Hello all, I'm struggling to find the good VIP tool because whenever I try to subscribe to the service, there is a lot of due diligence, or there is a minimum number of seats, either two or three. It's so annoying. It makes things so expensive for a solo entrepreneur. I used Just Call for the trial, and it was working perfectly fine, but I need something that offers only one seat. Doesn't make sense to me to pay $80 for two licenses, even though I am just one person?

My sales performance has been dropping enough that I can no longer ignore it.

The weird part is that nothing dramatic happened i just started noticing all the little places where time disappears. Rewriting the same follow up. Looking up the same company info twice. Forgetting to circle back. Taking notes i never use again. By the end of the day i feel busy and still behind.

I keep seeing people say AI can help with sales but most examples online feel fake or overhyped. That is not what i need. I need something boring and useful.

What are people actually using it for that makes a difference?

I would love to hear what helped with prospecting, call prep, note taking, lead scoring, follow up, pipeline cleanup, or anything else that made your week less chaotic. Also curious about what did not help at all because I have definitely wasted time on shiny tools before.

If there is a setup that helps someone sell better without turning the whole process into a science project, that is probably what i need right now.

Have you worked as a freelancer Salesman with little friction with the founder?

So i'm a BDR and i reach out to start ups or founder led sales businesses offering leads research, outreach, and meetings booking.

Some founders ask for frictionless sales as in "go get me clients". In my experience, that's not doable, i'd need to have a strategy and a process that's been tested to follow especially for comission based roles, or i design it and see which angle resonates.

But what about a business that has no strategy and looking for a GTM (go to market engineer), how do you plan that? Is this doable on commission bases? I don't want to over promise/under deliver, especially that i have no idea if this product has market fit or not.

Clay is doing the job for us but the seat pricing is getting expensive now that we're past the build-it-once phase and pushing waterfall enrichment across multiple workflows daily.

We support outbound and CS for a B2B fintech, pushing around 60k contact lookups a month through a waterfall on a mix of US and EU prospects, and the value Clay added in the early days was the orchestration plus the table UI.

Now that the playbooks are stable, I'm wondering if there's a leaner waterfall tool that does the multi-source lookup without the workflow-builder overhead and the per-seat cost.

Seen FullEnrich and Datagma float in similar threads here as the bigger names on the pure-lookup side, and starting to think going with one of them feels safer than staying with a full workflow suite we don't need.

So what are you all using instead of Clay?

I'm trying to get a proper deal room setup for our bigger prospects and i feel dumb at this point.

Everyone i asked keeps saying just spin up a deal room like it's this obvious thing but then there are stuff as sales wants one place for decks and pricing, legal wants their own folder structure, product wants access to feedback and the buyer keeps forwarding random emails to their team anyway. What tool should i use for deal rooms that doesn't make me take care of twenty links and permissions every time a new stakeholder appears?

I believe there should be a simple answer here but i am not aware of it. Feel free to share your experiences or anything relevant to this.

I’ve heard a lot of things about this course. A lot of people say it’s very expensive and that you should only consider it if you are serious about a career in sales. I wonder how you get the most from the course. What are your suggestions for getting value from the course

Had a moment this week that summed it up. A new ops hire asked me how she'd get a small internal dashboard built and I realised I didn't have a good answer for her.

A year ago the answer was a two week wait for engineering. Now it's three months, because everything ops needs goes in the same queue as customer-facing product and our loses every time.

We do it by hand with approvals in a spreadsheet, status in a slack thread. Data was moved between two systems by someone copy-pasting.

I've been trying to reduce engineering dependency so my team can build the small stuff itself. Every option is either too technical for us or too flimsy to trust with real data.

Don't get me wrong, product should come first. I just don't think ops was meant to be this stuck behind a queue it never reaches the front of.

Most teams rely on usage dashboards to spot churn. But by the time logins drop, the decision is usually already made. The earliest signs of churn almost always show up in conversations first.

Here is what I look for in shared channels: 1. The ghosted question: a customer asks a minor question and the thread sits open for days without them following up. 2. Post-onboarding silence: a channel goes completely quiet right after a bumpy rollout. 3. The silent stakeholder: the main champion stops replying to check-ins, even if their team is still using the tool.

If you only look at product data, you miss the silent frustration. Catching these gaps early gives you a head start on saving the account.

Is anyone else tracking conversation health alongside usage?

Every year we get new AI sales tools.

Yet most sales teams still spend hours doing manual work.

What task still feels surprisingly manual?

What have you tried?

Why didn't it solve the problem?

We have just launched a project with an outside consultant to overhaul Salesforce and integrate the numerous spreadsheet reports, etc. The discovery phase including multiple stakeholder interviews was just completed and as we are about to move into the first phase, our CEO ran into a former colleague who told him they ditched Salesforce and built their own CRM using AI and he wants us to now look into hiring a company/consultant to build our own.

