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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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11 min read
RevOps Automations Need Exception Paths Before More Branches
RevOps automations need exception paths before more branches, so bad inputs stop visibly instead of corrupting downstream work.
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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.
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