RevOps Co-op

🚗💨 Only in San Francisco: where a 3-mile drive takes 47 minutes, a parking spot is worth more than a Series A round, and somehow an incredible group of operators still showed up on time for dinner. Big shoutout to Gia Cross Jim Bell Tyler Ray James Crane Mike Madsen and the entire LeanData for making this event possible. And huge shoutout to Michelle Ji-Yeun Kim Aarushi Lakhotia Amy Chen Andrew Linford Arpit Sharma Joanne Cheng Jordan B. José Almaraz Reséndez Kenna Ranson Mary Emily Davis Vivian Fan and everyone else who braved the Thursday-night traffic apocalypse to join us at Bar Sprezzatura last night. The pasta was elite. The conversation? Even better. We swapped AI war stories, debated who actually owns forecasting (no one won), and collectively agreed that “SF traffic” should count as a KPI in next year’s comp plans. Events like these are a great reminder of why this community works — people show up, even when Waze says don’t. 🛑 Thanks again to everyone who made it out — and to the ones still circling the block, we saved you some rigatoni. 🍝 #revops #revenueoperations

Spreadsheets are the silent killer of territory planning (and your soul). 💀 Every RevOps leader knows that moment — Q1 kickoff is days away, you’re living in a file called “Territories_Final_v17.xlsx”, and your laptop fan sounds like it’s about to take flight. Sales wants equity. Finance wants coverage. And you? You just want the spreadsheet to stop crashing. That’s exactly the chaos Kevin Davis, CEO of BoogieBoard, set out to end. In the latest episode of RevOps Demos That Don’t Suck, our CEO Matthew Volm sat down with Kevin to see how BoogieBoard is turning the world’s least-loved RevOps process — territory design — into something that’s actually fair, fast, and (dare I say) fun. Here’s what blew us away 👇 → It uses AI to balance territories in minutes — no more marathon Excel nights → It aligns Sales, RevOps, and Finance on shared balance goals → It’s transparent and defensible, so everyone can see why assignments are fair → And it’s already helping companies like BlackLine, Watershed, and Fundraise Up ditch spreadsheets for good This isn’t just automation — it’s mathematical equity in action. 🎞️ Checkout the highlight reel below ⬇️ 📺 And watch the full episode on our website www(.)revopscoop(.)com Because let’s honest... When’s the last time your “final” territory spreadsheet actually stayed final? 😅 #revops #revenueoperations

🚨 GTM is in crisis mode. Too many tools. Too little alignment. Way too much noise. Here’s the reality: → 34+ tools clog the average GTM stack → 82% of RevOps leaders say data silos choke growth → 95% of AI projects fail because the foundation isn’t ready That’s $2 trillion lost every year to broken GTM execution (yep, trillion with a “T”). On November 11 at 1 pm ET, RevOps Co-op and ZoomInfo are teaming up to show you what winning in 2026 actually looks like — and how to get there. You’ll walk away knowing how to: 🧠 Define what real revenue “unification” means 🏗️ Build data foundations that make AI work (for real) 🔍 Turn fragmented data into GTM action 🚀 Enable your front-line teams to execute faster and smarter If your GTM engine’s been running on fumes, this is your pit stop. 🔗 Grab your spot — it’s time to rebuild the system before it breaks you ➡️ https://lnkd.in/gUfAQ6hS #revops #revenueoperations

🚩 Hiring a RevOps consultant soon? Read this first. In the latest episode of the RevOpsAF Podcast, we sat down with our very own Camela Thompson and dove into the spicy truth behind what separates world-class RevOps consultants from walking red flags 🚩 — and the conversation does not hold back. Camela’s seen it from both sides: 💼 As a consultant for early-stage startups ⚙️ As an internal operator hiring and managing firms 📊 As a systems pro across Salesforce, Marketo, HubSpot, and Zendesk Together, we break down: 🚨 The biggest red flags to spot before signing that SOW 💡 The green flags that signal a consultant worth every penny 🧠 Why empathy, transparency, and curiosity are the real superpowers in consulting 🔥 And Camela’s hot take that’s guaranteed to start a Slack debate Whether you’re vetting agencies or thinking of going fractional, this one’s a must-listen for every operator who’s ever wondered, “Is this consultant actually good?” 🎞️ Check out the highlight reel below ⬇️ 📺 and the full episode on our website www(.)revopscoop(.)com #revops #revenueoperations

