ClearPivot

Marketing without the right systems is like a car without an engine. Lauren Sanyal at Glia explains how Adobe Marketo drives their go-to-market strategy, connecting with Salesforce to ensure leads flow right to the BDRs, sales teams, and CSMs that need them.

HubSpot problems don’t fix themselves. For Jace Robinson’s team at Mead Lumber, the broken forms and workflows were blocking their ability to capture leads. Andrew Chao Daongam cleaned up their setup, redesigned their workflows, and trained the team on how to manage it all. Website leads now flow where they need to, and the team can keep things running without outside help. Thanks Jace and thanks Andrew!

"Lesson learned: don’t turn on tasks for emails." Nick Jensen from Tony Robbins explains how a simple setting in their HubSpot and Salesforce integration led to 30 gigabytes of data in one month. It’s a story of how small decisions in RevOps can have massive impacts. Catch the full conversation on the RevOps Hero Podcast. And you can find the rest of the episode in the comments.

Anything worth doing is worth doing right. And that's why the pressure of setting up your CRM correctly can be so intense. If done right, it could be what launches your company ahead. But if not, it could be the beginning of a serious headache. Naturally, all this can feel overwhelming, but Seth Manders from California Consumer Attorneys, P.C. shared how Andrew Chao Daongam’s professionalism made it manageable and productive. Now, they're off to a strong start.

Campaigns with impressive impressions and clicks but zero conversions tell an important story. High clicks might look promising, but without conversions, they’re just noise. Strong reports help you see underperforming campaigns faster to course correct your ads strategy. If this got you thinking about how you're structuring your reports in HubSpot (or whichever CRM you use), then there's much more meat in this episode of our RevOps Hero Podcast. We'll leave the full episode links in the comments.

Creating Infrastructure that Grows With Nexus Consulting https://hubs.ly/Q02_7J8L0

Our teammate Andrew Chao Daongam is doing some really neat things on one of his current projects. The client's Account Executives use HubSpot and their sales development reps, who are from a contracted agency, use Salesloft. Andrew's been tasked with building a customer lifecycle process that connects both systems and teams. Check out this clip from one of our internal team calls where he walks us through what he's building!

In-person events, every connection you make counts. Conferences and trade shows can get you leads that are full of potential, but if your MarOps strategy doesn't have a clear plan to capture and track them, you'll lose all that potential value. Kristina McConnell at H1 shares how she helps turn event energy into real clients.

Nick Jensen from Tony Robbins talks about an interesting approach for his team's reporting dashboards. What's the focus? Tracking how leads are routed to their sales team. By using well-structured reporting, Nick is able to get the oversight he needs on a complex process. This one is a must-hear if you're looking to get your reports to the next level. Catch the full conversation in the comments!

More awesome feedback from Monique Sadick from Reality Based Group on Andrew Chao Daongam's work onboarding their team. Why so much hype for onboarding? Because a smooth onboarding process helps your team avoid long-term issues resulting from a botched setup. Awesome job, everyone! Keep up the great work.