160 - Maximizing Your SFDC Campaign Performance: Solving the "Where/What" Challenge

The Revenue Growth Architects

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محتوای ارائه شده توسط CS2. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط CS2 یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

The Head Start: Embracing the Journey

1
Sweat and Resilience: Balancing Chronic Migraine with Fitness Goals 35:00

10 روز پیش35:00

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35:00

The healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…

۲ سال پیش 43:18

MP3•خانه قسمت

Are you struggling to measure the impact of your marketing channels and track the origin of your leads? You're not alone! This week on The Revenue Growth Architects Podcast, Nina Valtcheva, Director of Solutions Architecture at CS2, comes back to chat about how to unravel the mystery of SFDC Campaign/Channel Tracking and help you master the art of attribution.

In this information-packed episode, we'll cover:

The Where/What Challenge: Discover how to track how someone got to your content and what they converted on, and learn about the different methods to set up your SFDC Campaigns for better attribution
Setting Up SFDC Campaign Tracking: Dive into the process of creating SFDC Campaign Types, defining UTM values, and setting up automation to streamline your tracking and reporting
Reporting and Utilizing Data: Explore various reporting techniques and learn how to use the data to optimize your marketing campaigns and boost your ROI, and finally,
Common pitfalls to be aware of, key monitoring strategies, and the importance of not setting and forgetting your tracking process

This episode is sure to help you take your campaign tracking skills to the next level!

201 قسمت

#Special Guests

160 - Maximizing Your SFDC Campaign Performance: Solving the "Where/What" Challenge

The Revenue Growth Architects

published ۲ سال پیش

اشتراک گذاری

MP3•خانه قسمت

In this information-packed episode, we'll cover:

The Where/What Challenge: Discover how to track how someone got to your content and what they converted on, and learn about the different methods to set up your SFDC Campaigns for better attribution
Setting Up SFDC Campaign Tracking: Dive into the process of creating SFDC Campaign Types, defining UTM values, and setting up automation to streamline your tracking and reporting
Reporting and Utilizing Data: Explore various reporting techniques and learn how to use the data to optimize your marketing campaigns and boost your ROI, and finally,
Common pitfalls to be aware of, key monitoring strategies, and the importance of not setting and forgetting your tracking process

This episode is sure to help you take your campaign tracking skills to the next level!

201 قسمت

#Special Guests

همه قسمت ها

1
Why Most “Simple” GTM Ops Projects Aren’t Simple 28:33

18 روز پیش28:33

28:33

On today's episode Charlie and Crissy are discussing how they have been seeing an uptick in companies wanting to take on more GTM Ops projects and invest in their GTM Ops foundation. Then they discuss how many stakeholders request "simple" projects from the GTM ops team or from consultants and why those simple projects really aren't simple. Atleast, for most organizations.…

1
5 Data issues that will confuse AI, Should we Use the Title GTM Engineer?, How to Handle Conversion Rate Data the Right Way 41:46

۹ weeks پیش41:46

41:46

00:00 5 Data Issues That Will Confuse AI 21:00 Should We Use the Title GTM Engineer? 32:21 How to Handle Conversion Rate Data the Right Way Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Fitness Test for GTMOps, Should You Attend In-Person Conferences?, Tools for AI Data Normalization 43:46

11 weeks پیش43:46

43:46

00:00 Intro 3:55 Fitness test for GTMOps 30:13 Should you attend in-person conferences? 37:33 Tools for AI data Normalization Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Maturity Model for Reporting, Testing ChatGPT Operator, When to Rip & Replace Your Ops Processes? 54:56

13 weeks پیش54:56

54:56

00:00 Intro 01:47 Maturity Model for Reporting 30:57 Testing Chatgpt Operator 47:34 When to Rip & Replace Your Ops Processes? Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Where do GTM Ops Projects Go Wrong?, 5 "Best" ABM Stats, Is Campaign ROI Worth It? 48:54

