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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Clearpivot Podcasts
1
Why the Smartest Marketing Teams Still Bet Big on In-Person Events
52:57
52:57
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52:57In this RevOps Hero episode, Chris Strom interviews five marketing leaders live at Dreamforce to unpack why top teams still invest in in-person events — and exactly how they plan, execute, and measure them. We cover pre-event planning and process, on-site actions (booth, breakouts, side events), post-event follow-up, and how these leaders run attri…
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How 5 Different Companies Run Go-To-Market
38:34
38:34
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38:34We're doing something different in this episode. We recorded it at HubSpot's INBOUND conference, and rather than having just one single episode guest, we interviewed marketing and RevOps leaders from 5 very different companies—each with their own specific approach to attracting, converting, and retaining customers. You'll hear how companies structu…
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Lessons Learned from 85 HubSpot Onboardings
37:27
37:27
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37:27In this episode of the RevOps Hero Podcast, host Chris Strom is joined by ClearPivot teammate Andrew Chao Daongam to break down what companies need to know before, during, and after onboarding with HubSpot. With over 80 successful onboardings under his belt, Andrew shares practical insights on: ✅ The 3 main types of HubSpot onboarding projects ✅ Se…
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Configure-Price-Quote (CPQ) platforms have come a long way from the days of spreadsheet formulas. In this conversation, host Chris Strom and RevOps strategist Joanne Cheng unpack where CPQ fits in a modern go-to-market stack, the problems it actually solves, and how new developments, such as AI-driven guidance, usage-basedbilling, and low-code exte…
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Field Ops: Mastering Marketing Operations for In-Person Events
38:27
38:27
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38:27In this episode of the RevOps Hero Podcast, host Chris Strom sits down with Jacqueline Freedman of Monarch Advisory Partners and former Marketing Ops leader at Grammarly and WeWork, to dive deep into the strategy, planning, and execution of in-person events as part of your marketing operations. Together, they unpack: ✅ Why in-person events are rega…
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Integrating Your CRM With Your Data Warehouse
38:29
38:29
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38:29Companies have crucial data stored across multiple systems in their organization. And the bigger the company, the more systems there are. Sales, marketing, finance, ERP, inventory, contract management, billing, and service delivery are just types of data and systems that show the story of the business. Many times your CRM just by itself can't show …
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Standard vs. Custom HubSpot-Salesforce Integration
26:49
26:49
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26:49Running a Salesforce-HubSpot go-to-market stack is one of the most common tech setups in businesses today. Many businesses manage it using HubSpot's native Salesforce integration. But some businesses instead choose to build their own custom integration. Why would they do that? Should your company consider custom-building your HubSpot-Salesforce int…
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1:Many vs. 1:1 Email Tools — What You Need to Know
21:49
21:49
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21:49Over the past year, I’ve noticed a growing confusion among marketers and sales professionals about the different types of email tools—and it’s leading to serious consequences. In this video, I delve into the two main types of sales and marketing email tools: 1:many and 1:1. Understanding the distinction isn’t just technical—it’s essential for prote…
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Smarter Salesforce Campaigns & Multi-Touch Attribution
28:04
28:04
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28:04We do a deep dive into marketing operations with Lauren Sanyal in this episode. 🤘 We start off by talking with Lauren about how they structure their marketing ops and RevOps teams within her company, and how they decide who reports to who. From their we talk through how they run their marketing and revenue tech stack using Salesforce and Marketo. L…
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How to Use HubSpot for PLG SaaS Companies
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34:10The go-to-market motion for product-led growth (PLG) SaaS companies is VERY different from sales-led growth companies. ➡️ The contact lifecycle/funnel stages are different ➡️ The data/system architecture is different ➡️ The relationship between the CRM and billing systems are different. ➡️ The key funnel conversion rates are different. Instead of s…
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How to Define the Role and Org Chart of RevOps
35:07
35:07
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35:07RevOps 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 thin…
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B2B vs. B2C Salesforce-HubSpot Integration
28:28
28:28
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28:28In 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 li…
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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…
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Marketing Ops Buildouts for Effective Attribution and Lead Scoring
