10 Best Revenue Operations Software for 2025 RevOps 10 min Achieving revenue goals is challenging, irrespective of the size of your sales operations. Your sales team can face numerous challenges, including managing complex sales processes, streamlining data, and aligning sales, marketing, and customer success efforts. Fortunately, revenue operations software simplifies how businesses optimize their sales performance. Revenue operations software empowers sales teams to bridge the gap between strategy and execution. Leveraging automation and advanced analytics allows these tools to provide a streamlined approach to manage sales operations and drive revenue growth. Tune in to our exclusive podcast – The Revenue Lounge, specially curated for Revenue Operations Professionals. Here’s a latest episode: Ep #1: Hubspot Customer Retention With RevOps ft. Sid Kumar This article looks at the top 10 revenue operations software solutions leading in 2025. Let’s uncover the best solutions and understand how they can position your sales team for success. 10 Best Revenue Operations Software Here are the ten best revenue operations software to consider for your business in 2025: 1. Nektar 2. Gong 3. Groove 4. HubSpot Operation Hub 5. Aviso 6. Kluster 7. Fullcast 8. Breadcrumbs 9. InsightSquared Analytics 10. Chorus What is Revenue Operations? Revenue operations or RevOps is an end-to-end operating model that helps organizations run their business in an interconnected way across GTM functions like sales, marketing and customer success. A tight alignment of the GTM model enables organizations to drive predictable revenue.  The role of RevOps is to drive visibility, accountability and transparency across the entire revenue funnel, improve efficiency across a unified revenue process, and unlock potential for revenue growth. RevOps connects teams, processes and people that have been otherwise functioning in silos. It also aligns them to work towards common revenue goals. Overview of 10 Best Revenue Operations Software   1. Nektar Nektar is an AI for revenue operations that drives funnel efficiency by plugging your CRM data holes/gaps and discovers hidden revenue from your customer interaction data. The software provides a unified contact and activity capture solution that ensures CRM data integrity and hygiene, resulting in a clear picture of revenue intelligence. Nektar offers a robust data capture and intelligence layer purpose-built for revenue operations. It enables sales teams to capture and consolidate critical data from various sources. Sales teams can get a comprehensive and holistic understanding of the pipeline. With Nektar, there are no more scattered information and data silos. You get a centralized platform that empowers your team to make data-driven decisions. Key features: Actionable pipeline visibility in real-time Accurate and comprehensive CRM data and reporting Enriched contact data for account-based selling Enhanced ROI for your sales tech stack 2. Gong Gong’s revenue operations software allows RevOps leaders to capture activity data from every touchpoint and unlock superhuman forecasting abilities. Gong’s RevOps platform leverages artificial intelligence (AI) to analyze customer interactions across sales and customer success. It provides invaluable insights into deals, pipelines, and team performance. Gong is your partner in breaking down barriers and aligning your sales, marketing, and customer success operations. Harnessing the power of Gong’s RevOps software will help your team seamlessly collaborate and work in tandem. It will drive revenue growth and customer satisfaction. Key features: Clean activity data Pipeline visibility Deal risk warnings Closed-lost analysis 3. Groove Groove is a revenue intelligence and operations software that offers complete transparency. It provides advanced activity capture capabilities for reps, managers, and operations teams. With Groove, organizations can rely on real-time Salesforce reporting and collaborate on account lists. Furthermore, the platform offers insights into the entire buying committee and allows to conduct interactive pipeline reviews. Groove enables organizations to capture and track critical sales interactions in real time through its advanced activity capture technology. It allows reps, managers, and ops teams to stay up-to-date on the progress of deals. Sales teams can also quickly generate comprehensive reports within Salesforce to get insights into sales performance. Key features: Advanced activity capture Auto contact capture Opportunity and pipeline management 4. HubSpot Operations Hub HubSpot Operations Hub allows your entire team to stay aligned with a clean and connected source of truth for customer data. It enables your business to adapt seamlessly to the ever-changing needs of your customers. With Operations Hub, organizations can sync data across various systems, ensuring customer information is up-to-date and accessible in one centralized location.  Operations Hub helps maintain data integrity and eliminates inconsistencies by cleaning and curating customer data. The platform offers other tools, including programmable automation, data sync, and data quality tools.  Key features: Data sync Data quality automation Data quality command center (BETA) 5. Aviso Aviso is a conversational intelligence software that provides revenue leaders with a clear path to plan and key deal actions to accelerate success. It enables sales operations and planning teams to track progress and course correct. With Aviso’s AI-powered capabilities, revenue leaders gain valuable insights that help them confidently navigate their portfolios. Leveraging advanced algorithms, Aviso provides a predictive view of revenue. It allows leaders to anticipate potential outcomes and make informed decisions.  