AI GTM Agents Need Audit Trails Before They Get More Access
AI agents should not get broader CRM access until RevOps can inspect what they saw, decided, proposed, and changed.
Published
Updated
9 min read
MCP Connectors Need GTM Governance Before They Touch Your CRM
MCP connectors should start with read-only CRM context, evidence packets, scoped permissions, and staged write approvals.
Published
Updated
9 min read
AI GTM Agents Need Context Files, Not Prompt Libraries
AI GTM agents work better when CRM rules, workflow definitions, evidence standards, and write policies live in durable context files.
Published
Updated
9 min read
AI Pipeline Review Needs Evidence, Not Forecast Theater
AI pipeline review should give managers inspectable evidence packets with source proof, missing context, and safe next actions, not forecast theater.
Published
Updated
10 min read
AI Lead Routing Needs Evidence, Not a Better Score
AI lead routing should produce an inspectable routing case with intent, evidence, owner logic, and CRM write policy, not a black-box score.
Published
Updated
9 min read
How GTM Operators Should Use Codex Without Turning RevOps Into a Code Science Project
Codex works for GTM operators when RevOps gives it bounded artifacts, business rules, sample data, and tests before anything touches CRM.
Published
Updated
9 min read
How to Use AI for Sales Reply Intent Analysis Without Breaking Follow-Up
AI reply intent analysis should classify buyer intent, timing, next action, confidence, and evidence instead of treating sentiment as CRM truth.
Published
Updated
8 min read
HubSpot Event Attribution Needs the Event Object First
HubSpot event attribution should use the event object as the source of truth and multi-select fields only for rep visibility.
Published
Updated
11 min read
Route AI Models By RevOps Risk, Not Vibes
RevOps teams should route AI models by workflow risk, not model preference, so cost, quality, permissions, and review match the job.
Published
Updated
9 min read
CRM Adoption Is a Design Problem, Not a Training Problem
CRM adoption fails when the system makes daily work harder. Fix the CRM design before asking reps to sit through more training.
Published
Updated
9 min read