25:21
25:21
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25:21In 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, …
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The Sales & Marketing Metrics We Track at ClearPivot
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30:00It'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 …
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How We Run Our Sales Pipeline at ClearPivot
26:29
26:29
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26:29You 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 …
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Why We Recommend HubSpot Content Hub over WordPress
28:58
28:58
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28:58Marketing 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 f…
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Web Analytics vs. Self-Reported Attribution with Chris Strom, Founder of ClearPivot
31:00
31:00
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31:00Web analytics don't tell the full story. ClearPivot Founder Chris Strom joins The Marketing Hero to explain the limitations of web analytics like source tracking, and advocate for asking people directly, "How did you find us?" Listen for important details on how to use web analytics and self-reported attribution together to create a fuller picture …
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5 Big Marketing Mistakes Everyone Makes with Chris Strom, Founder of ClearPivot
26:24
26:24
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26:24ClearPivot agency Founder Chris Strom discusses 5 common mistakes he's seen clients make over and over in his 13 years as a HubSpot partner, and suggests the best ways to combat them. Come on in, and find out if you've been over automating, leaving SQLs on the table, or doing one of these other common marketing mis-steps!…
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Customer Data and Purposeful Engagement with Zack Wenthe of Treasure Data
34:47
34:47
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34:47On episode 38 of The Marketing Hero Podcast, we're joined by Zack Wenthe, Senior Technical Product Marketing Manager and product evangelist for Treasure Data. It's a customer data platform that aims to help businesses reclaim customer-centricity by focusing on purposeful engagement. We'll dive into what that means and how CDPs deal with questions o…
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Going to Market Backwards with Dave Fink, CEO of Postie
29:36
29:36
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29:36On today’s episode of The Marketing Hero podcast, we're talking with Dave Fink, Founder and CEO of Postie. Over a 20-year career he’s generated hundreds of millions of dollars in ad revenue, powered viral sensations like Dollar Shave Club, and helped launch celebrity startups for Jessica Simpson, Mary-Kate and Ashley Olsen, and Kate Bosworth. Now a…
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Identity Management and Giving Back with Peter Wheeler of Auth0 by Okta
19:37
19:37
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19:37Peter Wheeler has a big title and an even bigger job as the Senior Marketing Manager for Social Impact, Startups and Self Service for Auth0.org, a corporate social impact “startup” within the Auth0 product unit of Okta. On this episode of The Marketing Hero podcast with Maia Morgan Wells, the discussion gets deep about the intricacies of trying to …
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Welcome to episode 35 of The Marketing Hero podcast with our host Maia Wells and her guest, Nick Topping, Head of Marketing & Business Development in the Americas for SafetyCulture. It’s a SaaS company that makes the checklist & inspection app iAuditor. The conversation gets into product-led growth and the freemium model, plus sales-marketing align…
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Global Field Marketing with Sejal Korenromp
44:41
44:41
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44:41On this episode of The Marketing Hero Podcast, we welcome Sejal Korenromp, VP of Global Field Marketing for Snyk. Our discussion focuses on what it's like to build an international marketing team with true focus on respecting local culture. From virtual events to real-life conferences and building community among their developer audience, localizin…
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High-Growth Marketing Leadership with Kathleen Booth
29:14
29:14
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29:14This episode of The Marketing Hero Podcast features a conversation about high growth leadership and the power of building out a "media business" approach to B2B marketing. Kathleen Booth is the the Senior VP of Marketing at Tradeswell, a B2B SaaS solution going all-in on 'The Current' a fully-fledged media destination and daily newsletter that cura…
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Social Audience Insights with Marlee Gauthier, Marketing Director for StatSocial
27:20
27:20
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27:20Welcome to a conversation about following your entrepreneurial spirit. Join host Maia Wells with guest Marlee Gauthier, Marketing Director for StatSocial and dig into evolving tools like social audience insights. Get your answer to the question, "How can we better understand our audiences while respecting increasing demand for consumer privacy prot…
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Product Marketing at the Center of the SaaS Universe with Shelby Britton
36:09
36:09