15 weeks پیش48:54

48:54

00:00 Intro 00:15 Where do GTM Ops Projects Go Wrong? How to identify issues and suggestions for reducing complexity 24:30 GTM or GTFO: 5 "Best" ABM Stats? 38:27 Is Campaign ROI Worth It? How to get campaign-level ROI reporting Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Deep Dive on Clay, Analyzing Marketing Data with Deepseek, Sales Data in Multi-Touch Attribution - Yes/No? 45:32

17 weeks پیش45:32

45:32

00:00 Introduction 00:19 Deep Dive on Clay: What you need to know and a realistic approach to using this tool in your org 27:32 GTM or GTFO: Analyzing marketing data using Deepseek 40:05 Q&A: Should you be tracking sales touchpoints in multi-touch attribution? Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
2025 GTM Predictions, AI Email Personalization Worth It?, What is "Good Enough" Data Quality 45:15

19 weeks پیش45:15

45:15

00:00 Introduction 00:37 Our Predictions for GTMOps in 2025 26:33 GTM or GTFO: Is AI email personalization worth it? 37:01 Q&A: When is data quality good enough? Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
BI Tools Making GTM Data Issues Worse?!, Incrementality Reporting for B2B, 5 Qs on Our Custom Object 46:12

24 weeks پیش46:12

46:12

In this episode, we dive into some nitty-gritty GTM data/reporting challenges! From why BI/Warehouse infrastructure might be failing your reporting needs (and possibly making things worse) to exploring the buzz around incrementality reporting for B2B. Plus, your burning questions on custom object funnel tracking and our Salesforce package are answered. 00:00 Introduction 01:12 How a BI/Warehouse setup often doesn't solve your GTM data/reporting issues (and in fact can make them worse) 19:30 GTM or GTFO: Incrementality reporting. What is it? Is it effective? Should you do it for B2B? 39:00 Answering audience questions about our custom object funnel tracking methodology and Salesforce package Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Demo of CS2's Custom Object Funnel Tracking, Live Call from an AI SDR, When to Buy an ABM Platform 43:36

26 weeks پیش43:36

43:36

Charlie and Crissy run through a live demo of our custom object funnel tracking method in Salesforce, chat to an AI SDR live on the podcast, and discuss when you should and shouldn't buy an ABM platform. 00:00 Intro 02:27 Live Demo of Our Funnel Object Tracking: we walk through a screen share of our custom object funnel/lifecycle/pipeline method and show a few use cases (Here is the link if you want to watch the demo on Youtube https://www.youtube.com/watch?v=BUuOBmysM4U) 25:14 Live Call from an AI SDR: we get a AI SDR to call us, any good? Listen and see for yourself 36:29 When to Buy an ABM Tool: we explore a Linkedin comment question on when to buy a ABM tool Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/…

1
AI is Taking SDR Jobs, "Founder Brand" For Everyone?, Nurtures Are Dead (Or Are They?) 36:15

29 weeks پیش36:15

36:15

00:00 Intro 00:58 AI is Taking SDR Jobs, we're seeing it across clients. Is it good/bad and what are the implications? 17:52 Is "Founder Brand" For Everyone? Should all CEOs be public personas? 27:11 Nurtures are dead (or are they?) and what is the current state of nurturing in 2024/25?

1
Is Attribution data divisive? Can you measure EVERYTHING? Is the term “funnel” dead? 42:00

31 weeks پیش42:00

42:00

00:00 Introduction 01:01 Is Attribution data divisive? Is it the data's fault or is it a people problem? 21:26 GTM or GTFO: reacting to a video on measurement 31:18 What term should we use: funnel, lifecycle, pipeline or something else? Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Escalating Ops Complexity, Linkedin Beef GTM Strategy?, When To Create SFDC Opportunities 48:01

33 weeks پیش48:01

48:01

00:00 Introduction 01:02 GTM/Marketing/Rev Ops is Escalating in Complexity 18:12 Is Linkedin Beef a good GTM Strategy? 31:50 When in the sales process should you create an Opportunity? Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Breaking Down Funnel Attribution vs. Multi-Touch Attribution 44:53

