The Most Valuable AI Tool in RevOps Might Be a Call Recorder
One of the themes that emerged repeatedly during RevOps AF Europe 2026 was the challenge of turning AI from an interesting technology into something that creates measurable business value. While many sessions focused on AI strategy, governance, and experimentation, I found myself coming back to a much simpler conclusion: the most valuable AI use cases […]
AI Isn’t Replacing Process Discipline – It’s Making It More Important
I recently attended RevOps AF Europe 2026. As expected, AI was a topic in nearly every session. Speakers covered everything from AI governance and pricing models to implementation strategies and use cases. What surprised me, however, was not the amount of discussion around AI, but the lack of truly compelling real-world examples. The overall impression […]
Setting up Phishing Resistant MFA in Salesforce
Salesforce has two key security changes coming in July, 2026: all users will be required to use MFA and System Admin users will be required to register a passkey for privileged access. Non-Admin users will be forced to use MFA – so if your users aren’t all using MFA now is the time to start […]
What’s Actually Working with AI in RevOps Right Now
There’s no shortage of AI hype in the RevOps and CRM world right now. Every platform claims AI will: transform pipeline management automate sales improve forecasting replace manual work generate better leads Some of that will eventually become true. But most RevOps teams are still trying to answer a much simpler question: What is actually […]
AI-Powered Conference Outreach Starts with Clean CRM Data
A client recently approached us with a familiar challenge. They run a large conference and had early registration pricing ending at the end of May. They wanted to increase registrations while making outreach feel more personal and relevant to past attendees. The problem: traditional email blasts weren’t enough anymore. They had years of attendee history […]
Connect Claude to Salesforce in 4 Easy Steps
I spent an inordinate amount of time working through Claude/Salesforce documentation to get my Claude connected to Salesforce. So, I wanted to put together this guide to cover the basic steps to get Claude connected to Salesforce. Once connected, there’s lots of options for interacting with your Salesforce via Claude: How to connect Claude to […]
How We Reduced Weekly Board Reporting to a Single Claude Prompt
A CRO we work with has a recurring challenge many executive teams face. Every month, he reports to the board on sales and pipeline performance. That meant assembling data across multiple HubSpot reports to answer questions like: What changed in pipeline month-over-month? Which segments are converting best? What is close rate trending toward? How does […]
Salesforce Experience Cloud vs. HubSpot Portals: Flexibility vs. Simplicity
Many companies evaluating customer or partner portals end up comparing HubSpot Portals and Salesforce Experience Cloud Experience Cloud as though they are direct competitors. In practice, they tend to work best for very different use cases. We support both platforms and have found that the right choice usually depends less on “which platform is better” […]
How we use Claude to audit client HubSpots — and turn findings into immediate action
How we use Claude to audit client HubSpots — and turn findings into immediate action Most CRM audits take days and produce a report no one reads. Here’s how we compressed that into a single conversation — and walked away with a client-ready roadmap. Every HubSpot we inherit looks fine on the surface. There are […]
How I use Claude with Hubspot
If you haven’t already, plug your Claude into Hubspot – it’s simple and takes maybe 5 minutes. When you plug Claude in, make sure to give it all necessary permissions. You can literally ask Claude when it can access all necessary data. Here are the ways that I then use Claude in Hubspot: Explain why […]
