Sales operations has evolved into a critical function for scaling revenue, optimizing sales efficiency, and driving strategic decision-making. The modern sales ops team is no longer just responsible for reporting and CRM management—it now plays a central role in data strategy, automation, and revenue intelligence.
With rapid advancements in AI, sales tech consolidation, and revenue operations (RevOps), sales ops professionals are facing new challenges and opportunities. According to recent research from Gartner, companies that invest in data-driven sales operations see 15% higher quota attainment and 20% faster sales cycles.
To stay ahead, sales ops leaders must embrace new technology, rethink traditional processes, and focus on data quality, automation, and cross-team alignment. Here’s what’s changing in sales operations and what teams need to know to succeed.
The sales tech landscape has become increasingly complex, with many teams using multiple tools for prospecting, engagement, automation, and reporting. But sales tech consolidation is now a top priority for sales ops teams.
“The biggest headache for someone in sales operations is managing multiple tools that don’t integrate well. At my last company, I used four different tools for something I now do in one platform with Revenue.io,” says Jake Spear, Senior Manager of Sales Operations.
To streamline workflows and improve data accuracy, sales ops teams are consolidating their tech stacks by:
According to a recent study, 85% of sales leaders plan to consolidate their tech stacks over the next two years to improve efficiency and reduce costs.
AI is already reshaping how sales operations functions. Sales ops teams are leveraging AI to:
Companies using AI in sales have seen a 50% increase in leads and appointments, according to McKinsey.
AI-powered automation allows sales ops teams to move from reactive reporting to proactive decision-making.
Jake Spear explains, “AI is already transforming sales training, forecasting, and automation. We’re seeing it analyze rep performance, identify top sales behaviors, and streamline the onboarding process. In the near future, AI will become standard across all sales operations functions.”
For years, sales teams have focused on quantity-driven KPIs like calls made, emails sent, and meetings booked. But sales ops leaders are now prioritizing quality over quantity.
Companies are shifting their focus to metrics that truly impact revenue, including:
“Most sales activity data only tells us how much a rep is doing, not how well they’re doing it. We’re moving toward a more outcome-focused approach, tracking what actually drives revenue instead of just raw activity,” says Spear.
Account-based sales (ABS) and marketing (ABM) continue to gain traction, requiring sales teams to deliver hyper-personalized messaging at scale. Sales operations plays a key role in making this possible by:
Sales teams are using data-driven personalization to increase response rates and engagement, without sacrificing efficiency. The challenge for sales ops is implementing automation and AI that enables personalized outreach without creating additional manual work for reps.
Sales ops is no longer just about tracking numbers, it’s about ensuring data integrity across the entire revenue funnel. Poor data quality leads to inaccurate forecasts, wasted time, and missed opportunities.
To improve data governance, sales ops teams are focusing on:
“Sales ops teams are becoming the gatekeepers of data strategy,” says Spear. “If your data isn’t accurate, your forecasts aren’t reliable. That’s why high-growth companies are investing heavily in data governance.”
Sales operations is no longer just a standalone function—it is increasingly part of the broader Revenue Operations (RevOps) model. RevOps unites sales, marketing, and customer success operations under one strategy to optimize the entire revenue engine.
In this new model, sales ops leaders are taking on cross-functional responsibilities, including:
To successfully work in the current sales tech space, sales operations specialists need solid technical skills. But more than anything, they need to have a knack for solving complicated problems. Sales operations and sales enablement roles go hand in hand, working to create a more aligned and efficient process.
“Sales operations managers need to be fairly technical. They need to understand software, they have to be numbers savvy and understand how to analyze data. You have to be good at spotting patterns within data so that you can draw conclusions and make changes to your process. A sales ops person needs to be incredibly detail- oriented and rigid in terms of their own process, because that’s what they need to instill on the team,” said Jake Spear.
“I don’t like to think about education or certifications, when I talk to people. I think a good sales ops manager has the desire to solve complicated problems and an analytical approach to solving them. Anything else can be taught,” said Steve Wellman.
The best sales teams are the ones supported by a strong operations teams, added Wellman. Sales leaders need to have the data available, the technology in place and the advice of a good operations team. When they do, reaching sales targets is intentional, and not a happy accident, he adds.
“People aren’t really scalable, so having a system in place that can help pick up the load, qualify leads, and take care of customers without having people interact constantly is important. That is the difference between companies that grow and those that just fumble along,” concluded Steve Wellman.
Sales Operations and Revenue Operations are closely linked, but they serve different purposes. We see that Sales Ops focuses specifically on optimizing sales processes, tools, and efficiency within the sales team, while Revenue Operations (RevOps) takes a broader view, aligning sales, marketing, and customer success under a unified revenue strategy.
Key Differences:
How Sales Ops Fits into RevOps:
Companies that successfully implement RevOps see higher revenue growth, improved efficiency, and better cross-team collaboration. For Sales Ops teams, this shift means greater alignment, more resources, and a stronger focus on revenue impact.
Without clean, reliable data, even the most advanced sales strategies will fail. Sales Ops plays a critical role in ensuring data quality, governance, and accuracy, which directly impacts forecasting, automation, and decision-making.
Why Data Integrity Matters:
Best Practices for Data Governance in Sales Ops:
Companies that prioritize data integrity see stronger forecasting accuracy, better pipeline visibility, and more effective AI-driven insights.
AI is transforming sales operations, but successful implementation requires more than just turning on a tool.
Without the right strategy, AI adoption can lead to inconsistent results and rep resistance.
Best Practices for AI Adoption in Sales Ops:
Sales Ops leaders who take a structured approach to AI adoption see higher efficiency, faster decision-making, and stronger revenue outcomes.
As sales teams rely more on AI, automation, and advanced analytics, onboarding and training have become bigger challenges. New reps need to ramp up quickly while mastering complex tech stacks.
A Simple Framework for Sales Ops Training:
Companies that invest in structured, ongoing sales tech training see faster ramp times, higher tool adoption rates, and improved sales performance. Sales Ops plays a key role in ensuring reps are fully equipped to use the technology that drives revenue success.
Sales Operations is no longer just about managing CRM data or tracking sales activity. It is a strategic function that directly impacts revenue growth, sales efficiency, and cross-team alignment. By focusing on data integrity, AI adoption, and tech stack optimization, Sales Ops teams can drive stronger forecasting, faster deal cycles, and higher win rates.
To stay ahead, Sales Ops leaders need the right tools to streamline processes, improve data accuracy, and scale success. Revenue.io provides AI-powered sales intelligence and automation to help Sales Ops teams optimize performance and drive predictable growth.
Book a demo today to see how Revenue.io can help your Sales Ops team build a smarter, more efficient revenue engine.