Key features: Advanced view of sales metrics filtered by product/team Advanced briefing for forecast calls Human and AI combination to close deals faster 6. Kluster Kluster is a revenue operations software that enables businesses to build repeatable processes. They can also scale their sales funnel and deliver reports on time, every time. With Kluster, organizations can optimize their revenue operations for consistent and predictable success. Leveraging Kluster’s intuitive tools and workflows allows organizations to establish standardized and efficient sales processes. It ensures every deal follows a consistent path. There are maximized chances of success and minimized errors or missed opportunities. Organizations can also track and analyze key metrics throughout the sales funnel, from lead generation to closing deals.  Key features: Build repeatable process Scale your funnel Deliver reports on time every time 7. Fullcast Fullcast is a revenue operations software that enables businesses to improve RevOps efficiency. Organizations can create territory, quota, and capacity plans without relying on complex spreadsheets. Operations teams can painlessly align their activities with the strategy and eliminate hours of manual effort. With Fullcast’s intuitive interface and

Top 5 Trends That Will Impact Sales Operations in 2025 RevOps 10 min The sales operations function went through dynamic changes this past year. Economic uncertainties in 2023 killed the “growth at all costs” model.  In 2025, budgets will be tighter, talent scarce and selling more challenging. All these challenges make one thing clear –  Delighting customers at every turn is what matters.  If we walk backwards from this larger goal, it requires a maniacal focus on the customer. What do customers really need? How can they be assisted? How can they be helped with making confident purchase decisions without seeming pushy? To achieve this, sales teams have to meet customers where they are, at the right time. And act as their trusted advisors.  Having complete visibility into the customer journey from lead to cash (to renewal and expansion) is critical to survive what lies ahead. The new mantra for sales operations in 2025 will be to “build a seamless customer journey.” This article will cover the top sales operations trends that 2025 can expect. It’s vastly different from the trends we saw last year. Which is a testament to the fact how fast things are changing in the B2B sales world. What is Sales Operations or SalesOps? Sales Operations refers to the function, role, activities or processes within a sales organization that help sales reps sell faster and better. This department is responsible for reducing frictions within the sales process. It enables reps to achieve higher win rates in a predictable and repeatable manner. The sales operations function strategizes on ways that can help sales reps focus on tasks that contribute to revenue. This includes implementing sales training, investing in tools and technology that eliminate roadblocks in selling, or creating processes that optimize the sales process for all reps. The ultimate goal of a sales operations function is to create a sales engine that runs smoothly. The sales operations function has a direct impact on business revenue. This department continues to be a strategic component of an organization’s structure. Top Trends To Expect in Sales Operations in 2025 B2B sales has been evolving at a rapidly fast pace, making traditional processes of operations obsolete. Some of the biggest challenges facing sales operations today include: 72% of B2B buyers demand a rep-free experience. 47% sellers say their sales tech stack does not boost their productivity or improves results. Close to half of operations professionals say that processes within their companies are only moderately data-driven or not data-driven at all.  The confidence of operations professionals dipped over the last two years. As companies hold back on investments because of the downturn, sales leaders will have to devise new ways to survive and sustain in 2024. This puts sales operations in a unique position to help organizations navigate these new challenges.  By embracing innovation and pivoting at the right time, sales operations leaders can provide some much needed relief in the tough months that await. They can do this by staying on top of these trends that demand attention: 1. Reduce Technology Overwhelm Among Sellers 2023 was the year of AI. The space of sales technology was already an exhausted field, and artificial intelligence tools just got added to the mix in 2023.  But too many tools also cause overwhelm among salespeople.  As high as 49% of sellers feel overwhelmed by the tech they are required to use for their jobs. This reduces the likelihood to attain quota by 43%. More tools in the tech stack add the burden of deployment, management and adoption. The goal for sales leaders is to evaluate what they have, consolidate wherever they can and optimize their tech stacks to improve productivity and execution across every role. Bloated tech stacks can also create many problems in disguise and add to a lot of hidden costs such as cost of integrating, tool fatigue, cost of siloed data and much more.  