#67 Increasing RevOps productivity with automations - with Nik Garza, Director of Revenue Operations at Kleer

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-acquisition

• How to scale impact with a small RevOps team

• Using automation tools like Coefficient to streamline reporting

• Applying AI to reduce admin workload and free up strategic time

• Creating proactive QBR insights with AI-driven analysis

• The future of RevOps automation and AI-powered assistants

  
  

Nik 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