DiscoverRevOpsAF The PodcastSet It and Refine It: Clean Data, Auto-magically
Set It and Refine It: Clean Data, Auto-magically

Set It and Refine It: Clean Data, Auto-magically

Update: 2025-10-17
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Your CRM isn’t starving for data — it’s drowning in the wrong kind. 🤯


 


In this episode of the RevOpsAF Podcast, co-host Camela Thompson chats with Arjun Ganatra, Business Systems Lead at Veriff, about how to eliminate manual data entry, clean up your CRM, and unlock real-time insights through AI-powered passive logging.


 


🧠 Arjun shares how his team automates data capture using tools like Momentum, how to decide what not to automate, and how to win rep buy-in without killing morale.


 


📈 What You’ll Learn


🧼 How to “set it and refine it” with passive logging


⚙️ What NOT to automate (yes, pipeline stages stay manual 🚫)


🤝 Tactics to get sales leadership buy-in and rep trust


💬 Using AI to auto-summarize calls & fill CRM fields


🔮 Future of RevOps: voice interfaces & collaborative AI


 


🧩 Perfect For Sales Ops • RevOps • CS Ops leaders focused on systems, process management, analytics, and thought leadership


 


🔗 Links & Resources


💡 Read more on the RevOps Co-op Blog: https://www.revopscoop.com/learn/blog


👥 Join the RevOps Co-op Community: https://www.revopscoop.com/membership/membership-options


🤝 Connect with Arjun Ganatra on LinkedIn: https://www.linkedin.com/in/arjunganatra/


🎧 Follow Camela Thompson on LinkedIn: https://www.linkedin.com/in/camela-thompson/


 


🔔 Subscribe to RevOpsAF for weekly episodes with the world’s top RevOps leaders.


 


#revops #salesops #DataHygiene #crm #revenueoperations #AIinRevOps #automation #processmanagement #RevOpsPodcast #PassiveLogging

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Set It and Refine It: Clean Data, Auto-magically

Set It and Refine It: Clean Data, Auto-magically

Matt Volm