REVOPS CO-OP & TRACTION COMPLETE PRESENT

AI + Account Data: the Use Cases Ops Can’t Ignore

Everyone’s looking for the next AI tool to boost efficiency — but who’s making sure they actually work together? That’s Ops.

2026 isn’t about more AI. It’s about Account context: shared intelligence without the headaches of patching together disconnected data.

The competitive edge goes to operations teams using AI to create connected, contextual Account data in Salesforce — so they can focus on strategy and growth instead of fixing broken workarounds.

What you’ll learn:

  • What works and what doesn’t in enterprise ops
  • Practical AI use cases to save time and manage data better
  • How to create shared intelligence that drives action across team
  • How to build a business case for AI and overcome common setbacks

Watch the webinar

SPEAKER SPOTLIGHT

Your experts

Riley Smith Lead Systems Architect, Klaviyo
Abby Gunning Sr. Mgr, GTM Strategy & Ops, Medallia
Matthew Volm CEO and Founder, RevOps Co-Op
David Nelson
David Nelson CEO, Traction Complete