Your CRM isn’t starving for data - it’s choking on the wrong kind. 😱 Dashboards are flooded with activity counts, stage updates, and manual rep entries, but the questions RevOps cares about most remain unanswered: → Why are deals stalling? → Which reps are actually multi-threading? → What do prospects really say after the demo? Here’s the truth: the problem isn’t the tool - it’s the model. When AEs remain the “system of record,” RevOps is stuck relying on incomplete, inconsistent, and biased inputs. The result? Hygiene taxes sellers, accuracy is questionable, and mission-critical calls get made in the dark. This session is your blueprint 🗺️ for breaking the CRM bottleneck: ✨ Eliminate dependency on rep-entered data by moving capture away from the front line ✨ Define and control your own data model—you decide what’s captured, how it’s structured, and where it flows ✨ Turn conversations and signals into insights with AI-powered passive capture, replacing guesswork with ground truth 🎤 Featuring some incredible speakers, like: Robert Moseley IV – CEO & Founder, GTM Engine Jared Barol – RevOps Advisor, ex-Salesforce Ops pro Courtney Sylvester - RevOps Advisor and Consultant Join us to learn how to stop chasing data - and start owning it. 💪🏻 Register on our LinkedIn page or website www(.)revopscoop(.)com #revenueoperations #revops

🥂 Partner anniversary announcement! 🥂 The RevOps Co-op is excited to celebrate 2️⃣ years of partnership with Lative, who has been helping our members with all of their sales planning and performance management related questions. And wow we’ve accomplished a lot in those 2 years, like: 📚 Closing the Strategy to Execution Gap: A digital event with Elay Cohen from SalesHood and Werner Schmidt from Lative on tactics to deploy to ensure your annual plan doesn’t crumble when it comes time to execute 🤕 Annual Planning Without the Panic: a digital panel discussion with operators like Nandini Karkare from Zywave, Mathieu Cognac from Seismic, Eddie Parkansky from Intercom, and Avtar Varma from Benchling that pulled back the curtain on how to transform planning from chaotic scramble into realistic outcomes while keeping your sanity 📒 Templates on Templates on Templates: including a sales productivity template, a sales efficiency template, and a sales quota assignment template, available on Google Sheets and Excel You’ll continue to see Werner Schmidt and Shannen Guinan from the Lative team throughout the community, so when you do be sure to say “hey 👋” . And if you want to learn more about how leading SaaS & AI companies like Seismic, Intercom, Aiven, Avalara and Version 1 are leveraging Lative to connect their sales strategy to real-time execution, then visit their website⇒ www(.)lative(.)io A huge thank you to Lative for an incredible 2️⃣ years of partnership and innovation. Together, we’re enabling revenue operators to build better sales plans that actually deliver profitable efficient growth. Cheers to 2 years, Lative, and here’s to many more years of success together. 🥂 #revops #revenueoperations #salesops #salesoperations

👉 How do you build AI agents that actually work - cleaning data, driving insights, and scaling GTM efficiency without creating chaos? Turns out, the secret isn’t “prompt engineering.” It’s data engineering. In our latest webinar, I sat down with Chris Ferraro, Brian Knaupe, Sandeep Kumar, and Josh Azorsky to talk about AI and RevOps. 💡 Key takeaways from the Celigo team: → You can’t automate chaos - bad data kills even the best AI models. → Integration > native apps. iPaaS isn’t a luxury anymore; it’s table stakes. → “Human-in-the-loop” is the new governance model for trustworthy automation. → Start small, document relentlessly, and measure business impact. From Gong call insights to CRM automation, Celigo showed exactly how they’re operationalizing AI across their revenue engine - turning signals into context, and context into action. Read the full breakdown + frameworks here on our website ⇒ www(.)revopscoop(.)com/learn/video-series #revops #revenueoperations

🧱 You can’t build fair territories on a shaky foundation. Every year, RevOps and Sales Ops teams dive headfirst into territory planning . . . And every year, the same gremlins crawl out of the CRM and into their spreadsheets: → Duplicate accounts → Broken hierarchies → Missing data → Confused ownership rules Before you redraw anything, you’ve got to fix the foundation. That’s why we’re teaming up with Kevin Davis, CEO of BoogieBoard, and 🐰 Jen Igartua from Go Nimbly for a tactical, no-fluff session on how to get your GTM data ready before planning season hits. Here’s what you’ll take away: 🧩 The 5 critical data elements that make or break territory design 🚫 How to find and fix dirty account data early 🔁 The systems and workflows that keep territory alignment clean and repeatable 💡 Real RevOps case studies where structure turned chaos into clarity If you’re tired of planning around bad data, this session is your reset button. 👉 Register on our LinkedIn page or website www(.)revopscoop(.)com #revops #revenueoperations