35 weeks پیش44:53

44:53

00:00 Intro 01:16 Funnel Attribution vs. Multi-touch Attribution 11:32 How to avoid the credit game drama between marketing and sales 17:59 The different biases 20:49 The data structure needed for each type 30:34 Which type to start with 34:33 Can you use multi-touch attribution data for funnel metrics reporting? Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Optimizing GTM Operations | RevOps Champions Podcast 59:28

36 weeks پیش59:28

59:28

Check out Charlie's latest chat with the crew from the RevOps Champions podcast. They talk about: - What is GTM Ops - The unfulfilled promise of RevOps - Data, reporting, and attribution - And lots more! Hear more from us: Subscribe to us on Youtube! Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

1
Unifying Your GTM Data (Across Different GTM Motions) 6:02

38 weeks پیش6:02

6:02

Struggling to get a complete view of your different GTM motions and their performance? You can report on marketing MQLs ok, but not on Outbound, Partner, Account-Based, or Customer Expansion? Crissy breaks down unifying your GTM data and shows a couple examples. Want to see what she is sharing? Check out the YouTube video here: https://youtu.be/Nlm6qL7dwQY Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
UTM Mistakes, Funnel Custom Object Learnings, Ops Leadership Comms Advice 42:41

41 weeks پیش42:41

42:41

00:00 Intro 01:35 The biggest UTM mistakes companies make 13:59 What we have learned deploying 15 Lifecycle/funnel custom objects into complex B2B SaaS Salesforce environments 30:38 How to level up how you communicate and interact with leadership if you're in GTM Ops Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
A Primer on GTM Operations | Crissy On The Founder-Led Marketing Show 46:17

42 weeks پیش46:17

46:17

Crissy sat down with Finn on The Founder-Led Marketing Show and had a wide-ranging conversation on: - How to Build a GTM Ops Team - How to Track a Buyer Funnel - How to Build Unified Reporting - And lots more! Hear more from us: Subscribe to us on Youtube https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
Why CMOs/CROs Need to Focus on GTM Operations (5 Reasons) 4:37

43 weeks پیش4:37

4:37

If you're leading any of the GTM teams (marketing, sales, customer success) this is for you. Or if you're working in these teams (or in an ops team) and need to get leadership onboard with focusing on GTM ops send this video to them today. 00:00 Intro 00:06 Top 3 CMO Struggles 00:21 Top 3 CRO Struggles 00:30 The pains and GTM Ops focus 01:20 1st reason 01:59 2nd reason 02:14 3rd reason 02:46 4th reason 03:21 5th reason Hear more from us: Subscribe to us on Youtube https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
Should You Build A Person Funnel Before an Account Funnel? 4:09

44 weeks پیش4:09

4:09

Account-Based Marketing has been the rage for several years now. And over and over again we see leadership pushing the teams to operationalize an Account Funnel while underinvesting in the Person Funnel. This isn't the way. For 3 reasons. And Crissy breaks down why. 00:00 Intro 00:27 First Reason 01:35 Second Reason 02:48 Third Reason Hear more from us: Subscribe to us on Youtube https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
ABM or Account-Based Ops, New Outbound/AI Tech, What is GTM Operations? 49:43

45 weeks پیش49:43

49:43

We're back with Charlie, Crissy, and Xander discussing some of the biggest questions in B2B SaaS GTM. 00:00 Intro 00:27 Discussion on the newest outbound tools (e.g. Clay) 18:54 What people get wrong with ABM and how we define ABM vs. Account-Based Operations 37:49 Our new Go-To-Market Operations Framework Hear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
Tracking the entire GTM funnel end-to-end | RevOps Lab Podcast 36:55

47 weeks پیش36:55

36:55

Charlie joins the RevOps Lab podcast to talk about tracking funnel metrics across the entire marketing and sales funnel. What you’ll learn in this episode: - How a CRM can help you with tracking and if it is the only source of truth - Which potholes to avoid - How the reporting is done with a custom object https://www.linkedin.com/in/charliesaunders/ RevOps Letter: https://www.getweflow.com/revopsletter Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer/ Philipp on LinkedIn: https://www.linkedin.com/in/janiszech/ Weflow: https://www.getweflow.com/…

