4 ways B2B Ops Leaders can use AI | GTM AI Guide for Ops

Discover the 4 ways that B2B Operations teams can use AI in 2024 to streamline their GTM strategies. From project management to forecasting, AI is helping Ops leaders be more efficient than ever.

Shelly Weaver
Shelly Weaver
February 27, 2024
min read
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Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

Operations teams are the backbone of Go-To-Market strategies, intricately involved in every aspect of planning, execution, and analysis to keep everyone marching in the same direction. 

Their close relationship with the tech stack and cross-functional teams makes them pivotal in the successful deployment of GTM initiatives–Sales and Marketing orgs needs their Ops counterparts to keep the train on the rails.

During our conversations on Season One of GTM AI, it became clear that AI technologies offer major benefits to Operations, particularly in areas of project management, data integrity, autonomous assistance, and forecasting. 

Learn 4 key ways to use AI to help streamline your Ops tasks and improve your insights and forecasting.

4 ways Ops leaders can leverage AI

1. Simplifying project management with AI

Project management can be a daunting task on our best dats, especially as teams scale and grow. ClickUp, a leading project management tool, is revolutionizing this space with AI-driven solutions that automate task organization and optimize workflows. 

ClickUp ensures that Operations teams can focus on strategic tasks rather than getting bogged down by project logistics.

2. Streamlining admin tasks

Clearbit's solutions play a crucial role in maintaining database hygiene, but they’re AI solution allows your reps accurately summarize key data points from your accounts and automatically input that data into your CRM so your entire team has visibility into how your deals are progressing. 

3. Harnessing the power of autonomous agents

Autonomous agents are set to redefine operational efficiency by taking on the time-consuming and mundane tasks that suck up so much of our time, allowing teams to focus on high-impact activities. 

Regie and Tribble, two pioneering platforms in this space, both offer a peek into how AI can automate routine operations tasks and pave a new path forward for ops teams. 

Regie sees a nearby future where autonomous agents are not only able to generate emails for you, but actually move into task execution.

Tribble believes we’re at the beginning of an age of autonomous agents. They’re paving the path forward with bots that are able to integrate into your systems and execute on tasks. 

4. Improving forecasting accuracy and deal management

Forecasting accurately is critical for GTM team success, directly impacting strategic planning and resource allocation. AI tools like Clari and Salesloft are transforming forecasting by providing accurate predictions on deal closure likelihood and revenue projections with powerful AI models.

Clari AI not only powers a robust forecasting and analytics feature withing their platform, but they also show you the factors that are informing these AI-generated predictions so you aren’t operating in a black box.

Salesloft allows managers to keep a close eye on deals and predict what’s most likely to close so managers know how to prioritize and focus their reps. 

The impact of AI on Ops teams

For Operations teams striving for excellence, AI is not just a technological advancement–it's a strategic ally. 

From enhancing project management efficiency and ensuring data integrity to leveraging autonomous agents and improving forecasting accuracy, AI empowers Operations to hit their targets with confidence. 

It's clear that AI will continue to play a crucial role in shaping the future of ops teams and their GTM strategies. 

Catch up on Season One of GTM AI here.

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