Building AI Agents for RevOps: From Data Hygiene to Deal Insights

As a RevOps leader, you’re tasked with aligning revenue teams, enabling customer-facing roles, and driving predictable growth. Yet too often, teams are buried in data without actionable context, slowing down execution and customer impact.

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But what if we told you there was a way out of that mess? 🤔

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Join us as we gather a group of operations leaders from Celigo who will share how to:

• Foster a hive mindset across teams by delivering quick, summarized insights that keep customer-facing roles aligned and customer-focused
• Automate knowledge transfer to accelerate customer outcomes, reduce manual work, and ensure sellers and supporting resources stay in sync
• Go beyond forecast accuracy by surfacing deal context with frameworks like MEDDPICC to guide sellers and improve execution.

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🔑 Key Takeaways

• How AI agents can streamline data hygiene and eliminate manual cleanup
• Ways to automate knowledge transfer so sales and RevOps teams move faster
• Using AI-driven insights and MEDDPICC to improve deal execution and forecasting confidence

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📣 Speakers

Kim Loughead, VP of Product Marketing @ Celigo

Brian Knaupe, VP of Sales & Marketing Operations @ Celigo

Sandeep Goddam, Director of AI Operations & Development @ Celigo

Josh Azorsky, Solutions Consultant @ Celigo

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