The Ugly Work Behind A Beautiful CRM Ops Cast podcast

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The Ugly Work Behind a Beautiful CRM

1d ago 48:37

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Ever wondered why your marketing data isn't delivering the insights you need? The answer lies in what Nicole Alvarez calls "the ugly work" – those essential but unglamorous tasks that create the foundation for beautiful marketing results.

In today's episode, Nicole, a Solutions Architect at ClearPivot with a fascinating background in psychology and cognitive science, explains why field audits, permission sets, and process documentation deserve more attention. Drawing from her experience across multiple industries, she reveals how these behind-the-scenes elements enable the exciting, visible outcomes that marketing teams celebrate.
We explore a powerful technique for demonstrating the value of data cleanup – building reports with bad data to show stakeholders why investment in data quality matters. When executives see inaccurate reports that don't reflect business reality, they better understand why dedicating resources to "boring" operational work is essential.

Whether you're struggling to maintain clean data, communicate the value of operations work to executives, or simply looking to improve your marketing systems, this episode offers practical wisdom from seasoned professionals. Subscribe to OpsCast for more insights on the critical work that happens behind the scenes in successful marketing operations.

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Chapters

1. The Ugly Work Behind a Beautiful CRM (00:00:00)

2. Introduction to the Ugly Work Behind Marketing Data (00:00:47)

3. The Psychology of Data and Operations (00:09:50)

4. Permission Sets, Fields, and Data Quality (00:16:11)

5. Making Reports Accessible Through Smart Naming (00:19:55)

6. Advocating for Data Cleanup and Maintenance (00:32:04)

7. Customer Journey and Database Management (00:42:37)

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