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RevOps is evolving rapidly, with AI, automation, and CRM strategies playing a pivotal role in shaping its future. RevOps Visionaries is a series where we interview industry experts to uncover insights that help businesses optimize their revenue operations.
In this second edition, we sat down with Jeremy Steinbring, a seasoned RevOps consultant and the founder of RevOnyx. With years of experience helping businesses streamline their tech stacks, improve data reliability, and drive operational efficiency, Jeremy shares his perspective on the biggest CRM trends in 2025, AI’s growing influence, and what businesses must prioritize to stay ahead.
From simplifying over-engineered CRMs to leveraging AI-driven automation, Jeremy breaks down what RevOps teams should focus on to build a scalable and high-impact revenue engine.
Jeremy: "I believe the biggest trend will be a need for simplicity. Over the past few years especially, we've seen a big influx in frustration with complex, over-engineered CRMs. It's especially going to be important now that AI tools are being designed to extrapolate data from your CRM and provide insights."
Jeremy: "I see AI impacting just about every RevOps tech stack tool in one way, shape, or form in 2025. I believe AI agents will be what everyone is talking about this time next year and how they'll supplement (or replace) existing teams for technology companies."
Jeremy: "I don't know that most companies are ready or prepared enough to grapple with the speed of AI + technology changes. So much is changing at a record pace that the need for proactive RevOps work will increase exponentially. I believe businesses will be forced to invest in RevOps earlier and allocate most resources into making the integrated tech stack operate to its fullest potential."
Jeremy: "It’s just about revenue": it’s not. It’s about providing a stellar customer experience and guiding them through a smooth buying journey. It’s about aligning priorities and goals internally so that each GTM team is rowing in the same direction. It’s about getting rid of all the noisy, expensive technology and ensuring you’re able to trust your data to get the best insights.
I think folks are spending too much time arguing about what it should be called, “GTM Ops, GTM Engineering, etc.” and less time implementing RevOps correctly."
Jeremy: "Internal & external customer journey mapping exercises. This involves mapping out both:
By combining the two journeys and focusing on both perspectives, you're able to simplify backend operations while also improving the speed at which a customer sees value from a product or service.
We are currently using a new tool to visualize both paths and overlay them to identify opportunities for improvement, and the early results have been incredible."
Jeremy: "In my opinion, the companies that will thrive in 2025 will be those that have a fantastic support/success operations strategy. We all know how expensive it is to win new customers and with the birth of each new competitor, we’ll struggle even more with a leaky bucket.
The businesses that focus their attention on keeping their existing customers happy, supported, and finding new ways to deepen their existing relationships will prevail."
Jeremy: "I’m a big fan of tools that break the mold of tradition. Email, for example, has been a staple of just about every business development strategy for the past 10-15 years: but now everyone is doing it with AI. Systems like Sendspark and Loom AI are helping us use video to build trust with prospects.
The market is moving to personalization beyond what AI-generated text can do. Building relationships, brand trust, & awareness on social media platforms will yield higher results than traditional methods."
Jeremy: "Change is unforgettable; I get it. I’ve found the key is to explain the “why.” With proper data, over time, we’ll be able to analyze trends and help our teams be more operationally efficient. The problem is most folks aren’t given the “why” story and see it as a blocker to getting their job done.
The other issue is that results are not instantaneous. We need everyone adding to the good data pile and consistently for a decent amount of time. It’s kind of like going to the gym once and expecting to lose 5 pounds ~ we gotta stick with it!"
Jeremy: "One process that should always be automated is the capture of required information along the buyer journey. In Salesforce/HubSpot, you can set rules to ensure all the necessary info is captured along the way.
In my opinion, you should never automate escalations and high-value customer interactions. You can absolutely capture new tickets, have an email distro for cancellations, etc., but we should stay away from chatbots handling difficult conversations. Sometimes the best automation is no automation at all."
Jeremy: "I would suggest they determine which systems are adding value and which are not.
As an example, we've seen a big shift from spray-and-pray outreach to more targeted, relevant, and intentional communication using AI tools like Clay.
Now is the time to get your core systems and processes in place so you can easily bolt on new-age AI tools / agents in 2025 as they are released."
Jeremy: "Going back to my previous answer: simplicity.
GTM teams don't want to focus on:
They want a simple, easy-to-use, insightful CRM that doesn’t require a lot of maintenance.
This is why we've seen a massive exodus from Salesforce in the past year and a huge influx of new HubSpot customers.
Salesforce has a lot more features, adds more value, and can scale with a business long term... but it's complicated and time-consuming.
The writing is on the wall that the first AI-centric CRM to gain traction in the market will be the next juggernaut."
As AI and automation reshape RevOps, the companies that prioritize simplicity, efficiency, and seamless CRM integration will stay ahead. Jeremy’s insights highlight the growing demand for tools that reduce complexity while enhancing operational effectiveness.
To stay informed on the latest RevOps and CRM trends, follow Leadbeam on LinkedIn and X, where we share expert perspectives and strategic insights for revenue operations professionals.
Stay tuned for future editions of RevOps Visionaries, where more industry leaders will share their perspectives on the evolving RevOps landscape and the innovations shaping its future.
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