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36:09Join Maia Morgan Wells as she interviews Product Marketing Director Shelby Britton, who spent 13 years at Adobe, and is now at media experience cloud provider, Cloudinary. Listen in for a conversation about the multi-functional role of product marketing and why metrics and business goals are so darn important for marketers.…
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Our podcast host and conversation-starter, Maia Morgan Wells, gets into B2C SaaS marketing with Asaf Rothem. Formerly at companies like Seeking Alpha, Wix and BrightInfo, Asaf is now leading a team of 40 in the competitive investing scene, with eyes on the all-important KPI of company ARR. Find out how Asaf helps his team to hit their goals without…
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A Tactical HubSpot Conversation with Dylan Gallagher of Bridge Capital
33:42
33:42
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33:42Join guest host Chris Strom as he interviews Dylan Gallagher of Bridge Capital. This episode is full of detailed, practical tips on how to apply HubSpot to different uses in different businesses. If you're looking for tactical HubSpot advice, this is the episode for you.By ClearPivot
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"Yes, And" Marketing Leadership with Carey Straetz
32:01
32:01
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32:01Join Maia Wells and The Marketing Hero podcast for an interview with Carey Straetz, Head of Demand Generation at Mode. A "yes, and" approach to leadership combined with a career's worth of learning how to guide teams in the right direction has made Carey one of the most respected marketing leaders in the SaaS space. Listen in for real tips on formi…
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Self-Awareness and Startup Life with Nate Smoyer
38:47
38:47
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38:47On this episode of The Marketing Hero Podcast, Maia Wells talks with Nate Smoyer about startup life and what it's like to do what you want. As a podcast host and Marketing Director himself, Nate knows how to give great advice, and tells a great story. This interview includes detailed tips for rebuilding a failing marketing team and surviving startu…
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Product Marketing and Women in Tech with Kelsey Johnson
30:26
30:26
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30:26On today's episode, The Marketing Hero Podcast is pleased to welcome Kelsey Johnson, Product Marketing Manager for AWeber, a global leader in email automation. We're going to take a bit of a different approach today and take you into a more personal conversation about what it's like to be a woman in a male-dominated field like software as a service…
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SEO Product Management with Arun J of Zoom Apps
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34:01Arun Janakiraman (Arun J) is one of the most accomplished guests we’ve ever had on The Marketing Hero podcast. Listen now for the inside perspective from an SEO-minded Product Manager with experiences at Zoom Apps, Pinterest, Slideshare, LinkedIn, and Lynda.By ClearPivot
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2022 SaaS Marketing Predictions with David Greenberg
23:39
23:39
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23:39Join Maia Wells as she discusses key predictions for SaaS marketing in 2022 with Act-On Software CMO David Greenberg. Tune in for advice on how to react to increased privacy controls and consumer experience expectations on this episode of The Marketing Hero.By ClearPivot
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Finding Happiness in Customer Education with Tony DiBernardo
41:28
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41:28Tony DiBernardo opens up about finding his sweet spot in customer education and what it takes to truly engage and support SaaS customers in the self-service era. Listen now for inspiration to find your own passion and follow it, even when it means major career shifts.By ClearPivot
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Testing SaaS SEO with Micah Fisher-Kirshner, VP of SEO and Content, Turn/River Capital
28:58
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28:58On this episode, we have SEO expert Micah Fisher-Kirshner, who previously lead strategy for big names like Zazzle and Zendesk. He now manages a set of B2B SaaS portfolio companies around SEO and Content at a growth equity firm called Turn/River Capital. Tune in for details on what it's like to build up successful SEO programs for a set of ever-chan…
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Exploring the Intersection of Engineering and SEO with Abishek Surana Rajendra, Senior Director of Organic Growth, Course Hero
33:16
33:16
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33:16Abishek Surana Rajendra has the DNA of a software engineer, the mind of an SEO expert, and the heart of a marketer. Join us on episode 21 of The Marketing Hero podcast, where we discuss the crucial connection between engineering and SEO. Especially at the scale of billions of page views (yes, with a b), there are nuances of technical SEO that can m…
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Micky Teng joins The Marketing Hero podcast to discuss what it really means to market to developers, including a keen awareness of the developer BS detector whenever constructing marketing messaging. Plus, super detailed advice on finding the right product marketer for your SaaS start-up team. If you want to hear a candid conversation with the Head…
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Rand Fishkin is a legend to internet marketing nerds like us. He's the Co-Founder and CEO of SparkToro and was Founder of the legendary SEO company, Moz, as well as Co-Founder of Inbound.org. We're honored to get Rand's thoughts on the "internet duopoly" Google and Facebook, and how putting too much power in one place limits access in the name of p…
