We'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 structure their go-to-market motions across:- Inbound marketing and demand generation- SDR/AE handoffs and deal stage workflows- Self-serve vs. high-touch enterprise sales- Attribution tracking and reporting- Event-based field marketing and referral programs- Long-cycle sales driven by print and local ads👥 Featured guests:- Tim Phelps, First Orion- Carmen Bodziak, Goodshuffle- Tanya Littlefield, Amplitude- Eryn Lueders, Basis Theory- Nathaniel Frisch, United Energy Workers HealthcareWhether you're running a SaaS company, a healthcare organization, or anywhere in between, this episode gives you real-world insights into how others make GTM work.📌 Got a unique GTM process at your company? Drop it in the comments to let us know. We'd love to hear about it.
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Lessons Learned from 85 HubSpot Onboardings
In 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✅ Setting realistic expectations for guided onboarding✅ The most common goals—and common mistakes—for Sales, Marketing, and Service Hub onboardings✅ Why your internal process mapping must come before system configuration✅ How to avoid deliverability disasters in email marketing✅ What to plan before you buy HubSpot to get quicker winsWhether you’re migrating from another CRM, building your first RevOps stack, or adding HubSpot into an existing system, this episode is full of tactical guidance to help your team succeed from day one.
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Why CPQ Is RevOps’ New Superpower
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 extensibility, are reshaping the space.Listen in for:A clear-spoken CPQ primer: what it is, what it isn’t, and the tipping points that signal it’s time to adopt.Real-world patterns that demand more than manual quoting—think multi-currency deals, complex product bundles, or fast-moving self-serve funnels.Emerging trends for 2025, from composable quote-to-cash architectures to the rise of predictive discount recommendations.Candid lessons from recent rollouts—what sped things up, what slowed things down, and how alignment between the involved stakeholders make or break success.A myth-busting round (yes, spreadsheets can still play a supporting role).Whether you’re revenue-ops-curious or knee-deep in a CPQevaluation, this episode offers a balanced, jargon-light look at the tech and the tactics behind smoother quoting flows.Grab your headphones, hit play, and enjoy the chat!
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Field Ops: Mastering Marketing Operations for In-Person Events
In 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 regaining importance in today’s remote-first world✅ How to align sales and marketing before, during, and after your event✅ What types of events (from CABs to fireside chats) work best and why✅ Tools and tech stacks for tracking attendance and engagement✅ How to define success through metrics like pipeline generation and incremental impact✅ Pro tips on campaign setup, reporting, and segmentation in systems like Salesforce and HubSpot✅ What not to do in post-event follow-up (hint: don’t blast your attendee list to sales)Whether you’re planning your first executive dinner or scaling a multi-city roadshow, this episode is packed with practical guidance to help your team turn in-person events into measurable marketing wins.
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Integrating Your CRM With Your Data Warehouse
Companies 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 all of that!Because of this, many companies have started setting up a centralized data warehouse like Snowflake or Redshift to pull in data from their CRM and other systems to be able to run more advanced and centralized reporting across it all. But if you want to set this up, where do you start? How do you manage it? How do you protect it? How do you keep it maintained? How do you actually derive value from all the hard work of implementing it?I contacted Ryan Severns to talk through all these questions with him. We talk through all these questions and more, starting with questions like:Why set up a CRM <-> data warehouse infrastructure in the first place?How do you build the integration?What important considerations do you need to plan for?We dig deeper into the details from there, talking through topics like ETL tooling, DBT, data governance, cross-platform analytics, building effective business intelligence systems, and more.If you’re ready to level up your customer data skills and advance to the next level of your RevOps hero journey, this episode is for you! Give it a watch and a like. And hit that subscribe button so that you’ll always get notified of future episodes of The RevOps Hero Podcast as well.
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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