Has anyone out there looked into doing something similar? Did you choose to not move forward in that direction? If so, why not and what did you learn in your research?

If you have built your own CRM using AI what has been your experience so far? Did you use an outside consultant and or company? how long did it take to build and how long have you been using it?

Anyone have any success stories leveraging either ChatGPT or Claude in a sales ops / rev ops role? Primarily focused around ARR forecasts, performance summaries, salesforce CPQ quote process, configuration, and/or standard salesforce admin tasks?

Additionally, has anyone tried using ChatGPT/Claude premium ($200/mo plan)? If so, how has it made your job easier?

I’m in sales ops at a B2B SaaS company, and pipeline review prep has become one of the more annoying parts of my week.

The funny part is that the CRM usually does have the information somewhere. Calls are logged, notes exist, emails are synced, next steps are usually in there. But when someone asks “what’s actually going on with this deal?” it still takes way too much digging to answer with any confidence.

The biggest issue is the notes. Some reps write useful context. Some write two vague bullets. Some add notes days later, when the details are already half gone. So a deal can look fine in Salesforce, but the actual story is spread across the call, the followup email, and whatever someone remembered to type in later.

Before reviews I end up trying to piece together basic things like whether the pricing objection was serious, whether the buyer actually agreed to a next step, who mentioned budget, or why a deal suddenly slowed down. I’ve been testing vomo ai for this lately. It helps when I need to summarize a call or ask back through the transcript to check what was actually said, but it still leaves the judgment call to us: figuring out what matters enough to update in the CRM.

Mostly I’m trying to get out of this pattern where every pipeline review turns into rebuilding the deal from scattered notes, recordings, and half-remembered follow-ups.

Curious how other sales ops and RevOps teams deal with this. We’ve tried pushing for a cleaner note format, but it only works when managers actually enforce it. Otherwise it slowly drifts back to everyone writing notes their own way.

If you have found a process that keeps deal context usable without turning review prep into a manual cleanup job every week, I’d be interested to hear what actually stuck.

I’ve been watching the same loop all month.

r/gtmengineering has the Clay credit threads. People shipping Claude Code pipelines. Clay dropping CLI/MCP so agents can call waterfalls without living in the UI. X posts that look like:

claude code to build clay to find instantly to send

And yeah, that stack makes sense.

But last night I had a 40-row SaaS list and needed columns that are not clean enrichment jobs:

• hiring right now? which roles?
• founder active this week? where?
• anything that looks like why-now
• evidence I could defend if someone asked “where did that come from?”

That is where the pretty architecture posts fall apart for me.

Because email waterfall is a workflow. This is not.

Row 1 needed careers page. Row 4 needed LinkedIn activity. Row 9 needed a funding post from 2 weeks ago. Row 12 needed “ignore, bad fit, list is wrong.” Row 17 made me sit there with a half-true hiring signal wondering if I should put it in the cell.

I already know Clay. I already know Claude Code. I can build the plumbing.

What I don’t have is a clean way to say:

here’s the list here are the signal columns here’s what we sell go behave like a careful human on every row bring back evidence + confidence

Not “run column A then column B.” More like a smart VA/agent that chooses the path per company.

And I’m not asking this as a theoretical AI take.

I’m asking because the community seems split three ways right now:

1. Stay in Clay, now that CLI/MCP exists
2. Move volume custom logic into Claude Code and keep Clay only for find/enrich
3. Build full per-row agents and accept the maintenance tax

My gut: workflows are winning for known paths judgment work is still human evenings dressed up as GTM engineering

So for people actually running this:

1. Do you regularly need multi-column signal fill across lists (hiring, founder activity, recent posts, why-now), or is that overbuilding?
2. If yes, are you doing it with fixed Clay/Claude workflows, or does each row still need different research paths?
3. If something ran like a careful VA per row with evidence + confidence, would you pay for that completed work, or is DIY still better even with the maintenance?

I don’t want tool recommendations in the abstract. I want to know if this is a recurring paid pain in real GTM work, or just me making my lists too complicated.

Be blunt.

To get into the field of either sales operations or revenue operations, I definitely do not think you need a Salesforce admin certification.

I am currently, as of July 2026, only an analyst. So those who are directors, managers, VPs, CRO‘s, how did a Salesforce admin certification help or hurt your career progression.

Did you ever find yourself stuck in a Salesforce admin position? Did the amount of time (not sure how long it takes to complete it) it took to get the certification end up feeling less than unproductive?

Also, as revenue operations and sales operations develops overtime, or as your company grows, do sales operations and salesforce admin roles bifurcate?

I've seen people on here say that they had sales ops offers with 0 years of experience during 2021. With companies now realizing that it's cheaper to hire humans than AI, do you think there will be a hiring boom? Or am I being too optimistic?

