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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31:48
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.
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Standard vs. Custom HubSpot-Salesforce Integration
Running 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 integration as well?
We talk with Erick Salvatierra on this exact topic. We discuss topics like:
When should you use the standard HubSpot-Salesforce integration?
When would a custom integration be better? We discuss specific factors including: sync frequency requirements, field mapping requirements, number of records to sync, compliance requirements, and more.
If you decide to build a custom integration, how should you do it?- After the integration is built, how should you do maintenance and error handling?
When should you use an iPaaS / middleware solution vs. fully custom-coding an integration?
Why should you bother with integration at all?
If you're running Salesforce and HubSpot at a medium- or large-sized company, this episode will be incredibly valuable for you. So give it a like and a watch, and hit that subscribe button so that you never miss any future episodes of The RevOps Hero Podcast.
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1:Many vs. 1:1 Email Tools — What You Need to Know
Over 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 protecting your email domain reputation and ensuring your messages reach the intended audience.
🔍 In this episode we discuss:
What are 1:many email tools and how they work
What are 1:1 email tools and how they work
How email providers like Gmail and Outlook filter your messages—and how to land in the Primary tab
How you could jeopordize your personal email deliverability without even realizing it
Key things you need to do to maintain compliance and avoid getting flagged as spam
Don’t let a simple misunderstanding derail your marketing efforts. If you’re sending emails—whether to one person or one million—you need to see this.
Hit play to safeguard your email operations and boost your campaign success. 👊
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.
Ireland