The Revenue Growth Architects

1
Your Hubspot or Marketo Needs a Centralized Lead Management Process 12:42

49 weeks پیش12:42

12:42

Stop the chaos! Why is it that every marketing automation platform we audit, whether it's Marketo, Hubspot, or Pardot, has every automation firing at once? Why is it that the order of operations is never factored in, so there are sync issues, routing issues, and super slow speed to lead? Well, it's because few people realize that you need to architect Marketo, Hubspot, or Pardot in a particular way. Xander will explain all in this episode. If you want to hear more from us: Subscribe to us on Youtube https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xander on LinkedIn: https://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
A Scalable Solution to B2B Funnel Tracking | RevOps FM w/ Justin Norris 49:43

50 weeks پیش49:43

49:43

Every B2B company has a funnel tracking process. And quite often, that process is seriously limited or broken. Leads get lost, data is inaccurate, and businesses struggle to produce insights and accurate reporting. I've seen this first hand, and so has this week's guest - Charlie Saunders. We've both spent years as consultants fixing broken funnels. In this episode, we talk about the many reasons funnel tracking goes wrong and dive deep into the architecture of the scalable solution Charlie's team has developed. Check out more episodes of Justin's podcast here: https://revops.fm/ If you want to hear more from us: Subscribe to us on Youtube! Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/ Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/ Follow Xanderon LinkedIn: lhttps://www.linkedin.com/in/xanderbroeffle/…

The Revenue Growth Architects

1
Structuring Revenue Architecture for Successful B2B Marketing Campaigns | Demand Collective Podcast 41:43

52 weeks پیش41:43

41:43

Crissy joined the Collective Wisdom podcast by Demand Collective to discuss how marketers should architect their revenue process and marketing campaigns.

The Revenue Growth Architects

1
Deep Dive into Attribution | Attribution Time Podcast 33:56

1 year پیش33:56

33:56

Crissy joins the Attribution Time podcast to share her perspective on all things attribution.

The Revenue Growth Architects

1
Funnel reporting, composable automation and the future of outbound | Humans of Martech Podcast 57:06

1 year پیش57:06

57:06

Crissy joined the Humans of Martech Podcast in a wide-ranging discussion. The discussion explored the evolution from tactical management to strategic leadership, and the adaptation to changing marketing strategies. Also, the significance of specialized platforms in marketing automation, the critical role of the sales funnel in revenue growth, the shift in email marketing towards ‘inbox influence’, and revitalizing outbound marketing strategies. This episode is a concise yet profound guide, offering actionable insights for martech professionals to navigate their careers and strategies effectively.…

The Revenue Growth Architects

1
Pipeline Architecture vs. Multi-Touch Attribution | Revenue Vitals Podcast w/ Chris Walker 59:02

1 year پیش59:02

59:02

Charlie and Crissy joined Chris Walker on the Revenue Vitals podcast to talk through the intricaies of funnel/pipeline architecture vs. MT attribution. The conversation spotlights the foundational importance of understanding how funnel tracking sets the stage for a company's go-to-market success, transcending mere marketing analytics. The discussion provides a nuanced exploration into the stark differences between funnel tracking and multitouch attribution. While both concepts play vital roles within a company's data-driven decision-making processes, they each serve distinct purposes. Chris, Charlie, and Crissy dissect common missteps companies face, emphasizing the need for a strong, actionable understanding of buyer progression and sales optimization.…

The Revenue Growth Architects

1
Inside A Consultant's Operations Framework | Operations With Sean Lane Podcast 46:20

1 year پیش46:20

46:20

Crissy joined the Operations With Sean Lane podcast to share her thoughts on consulting vs. in-house for ops professionals. They discuss how consultants have many more data points and companies they’re exposed to so their ability to find patterns and create frameworks is accelerated at an unfairly high rate. And she shares the frameworks she has used consulting over 100 high growth B2B tech companies.…

