Jaron S. | RevGenius

Commented on Do GTM Teams Need to Build AI Agents or Just Know...·Posted inGeneral Discussion

·

·

My thesis is that people will be the systems thinkers and have to teach agents how to build processes and monitor those processes. I am building a claude template for this, the goal is to automatically pick up what the user is doing and codify that into skills and workflows that can be shared with teammates in a safe, governed way. Check it out, I'd love some feedback: https://github.com/jaronsander/agent-gateway

Commented on Key Customer Questions That Highlight the Need for...·Posted inGeneral Discussion

·

·

David G. I think Whatever makes you EU and GDPR compliant. EU has tightest rules and regulations and if you are selling to EU you need to be able to explain how you are using their data and do so in accordance with the laws there

Commented on Key Customer Questions That Highlight the Need for...·Posted inGeneral Discussion

·

·

David G. It feels like businesses are like toddlers with different shaped blocks figuring out what processes AI fit into and how best to make it work for them. We are early days

Commented on Key Customer Questions That Highlight the Need for...·Posted inGeneral Discussion

·

·

David G. I see people not asking these questions and just implementing integrations through different apps, mcps and Claude code. People don't know the right questions to ask yet because it's all still so new

Commented on Key Customer Questions That Highlight the Need for...·Posted inGeneral Discussion

·

·

Great question. I see this topic being more and more important in the coming months. Gururaj P. How do you go about measuring these things?

Commented on Anyone willing to share AI automation setup·Posted inRevops

·

·

Dejan G. Definitely possible, just a matter of what is the best way to get it int there

Commented on Anyone willing to share AI automation setup·Posted inRevops

·

·

Dejan G. I've done a lot of automation work in HubSpot and have been automating work with Claude. Pushing to fields in HubSpot is straightforward but adding info to a knowledge base that breeze agents have access to is not something I have seen before but should be possible. Happy to chat through this more with you

Commented on Using Hubspot for Marketing and Sales with SFDC fo...·Posted inRevops

·

·

Chris D. To clarify, you want a handoff from HubSpot to salesforce instead of a bidirectional sync. Is the issue you have is that you have sales and ops both running on HubSpot and Salesforce but you want to separate it and have Sales just in HubSpot and Ops in Salesforce? I haven't done this exact scenario but Iv'e implemented similar systems

Commented on Seeking Recommendations and Reviews for AI-Native...·Posted inGeneral Discussion

·

·

I like attio and it has an mcp server so you can automate a lot of things while not locking into a single tool for everything

Posted in Revops·

·

·

How to Keep CRM Knowledge, Data Definitions, and Documentation Consistently Updated?

Hey everyone, I'm struggling to keep the "knowledge layer" around my clients CRM current and aligned. Data definitions, field logic, process SOPs, what dashboards actually measure and why. It all ends up scattered across Notion, Google Docs, and notes buried inside dashboards, and it's outdated within months. How are you balancing keeping data definitions, process documentation, and business context up to date as things change? Are there actual tools for this, or is everyone just manually maintaining docs and hoping people read them? Thinking about building something if nothing exists.

See more

About