From Dirty CRM Data to Trusted Account Intelligence: A RevOps Playbook for AI Readiness

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From Dirty CRM Data to Trusted Account Intelligence: A RevOps Playbook for AI Readiness

Date:
September 23, 2026
Time:
1:00 pm
 
 ET
Where:
Zoom

Event Details

Your CRM cleanup is finally done.

The fields are filled in. Duplicates are under control. Your enrichment vendors are connected.

Now what?

Because cleaner records alone don't necessarily lead to better targeting, more confident sellers, or AI workflows you can actually trust.

The bigger RevOps challenge is turning all that data into account intelligence the business can act on.

In this session with HG Insights, we’ll go beyond traditional CRM cleanup and explore how RevOps teams can build a more intentional approach to account data: from filling critical gaps to deciding which accounts are actually worth enriching and ultimately putting that intelligence to work inside AI-powered workflows.

At the center of the conversation is a practical Access-Prioritize-Activate framework you can use based on where your revenue organization is today:

Access: Identify the data gaps preventing your team from getting a reliable view of its accounts.

Prioritize: Determine which accounts matter before spending time and budget enriching everything.

Activate: Put trusted account intelligence to work across your GTM motion, including AI-powered workflows.

The goal isn't simply a more complete CRM. It's making better decisions about what data you need, where you need it, and what you're going to do with it.

🔑 Key Takeaways

  • Why traditional CRM cleanup projects often fail to create lasting GTM value
  • How to assess your current data approach and determine the right enrichment strategy
  • When to access trusted data, prioritize and enrich accounts, or activate intelligence through AI
  • How to move beyond field completion toward actionable account intelligence
  • A practical Access-Prioritize-Activate framework you can apply to your own revenue data strategy

🎙️Speakers:

Not a member of the RevOps Co-op yet? Join here to connect with 20,000+ pros who love revenue operations!

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"I have met more diverse RevOps professionals in this community than I ever expected. I love having a community of peers to exchange ideas with and get guidance from as well."

Robert Gammon, Revenue Operations Leader @ Cortado Group

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You're in good company 🚀

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Meet a Few of Your Fellow Community Members

Join our global community, buckle up and enjoy the ride!

Jeff Canada, Head of Marketing Ops @ OpenAI

Marc Chou, Head of RevOps @ Walmart Data Ventures

Clare Gorman, SVP Revenue Operations @ Nielson IQ

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