AI Strategy · Workflow Design · Salesforce · Systems Integration · RevOpsSeptember 9, 20260:33

Don't Modernize Old Thinking. Rethink the Design.

Name: Don't Modernize Old Thinking. Rethink the Design.
Uploaded: 2026-09-09T23:33:10.601646+00:00
Duration: 33 s
Description: A major RevOps implementation, a full sit-down with the SI executive, and AI never came up once. Designing 2026 sales workflows with 2024 architecture on a newer platform is not modernization — the question was never where AI gets added afterward.

A major RevOps implementation, a full sit-down with the SI executive, and AI never came up once. Designing 2026 sales workflows with 2024 architecture on a newer platform is not modernization — the question was never where AI gets added afterward.

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Transcript

I sat with a Salesforce SI executive yesterday. Major RevOps implementation — not a single mention of AI.

That's not okay.

If you're designing sales workflows in 2026 with the same design as 2024, just with a modern system, you're actively falling behind.

The question isn't "where do we add AI afterwards?" The question is: how does AI fundamentally change the design of this workflow altogether?

Don't modernize old thinking. Rethink the whole design.

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