Set It and Refine It: Clean Data, Auto-magically

What this episode covers

Your CRM isn’t starving for data — it’s drowning in the wrong kind. 🤯   In this episode of the RevOpsAF Podcast, co-host Camela Thompson chats with Arjun Ganatra, Business Systems Lead at Veriff, about how to eliminate manual data entry, clean up your CRM, and unlock real-time insights through AI-powered passive logging.   🧠 Arjun shares how his team automates data capture using tools like Momentum, how to decide what not to automate, and how to win rep buy-in without killing morale.   📈 What You’ll Learn 🧼 How to “set it and refine it” with passive logging ⚙️ What NOT to automate (yes, pipeline stages stay manual 🚫) 🤝 Tactics to get sales leadership buy-in and rep trust 💬 Using AI to auto-summarize calls & fill CRM fields 🔮 Future of RevOps: voice interfaces & collaborative AI   🧩 Perfect For Sales Ops • RevOps • CS Ops leaders focused on systems, process management, analytics, and thought leadership   🔗 Links & Resources 💡 Read more on the RevOps Co-op Blog: https://www.revopscoop.com/learn/blog 👥 Join the RevOps Co-op Community: https://www.revopscoop.com/membership/membership-options 🤝 Connect with Arjun Ganatra on LinkedIn: https://www.linkedin.com/in/arjunganatra/ 🎧 Follow Camela Thompson on LinkedIn: https://www.linkedin.com/in/camela-thompson/   🔔 Subscribe to RevOpsAF for weekly episodes with the world’s top RevOps leaders.   #revops #salesops #DataHygiene #crm #revenueoperations #AIinRevOps #automation #processmanagement #RevOpsPodcast #PassiveLogging

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