Weekly #RevOps newsletter just shipped with all the job openings and trends you need to know! Here’s the 🔥 you’ll find inside this week 👇🏻 📚 New Blog Post: Does Your Bad CRM Data Mean You Need a New CRM? ↳ Your CRM data is a dumpster fire. Leadership wants to “fix it” by…buying a new CRM. Makes total sense right? Before you spend six figures and six months migrating bad habits into a shinier tool, read this week's blog article. 💼 Jobs 💼 Solutions Engineer, QuotaPath (Austin, USA/Canada, Remote) 🇺🇸 🇨🇦 Revenue Operations Lead, Unleash (Remote) 🌎 Revenue Operations Analyst, Brightflag (Remote, New York) 🗽 Junior Revenue Operations Analyst, BlueCat (Remote, Canada) 🇨🇦 Director, Revenue Operations, Grow Therapy (NY, US) 🗽 Senior RevOps Manager, Sales, Frontify (Hybrid, London) 🇬🇧 📆 Featured Event 📆 From Transactions to Trust: Using AI to Truly Know Your Customer | Happening today @ 1PM ET | Featuring Chris Fezza from Operatus and Susan Thomas from Jabra Hearing 🔥 Hot off the Press 🔥 1️⃣ RevOps Consultant Red and Green Flags | #RevOpsAF Podcast 🎙️ ↳ Co-host Matthew Volm, CEO and Founder of RevOps Co-op and Eventful, sits down with his co-host Camela Thompson, Head of Marketing at RevOps Co-op and longtime revenue operator, to dissect a topic that almost every revenue leader has strong opinions about—but few actually talk about in public: what separates a world-class RevOps consultant from a walking red flag. 2️⃣ A CMO’s Guide to Win the Boardroom, Tame the Algorithm, and Own the Bottom Line | CaliberMind ↳ Your team just poured blood, sweat, and tears into the quarter. You shaped the brand, built the campaigns, and from everything you can see, you drove real results. Then comes the QBR. 3️⃣ Dear SaaStr.ai: What is RevOps Responsible For in a B2B Company? | SaaStr ↳ Managing RevOps in a SaaS company is all about aligning sales, marketing, and customer success to drive growth efficiently. Here are some best practices that I’d recommend... 🧵 Top Slack Threads 🧵 04_revops-questions: Maxio CPQ 🧰 ↳ Anyone have experience with Maxio CPQ? How does it compare to SFDC? Especially thinking about the level of upkeep and day to management? ... Read 7 replies 04_revops-questions: HubSpot 🧑💻 ↳ Hey! I have a technical and operational question for Hubspot. I need to set required fields to Company so that the Lifecycle Stage ca... Read 4 replies 08_tools-and-software: Tamtam Ai 👋 ↳ Has anyone heard of TAMTAM.ai? I'm comparing them against legacy tools like ZoomInfo, Apollo.io, Li...Read 5 replies 📣 Partner Anniversary Announcement 📣 We're excited to celebrate 2️⃣ years of partnership with Lative, who has been helping our members with all of their sales planning and performance management related questions. Feeling Glum? 😔 Because you didn’t see this drippy RevOps awesomeness in your inbox this week? 💧 Yea, we would be too . . . Join the community for fReE at www(.)revopscoop(.)com 🔗 #revops #revenueoperations

Say it with me y’all, Bookings ≠ Revenue. If even 20–30% of your top line is variable, you can’t just forecast when a deal closes — you have to predict how and when customers actually use what they’ve bought. That’s the new forecasting frontier tackled by Greg Lewis (Co-founder & President, revVana), Amy Osmond Cook, Ph.D. (Co-founder & CMO, Fullcast), and Matthew Volm (CEO, RevOps Co-op + Eventful). Together, they dig into what it really takes to operationalize consumption forecasting — bridging the gap between bookings and realized revenue, Sales and Finance, and promise vs. proof. 💡 Highlights: → Why the subscription economy is morphing into a consumption economy (and why that matters for RevOps) → The 5 building blocks of a scalable consumption forecast → How to align Sales, CS, and Finance around the same truth → Why RevOps is now the “tollgate” between forecast and financial credibility “If bookings are the promise, consumption is the proof. RevOps is the bridge that keeps the two aligned.” – Amy Cook Ready to stop guessing and start forecasting reality? 🎞️ Peep the highlight reel below 📺 And Check out the full recording and write-up on our website ⇒ www(.)revopscoop(.)com/learn/video-series #revops #revenueoperations