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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.
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Sep 22, 2025
• 40min
#96 Automating CRM data entry with AI - with Mallory Lee, VP RevOps at PhoneBurner
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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!
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