Neil S.

Join the Exclusive AI Accelerator for Salesforce Partners!

Hey everyone! 🤔 MEMBER EVENT SPOTLIGHT 🎯 RevGenius revenue creators! Dropping something exclusive for this community - we’re hosting our first AI Accelerator for Salesforce Partners, and I want to invite RevGenius members to join (or nominate partners they work with). Event Details: 📅 6-week intensive program 👥 25 spots only (invite-only, application required) 💰 $48K+ value, completely FREE 🎯 For: Salesforce partners, consultants, and agencies What Makes This RevGenius-Worthy: This isn’t your typical “demo and disappear” event. We’re doing what RevGenius does best - collaborative learning with real impact. Participants get hands-on access to our AI agent that automates Salesforce admin work, plus direct coaching from our team. The Collaborative Element:

Live weekly sessions with peer learning
1-on-1 coaching with Salesforce + AI experts
Community access to our AI Ops vault
Real project support - we’ll help tackle your actual backlog
Networking with other forward-thinking partners

Why I’m Sharing Here: RevGenius has always been about lifting each other up and sharing game-changing opportunities. If you work with Salesforce partners who are tired of manual grunt work, or if you ARE a partner looking to 10x your delivery speed - this could be transformative. Real Results Preview: Early users are completing implementations 3x faster. One partner went from 15-person offshore team to 3 local consultants + our AI with better quality and speed. How RevGenius Members Can Get Involved:

1.
Partners: Apply directly if you do Salesforce work
2.
GTM Teams: Nominate your favorite implementation partner
3.
Curious Minds: Join our community to follow the journey

Apply: https://tally.so/r/w7726A Learn More: https://www.getclientell.com/ai-accelerator-for-salesforce-partners Who’s in? Drop a comment if you know a Salesforce partner who needs to see this!

0Comments

Commented on What AI tools are GTM and RevOps teams using and h...·Posted inGeneral Discussion

Neil S.

Checkout clientell.ai, it is a ai agent that acts as you salesforce admin and can answer queries for you salesforce data as well as do admin tasks like creating flows, validation rules, etc.

Commented on Sales to Customer Success Handoff Checklist Needed...·Posted inGeneral Discussion

Neil S.

Don’t know you current process, but this is the broad overview of the checklist for a consulting company I manage Salesforce for, you’ll have to customise this based on your value offerings but would be a good place to start: Pre-Handoff (Sales owns this)

Deal context: original pain points, decision criteria, and stakeholder dynamics captured in Opportunity
Implementation timeline and success criteria documented
Key contacts mapped with roles/influence levels (Required contact role mapping helps a lot in this)
Any “gotchas” or special requirements flagged
Signed contract details including scope boundaries

The Handoff Meeting

30-minute live transfer (not just documentation dump)
Customer invited when appropriate - shows continuity
AE walks through the “why they bought” story, not just what they bought
CSM asks clarifying questions while customer context is fresh
Next steps and ownership clearly defined

Post-Handoff Documentation

Account record updated with handoff date and CSM assignment
Opportunity marked closed-won with implementation notes
Customer success plan template populated
First CS touchpoint scheduled within 48 hours

Process Hygiene

Handoff SLA defined (typically within 5 business days of close)
Missing handoff = escalation to sales management
CS feedback loop to Sales on handoff quality (we have a seperate recordtype for CS info in accounts that keeps it updated)

Let me know if you need help in this or if I was too broad 👀

Commented on Boosting RevOps Skills: Tools for Salesforce Usabi...·Posted inGTM

Neil S.

Hey giovanni c. you should definitely checkout clientell.ai it’s absolutely free and basically gives you an ai salesforce admin, that can answer questions about your sales, create flows, update data, the entire works!

Commented on Join the Revenue Creator Movement Launch Tomorrow...·Posted inAnnouncements

Neil S.

Thanks!

Commented on Join the Revenue Creator Movement Launch Tomorrow...·Posted inAnnouncements

Neil S.

Very interested!

Commented on Creating Simple HubSpot Dashboards for Tracking Fo...·Posted inRevops

Neil S.

You may want to start with the “Forms” dashboard for submission counts, then create a custom funnel report showing the progression from form submission → demo scheduled → closed won. The key is setting up proper lifecycle stage properties and deal stages that align with your process. For more advanced tracking, custom report builder with date stamping will let you measure velocity between these stages. Takes about 30 minutes to set up once your properties are configured. Let me know if you are facing issues, happy to help. :)

Commented on Choosing the Right CRM for Your GTM Strategy After...·Posted inRevops

Neil S.

Adam S. For your CRM after moving from HubSpot, I’d strongly consider Salesforce if you’re scaling significantly - it’s unmatched for complex GTM processes with multiple tools. Your stack looks solid otherwise! Clay + Apollo is a powerful combo for acquisition and enrichment. You may want to setup access restrictions on Clay or have a dedicated person, the credits role up quite quickly if everyone in the SDR team has access to Clay. The key is making sure your CRM choice has native integrations with ChiliPiper and Instantly to avoid building custom syncs. I’ve seen too many RevOps teams waste months building connectors that should have worked out-of-the-box! Happy to brainstorm and help you out, if you do decide to go with hubspot or Salesforce!

Commented on Best Data Enrichment Tools for US Mobile Numbers:...·Posted inRevops

Neil S.

Brandon B. +1 on the Clay waterfalls, it’s what we use, and then get them verified like Kaiden mentioned here

About

Company
Clientell
LinkedIn
Linkedin