The RevOps Hero Podcast

Connect Claude to your CRM, start asking questions, trust the answers — that's how most teams begin with AI. The problem: your agent has all your data and none of the context behind it. It doesn't know why a field exists or which one to trust, so it hands you a confident answer built on the wrong foundation. Ronnie Duke joins Chris Strom to break down the context problem behind AI agents a...

In this episode, Chris Strom sits down with James Jackson, VP of Revenue Operations at Canva, to discuss how companies should approach sales compensation planning. James shares lessons from his experience leading RevOps and go-to-market strategy at companies like Microsoft, Cisco Meraki, DocuSign, Snowflake, and now Canva. The conversation covers how compensation plans should reflect company strat...

What does it actually take to merge the go-to-market operations of three very different companies? In this episode of The RevOps Hero Podcast , Chris Strom sits down with Emily Critchfield, VP of Revenue Operations at Superhuman, to talk through how her team is bringing together the GTM engines of Grammarly, Coda, and Superhuman into a single, unified company. Emily shares how Superhuman is approa...

In 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 attribution that ties events to pipeline and revenue. Y...

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:...

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 onboard...

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:...

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...

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 h...

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 o...

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...

We 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. Lauren and her team run a very meticulous Salesfor...

The 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 setting up sales pipelines, hiring Account Executiv...

RevOps 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 things in this episode with Brandon Dith-Berry. We th...

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 HubS...

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 topics such as: How to manage contact lifecycle s...

In 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, attribution, and lead scoring, and much more. Give...

It'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 through which key sales and marketing metrics we t...

You 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 we run our own sales pipeline process at ClearPivo...

Marketing 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 for most companies' websites, and why we recommend...

Web 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 of how your company is attracting leads. 

ClearPivot 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!

On 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 of data privacy and tightening regulations along wi...

On 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 as founder and CEO of Postie, he’s out to reinvent...

Peter 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 make a positive impact on the world through enterp...