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The RevOps Hero Podcast
ClearPivot
57 episodes
1 week ago
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.
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Management
Business
RSS
All content for The RevOps Hero Podcast is the property of ClearPivot and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Management
Business
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B2B vs. B2C Salesforce-HubSpot Integration
The RevOps Hero Podcast
28 minutes 28 seconds
1 year ago
B2B vs. B2C Salesforce-HubSpot Integration

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

The RevOps Hero Podcast
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.