Which is why 2025 will be the year of tech stack consolidation.  Tech stack consolidation is the process of reducing the number of tools in a company’s tech stack by merging functionalities into lesser and more exhaustive platforms. The goal of consolidation is not to knock down all of the investments in point solutions that already exist. It demands a structured approach in analyzing which tools offer real value for sales teams. And eliminate tools that don’t add any merit to their day to day workflows. Sales leaders will have to do a cross-functional exercise to identify what their top use cases are for sales operations. And lay down a complete technology roadmap against these use cases.  Teams that use tech stack that enable the full sales motion, from creating pipeline to closing deals are more likely to meet their revenue goals. A lean and fully capable sales tech stack is a reality as companies look to consolidate vendors while retaining the features and capability of their previous array of point solutions.  If you are also looking to consolidate your sales tech stack in 2025, here’s an evaluation framework to get started on. 2. Strategic Multithreading Will Become a Competitive Differentiator B2B buying has changed drastically over the last few years. Relying on decade old strategies to close deals do not appeal to the modern buyer. Especially when buying is no longer a linear process or a one person event. From an average of 6.8 decision makers in every B2B purchase, the number has now gone up to 14. And most of these contacts never make it to the CRM. As they can be from other departments within the company calling the shots in the background. This is where strategic multithreading comes into the picture. Knowing exactly how many people are involved in a deal and having complete visibility into their needs, aspirations and expectations are vital for sales people to know.  This kind of relationship intelligence enables reps to form relationships with multiple stakeholders on the buying committee of an account. And they have to do it in a strategic manner. Having access to the list of contacts that might be influencing a deal will be a saviour for sales

Welcome Efficiency Gains in 2025 with a Suite of Meeting Insights Built for Revenue Teams Product 10 min Imagine you’re preparing for a 42 km marathon. You’ve set a weekly running plan across terrains and weather conditions. You’ve brought the best equipment – wind-resistant clothing, a sleek water pouch, well-fitted goggles, perfectly cushioned shoes with the right grip, and a pace calculator. There were days when you completed 42 km, there were days you only did 5 km, and there were days you did 25 km, and so on. But, throughout your preparation, the pace calculator unfortunately missed capturing your pacing and the time taken to run the distance. Oops! Now, you have no idea what is the average time you take to complete 42 km or what is your average pace. So you’re going in blind and decide to pace yourself by winging it. Yes, this blog is not about preparing for a marathon. But this example is an analogy to sales. The runner is the revenue leader. The equipment refers to the sales team and tools. Each run refers to a meeting with a buyer. The pace calculator refers to a tool that is meant to provide key insights – what are you doing well, and what you should improve. So, with the analogy and this context, let me challenge you with some questions: How many meetings does it take your SMB and your enterprise teams to win a deal, respectively? How many meetings get completed out of all the scheduled meetings? How often are meetings happening in each of your accounts? How often are the different members of the buying group invited to these meetings? How often are these buying group members attending these meetings? What is the nature of the meeting? What is being discussed exactly? How much time is being spent or wasted in meetings by your sellers and deal support team like solution engineering, executives, etc.? Sure, conversation intelligence tools may help answer a couple of these questions. But, not all. Moreover, most conversation intelligence tools only capture data if they’re set to record that meeting. If it’s not set to record, then the data does not get captured. And before you jump to a conclusion, no, this is not a blog on conversation intelligence. Rather it’s about zooming into your buyer-seller data with a specific focus on meeting insights. Meeting Insights Missing from Your Engagement Data Over the last two quarters, Nektar introduced several useful features that surface insights into buyer-seller engagement. Some of them are specific to meeting data. These insights are 100% accurate because they stem from data picked up at the source of action – your calendar invites, be it Google or Outlook. What’s more? All the data is provided to you in your standard Salesforce objects – account, opportunity, contact, and lead. So you can leverage Salesforce’s powerful reporting capabilities to surface these meeting insights. Let’s dive into some insights that Nektar.ai unlocks through these recently launched features. 