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 HubSpot to Salesforce for people objects compared to contact and account objects
• How they decide what object and event data to sync between Salesforce and HubSpot
• How they run large-scale email marketing (40 million emails per month)
• What are the top sales and marketing KPIs that they track
• How they set up a custom object in Salesforce and HubSpot to track key contact activities as well as affiliate tracking
• Similarities and differences between their prior Salesforce-Marketo integration and their current Salesforce-HubSpot integration

Give this episode a watch or a listen to learn how to run a high-impact marketing and revenue operations systems across Salesforce and HubSpot running at large scale. 🤘

You can connect with Nick Jensen on LinkedIn here: https://www.linkedin.com/in/nicholasljensen/

Learn more about ClearPivot and how we build high-impact revenue operations systems for companies here: https://www.clearpivot.com

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 stages throughout the process

• How Kristina tracks attribution data through the process
• How Kristina and her team have integrated HubSpot and Salesforce to track their full customer journey
• How Kristina approaches marketing for a product with heavy awareness-building needs
• How to best equip sales reps with relevant prospect intelligence

Give this episode a listen and learn how to better work with your colleagues on the sales team so that you can all win together. 🤘

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 this episode a listen to learn from Travis how to built out a whip-smart operational machine for your own company's marketing engine.