Set It and Refine It: Clean Data, Auto-magically

Your CRM isn’t starving for data — it’s drowning in the wrong kind. 🤯

 

In this episode of the RevOpsAF Podcast, co-host Camela Thompson chats with Arjun Ganatra, Business Systems Lead at Veriff, about how to eliminate manual data entry, clean up your CRM, and unlock real-time insights through AI-powered passive logging.

 

🧠 Arjun shares how his team automates data capture using tools like Momentum, how to decide what not to automate, and how to win rep buy-in without killing morale.

 

📈 What You’ll Learn

🧼 How to “set it and refine it” with passive logging

⚙️ What NOT to automate (yes, pipeline stages stay manual 🚫)

🤝 Tactics to get sales leadership buy-in and rep trust

💬 Using AI to auto-summarize calls & fill CRM fields

🔮 Future of RevOps: voice interfaces & collaborative AI

 

🧩 Perfect For Sales Ops • RevOps • CS Ops leaders focused on systems, process management, analytics, and thought leadership

 

🔗 Links & Resources

💡 Read more on the RevOps Co-op Blog: https://www.revopscoop.com/learn/blog

👥 Join the RevOps Co-op Community: https://www.revopscoop.com/membership/membership-options

🤝 Connect with Arjun Ganatra on LinkedIn: https://www.linkedin.com/in/arjunganatra/

🎧 Follow Camela Thompson on LinkedIn: https://www.linkedin.com/in/camela-thompson/

 

🔔 Subscribe to RevOpsAF for weekly episodes with the world’s top RevOps leaders.

 

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