Aakash

Hi Dhaval, Really liked your perspective on inactive deals in the discussion. We see the same challenges around timing and ownership across teams. If you’re open to it, I’d love to set up a short 15–20 min chat to exchange notes on what’s working in practice and what isn’t. No agenda — just a quick conversation. Let me know what works for you.

We’ve seen the biggest change when Salesforce stops feeling like “admin work” for reps. A few things that have worked well for teams we’ve supported: • Auto-capture activity (emails, meetings, call notes) as much as possible • Prompt updates after value moments (e.g., stage change → short, contextual prompt) • Use Flows to suggest next actions instead of enforcing inputs • Have managers review data during live pipeline calls (behavior change > tools) LLMs can help, but only once the underlying process is simplified first.

We’ve built similar HubSpot workflows for RevOps teams covering onboarding nudges, renewal reminders, churn prevention, and expansion triggers. Happy to share a high-level workflow structure or best practices if that helps.