu wachsen. Dabei schauen wir uns den Go-To-Market Tech Stack eines deutschen Gründers, ein paar Vorhersagen zu Organisationen der Zukunft und überraschende Daten zu Teamgröße und Umsatz an. Was du lernst: Effizienz durch kleine Teams: Wie kleine, KI-unterstützte Teams Ergebnisse erzielen, die früher große Teams brauchten Beispiele von Unternehmen, die mit wenigen Personen Millionenumsätze erreichen Die Rolle von KI und Tools: Warum KI und Automatisierung entscheidend für modernes Company Building sind Welche Tools und Tech-Stacks Unternehmen nutzen, um Prozesse zu optimieren Veränderung im Marketing und Vertrieb: Warum personalisierter und authentischer Content wichtiger ist als klassische Werbung Wie du mit gezieltem Outbound-Marketing und kleinen Events Leads generierst Substanz statt Wachstum um jeden Preis: Warum es wichtiger ist, nachhaltig zu bauen, statt Probleme mit immer mehr Mitarbeitenden zu lösen Tools: Clay (3.000 free credits): https://clay.com?via=73e581 Cello (1000€ Discount): www.cello.so/unicorn Along (10% discount): https://alongspace.cello.so/UJFKZmJlDXD HeyReach: heyreach.io/?via=fabian2u Attio (10% off): https://www.attio.com?r=O6viQBmfTcOndBKv Ahref: https://ahrefs.com/ Tl;dv: https://tldv.io/ Apollo: https://www.apollo.io/ Aircall: https://aircall.io/ Cursor: https://www.cursor.com/ Quellen: Post von Stefan Bader: https://www.linkedin.com/feed/update/urn:li:activity:7298658633498677251/ Post von Matt Turck: https://www.linkedin.com/feed/update/urn:li:activity:7296180925418164225/ Post von Bardo Droege: https://www.linkedin.com/feed/update/urn:li:activity:7299183195239972864/ Post von Omar Ismail: https://www.linkedin.com/feed/update/urn:li:activity:7301181821826838529 Post von Michael Jackson: https://www.linkedin.com/feed/update/urn:li:activity:7308924662090981379/ Post von Yair Slasky: https://www.linkedin.com/feed/update/urn:li:activity:7300804002382774275/ Kapitel: (00:00:00) Große Ergebnisse trotz kleinem Team: >100M Umsatz mit weniger als 20 Leuten? (00:07:02) Marketing & Sales: Mehr Story, weniger klassische Werbung? (00:11:41) Tech-Stack für effiziente Arbeit am Beispiel Cello (00:13:39) Tool-Stack-Beispiel zur Leadqualifizierung bei Cello (00:15:51) Effizienter Outreach bei Temple: Ohne Engineering-Ressourcen Dank KI zur Leadliste
We had to record this unusual episode. In what feels like a single day, a year's worth of drama has unfolded in software.It almost seems like John Oliver would talk about it. But since he's busy, we decided to do an episode for him on 11x and the chaos that's emerging.(00:00) - Introduction (02:03) - Deel, Rippling and the spy (05:35) - 11x (08:13) - TechCrunch acquired (09:33) - Fake Customers Controversy (13:54) - Insane Churn Rates (19:38) - Investor lawsuit? nope (23:11) - Employees. Not happy. (29:23) - Product Performance and Market Fit (34:25) - Future Prospects and Challenges SourcesTechcrunch on 11xHasan's post on XAI SDR testNever miss a new episode, join our newsletter on revenueformula.substack.com
Host Alex Theuma is joined by Go Nimbly CEO (and SaaStock USA Speaker) Jen Igartua for this episode packed with practical advice on making your GTM processes more efficient, including: - Why GTM efficiency is now critical for SaaS growth. - How AI and automation are transforming sales workflows. - The biggest mistakes SaaS companies make with their tech stack. - The tools that top RevOps leaders are using to drive revenue. - Why high-touch, relationship-driven selling is making a comeback. - What's next for Go Nimbly, including the upcoming RevFest event. Guest links: LinkedIn: https://www.linkedin.com/in/jen-igartua Website: https://gonimbly.com/ RevFest: https://revfest.gonimbly.com/ Check out the other ways SaaStock is helping SaaS founders move their business forward:
AI may be having a moment, but for Jana Eggers, it's been a career. Jana is the CEO of Nara Logics, an AI Advisor software company, and she's been building in AI long before it became a buzzword. In this episode live from Startup Boston Week, we talk about separating AI hype from utility, why AI should be built for subject matter experts (not just technical ones), and why she believes AI augments human intelligence, but doesn't mimic it. Also, stick around for one of the best lightning rounds we've ever done.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.Anyone interested in 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)!