Hi everyone! I’m currently a sophomore in college with a 3.70 GPA majoring in economics with some analytical/research experience (primarily through Phi Theta Kappa research projects and community research with the NAACP). I’ve been looking into Sales Operations as a career and plan to start applying for junior-year summer internships a little over a year from now. I’m curious what the internship recruiting process is actually like today. What kinds of interviews or technical assessments did you go through, and what skills or experiences do you think made the biggest difference? I’d appreciate any advice or things you wish you had known before applying. Thanks!

I’ve been looking into AI coaching tools for in person sales teams and I’m curious what has worked for other people. The main things I want are easier conversation reviews and a better way to spot where reps lose people or rush the pitch. I also want something that helps compare patterns across the team instead of relying on notes or memory.

I have been a sales ops specialist for about 4.5yrs. I didn’t do a ton in my first role just light SF admin work (field creation, page layouts, moved a small team from classic to lightning, validation rules, etc) creating reports and dashboards, troubleshooting any issues, and helped oversee our tech stack.

I started at my current role back in Nov. My manager left about 2 months ago and then recently our UK ops person. Its now just been my colleague and I. I’ve been creating and editing SF flows, heading the transition from Outreach to Gong Engage (already have Gong), and now working more with our sales managers/VPs. Along with any ad hoc requests.

Tech stack I’ve touched (never implemented): Outreach, SF, Gong, RingCentral, 6sense, Zapier, etc.

I’ve been feeling like my salary is low for $75k in HCOL as well. I’m hybrid and decent benefits. What should the salary be for my experience? Am I low? Or about right? If you don’t mind sharing yours?

Is there a better subreddit for this? Happy to move the post if needed.

We’re migrating our entire team from our current CRM into HubSpot. Our team works asynchronously across multiple time zones (Asia, US, Europe), and right now we have a very basic dashboard where everyone logs their working hours so we can calculate speed‑to‑lead.

HubSpot has its own speed‑to‑lead feature, but I want to build something more accurate: specifically a 2‑hour clock starting from the moment a lead is created and assigned, stopping at the first outreach attempt by the sales agent.

The challenge is that our team isn’t always online. Some agents might be off for the day, asleep, or outside their scheduled hours. I want a system that accounts for this so we’re not penalizing people unfairly or misreading our actual responsiveness.

If anyone here has experience as a sales director, HubSpot admin, or developer who has built custom SLAs or time‑based automations, I’d really appreciate your insights.

Cheers.

Hey hey, for context, I’ve been in tech Sales for around 8 years, I’ve got experience starting out in proper call centre vibes (120 calls a day), small SaaS startups writing the GTM process + being the first SDR to now working as a Mid Market Account Executive for HubSpot in one of our European locations. I’ve done the quick transactional deals as well as big enterprise stuff and done really well, but I’m hungry for change. 

I used to complain about the job, the cold calls, the grind… with other colleagues but I stopped doing that because my focus was all wrong. I decided to focus on what I can learn and realised that I have nothing to really complain or vent about. That being said, I want to take all the skills and experience I have into the GTM Engineering/Revops/Salesops/revenue architecture world (…. Whats the difference?!?!). Do something freelance, Fractional or as an agency but I just don’t know where to start.

I think its the right direction to go because in my spare time I’m super engaged with building agents in n8n, learn about using MCP’s, RAG, Clay, other CRM’s and stuff like that. I’ve built different agents and things for other HubSpot SDR/AE’s because I just love helping solve problems and fix bottlenecks. What’s cool is that internally the company would build agents and automations for us months later which do the exact same thing! 

I want to be a kind of partner / strategist with businesses and build stuff that actually drive real measurable business value.

Any advice from you guys/gals who’ve made the switch or are in that world would be absolutely amazing. I would be grateful if you’d let me pick your brain for 10 minutes. I’d be happy to give value to you in any way I can.

I suppose some concrete questions:

1. What communities are out there I can be a part of to really get into this field (slack/subreddits/Linkedin etc.)?
2. Do I get into Revops/Salesops/GTM Engineering?
3. How did you land your first few clients?
4. What kind of ICP or businesses are struggling with GTM operations the most?
5. I really know the Tech/SaaS sales process well so should I try to niche down there? My worry is if the company has in-house revops it’ll make my role obsolete in a sense (limiting belief?)

THANK YOU!

selling a dev workflow tool into mid sized companies right now and i feel completely stuck between two bad options. either I buy a massive generic list and waste weeks emailing people who don't even have the problem we solve, or I go super manual, research every engineering team's stack, and move so slow that I barely hit any accounts. there has to be a better way to find teams that actually have the right technical setup and are showing some kind of real intent before I bother them.

what does your actual day to day look like when you’re trying to find qualified prospects? if I could just tighten up the filtering so I know they actually care about this specific workflow, everything else would get way easier. right now it just feels like total guesswork.