Jaron S.

Commented on Insycle CRM Data Maintenance: Experiences with Pai...·Posted inRevops

Hey David, Haven't used Insycle specifically, but I've evaluated and implemented similar "all-in-one" data management tools. My experience is they work great for standard use cases but struggle with the custom fields and nuanced workflows that most scaled RevOps teams actually have. What I'm assuming you're dealing with:

Data quality issues across standard fields (dupes, formatting, enrichment)
Some custom objects or complex field dependencies that need maintenance
Probably 10-20% of your data rules are handling edge cases unique to your business

What I'd do instead:

1.
Start with native - Salesforce duplicate rules + Flow for 80% of standard cleanup
2.
Build specific Python/Node scripts in your automation platform (n8n, Make, or Zapier) for your custom logic - you control the rules and can handle edge cases
3.
Use Clay or a similar tool for enrichment specifically - they're better at that one job than generalist tools
4.
For bulk operations, I run quarterly cleanup sprints using Salesforce Data Loader + custom transformation scripts

The real question is cost vs. control: Enterprise Insycle runs ~$500-1000/month. For that price, you could build exactly what you need with more control and no vendor lock-in. Quick questions:

What's your main pain point - duplicates, standardization, enrichment, or something else?
How many custom validation rules do you have that are unique to your sales process?
Are you trying to fix existing mess or prevent future issues?
What's your team's technical capability for maintaining custom solutions?
Have you already tried Salesforce's native duplicate management and found it lacking?

The tools that promise to "do it all" usually do nothing particularly well for complex orgs. What specific problem are you trying to solve first?

Commented on Tracking Meeting Statuses: Insights on Automation...·Posted inRevops

Jaron S.

Hey Joyce, Looking at your stack, I'm assuming you're likely using Outreach's calendar integration for booking and Salesforce Activities for tracking, but the connection between scheduled vs. actual meeting outcomes is probably manual or broken. Here's what I'd implement: Automated Tracking Setup:

1.
Use Outreach's meeting disposition feature - configure custom dispositions (Completed, No Show, Rescheduled, Cancelled) that auto-sync to Salesforce via a custom field on the Event object
2.
Build a Flow in Salesforce that triggers 15 mins after scheduled meeting end time to check if disposition is empty, then auto-marks as "No Show" if no update
3.
Create a custom object or use Campaign Members to track only Discovery meetings with their outcomes - this isolates your metrics from other meeting types

For the seamless rep experience:

Outreach can auto-detect if someone joins the meeting link (if using their conferencing) and mark as "Completed"
For no-shows, send automated Slack reminder to rep 10 mins post-meeting to confirm disposition if not auto-detected
Use Salesforce Flow to update Opportunity stage based on meeting outcome

Quick questions to refine this:

Are reps booking through Outreach sequences or manually scheduling?
Do you have a standardized meeting type naming convention in Salesforce?
Are you using Zoom/Teams integration with Outreach, or just calendar sync?
What's your current process when a prospect reschedules vs. cancels entirely?
Do you need to track who initiated the cancellation (prospect vs. rep)?

The key is making disposition capture happen in-flow rather than requiring reps to remember later. What's your current biggest gap - is it the initial capture or the reporting side?

Posted in Revops·

Jaron S.

Feedback Needed on New Tools for Web Analytics and Content Creation

Hey all, I keep building tools because the same problems won't leave me alone. Built 4 things this year, trying to figure out which is worth going deeper on. Would love to know if any of these actually resonate for people. 1. Funnels can't show you how people actually navigate. People rarely use websites linearly. They bounce around, backtrack, explore. Funnels force you to guess steps. Sankey charts still assume a direction. I built a node graph on top of google analytics that shows actual navigation patterns. Conversion rate by path, traffic %, segmented by channel. See the mess, then figure out what to optimize. 2. AI content tools get stale fast. Keeping context updated is a grind. Companies pivot, their messaging changes and then you have to update all prompts and context for content generation. Built a system that updates its own knowledge base from feedback as you use it to generate content. Plain text so you can verify it's right. Exports prompts for n8n, Clay, etc. 3. UTMs are a process tax nobody wants to pay. They connect content to analytics but adding another mindless step kills adoption. Built a tool: paste content in, links get tagged automatically, copy it out and all links have UTMs based on your conventions. Integrates with GA so you don't have to build reports. Tells you exactly what content drove engagement and conversions. Next step is to add automatic branded short links and build a chrome extension. 4. Web analytics and inbound audits are a time sink Automated audit that checks sitemap, tags, forms, conversion events, gives you a score. Use it to verify your site is healthy after updates or on a schedule. Also works for enriching other websites with tech stack data because I can't justify $300/mo for BuiltWith. Am I trying to solve real problems or am I just building in my own echo chamber? Happy to show what I built or hear how you have solved these

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Commented on Introducing Zarko Jokic: Commercial Sales Dev from...·Posted inIntros

Jaron S.

Hello Fellow Vancouverite!

Commented on Optimizing Nurturing Workflows for Long Sales Cycl...·Posted inGeneral Discussion

Jaron S.

Khaled A. I’ve built solutions similar to this workflow. You can use HubSpot workflows to take any call scripts/notes previous emails and summarize next steps into a follow up task automatically. Depending on how repetitive this is it could all be automated with hubspot workflow and/or Zapier or n8n

Commented on Meet Tommaso Giacobbe: Sales Executive Passionate...·Posted inIntros

Jaron S.

Your linkedin link is not working!

Commented on Hiring GTM Engineer at xGrowth: Join Our Remote B2...·Posted inJob Postings

Jaron S.

DM'd

Posted in Intros·

Jaron S.

Introducing Jaron: RevOps Engineer and Community Connector from Canada

👋 Hey everyone! I'm Jaron 📍Location: Vancouver, Canada (🇩🇪German-Canadian) 💼 What I do: I run Inform Growth, a RevOps infrastructure engineering firm. We fix broken GTM for B2B SaaS and media companies so teams can actually trust their numbers. I'm a funnel plumber 🪠 For fun: Hiking with my two Mexican rescue dogs, watching NHL (Oilers when they don't break my heart), and trying not to overthink everything. Why I'm here: Honestly? I've been heads-down building systems for years and realized I need to actually connect with people in this space. I struggle with perfection paralysis. I overthink and delay putting myself out there. But I love learning and want to soak up as much knowledge as possible from this community. What I'm into: Data debt. I'm obsessed with helping companies make better decisions by fixing the infrastructure under their GTM systems. The technical stuff gets me excited. Looking forward to learning from all of you and actually contributing instead of lurking! Connect with me on LinkedIn: https://www.linkedin.com/in/jaron-sander/

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Commented on Lessons Learned from Using Attio for B2B Full Funn...·Posted inRevops

Jaron S.

I've recently migrated 3 companies from HubSpot to Attio. The core reason for the migration was that HubSpot was too complex and the end users did not wat to use it. The object model that Attio uses allowed us to simplify for a better end user experience!

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