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

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

RevOps Lab