EPISODE
98

#98 Deal Desk Best Practices – with Kunal Pathak, Deal Strategy, GTM & Rev Ops at ServiceNow

with

Kunal Pathak

,

Deal Strategy, GTM & RevOps at ServiceNow

October 19, 2025

·

42

min.

Key Takeaways

  1. Build vs. buy is not binary anymore. AI tools let RevOps teams build custom integrations that rival point solutions, but only when internal data maturity is high enough to support them.
  2. The "Salesforce tax" is real but manageable. Teams that invest in clean data foundations get 3x more value from their existing stack before needing new tools.
  3. RevOps should own the AI evaluation process. If vendors drive the conversation, you end up with tools that solve symptoms, not root causes.
  4. Start with the workflow, not the technology. Map current process gaps first, then evaluate whether AI, automation, or process change is the right fix.
  5. Consolidation beats best-of-breed for RevOps teams under 10 people. The integration maintenance cost of 8+ tools erodes the edge any single tool provides.
People

Hosts and Guest

HOST

Janis Zech

CEO at Weflow

Building Weflow to make revenue teams more effective with AI-powered Salesforce intelligence.

LinkedIn
HOST

Philipp Stelzer

CPO at Weflow

Building Weflow to make revenue teams more effective with AI-powered Salesforce intelligence.

LinkedIn
GUEST

Kunal Pathak

Deal Strategy, GTM & RevOps at ServiceNow

This is a description about the guest. This is a description about the guest. This is a description about the guest.

LinkedIn

Full Transcript

Janis Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Philipp Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Guest Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Janis Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Philipp Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Guest Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Janis Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Philipp Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Guest Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Janis Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Philipp Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

Guest Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript Transcript

RevOps' choice for an
effective forecasting process

Weflow helps B2B revenue teams update, review, and forecast their pipeline efficiently. Always in sync with Salesforce.

Learn more

Trusted by top-performing revenue teams