A CMO or VP can't single-handedly overhaul a company's data infrastructure. Successful change agents find a partner, typically in RevOps, who has the technical ownership to navigate the CRM and data systems. Approaching this person with curiosity, not directives, is key to gaining their buy-in.
Partnership success hinges on more than executive alignment; it requires buy-in from the partner's technical team. These individuals are on the front lines, understand end-user problems intimately, and can quickly determine if a vendor's technology genuinely solves a recurring issue and fits their existing stack.
To succeed, marketers must stop passively accepting the data they're given. Instead, they must proactively partner with IT and privacy teams to advocate for the specific data collection and governance required to power their growth and personalization initiatives.
The CRO's average tenure is now a mere 18 months, making them an unstable ally for RevOps. To ensure job security and drive impact, RevOps leaders should instead align with the CFO, who has a 7-year tenure, by pitching initiatives with undeniable ROI.
Data governance is often seen as a cost center. Reframe it as an enabler of revenue by showing how trusted, standardized data reduces the "idea to insight" cycle. This allows executives to make faster, more confident decisions that drive growth and secure buy-in.
To drive data discipline, a RevOps leader should consistently review a core set of metrics with the executive team. This forces their own team to come prepared with answers. This scrutiny trickles down, as sales leaders learn which metrics matter and begin proactively reviewing them with their own business partners.
To eliminate data silos, Snowflake consolidated all departmental data analysts into one central intelligence team under the Chief Data Officer. This team serves the entire go-to-market organization, while departmental RevOps teams act as business stakeholders, defining problems for the central team to solve.
RevOps functions as the "truth-teller" for the revenue engine. To be effective, they need immunity from organizational politics, regardless of their reporting structure. Without it, they're forced to serve a leader's ego to protect their job, which is a recipe for disaster.
The most critical action isn't technical; it's an act of vulnerability. Leaders must stop pretending and tell their CEO/CRO they lack the data architecture to be a responsible leader, framing it as a business-critical problem. This candor is the true catalyst for change.
You can't delegate AI tool implementation to your sales team or a generalist RevOps person. Success requires a dedicated, technical owner in-house—a 'GTM engineer' or 'AI nerd.' This person must be capable of building complex campaigns and working closely with the vendor's team to train and deploy the agent effectively.
To conceptualize what's possible with modern AI data tools, RevOps leaders should frame the problem at the micro level. Instead of thinking about macro data fields, they should imagine having unlimited time and resources to fix one account record. This mental model helps identify high-value, manual processes that AI can now automate at scale.