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

Everyone’s looking at the next AI tool to boost their team’s efficiency, but who’s ensuring these tools actually work together? It’s Ops.

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This is why 2026 isn’t more AI, it’s more Account context - shared intelligence, not shared headaches because you’re stuck context-stitching data and insights together.

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The competitive edge will be operations teams that use AI to create connected, contextual, Account data in Salesforce, so you can focus on strategy and growth rather than fixing broken workarounds your team is suffering with.

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Join Abby Gunning, Senior Manager GTM Strategy & Operations at Medallia, and Riley Smith, Lead Systems Architect at Klaviyo as they share their best practices for using AI in Ops.

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What you’ll learn:

• What works and what doesn’t from leaders at enterprise orgs like Medallia and Klaviyo
• Practical AI use cases ops can implement today to save time and manage data more effectively
• How to create shared intelligence and context that drive action across teams by surfacing missing signals on Accounts and exposing real-time insights
• How to build a business case for AI in your organization and combat the top setbacks

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