AI Governance Without Slamming the Brakes: Keeping Reps Fast and Your CRM Clean

Deal Desk

AI Governance Without Slamming the Brakes: Keeping Reps Fast and Your CRM Clean

Date:
December 2, 2026
Time:
1:00 pm
 
 ET
Where:
Zoom

Event Details

A rep connects an AI assistant to the CRM. Another installs a browser extension that scrapes contact data. A third pulls a list into an LLM and forgets to filter out current customers.

Nobody approved any of it. 👀

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Sales teams are adopting AI tools faster than anyone can review them. That speed is great for pipeline and rough on your data: customers who should have been filtered out, prospects contacted without the right consent basis, enriched data treated like an opt-in, and AI-written fields nobody checked. As one RevOps Co-op article put it, “An LLM that can read your CRM is a reporting risk; one that can write to it is a data quality risk.”

The usual fix is a governance committee. The usual fear is that the committee becomes the reason sales slows down.

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Join Tana Jackson, Sandy Robinson and moderator Camela Thompson for a practical conversation about governance that sales teams will actually follow. They’ll cover who decides what, which data AI tools should be allowed to touch, and how to put guardrails in place without making reps feel like they’re filing a ticket every time they open a new tool.

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🔑 Key Takeaways

  • Who belongs on an AI governance committee, and the decisions it should own: approved tools, data access and rules for AI-sourced data entering your systems
  • Read vs. write access: which data AI tools can see, and where they should never be allowed to write
  • The quiet risks: personal AI connectors, unmanaged browser extensions and enrichment tools, and real customer records sitting in sandboxes
  • Guardrails reps won’t route around, from locked fields for AI-generated data to filters that keep customers out of prospecting lists
  • How to pitch governance to leadership as something that speeds the team up

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📣 Speakers

Tana Jackson | Global Head of RevOps, Motorola Solutions

Sandy Robinson | VP RevOps and Enablement, Quavo Fraud and Disputes

Camela Thompson (Moderator) | Head of Marketing, RevOps Co-op

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