1. Meeting Status Every week revenue leaders conduct 1:1 deal reviews where the rep shares with them all the meetings that are scheduled, that took place, and that got canceled or rescheduled. Additionally, the rep also has to share who is invited to the meeting and who attended. The revenue leader then suggests adding a key stakeholder, and the dialogue continues. With Nektar, this ‘zero value information exchange’ can be eliminated. Instead, revenue leaders can access such data in their Salesforce. Nektar automatically marks the status of a meeting across the meeting lifecycle – scheduled, completed, aborted, canceled, missed – to give deep visibility into how meetings are impacting sales cycles, win rates, and revenue generation. The most important question this helps answer is: How many meetings do I need to complete to win an enterprise deal and an SMB deal, respectively? This can be further segmented at an industry or region level for further granularity. Layer Meeting Status with additional factors to unlock clear visibility into deal activities and understand what’s working and not working. 2. Meeting Type Let’s assume an enterprise deal had 55 meetings from creation to close. With Meeting Status you will easily know how many were completed. You may also choose to use native Salesforce reporting to slice this data across deal stages. The only insights you have are that 55 meetings were scheduled, 40 were completed, and each deal stage had a specific count of meetings. But, you’re still not sure what each meeting was about. Was it a demo meeting, a discovery meeting, a use case mapping meeting, a mutual success plan meeting, a proof of concept discussion meeting, or something else? And how many such meetings took place? This is where Activity Tagging becomes beneficial. Nektar automatically assigns tags to meetings based on the context of the meeting using certain keywords. This tag is then automatically added to a custom field on Salesforce within standard objects, making it completely reportable. Equipped with this data point, revenue leaders can easily spot what types of meetings are taking place and how many meetings of the same type are taking place. Most importantly, you can define these tags yourself. For you, you may define one of the tags as ‘use case mapping’, while another company may not. Or, you may have defined only 4 tags while another company may have defined 12 tags. It’s easily customizable to suit your revenue process. Going back to the example we started with, you’ll have the following insights – 55 meetings were scheduled, 40 were completed, 3 discovery meetings, 5 demo meetings, 3 use case mapping meetings, and so on. This insight helps you gather which types of meetings are critical to winning a deal. For example, if deals over $100,000 had more use case mapping meetings and deals less than $50,000 had more negotiation meetings, you can now optimize your plays to replicate this more often to improve your chances of winning deals. Activity tags are customizable. Based on your sales process,

Top 5 Trends That Will Impact Sales Operations in 2025 RevOps 10 min Imagine having a machine. A machine with all the parts in working condition, it’s even run daily but produces suboptimal outputs.  The issue is – ‘Oiling.’ Without proper and regular oiling, the various parts of the machine can’t function properly. To make the machine work cohesively, oiling is required.  Sales optimization tools can help with the oiling. It is done so that the sales function produces optimal results.  What is sales process optimization? Sales process optimization refers to refining and improving the steps in selling a product or service to a customer. The process typically includes steps such as lead generation, lead qualification, needs assessment, proposal creation, negotiation, and closing the sale. Sales process optimization aims to increase efficiency and effectiveness, resulting in more successful sales and increased revenue. How do Sales Optimization Tools Work? Sales process optimization is essential in B2B sales, where the sales cycle is often longer and more complex than in B2C sales. In B2B sales, the process typically involves multiple decision-makers and influencers, and the sales rep needs to demonstrate how the product or service will address the business’s specific needs. Here are some key ways in which sales process optimization works in B2B sales: 1. Identifying and targeting the right prospects Sales process optimization in B2B sales involves identifying and targeting the most promising prospects with customized messaging and outreach. This involves using data analytics to identify businesses that are a good fit for the product or service and creating targeted marketing campaigns to reach them. 2. Understanding the buying process B2B sales often involve multiple decision-makers and influencers, and it’s important to understand the buying process for each prospect. Sales reps need to identify the key decision-makers, understand their needs and priorities, and tailor their messaging accordingly. 3. Creating a value proposition In B2B sales, it’s important to demonstrate how the product or service will provide value to the business. Sales reps need to articulate a compelling value proposition that addresses the prospect’s specific needs and pain points. 4. Managing the sales process B2B sales often involve a longer sales cycle than B2C sales, and it’s essential to manage the process effectively. This may include using CRM software to track leads and opportunities, setting up regular touchpoints with the prospect, and managing the negotiation and closing process. 