The Revenue Growth Architects

1
Update on The Revenue Growth Architects 2:15

1 year پیش2:15

2:15

What do you do after recording more than 200 episodes of a podcast? Take a break! In all seriousness, we have decided to take a quick hiatus from delivering new episodes weekly for a bit while we focus on a fresh new strategy for our content and what we add to this podcast channel. It’s been a pleasure to deliver valuable insights and actions on go-to-market operations and strategy to you every week (since 2019!). But right now we just feel like it might be time to shake it up a bit. In the meantime, we will be sharing past recordings we have done for other podcasts that we thought you would love. Stay tuned for what is next from us and we’d love for you to stay subscribed here to make sure you don’t miss future updates. And we also ask that you follow us on YouTube for any new video content we put out in the meantime. And if you are a fan and want to send us a special note and inquire on what is next - email us at rga@cs2marketing.com .…

The Revenue Growth Architects

1
206 - Using Account Tiers for an Effective ABM Strategy 16:55

1 year پیش16:55

16:55

You’ve identified a large amount of accounts that are a good fit for your business and fit your ICP. Now what? That’s where account tiering comes in. In this episode of The Revenue Growth Architects, we’re taking a look at how to use account tiers and how it can be an effective tool for prioritizing accounts, as well as defining what the strategy will be from marketing and sales for those accounts. We’ll dive into defining your Ideal Customer Profile, then venture into thinking about layering your accounts into three types: key accounts, valuable accounts, and programmatic accounts. And then we will cover how to maintain and use these account tiers long-term. Tune in to learn how to get the most out of your account-based Go to Market strategy with tiered accounts. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

1
205 - Our Top 3 Tips for Creating RevOps Documentation 17:37

1 year پیش17:37

17:37

Documentation is the silent hero of operations, particularly when it’s done well. Yet many operators skip this step altogether. In this episode of The Revenue Growth Architects, we’re sharing our top 3 tips for creating documentation so that you don’t skip it and people will actually use it! We’ll discuss why documentation and project management are different, why your documentation practice should start with a good old-fashioned document, and how best to organize your various documentation so that someone looking for it can find it and make sense of it. Whether you’re a full-on documentation pro or just beginning to appreciate the satisfaction that one can derive from proper documentation, we’ve got tips to help you up-level your Rev Ops documentation processes in this episode. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

1
204 - How to Avoid 3 Common Lead Scoring Mistakes 12:54

1 year پیش12:54

12:54

Despite the naysayers predicting its untimely demise, lead scoring as a buyer prioritization tool still has a lot of life left. But if you’re going to score your leads, you better do it the right way. In this episode of The Revenue Growth Architects, we identify three of the most common lead scoring mistakes folks tend to make and (crucially) what you can do to avoid them. For starters, we’ll look at why lead scoring should actually be viewed more as buyer prioritization and has less to do with just their activity and should be more aligned to the fit and buyer intent. We’ll also answer why having the proper data is key for lead scoring and why you should be iterating and improving your lead scoring efforts over time. Tune into this episode for a primer on lead scoring best practices guaranteed to make this prioritization tool one of the sharpest in your marketing ops arsenal. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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203 - 5 Major Differences Between Funnel Metrics and Multi-Touch Attribution 15:10

1 year پیش15:10

15:10

How’s your handle on the differences between funnel metrics and multi-touch attribution? We see a lot of confused marketers confidently referring to one when they actually mean the other, and we think it’s high time to set the record straight. In this episode of The Revenue Growth Architects, we’re quickly (in around 10 minutes) demystifying the confusion around funnel metrics and multi-touch attribution by discussing five key differences. These include how funnel metrics and MT attribution are measured, what they’re best at, the biases each introduces into your data, and how difficult each is to track and analyze. Tune into this episode to finally (and completely) understand the differences between funnel metrics and multi-touch attribution. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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202 - How to Build a Valuable RevOps Roadmap 10:27

1 year پیش10:27

10:27

If you feel like an order taker, simply responding reactively to incoming requests rather than taking the time to think strategically, or you struggle to get anything “valuable” completed at your org, a RevOps roadmap might be what you’re missing. In this episode of The Revenue Growth Architects, we’re working through how to build out a RevOps roadmap that is going to be valuable to the business but also can be executed efficiently by you, your team, or your shared resources effectively. We will talk you through the same process we use when we engage our own CS2 clients and how you can copy it yourself. Tune into this episode to learn how to build a rev ops road map that supports your goals and makes you feel accomplished when you look back later. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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201 - Does Marketing Ops Have a Career Ceiling? 32:41

