A special 5-person roundtable: Using AI agents for Sales Managers
This is a small, private conversation with five sales ops leaders who are either already using AI agents or actively thinking about how to adopt them.
We’ll talk about what agents are actually doing today, where they break, and how to build real trust in them.
The session will be co-moderated by Nico Finelli, Founding GTM member at Vellum. Nico has a background in robotics and machine learning and has worked on building reliable automated systems before bringing that mindset into go to market teams.
This is a space to share real experiences and ask honest questions based on what other sales ops leaders are seeing in the field, such as:
• When to use agents to keep CRM data clean and up to date
• How to enable agentic handoffs between sales and marketing without losing context
• Are agentic follow ups after meetings useful?
• Agentic support for forecasting and pipeline hygiene
• How to build internal trust in agentic systems without sounding like hype