5. Analyzing and optimizing the sales process Finally, sales process optimization in B2B sales involves analyzing sales data and feedback to identify areas for improvement. Sales reps need to be able to adjust their approach based on what works and what doesn’t and continually refine their sales process to improve outcomes. A Closer Look At a Sales Optimization Process Now that we have understood the role of sales optimization in B2B segment, let’s understand the process in a step-by-step format:   1. Define your goals The first step in sales optimization is to define your goals. This may involve setting specific targets for revenue, number of sales, or other metrics that are important to your business. 2. Analyze your current sales process The next step is to analyze your current sales process to identify areas for improvement. This may involve reviewing your sales data, talking to your sales team, and gathering feedback from customers. 3. Develop a plan Based on your analysis, develop a plan for optimizing your sales process. This may involve making changes to your sales strategy, implementing new tools or technologies, or providing additional training to your sales team. 4. Implement your plan Once you have a plan in place, it’s time to implement it. This may involve rolling out new processes or tools, providing training to your sales team, or adjusting your sales strategy. 5. Monitor your results As you implement your plan, it’s important to monitor your results. Track your progress against your goals, analyze your sales data, and gather feedback from your team and customers to identify areas where you can continue to improve. 6. Continuously improve Sales optimization is an ongoing process, so it’s important to continue refining and improving your sales process over time. This may involve making small adjustments based on feedback and data analysis or making larger changes if your goals or market conditions shift. Let’s have a look at some sales optimization examples to understand the use cases of the above processes in real-life.  Use Cases of Sales Optimization Tools Sales optimization has a wide range of use cases in B2B sales, including automating lead generation, personalizing the sales experience, improving group intelligence, and implementing a sales enablement strategy. By leveraging sales optimization tools and techniques, businesses can improve their sales outcomes, increase efficiency, and drive revenue growth. Here are some examples of sales optimization that businesses implement to improve their sales outcomes: 1. Automate lead generation Businesses can use automated lead generation tools to identify potential customers based on specific criteria instead of relying solely on manual prospecting. This can help streamline the sales process and reduce the time and effort required to find new leads. 2. Personalize the sales experience Personalization can help sales teams better understand the specific needs and preferences of the stakeholders in a buying committee. This allows them to tailor their messaging and approach to each stakeholder, increasing the likelihood of resonating with each individual and ultimately closing the deal. By having insights into all the stakeholders, sales teams can also multithread better, meaning they can engage with multiple stakeholders simultaneously and build a rapport with each of them.  3. Open more doors with more active contacts Encourage multithreaded conversations by equipping your reps with additional contacts. Provide your representatives with more contacts automatically discovered from all sales tools.  4. Improved group intelligence Instantly grant your reps the knowledge of a buying committee map, so they know whom to engage, how, and when to best influence deal progress. 5. Real-time activity intelligence Automatically capture both structured and unstructured data and update it in real-time against active opportunities

CRM Data Cleansing: How to Keep CRM data Pristine CRM On average, in a B2B company, the volume of prospect and customer data doubles every 12-18 months.  This massive influx comes with a significant risk of errors, duplicates, outdated records, and other inconsistencies creeping into your CRM. The longer this dirty data sits in your CRM, the worse the outcomes of your CRM would get much like a snowball rolling downhill. What can you do?  Implement robust CRM data cleansing practices. These practices include conducting regular CRM data audits, using CRM data validation techniques, and leveraging automated tools to keep your data clean and credible.  Ep #12: Driving Revenue With Clean CRM Data ft. Jacki Leahy In this article, we will learn all about CRM data cleansing and how automation and AI ease the process of data cleansing.  Let’s get started with the basics.  What is CRM Data Cleansing? Imagine you are going on a trip and need to pack your stuff. Will you be able to do it in a messy room full of stuff scattered everywhere? You’d spend ages just trying to find your things, let alone packing them efficiently. But when everything is neatly organized, you can do all the packing in a fraction of the time. Well, CRM data cleansing is similar. It’s all about taking that chaotic, messy data and transforming them into well-organized and accurate datasets.  In a nutshell, CRM data cleansing is the process of identifying and fixing inaccurate or incomplete data in your CRM database. It involves detecting and eliminating duplicate, outdated, or irrelevant data, ensuring that the CRM database remains accurate and up to date informing smarter and reliable business decisions. How Poor CRM Data Hygiene Affects Your Revenue For great results, you need to be careful of what you feed your CRM system. Or else, it becomes a classic case of “garbage in, garbage out.” You cannot expect great results from CRM insights if the source of the data in it is unreliable.  