How AI Is Redefining Account Data and Planning for RevOps Teams

For RevOps leaders, planning and account data are two sides of the same coin. How you define, structure, and maintain account data determines not only how effectively you can build territories but also how credible your plans are when they reach the boardroom.

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With AI now reshaping how companies model accounts, hierarchies, and territories, RevOps has a unique opportunity to turn the CRM into a true source of truth for enterprise planning, where reps trust the data they sell against and executives rely on RevOps for strategic insight.

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Join Anders Krohn from Kernel and Ramy Atassi from Pigment for a technical, no-fluff discussion on how planning and account data are converging in modern GTM systems. Together, we’ll explore how to design RevOps architectures that make AI useful, not messy, and establish RevOps as the connective tissue between CRM data, GTM execution, and executive decision-making.

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What We’ll Cover:

• From accounts to territories: How accurate account data shapes territory design, quota planning, and resource allocation.
• Modeling complexity: Managing multi-entity relationships, hierarchies, and rollups when accounts don’t fit neatly into CRM defaults.
• AI meets planning: Where AI can accelerate account mapping, segmentation, and forecasting, and where human context still matters.
• Driving credibility: How to make the CRM a planning-grade system of record that reps actually use and executives trust.

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This will be an interactive session. Bring your questions and real-world challenges. Whether you’re re-architecting your account models or experimenting with AI in planning, you’ll leave with a clearer view of how to align your data, tools, and strategy for scale.

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