Nik Garza, Director of Revenue Operations at Kleer, joins the podcast to share how he’s leveraging automation and AI to maximize the impact of a lean RevOps team. Coming off the back of a major CRM merger, Nik is now focused on scaling efficiency, reducing manual tasks, and freeing up time for strategic initiatives. If you’re in RevOps and constantly battling with time-consuming admin work, this episode is packed with actionable ideas to automate your workflow.We cover:Lessons learned from merging two CRMs post-acquisitionHow to scale impact with a small RevOps teamUsing automation tools like Coefficient to streamline reportingApplying AI to reduce admin workload and free up strategic timeCreating proactive QBR insights with AI-driven analysisThe future of RevOps automation and AI-powered assistantsNik Garza on LinkedIn:https://www.linkedin.com/in/nicholasagarza/ Free RevOps resources:https://www.getweflow.com/revops Janis on LinkedIn:https://www.linkedin.com/in/philippstelzer   Phillip on LinkedIn:https://www.linkedin.com/in/janiszech   Weflow:https://www.getweflow.com Chapters:(00:00:00) Introduction(00:02:04) Merging Two CRMs: Lessons from a RevOps Challenge(00:06:49) Enabling a Lean RevOps Team(00:12:10) The Power of Automating Data and Reporting(00:18:36) AI for Admin Tasks: Saving Time and Effort(00:24:50) Automating QBR Insights with AI(00:30:15) Creating a Knowledge Base for Internal Support(00:37:02) The Future of AI in RevOps and Operational Efficiency(00:41:05) Final Thoughts and Recommended Resources

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