Data lies at the heart of gaining visibility on where to make improvements, drive focus on leading indicators and fix the revenue funnel before it breaks. If the data in the CRM in itself is plagued, you cannot expect insights from it that drive revenue.  In fact, it is quite the opposite. In a recent survey, 44% of respondents estimated their company loses over 10% of annual revenue due to poor data quality. Such data inefficiencies are causing revenues to leak through your funnel in myriad ways.  Some of them include: 1. High employee turnover CRM users aka your employees are reaching a saturation point. 64% of them say they would consider leaving their current role if organizations don’t invest resources in a CRM data quality plan. In a world where talent is scarce, employees leaving would mean so much more time and resources gone in hiring more people, onboarding them and keeping them engaged. 2. Poor sales forecasting The quality of your sales forecast has a direct impact on your revenue. A poor sales forecast is a result of bad data fed into your systems that fail to predict how much revenue will be closed quarter after quarter. The result is wasted resources on avenues that lead to no result. 3. Poor ROI from tech stack Revenue leaders invest in different tools as a part of their tech stack, CRM being one of them. But all these tech stacks can only deliver ROI when they have the right data to work with. Without quality data, these tech stacks will just remain as shiny objects that eat up budgets without delivering any meaningful value to revenue.  4. Poor targeting Picking up all contacts from a CRM and running a uniform campaign for all is passe. Today’s customers want hyper-personalized messaging, which requires marketing teams access to high-quality data that tell them more about their contacts than simple name and email ids.  CRM data tells marketing teams who to target for their campaigns. It fails to address the “why.”  Bad data aggravates this problem by sending wrong messages to the wrong customers for solutions they might not even be looking for, thus putting the reputation of a brand on the brink of damage. Advantages of CRM Data Cleansing  Leverage the power of a clean CRM to drive business growth in the following ways:  1. Effective prospect communication Clean data ensures you reach the right people with the right message at the right time. By having accurate contact details, preferences, and purchase history, you can personalize your follow-ups, build effective marketing campaigns, and provide exceptional customer service. 2. Improved productivity Outdated or incorrect data leads to wasted time and effort. We are not the only ones saying this, a report by Mckinsey says that employees spend 9.3 hours a week simply searching for the data they need.  By keeping your CRM clean, you avoid redundant tasks, such as contacting the same leads multiple times or dealing with undeliverable emails. It streamlines your processes, increases efficiency, and allows your team to focus on what matters most—building valuable customer relationships. https://youtu.be/-Zi6T1Ny9jI 3. Improved conversion rates 78% of businesses say that the data they collect helps them increase customer acquisitions and lead conversions. Reliable CRM data enables your sales team to target the most promising leads and opportunities. By eliminating duplicates, outdated leads, or invalid contacts, businesses optimize their sales efforts, increase conversion rates, and close deals more effectively. 4. Cost savings Maintaining clean data prevents unnecessary expenses. By avoiding mailing or marketing to incorrect or inactive contacts, you save on time and costs. Additionally, you reduce the risk of penalties associated with non-compliance, such as sending messages to individuals who have opted out.  Here’s something to cement our claim, data quality issues can cost a lot of revenue around 1/5th of the sales to be precise. 5. Better customer segmentation  Clean CRM data allows you to segment your customer base effectively. By organizing and categorizing customers based on accurate data points like demographics, purchase history, and preferences, you can create targeted marketing campaigns and personalized

Your CRM Contact Data is the Key to Drive Sales Efficiency. Here’s How. Sales Activity Capture Driving sales efficiency remains the ultimate goal for most businesses. Going after the right deals, building long-lasting relationships with multiple buyers in an account is key. This evolving landscape demands sales teams to be agile, strategic, and, most importantly, armed with the right data.  And at the heart of this data-driven revolution lies B2B contact data – a crucial element in the arsenal of sales teams striving for success. Having access to contact data can open several doors for sales teams.  Organizations already have a wealth of contact data. Unfortunately, they are trapped across various applications and tools in siloed Go-to-market (GTM) systems. Think of crucial data trapped in phone calls, emails, meetings, calendars and countless other tools that your reps use.  The CRM, intended as the central hub for this information, often becomes a repository of incomplete, inaccurate, or rapidly decaying data. Manual updates are sporadic, and the consequence is a compromised ability to engage effectively with prospects. The result? Critical data about prospects and buyers never make it to the CRM. And your sales team ends up targeting the wrong people and chasing the wrong deals. That’s the opposite of efficiency.  