Resources to fuel your RevOps strategy

Explore resources thoughtfully crafted by our industry experts to turn your Salesforce data into a revenue engine.

On-demand Webinar

Ready for AI? 10 Data Quality Must-Haves Pre-AI

Learn why RevOps must tackle bad data before leveraging AI insights. Prepare your data to unlock AI’s full potential and avoid costly errors.

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Top 3 Ways To Use An Account Hierarchy In Salesforce To Supercharge Revenue

Sell more and make data-driven decisions with account hierarchies.

AI readiness: Avoiding “garbage in, garbage out”

The hype is real and AI is on the rise.

4 ways to improve the marketing to sales lead handoff

Hand the lead over smoothly and close the deal without breaking a sweat.

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lead to account matching

Automated Lead-to-Account Matching: Definition, Benefits, & 3 Best Practices

Learn what automated lead-to-account matching is, why it matters, and three best practices to help you maximize success.

A stylized visualization of RevOps trends.

The Future of Data Management: 3 RevOps Trends Leading 2025

Find out the leading RevOps trends and strategies that will define how teams operate in 2025.

Agentforce Readiness Guide

Ensure a seamless Agentforce implementation with clean, connected, and reliable data. Our Agentforce Readiness Checklist guides you through data cleaning, automation, and account hierarchy setup—so your team can sell smarter, faster, and with confidence.

A stylized visualization of the Agentforce implementation process.

Agentforce Implementation – 3 Best Practices from SI Experts

Don’t know where to start with Agentforce implementation? Check out these three expert tips from SI pros to unlock its full potential.

EP 37: Growth Modeling: How to become a strategic player in RevOps

what is agentforce guide

What is Agentforce? Everything You Need to Know

What is Agentforce, and how can you leverage it best? Here’s everything you need to know about Agentforce and best practices for success.

Lead management

Customizing lead-to-account matching in Salesforce to boost operations

The better you match leads to accounts, the better your team performs.

Salesforce Lead Management: 5 Ways to Optimize Your Revenue Lifeline Automated Lead-to-Account Matching: Definition, Benefits, & 3 Best Practices 5 Ways to Speed Up Lead Routing Without Breaking a Sweat

RevOps

RevOps in motion: 15 leaders you need to be following

These individuals are shaking things up in the RevOps space.

Here’s how top RevOps leaders are tackling sales territory management The Complete guide to RevOps terminology 5 Game-Changing Use Cases for AI in RevOps

Webinars

Attribution Showdown: Marketing Ops vs. Sales Ops

Learn how to go from the “us” vs “them” showdown to working together on attribution.

EP 31: AI + Salesforce World Tour: Real-Talk On AI EP 26: ABM: Operationalizing A Funnel Strategy Pro Tip – What are RevOps leaders’ top priorities & practical tips?

VLOG

The Revenue Optimists (TM)

Your RevOps community with an upside. Tune into the minds of RevOps leaders and get expert advice in minutes.

The Revenue Optimists (TM)

Customer stories

How Copado achieved 4x faster speed-to-lead with Traction Complete

Copado struggled with slow, manual lead assignment and realized they needed a solution that could provide agility and control.

How Olive Tree Holdings spends 95% less time managing APEX code

Olive Tree Holdings used to rely on APEX to match new leads to existing data. When it became too complex to maintain they made the switch.

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