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Making the Transition Into SaaS Marketing with Stacy Schulist, Restaurant Branding and Marketing Expert
27:06
27:06
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27:06Considering a career change, or expanding your skillset into SaaS marketing? This episode of The Marketing Hero Podcast offers a detailed look at what it's like to make the transition from marketing brick and mortar businesses into selling technologies and softwares into those businesses. Join Stacy Schulist, former marketing and branding lead for …
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Content Marketing Secrets with John Bonini, Marketing Director at Databox
39:41
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39:41Databox Marketing Director, John Bonini, gets into detail about content marketing, including one tip for topic planning that you will be able to use immediately to triple the effectiveness of your content. Tap play to get details about how Databox has implemented content marketing as the main pillar of its marketing strategy, why delegation is a Ma…
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Getting Practical About SaaS Marketing with Monica Evans
37:05
37:05
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37:05ClearPivot Senior Consultant Monica Evans details her approach to SaaS marketing with several real client examples, including practical advice you can steal. And, here's a link to the SEO topic cluster information we referenced: https://www.clearpivot.com/topic-clusters-and-pillar-content-the-new-foundation-of-seo…
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SaaS Routes to Market with Sridhar Ramanathan, Co-Founder, Aventi Group
35:05
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35:05Sridhar Ramanathan is Co-Founder of Aventi Group, a product marketing agency working with some of the world's biggest names in SaaS. He formerly led managed services marketing for HP, and shares some of the most poignant insights we've heard on routes to market for SaaS. Enjoy the episode.By ClearPivot
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Going to Market with TK Kader, SaaS Business Coach
24:31
24:31
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24:31Join us in conversation with the unstoppable TK Kader for some important insights into the Go-To-Market (GTM) process for SaaS. TK was CEO & Founder at ToutApp (backed by a16z, Jackson Square Ventures and prominent angel investors in Silicon Valley). After scaling ToutApp, it was acquired by Marketo where TK went on to join Marketo's executive team…
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The Intersection of UX Design and SaaS Marketing with Sr. UX/UI Designer, C. Vincent Plummer
33:44
33:44
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33:44Senior UX/UI Designer, C. Vincent Plummer gets into some very candid thoughts about what it's like to work with marketing. Tune into this episode if you want to hear some common ways things can go wrong between product and marketing, and get Vince's vision for how it can all be better. Check for C. Vincent Plummer on LinkedIn, or PlumCharlie on mus…
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The Importance of Sharing Customer Stories, with Winona Rajamohan
24:35
24:35
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24:35Join us for a conversation about the importance of sharing customer stories in SaaS marketing. Seeing success is possible, and hearing about benefits others have enjoyed when using your SaaS or software is a key piece of content marketing. Join us for an in-depth conversation with Senior Content Marketing Manager Winona Rajamohan. Link with Winona …
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Google Analytics for Business with Kyle Akerman
36:20
36:20
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36:20Expert Google Analytics Consultant and Educator, Kyle Akerman, joins us to discuss healthy analytics set-up, the most important reports you should be looking at, and 3 common mistakes that could be killing your numbers. Finally get a handle on what you actually need to look at in Google Analytics, and be a marketing hero today.…
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How to Create and Maintain Websites for SEO Growth with Ashley Berman Hale
38:19
38:19
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38:19If you're looking to rebrand or rebuild your website there are a few things to be aware of if your end goal is to grow organically. We sit down with technical SEO specialist Ashley Berman Hale to discuss the most important things to keep in mind when building your website.By ClearPivot
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Benefits of Different Project Management Tools with Corina Ludwig, President at FunctionFox
21:18
21:18
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21:18In this episode, we sit down with Corina Ludwig, President of FunctionFox, and timesheet and project management tool, to discuss the benefits of different project management tools and things to look out for when deciding on a tool for your company.By ClearPivot
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How to Create a Powerful SaaS Marketing Team with Meghan Saylor
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33:26In this episode, Meghan Saylor, Senior Product Marketing Manager at Nylas, a unified communications platform that allows developers to connect to every email, calendar, and contacts provider in the world, discusses the power of synergy between departments to create an exceptional marketing team.By ClearPivot
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