The RevOps Hero Podcast ClearPivot

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

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. 🤘

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.

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.

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.

Marketing teams nowadays spend a LOT of time managing their website. And WordPress is the most common platform choice for managing company websites. But WordPress has severe risks and liabilities that we believe make it a poor choice for most company websites nowadays. In this episode we talk about 6 specific reasons why WordPress is a bad choice for most companies' websites, and why we recommend using HubSpot Content Hub instead.