It’s built for Revenue Operations pros who are too busy for fluff, allergic to hype, and ready to turn AI from buzzword into bottom-line impact.
Over 3 Tuesdays in September, we’re stripping away the jargon and serving up practical, ready-to-use AI strategies, – the kind you can implement before your next board meeting (with a little help).
Think of it as your shortcut to AI-powered data management: improved workflows, smarter data, and automation that doesn’t require a PhD in data science.
You don’t need to be an AI expert – you just need to SHIFT your approach from patching data problems to strategically using AI to tackle the root causes, and turn operational headaches into measurable growth wins.
Speakers
AI can supercharge GTM, but manual work hold teams back. Learn how admins and RevOps can clean, connect, and enrich Salesforce data, cut tech debt, and turn “forever projects” into fast wins, plus insights from 100+ revenue leaders on overcoming AI adoption hurdles.
Hosted by our partner Salesforce Ben, featuring Jeff Ignacio, Ben McCarthy, and David Nelson.
Tuesday, Sept 2nd @ 9 am PDT / 12 pm EDT
Learn how to use AI to clean, enrich, and standardize CRM data, eliminating duplicates, fixing inconsistencies, and building a trusted foundation. Hear real-world strategies from Darrell Alfonso, Mike Rizzo, and Bec Henrich, then see them in action in a hands-on Salesforce use case with Ann-Marie Fleming.
Tuesday, Sept 9th @ 10 am PDT / 1 pm EDT
Learn how to use AI to map complex account hierarchies and gain full visibility into the relationships that drive revenue. David Nelson, CEO at Traction Complete will kick things off by exploring the rise of AI Agents and why a strong data strategy is essential to unlock their potential, followed by a hands-on demo of AI for Account Insights, Waterfall Enrichment, and Unique Hierarchies.
Tuesday, Sept 16th @ 10 am PDT / 1 pm EDT
Made for Ops pros
Feeling the weight of a complex Salesforce org? You’re constantly battling technical debt, data inconsistencies, and endless requests for changes and new configurations. SHIFT isn’t about adding more complexity. It’s about showing you how AI can become your ultimate co-pilot, helping you automate data cleanup, streamline configurations, and build a smarter, more efficient Salesforce environment.
Are you struggling with incomplete data, misaligned processes, or struggling to turn insights into impact? SHIFT is your essential guide. You’ll learn practical, ready-to-use AI strategies to optimize every piece of your revenue engine – from data quality and account hierarchy management to forecasting and GTM alignment.
You’re a pro at ensuring marketing campaigns hit their mark and deliver ROI – but bad data and manual processes are constantly derailing your efforts. SHIFT is your shortcut to AI-powered marketing operations, giving you cleaner data, smarter targeting, and optimized campaign performances. Imagine the impact of Mops with data that tells the whole story – that’s the shift you’ll unlock.
Battling inconsistent data, manual territory planning, or a lack of actionable insights for your sales reps? It’s time to SHIFT from chaos to clarity. You’ll receive AI strategies to help clean up your data, optimize territories, and empower your sales teams with the context they need to win more effectively. It’s time to move beyond maintenance and truly scale the impact of your sales team.
Three days. Zero fluff. 100% practical AI strategies you can actually use today.
Join top RevOps leaders, Salesforce pros, and AI innovators as they share ready-to-implement tactics for cleaner data, smarter workflows, and automation that drives real revenue impact.
Tickets are free, but limited. Register now to save your spot.