November 14, 2024
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RevOps Day in the Life: Account Forensics with Jamie Carney

Jessica Denny
RevOps Day in the Life: Account Forensics with Jamie Carney

Table of Contents

Key Takeaways:

  • Time Savings: Cut account analysis from 90 minutes to 5 minutes using AI, eliminating manual data gathering and spreadsheet workng with automated capture.
  • Data Confidence: Get real-time deal insights based on actual signals rather than incomplete CRM notes or seller narratives.
  • Strategic Focus: Free up RevOps time from data hunting to high-value work, creating better outcomes across the revenue org.

Jamie Carney, here! I’m the VP of Revenue Operations and Field Strategy at People.ai.

Having spent nearly 20 years in RevOps, I've fielded countless “urgent” requests, everything from deal status to rep activity to lead list to “how do I log into Salesforce?” (that last one hurt). Today, I'm showing you how AI has turned these "urgent" requests from huge burdens to minor inconveniences, even eliminating some altogether.

My old reality: Urgent asks derail my day

We've all been there. Your sales leader or CRO Slacks you: "What's going on with these deals? Give me your best forecast."

Before People.ai, my process looked like this:

  • Download all Salesforce data
  • Run multiple spreadsheet analyses
  • Dig through incomplete CRM notes
  • Chase down AEs for deal updates and follow-up questions
  • Manually compile my findings
  • Send a response 90 minutes later, hoping nothing was missed

I lost an hour and a half of my afternoon and time I could have been focusing on strategic work.

Time: 90 minutes

My new reality: Instant AI-powered answers with SalesAI

Now, when I get that urgent Slack message, my response is immediate and confident. Here's my new process:

  1. Open Salesforce
  2. Ask my SalesAI assistant (embedded in the CRM), "What is needed to close this deal?"
  3. Review AI-generated analysis of all deal signals
  4. Provide a comprehensive, but concise,  response within minutes

Time: 5 minutes

Account forensics before and after People.ai

Comparision chart of challenges of traditional account forensics and benefits of account forensics with SalesAI

The Impact: From data hunting to strategic analysis

The difference is measurable: what once took 90 minutes now takes just a few. But it's not just about time saved—it's about confidence in the data. Data management impacts nearly everything a RevOps pro does. With SalesAI, I provide leadership with comprehensive deal insights based on actual signals, not just seller narratives.

The best part: I can focus on more fulfilling strategic work instead of the manual drudgery of data hunting, creating a positive ripple effect across our entire revenue organization.

Key Takeaways:

  • Time Savings: Cut account analysis from 90 minutes to 5 minutes using AI, eliminating manual data gathering and spreadsheet workng with automated capture.
  • Data Confidence: Get real-time deal insights based on actual signals rather than incomplete CRM notes or seller narratives.
  • Strategic Focus: Free up RevOps time from data hunting to high-value work, creating better outcomes across the revenue org.

Jamie Carney, here! I’m the VP of Revenue Operations and Field Strategy at People.ai.

Having spent nearly 20 years in RevOps, I've fielded countless “urgent” requests, everything from deal status to rep activity to lead list to “how do I log into Salesforce?” (that last one hurt). Today, I'm showing you how AI has turned these "urgent" requests from huge burdens to minor inconveniences, even eliminating some altogether.

My old reality: Urgent asks derail my day

We've all been there. Your sales leader or CRO Slacks you: "What's going on with these deals? Give me your best forecast."

Before People.ai, my process looked like this:

  • Download all Salesforce data
  • Run multiple spreadsheet analyses
  • Dig through incomplete CRM notes
  • Chase down AEs for deal updates and follow-up questions
  • Manually compile my findings
  • Send a response 90 minutes later, hoping nothing was missed

I lost an hour and a half of my afternoon and time I could have been focusing on strategic work.

Time: 90 minutes

My new reality: Instant AI-powered answers with SalesAI

Now, when I get that urgent Slack message, my response is immediate and confident. Here's my new process:

  1. Open Salesforce
  2. Ask my SalesAI assistant (embedded in the CRM), "What is needed to close this deal?"
  3. Review AI-generated analysis of all deal signals
  4. Provide a comprehensive, but concise,  response within minutes

Time: 5 minutes

Account forensics before and after People.ai

Comparision chart of challenges of traditional account forensics and benefits of account forensics with SalesAI

The Impact: From data hunting to strategic analysis

The difference is measurable: what once took 90 minutes now takes just a few. But it's not just about time saved—it's about confidence in the data. Data management impacts nearly everything a RevOps pro does. With SalesAI, I provide leadership with comprehensive deal insights based on actual signals, not just seller narratives.

The best part: I can focus on more fulfilling strategic work instead of the manual drudgery of data hunting, creating a positive ripple effect across our entire revenue organization.

Learn all of the ways People.ai can  drive revenue growth for your business