Merely having a vast pool of contact information is not enough. Tracking the dynamic relationship between sales teams and prospects is table stakes. Every interaction – phone calls, demos, emails, and notes – needs to be meticulously recorded. And shared in a unified manner for sales and marketing teams to be on a common page.  Enter AI-led Contact Data Automation The solution lies in automating contact data capture into CRMs and deploying Artificial Intelligence (AI) for real-time actionable insights. This not only streamlines the process but also ensures that the data is consistently accurate. AI provides a unified, comprehensive view of prospects, enabling sales teams to deliver an exceptional buyer experience at every stage of the journey. Benefits of AI-led Contact Data Automation Introducing AI-led automation into your contact data strategy can yield several benefits across the buyer’s journey. Let’s look at the top ones: 1. Clean, Complete, and Up-to-Date CRM Data AI can automate the process of collecting, cleaning, and updating contact data, ensuring that your CRM is always equipped with accurate and current information. This improves the reliability of your data and allows for more effective communication with leads and customers. 2. Automated Manual Tasks AI can take care of time-consuming tasks like data entry, freeing up valuable time for your sales team. This allows them to focus on more important tasks, such as building relationships with leads and closing deals. 3. Actionable Insights AI can analyze contact data and provide actionable insights about leads and buyer behavior. This can help sales teams understand their target audience better, tailor their sales strategies, and improve the effectiveness of their campaigns. 4. Predictive Analytics AI can use historical data to anticipate future trends and behaviors. This allows sales teams to stay ahead of the competition by identifying potential opportunities and risks in advance. 5. Unified View of Deals and Activities AI can provide both sales and marketing teams with a unified view of data, allowing for better collaboration and alignment. This ensures that both teams are working with consistent and accurate data, leading to more effective campaigns and sales strategies. Use Cases for Sales Efficiency From the first point of contact to nurturing long-term customer relationships. AI-led contact data automation can address various gaps in the sales process. And real-time insights into deal status and buyer behavior can become the foundation for driving sales efficiency. Let’s look at some of our top use cases that contact automation can drive for sales: 1. Contact-Level Engagement Insights for Effective Multithreading Pushing deals from creation to closed-won requires strategically engaging every member of the buying committee. Quite often, sales leaders do not have visibility into who their sales reps are engaging in every deal. They rely on a download from the deal owners during the pipeline review calls. But almost always, most deal owners simply talk about champion and/or economic buyer engagement. It’s rare to discuss buying committee coverage, which can have 10-30 members involved if we consider enterprise deals. What makes this worse is that the opportunities in CRM would also only show 2-4 contacts. Sales leaders and managers continue to be in the dark. They don’t know what they don’t know. By automating contact data capture, sales leaders instantly get visibility into buying committees. Combining this with good Salesforce reporting, they can gain visibility into the depth and breadth of engagement with each member of the buying committee. Such insights enable sales leaders to guide deal owners to execute more effectively. While this is the age of AI, the truth remains that people buy from people, especially in high-touch B2B sales. This mandates reliable visibility into the strength of buyer-seller, or rather buying committee-seller relationships. Each buying committee member is like a door. All doors lead to the same destination, in this case, that destination is ‘closed-won’. But the path to closed-won can vary behind the door. Some doors can open long paths, some short. So every door must be opened because you never know which door has a shorter and quicker path to achieving a closed-won deal. 2. Sales-Marketing Harmony for Account-Based GTM If you’re a sales leader or an operations leader planning an account-based GTM strategy, ask your marketing counterparts if they have unprecedented access to clean and complete contact data. There’s a very high chance that their response will be ‘limited’. And don’t be surprised or offended if they blame your sales reps for not adding contacts to the CRM. Your marketing teams are forced to rely on third-party data vendors for contact data, when in reality, there’s an abundance of those in your sales reps inboxes and calendars. The result? Irrelevant marketing campaigns due to poor audience targeting. This is where sales reps start blaming the marketing team for poor air-cover.