1 year پیش32:41

32:41

If you look at open roles in marketing operations today you will see a slew of senior manager or director titles. All of which have a mile long list of responsibilities but that is another story. If you try to look for anything VP level or above it seems like it is non-existent. So this begs the question: Is a senior-level role realistically in the cards if you stick to marketing ops, or do you need to pivot to a different kind of position to fulfill your professional goals? In this episode of The Revenue Growth Architects, we debate whether marketing ops does indeed have a career ceiling. We’ll take a look at why it might, why roles at different size companies matter, and what other career paths might make more sense for those in Ops looking to go up the ladder. Tune into this episode to ensure you’re cultivating the right approach to your marketing ops career path. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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200 - "Celebrating" Our Mistakes for Episode 200! 28:51

1 year پیش28:51

28:51

With two hundred episodes officially under our belts, you’d think we’d take a victory lap. Not so! Instead, we’re taking episode 200 as a time for reflection on our marketing ops blunders, gut-wrenching mistakes, and embarrassing moments. From botched mass email sends to public speaking freeze-ups to Marketo interesting moments gone wrong, are you even doing marketing ops if you haven’t experienced a pulse-quickening mishap from time to time? Tune into this episode to learn from our mistakes and find some commiseration for yours. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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199 - How to Handle the Harsh Realities of RevOps 17:18

1 year پیش17:18

17:18

Working in RevOps can be an extremely rewarding career path, but it can also be fraught with difficulties and frustrations that can get in the way of those operators succeeding in their role or simply just enjoying it too! In this episode of The Revenue Growth Architects, we’re facing down three harsh truths about working in RevOps and discussing the best ways to navigate them. Whether you’re a veteran or just taking your first steps into a rev ops career, tune into this episode to learn how to tackle these common problems. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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198 - How to Architect Your Funnel The Right Way 27:54

1 year پیش27:54

27:54

Over the past 9 years of running CS2, we have worked on A LOT of funnel projects. So much so that funnel architecture is a key foundational area where we feel like we drive the most impact for clients. Why? Because most of the time organizations are not doing it the right way and we have truly taken the time to figure out the best way to operationalize the funnel and what small things should be avoided for better adoption. In this episode of The Revenue Growth Architects, we’re taking you through rebuilding the funnel from scratch—and how to do it the right way. We’re getting rid of endless lists of acronyms that require a collection of footnotes to understand. We’re defining conversion points with clearly demonstrated value. And best of all, we’re doing all of it in a way that anyone in your business can easily comprehend. Tune into this episode to learn how to build a funnel that your revenue team will adopt and your whole organization clearly understands. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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197 - Why We Changed Our Mind on Self-Reported Attribution 22:51

1 year پیش22:51

22:51

Recency Bias. Bad data. Form Friction. There are plenty of reasons to question the usefulness of self-reported attribution. In fact, Charlie once believed self-reported attribution to be pointless. So what made him change his tune? In this episode of The Revenue Growth Architects, we’re reconsidering self-reported attribution to find out what turned Charlie from cynic to supporter. We’ll debunk our previous criticism and discuss why if you're doing great marketing that engages your buyers, they should want to tell you. Tune into this episode to find out why self-reported attribution may help you fill an important insight gap. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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196 - Is It Time to Rethink the Role of the SDR? 29:18

1 year پیش29:18

29:18

Building out an SDR team is costly, and frequently results in an organizational focus on keeping that team busy—not driving revenue. Partner that with the advance of AI tools and a shift in the way businesses are handling their outbound sales efforts and the traditional role of the SDR feels less clear than ever. In this episode of The Revenue Growth Architects we’re critically analyzing the role of the SDR on modern sales teams. We discuss why trusting junior folks to nurture your best leads doesn’t make sense, why SDRs could be more effective in a hybrid marketing role, and why the right move might be investing those resources in other programs altogether. Tune into this episode to find out why it may be time to critically rethink the role of the SDR in your business. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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195 - Why Does Everyone Hate Content Syndication? 26:51

