- The real value of AI in RevOps comes from connecting scattered data, automating routine workflows, and driving consistent execution across teams—not from adding another dashboard or point solution.
- Disconnected data and uneven processes slow teams down and create risk. Solving these challenges takes a unified foundation that connects systems, enforces best practices, and makes knowledge easy to find and act on.
- Glean brings it all together. The Work AI platform connects your company’s systems securely, automates critical tasks like CRM hygiene and account research, and powers intelligent agents that help every team find answers, govern data, and move faster.
Revenue Operations teams live at the crossroads of strategy and execution, where precision has to meet flexibility every day. The job is part architecture and part firefighting, turning leadership’s growth goals into repeatable workflows while managing the constant churn of deals, data, and handoffs that make up a go-to-market motion.
Even the best-run teams spend too much time chasing clean data, reconciling reports, and stitching together insights across tools. The rise of AI in RevOps isn’t about hype; it’s about necessity. Leaders need a way to uncover actionable insights, automate routine work, and drive consistent execution across changing teams and systems.
But not every AI solution goes deep enough. True transformation takes more than a smarter dashboard or conversational interface. It requires AI that understands your business, connects your data, and delivers auditable results in real time while powering predictable growth without adding more noise.
The real AI opportunity in RevOps
AI for RevOps is no longer about triggers, dashboards, or forecasting add-ons. The real opportunity is connecting every part of the revenue engine, from CRM hygiene and prospect research to account handoffs and call coaching, within a single intelligent workflow that keeps governance and compliance built in from the start.
Imagine AI that listens to sales calls, reads Slack and email threads, and recommends CRM updates for Ops to review or approve. Or an agent that combines Salesforce data, Gong summaries, support tickets, and usage metrics into a live Account 360 view, ready for QBRs or executive reviews in seconds. The result is more time for strategy, less manual upkeep, and faster rollout of best practices across teams and regions.
Yet many organizations hit a wall with disconnected point tools that create more noise than value. Others hesitate to trust AI that cannot explain its reasoning or adapt to evolving security requirements. Moving forward takes more than surface-level automation. It requires a unified platform that connects, governs, and automates the workflows where growth actually happens.
To understand what stands in the way of that vision, it helps to look at where most RevOps teams lose momentum today.
When disconnected data slows everything down
RevOps teams have poured time and resources into CRMs, BI tools, and analytics platforms, yet familiar challenges remain. Forecast accuracy, pipeline velocity, rep productivity, and data hygiene still depend on every go-to-market team doing their part at the right time.
The problem is that information lives everywhere. Deal updates sit in Slack, customer context hides in email threads, and product usage data stays siloed in separate systems. Ops teams spend hours each week pulling reports, cleaning spreadsheets, and reminding reps to update Salesforce fields — time that could be spent improving process or strategy.
When data is disconnected, it doesn’t just slow teams down. It creates real risk. Incomplete or outdated CRM records turn forecasting into guesswork and reduce leadership visibility into pipeline health. Reps waste valuable time searching instead of selling, and the business never gets a complete view of its customers.
Scaling operations requires a connected foundation, one that unifies data across every system and delivers accurate, contextual insights where teams already work.
Why consistency is so hard to scale
Process is the other half of the RevOps equation. Leaders want every GTM team running the same playbook, following the same methodology, and executing with confidence. But maintaining that consistency at scale is hard. Regional managers often adjust processes on their own, which turns reporting and coaching into a constant exercise in translation.
For reps, especially new hires, it’s even tougher. They have to piece together information from outdated documents, scattered enablement decks, and tribal knowledge buried in Slack. Ramp times stretch, productivity stalls, and Ops becomes the fallback for every question about quoting, pricing, or approvals.
That constant back-and-forth drains focus on both sides. Without shared context, it’s nearly impossible to enforce best practices, measure enablement impact, or keep teams aligned on how deals should run. What’s needed is a connected way to capture, share, and scale institutional knowledge so every rep can sell smarter, not slower.
Solving that problem takes more than better documentation or another enablement tool. It calls for AI that connects knowledge, enforces processes, and keeps teams aligned automatically.
Building a connected revenue engine with Glean
Glean is the Work AI platform designed for how RevOps teams really work. It connects every source of truth across your company’s systems, creating a secure, intelligent layer for search and process automation. With Glean, teams can find answers, automate workflows, and govern data without adding another point solution to the stack.
At the center of this are Glean Agents. Here’s how RevOps teams can put them to work:
- Automate CRM hygiene: An agent reviews Gong call notes, Slack threads, and emails to identify next steps, value drivers, and blockers, then suggests field updates in Salesforce for Ops to review or approve. Reps save hours of manual entry, and leaders gain accurate, real-time data.
- Monitor account sentiment and take action: An agent runs account-level loops to analyze customer sentiment by pulling insights from Slack, Docs, Salesforce, and other internal systems. It identifies emerging risks or opportunities, drafts tailored implementation or project plans, and can even create tickets in Jira or other project tools. This helps RevOps and CS Ops teams stay ahead of churn signals and align follow-up actions across functions.
- Build prospect POVs instantly: A research agent pulls insights from 10-Ks, news coverage, and executive quotes, blending them with internal messaging and win stories. Reps get ready-to-use, tailored talk tracks that make personalization faster and more scalable.
- Generate an Account 360 snapshot: Ahead of QBRs or strategic reviews, an agent compiles Salesforce opportunities, key contacts, Gong summaries, open support tickets, and usage metrics into a single, live view for Sales, Success, and leadership teams.
- Enforce your sales methodology: A coaching agent scores calls against your sales framework, whether MEDDICC, MEDPICC, or another approach, providing managers with consistent, data-driven insights to coach reps and improve forecast accuracy.
Elevating RevOps with AI
The next evolution of AI for RevOps teams isn’t about how much it automates, but how deeply it understands the business itself. The goal isn’t faster forecasting or better dashboards; it’s creating a connected, governed, and intelligent foundation for how teams operate every day. When AI connects data, processes, and people in real time, RevOps moves from playing defense to driving strategy. Leaders gain confidence in every decision. Reps spend more time selling. And the entire go-to-market engine operates with greater speed and precision.
AI is here to elevate RevOps, turning the work behind the scenes into the engine of predictable, measurable growth.
Ready to see what that looks like in action? Request a demo to see how Glean Agents help RevOps teams stay aligned and drive measurable results.
