Mallory Lee
VP of Revenue Operations at PhoneBurner with extensive RevOps and marketing operations experience; guest on the episode to discuss automating CRM data entry, pipeline hygiene, and using AI to improve forecasting and activity capture.
Best podcasts with Mallory Lee
Ranked by the Snipd community
Sep 22, 2025 • 40min
#96 Automating CRM data entry with AI - with Mallory Lee, VP RevOps at PhoneBurner
Mallory Lee, VP of Revenue Operations at PhoneBurner, shares her expertise on automating CRM data entry. She dives into the chaos of poor CRM hygiene and its impact on trust and forecasting. Mallory discusses how automation can streamline activity capture, improve pipeline accuracy, and enhance forecasting using AI insights. She also explains the importance of distinguishing between process and judgment in sales. Lastly, learn how automation fosters more effective pipeline discussions and mitigates data verification time!
Nov 14, 2025 • 36min
Why RevOps Should Scare You Less | EP63
Mallory Lee, VP of Revenue Operations at PhoneBurner, shares her expertise on simplifying systems for better growth. She discusses the decision to switch from Salesforce to HubSpot, unlocking faster growth and cleaner data. Mallory's SEC framework—Simple, Effective, Confident—guides her strategies for unifying sales and account management. The conversation highlights the importance of treating post-sales with the same urgency as new business, and explores how AI can streamline RevOps, enhancing efficiency and accuracy in data.