Getting AEs to self-prospect is fun: AEs will complain, procrastinate, and straight up not do it.In todays episode, we share some simple tricks to get account executives excited and motivated to self prospect (hint: it's about $).(00:00) - Introduction (03:12) - AI in Sales and Self Prospecting (05:41) - Challenges of Self Prospecting (07:57) - Incentives for Self Prospecting (11:43) - Pipeline Generation and Commission Strategies (16:53) - Navigating AE and SDR Roles (17:43) - Impact of Self-Prospecting on Performance (18:50) - Incentivizing Prospecting Targets (23:01) - Team-Based Incentives and Collaboration (26:33) - Testing and Adjusting Incentives (28:34) - Simple and Effective Incentive Ideas (29:52) - Visual and Tangible Incentives (31:42) - Incentives for High-Value Deals This episode is brought to you by Everstage - the highest-rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
This week, marketing and revenue operations expert Simon Daniels joins Ian after a two-year break working with Forrester to discuss how we define the discipline of revenue operations, how this sits with sales operations and marketing operations, and how we should implement this function. In this discussion, they cover: Revenue operations, marketing, sales, and customer success operations. The organizational structure for RevOps varies by business context. Collaboration between sales and marketing The death of the MQL Understanding the buying group and metrics for revenue and pipeline health The key technology and data platforms The role of AI in the analysis of revenue operations. As always, we welcome your feedback. If you have a suggestion for a topic that is hot for you, please get in touch using the links below. Enjoy! — The Links The people: Ian Truscott on LinkedIn and Bluesky Simon Daniels on LinkedIn As mentioned this week and some further reading that Simon recommends: Blowing in the wind - Why I'm sticking with Revenue Operations (even if the rest of the world is not!) - LinkedIn post by Simon Why the MQL model is failing B2B marketing and what to use instead - Mark Stouse on Martech.org regarding ditching MQLs Beyond MQLs: Unlocking Revenue Growth by Embracing Buying Groups - B2B Marketing webinar on moving beyond the MQL Meet the new martech stack: systems of context and systems of truth – Chief Marketing Technologist RevOps And AI: The Cobbler's Children Need Shoes, Too – Simon co-wrote this on tech for Rev Ops What's Broken in GTM and How to Fix It - Simon's podcast Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: We'll be right back by Stienski & Mass Media on YouTube You can listen to this on all good podcast platforms, like Apple, Amazon and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Revenue Builders Podcast, hosts John McMahon and John are joined by Parm Uppal, the Chief Revenue Officer at Benchling. Parm shares his journey through various sales and executive roles, illustrating his approach to using data as a cornerstone for the development and coaching of sales teams. They delve into the intricacies of simplifying vast amounts of data to draw actionable insights and avoid overwhelming sales reps. The conversation also explores the importance of distinguishing between skill and knowledge issues among reps, hiring the right sales leaders for startups, and maintaining a clear focus on the ideal customer profile (ICP). Parm gives practical advice for newly appointed CROs, stressing the importance of a 90-day listening tour and aligning with cross-functional teams. Additionally, the discussion touches on the impact of AI tools in sales processes and the evolving role of data in modern sales strategies. This episode offers a treasure trove of insights and best practices for sales leaders at various stages of their careers.ADDITIONAL RESOURCESLearn more about Parm Uppal:https://www.linkedin.com/in/parmuppal/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:05] Introducing Parm Uppal: Career Highlights[00:01:54] Using Data to Develop Sales Reps[00:03:45] Simplifying Data for Effective Coaching[00:05:09] Identifying and Solving Sales Problems[00:07:30] Leading Indicators and Coaching Strategies[00:10:36] Balancing Data and Observation in Sales[00:23:29] Adapting to Buyer Changes and Market Shifts[00:35:30] Building the CRO Scorecard[00:36:58] The Importance of a 90-Day Listening Tour[00:38:48] Commanding the Plan and Talent[00:41:08] Key Metrics for Success[00:48:15] Challenges in Recruiting and Retention[01:01:34] Emerging Tools in SalesHIGHLIGHT QUOTES[00:02:15] "You can't just walk into that conversation with an opinion because everybody's got an opinion."[00:02:37] "We have so much more data nowadays. If you don't simplify it, and you don't take a step back... it can overwhelm you."[00:19:55] "It's activity with accomplishment versus activity without purpose."[00:31:00] "You can't cookie-cutter sales methodologies from one context into another without understanding the unique market dynamics.