Data Automation Wisdom for the Workplace


Syncari’s response to Salesforce Genie: Be careful what you wish for

At Dreamforce 2022, Salesforce unveiled Salesforce Genie (the rabbit) – which promises to turn your data into real-time customer magic. Sounds promising. But if there’s one thing we’ve learned from hit films Aladdin and Kazaam, it’s that when it comes…

HubSpot Deduplication

HubSpot Deduplication

HubSpot deduplication is an important feature of the platform, which is well known for its marketing automation and CRM tools. As HubSpot gains popularity among young start-ups that prioritize ease of use and out-of-the-box functionality, it’s essential to note that…

What is Data Unification

What is Data Unification?

There are many terms involved in data and how it is managed. Here we’ll do with a rising trend, usually seen in discussions of revenue operations and their objective to unify data for their sales, marketing, customer success and finance…

Blog post title card with author photo for Why RevOps should run away from the Modern Data Stack article

Why RevOps should run away from the Modern Data Stack

I’ve noticed a trend as of late: RevOps professionals debating the best way to build a modern data stack. This may ruffle some feathers – but I think having RevOps build and manage a modern data stack is a terrible…

Problem with the Modern Data Stack

The Problem with the Modern Data Stack

There’s a lot of noise in recent months about the Modern Data Stack, but not a lot of clarity. What is the Modern Data Stack? The Modern Data Stack is a popular approach to data integration and analytics that relies…

Coffee with Customers Demostack

Coffee with Customers Ep. 4: Demostack and Customer 360

Our fourth episode of Coffee with Customers features Eric Portugal Welsh, Director of Revenue Operations at Demostack. Eric unified Jira and Salesforce to create a distributed Customer 360 across sales, customer success and product development. Demostack is not unique in…

Coffee with Customers Dooly

Coffee With Customers Ep. 3: Dooly’s Jenna Molby and Product-Led Selling

Sales teams can gain a lot of momentum and traction with product usage data. If a seller knows that multiple people from a given account have signed up to use a product, they know who to talk to and have…

Coffee with Customers Metadata

Coffee With Customers Ep. 2: Metadata’s Sam Bowley & Product Usage Data

“Put more time back in the day of the sellers. Where the sellers operate is where I need to surface the data.” This is one of Sam Bowley’s philosophies as a RevOps professional. If sellers use Slack or Salesforce, he…

Computer algorithms and software language displayed on a screen

Data Deduplication Software

With such a large amount of important data saved in our computers, making routine software backups is critical. This includes everything from our emails to Word and PDF documents, from revenue spreadsheets to user activity logs, and so much more. …


Introducing Syncari Insights for RevOps Reporting

Businesses have been working to become more data-driven for years now, with mixed results. According to Harvard Business Review, only 26% of organizations report successfully making the leap. And while there are many reasons why, we believe the problem stems from…

Coffee with Customers Conga Blog Banner (1)

Coffee With Customers Ep. 1: Data Unification with Conga’s Scott Merselis

“Can we Syncari it?” We are not quite at the Kleenex level, but maybe one day Syncari will be a household name. At least, an “officehold” verb. That’s how the team over at Conga now talks about Syncari. They began…


Defining Data Excellence with Eliya Elon [Interview]

Eliya Elon has been blazing trails since he was a teenager. His career kickstarted when he was 15: “My parents went bankrupt so I dropped out of school to work,” he explains. “I started my first business—the second CrossFit gym…

CSV blog hero

CSVs make the world go ’round

Email was invented in 1971. The comma-separated value format was invented in 1972. We’re still using both of them more than 50 years later. Why? Because they work. CSV files provide a flat representation of the data (the information contained…


The Single Source of Truth has breathed its last

You would think that by now, the “Single Source of Truth” would be here already. At this point in the history of SaaS, there should be a beautifully streamlined process that makes a single warehouse of integrated information easily accessible,…


How to Run a Powerful RevOps GTM Meeting

RevOps is the GTM Connector RevOps touches every aspect of go-to-market — it’s the glue that proactively ties in all stakeholder information and the conduit that aligns teams around a shared goal. They are the collaborative heartbeat of a good…

Title card for blog post on Data Proposals

Data, Proposals, And Pumping Iron With Kathryn Bennett And Ben Klein

Kathryn and Ben are proposal BFFs. As the Senior Manager of Proposal Operations at Maven Clinic, Kathryn Bennett is pumping out winning bids and teaching proposal managers how to succeed without compromising their sanity. When I invited her to speak…


Limitations of Data Integration Methods: ETL vs. ELT vs. Reverse ETL

When it comes to integrating and distributing data, your results are only as good as your methods. Unifying and synchronizing data from various sources and systems helps business teams find the best revenue signals and directs them to the most…


5 Tips for Ops Pros Supporting Hypergrowth Companies

It’s a great feeling to be part of a growing company. Your company found product-market fit, the product is selling like hotcakes, and  (hopefully) you’re having fun doing it.  So you increase revenue and growth goals, hire more humans in…