1 year پیش26:51

26:51

How often have you followed up with your SDRs and discovered that the prospects they were reaching out to based on content syndication efforts didn’t actually remember that white paper or perhaps never downloaded it in the first place? Everyone seems to agree that content syndication doesn’t really work. So why are we all still doing it? In this episode of The Revenue Growth Architects, we’re going to get to the bottom of why so many marketing teams are still using this strategy despite lackluster conversion rates. And what you might be doing operationally to also further perpetuate the problem and what you can suggest your team does to ensure it can be successful if they still want to invest. Tune into this episode to rethink content syndication and discover what alternatives will actually yield the results you’re looking for. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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194 - The Top 9 Priorities from Our Clients’ 2024 Roadmaps 25:06

1 year پیش25:06

25:06

Ready or not, 2024 is here! What is on your 2024 roadmap? Does it include partner program operations? Or are you tackling your email strategy and deliverability? Or are you prioritizing a new AI project? In this episode of The Revenue Growth Architects, we’re looking at all these topics and more as we count down the nine marketing ops topics and projects that are top of mind for our clients heading into 2024. Find out how we’re thinking about customer retention, ops team convergence, custom object funnel tracking, and much more for 2024. Tune into this episode of The Revenue Growth Architects for insight into where companies are and should be investing their resources in operations this year. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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193 - Hubspot is making big moves. Let’s talk about it. 18:26

1 year پیش18:26

18:26

What’s the best marketing automation platform? It wasn’t that long ago that when clients were looking for an enterprise grade solution they did not consider Hubspot. At CS2, for example, migrating clients from Hubspot to Marketo was commonplace. It seems the times are changing and Hubspot has stepped up to the plate to become a more robust platform that fit’s a company’s needs even as businesses grow beyond those early start-up stages. Particularly in the last year, there’s less and less of a reason to move off of Hubspot. In this episode of The Revenue Growth Architects, we ask if Hubspot is now positioned to unseat Marketo as the top marketing automation platform. To add fuel to the fire, we’ll discuss how Hubspot CRM is giving Salesforce a run for its money as well. Tune in for a thorough discussion on Hubspot that might make you rethink your preferred marketing automation platform. Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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192 - Is Third-Party Intent Data Snake Oil? 26:58

1 year پیش26:58

26:58

Third-party intent data is a buzz-worthy topic in B2B marketing and sales, but is it useful intelligence or so much snake oil? In this episode of The Revenue Growth Architects, we’re sifting through an industry report and our own anecdotes to think critically about third-party intent data. Gain insight into the challenges of using third-party intent data effectively, learn the results of a revealing MIT research report that may shed some light on the subject, and find out what transformed our initial excitement into skepticism. Tune in for this investigation on third-party intent data to understand if it’s a useful tool in your operations tool kit or a data source with a lot of drawbacks. Read the MIT report referenced in this episode: " Is first- or third-party audience data more effective for reaching the ‘right’ customers? The case of IT decision-makers ". Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

The Revenue Growth Architects

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191 - Debating How to Operationalize Account Stages for ABM 53:00

1 year پیش53:00

53:00

This episode is an interesting one folks! Listen in and hear Xander, Crissy, and Charlie debate on the best way to operationalize account stages for ABM. Defining the stages for a person funnel is easy. We have that nailed down. But nailing down the BEST way to handle account stages is still a new area where we are evolving our thinking on how to advise on the best way to set it up for most organizations. To date its been more bespoke based on the client and their goals. During our debate, we tackle everything from what the account stages SHOULD be, how your person funnel can play a role in setting them up, why ABM tool stages are not the same as account stages, and what metrics your leadership actually wants to see and how the account stages and potential account status or tier can help support that as well. So tune in for an episode and see us battle-test our thoughts and see if it might change the way you think on account stages as well! Do you have a marketing ops question you’d like answered? Reach out to us at rga@cs2marketing.com .…

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160 - Maximizing Your SFDC Campaign Performance: Solving the "Where/What" Challenge

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160 - Maximizing Your SFDC Campaign Performance: Solving the "Where/What" Challenge