The Ultimate Guide to After-Parties at the Forrester B2B Summit 2023 ABM RevOps Sales Looking to take your networking and socializing to the next level at the Forrester B2B Summit 2023? Look no further!  We’ve curated a list of the hottest parties happening during the summit, ensuring you have a fantastic time while connecting with industry leaders, enjoying live entertainment, and creating lasting memories.  From poolside gatherings to VIP lounges and late-night soirees, these parties offer the perfect blend of business and pleasure. So grab your dancing shoes, bring your A-game, and get ready for an unforgettable experience! 1. Poolside Welcome Party by Bigtincan Dive into the Forrester B2B Summit with Bigtincan’s Poolside Welcome Party! Enjoy a relaxed and vibrant atmosphere, sip on refreshing drinks, and mingle with industry experts while taking in the poolside ambiance. Date: 4th June 2023Time: 5:30pm – 7:30pmVenue: Fairmont Poolside Terrace, 7th FloorMore Info Here. 2. Forrester Pre-party with Sequel Kickstart your Forrester B2B Summit experience with the exciting Forrester Pre-Party by Sequel. Connect with industry professionals, enjoy a relaxed and welcoming atmosphere, and get ready to network and engage in insightful conversations before the main event begins. Date: 4th June 2023Time: 6:30pm – 9:30pm CDTVenue: Zanzibar Rooftop Bar, 304 E Cesar Chavez St, Unit 700, Austin, TX 78701Register here. 3. Bombora VIP Brunch Start your day off right with the Forrester B2B Summit Brunch hosted by Bombora. Enjoy a delicious spread of gourmet food, connect with industry peers over a delightful meal, and fuel up for a day of learning, networking, and inspiration at the summit. Date: 5th June 2023Time: 8:00am – 9:30amVenue: The Four Seasons, 98 San Jacinto Blvd, Austin, TX 78701Register to Attend 4. Relax, Refresh, and Recharge with Demandbase Take a break from the conference and rejuvenate at the Smart Lounge. Unwind in a serene atmosphere, indulge in self-care activities, and refuel your energy with rejuvenating amenities and experiences, ensuring you stay at the top of your game throughout the Forrester B2B Summit. Date: 5th & 6th June 2023Time: 8:00am – 5:00pm CTVenue: 340 E 2nd St, Austin, TX 78701Save your seat 5. Sendoso’s VIP Happy Hour Elevate your networking experience at the exclusive VIP Happy Hour. Enjoy premium drinks, engage in strategic conversations, and connect with top industry influencers in a sophisticated and intimate setting, making it a must-attend event for forging valuable connections at the Forrester B2B Summit. Date; 5th June 2023Time: 6:45pmVenue: Zanzibar, 304 E Cesar Chavez St Unit 700, Austin, TX 78701Sign Up 6. Happy Hour and Networking at Half Step Bar by Showpad Raise a glass and connect with fellow professionals at the lively Happy Hour and Networking Event. Enjoy drinks, engage in meaningful conversations, and expand your network in a vibrant and collaborative environment, fostering valuable relationships at the heart of the Forrester B2B Summit. Date: 5th June 2023Time: 7:00pm – 9:00pmVenue: Half Step Bar, 75 1/2 Rainey Street Austin, TXSave your Spot 7. Hotness Happy Hour by Demandbase Spice up your networking experience with the Hotness Happy Hour. Savor tantalizing cocktails, engage in lively conversations, and connect with industry influencers in a vibrant and energetic setting, making it a memorable and dynamic part of your Forrester B2B Summit journey. Date: 5th June 2023Time: 7:00pm CTVenue: 340 E 2nd St, Austin, TX 78701Save your seat 8. Chill Time at the Forrester B2B Summit Enjoy some chill time at the Forrester B2B Summit at the Lucille Patio Lounge. Hosted by Stensul, MRP, Openprise, and Shift Paradigm, you can expect some delicious food and refreshing drinks in a fully private space. Austin’s very own Jo James is also scheduled to perform some live Texas blues music! Date: Monday, 5th June, 2023Time: 6:30pm – 8:30pm CTVenue: Lucille Patio Lounge, 77 Rainey Street, AustinRegister Here. 9. B2B: Brews & Bites Immerse yourself in a dynamic B2B event hosted by Knak. Engage in interactive sessions, gain valuable insights from industry experts, and discover cutting-edge strategies to elevate your B2B marketing game, making it an essential experience for attendees at the Forrester B2B Summit. Date: 6th June 2023Time: 4:30pm – 8:30pmVenue: Banger’s Sausage House and Beer Garden, 79 Rainey Street, Austin, TXGet on the Guestlist 10. Red Carpet & Private Concert by Bigtincan Get ready to rock out at the exclusive Private Concert during Forrester B2B Summit 2023! Experience an electrifying performance by renowned artists, dance the night away, and create unforgettable memories with fellow attendees. Enjoy cocktails, lively conversations, and forge new connections with industry professionals in a relaxed and informal setting. Date: 6th June 2023Time: 7:00pm – 10:00pmVenue: Austin Convention CentreMore Info Here. 11. Modern RevTech Happy Hour Join a Texas-style happy hour! Rather than just adding more tools to your sales and marketing team infrastructure – add the right, modern tools that work together. Join leaders from Highspot, Klue and Salesloft in a casual environment to learn more. Appetizers and drinks will be served. Date: June 6, Time: 5-7pmVenue: Vince Young SteakhouseRegister here.   With this exciting list of parties, the Forrester B2B Summit 2023 promises to be an event like no other. These parties provide the opportunity to unwind, build connections, and enjoy the vibrant atmosphere alongside like-minded professionals. We can’t wait to meet you there! Did we miss out on any event? Send a tweet to @ainektar and we’ll be sure to add it in. Meet the Nektar Team!  Come, say hello to the Nektar team (Jordan, Logan, Danielle, & Abhijeet). Whether it’s about after-parties, accelerating your revenue funnel or plugging CRM data gaps, we would love to chat.   Book a time here.