47 episodes

The RevOps Hero Podcast will teach you how to improve and advance your company's revenue operations and your own career. Our clear, concise explanations will help you understand how new developments in the CRM, marketing automation, and data world will affect your company's customer journey lifecycle and pipeline.

The RevOps Hero Podcast ClearPivot

    • Business
    • 4.4 • 7 Ratings

The RevOps Hero Podcast will teach you how to improve and advance your company's revenue operations and your own career. Our clear, concise explanations will help you understand how new developments in the CRM, marketing automation, and data world will affect your company's customer journey lifecycle and pipeline.

    How to Define the Role and Org Chart of RevOps, with Brandon Dith-Berry

    How to Define the Role and Org Chart of RevOps, with Brandon Dith-Berry

    RevOps is the backbone of a company. It touches every business function: marketing, sales, customer success, finance, operations, and IT. But when a role touches a little bit of everything, how do you concisely define what that role itself is? Where does it fit in your company structure? Who should RevOps report to?

    We talk through all of these things in this episode with Brandon Dith-Berry. We then move on to discussing the systems architecture that Brandon has implemented at his company Zeni: what are the different systems they're running, and how they structure and pass data between their CRM system (HubSpot), their billing system, their user analytics system, and their custom-built internal tools. There's a lot of meat on the bone in this episode!

    Give Brandon Dith-Berry a connect or a follow on LinkedIn here: https://www.linkedin.com/in/brandondithberry/

    Learn more about ClearPivot and how we help turn people like you into RevOps heroes at your company here: ⁠https://www.clearpivot.com

    • 35 min
    B2B and B2C Salesforce-HubSpot Integration with Nick Jensen

    B2B and B2C Salesforce-HubSpot Integration with Nick Jensen

    In this episode we talk with Nick Jensen, who runs marketing operations for the world-famous Tony Robbins. Nick and his teammates run a marketing-sales operation with a contact database in the millions, using Salesforce and HubSpot together to run their operations.

    We talk about:


    The similarities and difference between their B2C and B2B customer lifecycles and sales pipelines
    How they connect HubSpot to Salesforce for people objects compared to contact and account objects
    How they decide what object and event data to sync between Salesforce and HubSpot
    How they run large-scale email marketing (40 million emails per month)
    What are the top sales and marketing KPIs that they track
    How they set up a custom object in Salesforce and HubSpot to track key contact activities as well as affiliate tracking
    Similarities and differences between their prior Salesforce-Marketo integration and their current Salesforce-HubSpot integration

    Give this episode a watch or a listen to learn how to run a high-impact marketing and revenue operations systems across Salesforce and HubSpot running at large scale. 🤘

    You can connect with Nick Jensen on LinkedIn here: https://www.linkedin.com/in/nicholasljensen/

    Learn more about ClearPivot and how we build high-impact revenue operations systems for companies here: https://www.clearpivot.com

    • 28 min
    Marketing-to-Sales Lifecycle with Kristina McConnell

    Marketing-to-Sales Lifecycle with Kristina McConnell

    Ever run into friction with the sales team in a marketing role? You'll want to listen to this episode. We go deep into the full marketing-sales lifecycle in this episode with our guest Kristina McConnell from H1. She talks through how they run the full customer journey from marketing leads to BDR qualification to Account Executive handoff.

    We cover topics such as:


    How to manage contact lifecycle stages throughout the process


    How Kristina tracks attribution data through the process
    How Kristina and her team have integrated HubSpot and Salesforce to track their full customer journey
    How Kristina approaches marketing for a product with heavy awareness-building needs
    How to best equip sales reps with relevant prospect intelligence

    Give this episode a listen and learn how to better work with your colleagues on the sales team so that you can all win together. 🤘

    • 28 min
    CRM & Marketing Operations with Travis Johnson

    CRM & Marketing Operations with Travis Johnson

    In this episode we go into the operational side of marketing: how to run all the systems and data that power a company's sales and marketing efforts. We talk to Travis Johnson, who leads marketing operations at Velo3D.
    We talk through how they run Salesforce and Marketo together, how they structure their data in the systems, how they do campaigns, attribution, and lead scoring, and much more.
    Give this episode a listen to learn from Travis how to built out a whip-smart operational machine for your own company's marketing engine.

    • 25 min
    The Sales & Marketing Metrics We Track at ClearPivot

    The Sales & Marketing Metrics We Track at ClearPivot

    It's easy to get overwhelmed with the amount of data and metrics that sales and marketing tools report on nowadays. You can get pages and pages of metrics from platforms like HubSpot, Google Analytics, Salesforce, Meta Ads Manager, and so on. How do you know which metrics are the most important and which you should ignore? In this episode, we walk through which key sales and marketing metrics we track for ourselves at ClearPivot.

    • 30 min
    How We Run Our Sales Pipeline at ClearPivot

    How We Run Our Sales Pipeline at ClearPivot

    You can have the greatest marketing campaign ever and still see your company miss its goals if you don't have a rock-solid sales process to back it up. So it's crucial to get your sales pipeline process running as well as your marketing campaigns. But where and how should you start? In this episode, ClearPivot founder Chris Strom walks through how we run our own sales pipeline process at ClearPivot. Give this episode a listen, and you will come away with some actionable ideas to apply to your own company's sales process, so that the sales team will be hitting their numbers more and you will look like even more of a Marketing Hero at your company.

    • 26 min

Customer Reviews

4.4 out of 5
7 Ratings

7 Ratings

coloradowmanintech ,

Great SaaS marketing insights from all angles

The variety of guests and topics provide a well-rounded education on SaaS marketing. I love the host’s way of guiding the conversation.

malfoxley ,

Great show!

Maia, host of the Marketing Hero Podcast, highlights all aspects of SEO and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

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