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News, views and tips from the world of marketing automation. Learn what’s going on with vendors such as Marketo, Hubspot, Pardot, SharpSpring, Keep, Act-on and many more. Mike and Hannah discuss the latest from marketing automation vendors and analysts, providing context to the newest features, latest tools and regulations that impact marketing automation professionals. They also share tips on how to improve your marketing automation campaigns.
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RevOps FM

Justin Norris

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This podcast is your weekly masterclass on becoming a better revenue operator. We challenge conventional wisdom and dig into what actually works for building predictable revenue at scale. For show notes and extra resources, visit https://revops.fm/show Key topics include: marketing technology, sales technology, marketing operations, sales operations, process optimization, team structure, planning, reporting, forecasting, workflow automation, and GTM strategy.
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In this episode of the Marketing Automation Moment podcast, Hannah and Mike discuss exciting developments in the marketing automation space, including ActiveCampaign's partnership with Wix, and HubSpot's acquisition of Dashworks, an AI company that enhances internal document search capabilities. The conversation further explores HubSpot's commitmen…
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Jennifer Noonan, VP and GM of CX and IPMC Business Units at Infor, joins Steve and Sam to discuss the evolution of Infor CRM SLX (formerly SalesLogix) and its role in industry-specific digital transformation. Jen shares how Infor’s vertically aligned strategy enables the delivery of tailored ERP and CRM solutions to manufacturing, distribution, and…
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This episode dives into the challenges of attribution in marketing, the benefits of content repurposing, and what’s new in Salesforce’s spring AI updates. Mike and Hannah also cover Marketo’s improved email designer and share a quick tip on boosting engagement with more creative CTAs. About Napier Napier is a PR-lead, full service marketing agency …
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In this episode of Marketing Automation Moment, hosts Hannah Wehrly and Mike Maynard discuss why so many companies are reconsidering their marketing automation platforms and whether they’re truly using them to their full potential. They explore the rise of AI driven sales tools, market growth trends, and how businesses can get more from their exist…
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AI agents are everywhere in conversation right now—but what actually makes them work? It’s not just slapping a large language model into a workflow and calling it a day. Under the hood, real agentic systems operate differently. They make decisions. They adapt. They break out of rigid if-this-then-that logic and enter something closer to human judgm…
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Not many people make it to VP of Marketing Operations—Kimi Corrigan has done it twice. In this episode, she shares her journey from marketing coordinator to leading marketing ops at companies like Duo Security, Cisco, Wiz, Expel, and DataRobot. We dive into what it really takes to reach VP level, how to position yourself for leadership, and why mar…
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Earlier this month, Scott Brinker and co-author Frans Riemersma released their latest report: Martech for 2025. It’s 108 pages of dense insights on where Martech is headed—and as you might imagine, it’s largely focused on the core ways AI is re-shaping our discipline. For nearly 15 years, Scott has chronicled the rise of martech as one of its forem…
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In this episode of CRM Talk, Steve Chipman and Sam Biardo discuss AI agents and their impact on business. They talk about how AI agents have evolved from basic IVR functionality to sophisticated business tools. Steve mentions Greg Eisenberg's insights about various types of agents (acquisition, research, content, and community agents) and how they'…
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Hannah Wehrly and Mike Maynard explore Acton’s innovative AI web agent and examine the often overlooked potential of SMS marketing in B2B communications. The discussion also highlights findings from the Liana State of Marketing Automation Report, including the surprising prioritization of newsletters over advanced tools like A/B testing. In additio…
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At a recent event with about 300 attendees, today's guest polled the audience and asked how they felt about their ABM performance. 98.5% said they weren't satisfied. If you've ever built an ABM program, this statistic may not surprise you. My observation is that there are few motions where the hype and the reality are so far apart. Why is that? Wha…
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This week we sit down with Mallory Lee, a seasoned RevOps leader whose career spans transformative roles at Pardot, Terminus, and more. Together, we tackle the realities of RevOps today, from debunking the myth that RevOps is the buyer for tech tools to navigating the challenges of unified operations. Mallory reflects on her time leading teams thro…
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One of the most interesting projects I worked on recently was a rebuild of our ABM / outbound / buying signal tech stack at my day job. I had bought one of the big legacy ABM platforms a few years ago but had never really seen the value we were hoping for, at least not enough to justify the cost. And meanwhile, there’s been this explosion of new ve…
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In this episode of the Marketing Automation Moment podcast, hosts Hannah Wehrly and Mike Maynard dive into recent developments in marketing automation. They begin by discussing HubSpot's acquisition of Cashflow, and how this move supports HubSpot’s strategy to serve small and medium-sized businesses through their Commerce Hub. The episode also cove…
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Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the changes and trends in CRM implementations over the past few years. The key points discussed include the shift towards low-code/no-code platforms, the transition from on-premise to cloud-based solutions, the reduced need for developers and increased reliance on business an…
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Attribution remains one of the hardest challenges in marketing. It affects literally EVERYTHING: how we’re perceived as a discipline, the strategies we pick, the activities we decide to do—even how we justify our existence. B2B companies generally use some combination of first touch, last touch, or multi-touch attribution. They may apply those appr…
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This week we sit down with M.H. Lines, founder of Stack Moxie, to explore how automated testing and monitoring can prevent Martech failures. M.H. shares insights from her experience as a marketing operations leader and explains why many revenue teams are still vulnerable to unexpected system breakdowns. We dive into the challenges that come with ma…
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This week we chat with Grant Grigorian, a long-time friend of mine and founder of Mogi.ai, to explore whether AI is actually a game-changer for data analytics. We examine what’s broken in the current landscape of data analytics, the complex world of marketing attribution, and the “last mile of analytics” problem (that is., how do you get business u…
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AI is popping up across marketing automation platforms, but is it really the magic solution we hoped for? Join Hannah and Mike as they discuss the latest news from the world of marketing automation, including the latest trends and tools. In this episode, they cover: Gartner's 2024 Magic Quadrant: A look at the latest report on Salesforce automation…
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Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the high-level differences between these top CRM vendors. Topics include: Vendor Overviews Scope and Complexity of Business Needs Extending the CRM Database Native vs. Integrated Marketing Functionality The Consultant Ecosystems The HubSpot & Salesforce App Marketplaces Freem…
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Sales leadership is one of the hardest jobs in the company. Your success is black and white—you've either hit your number, or you haven't—and getting a group of sellers moving in the same direction isn’t easy, as anyone in RevOps knows. Today we're joined by Kyle Asay to dig into what separates top-performing sales leaders from the rest. We talk ab…
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Is Marketo falling behind in the marketing automation space? In this episode, Mike and Hannah discuss the rivalry between HubSpot and Marketo, with HubSpot making moves to lure away Marketo users. They talk about the growth in ad tech spending in the US and Europe and discuss how digital channels are now driving nearly half of B2B revenue. They als…
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In this episode, we unravel how advanced AI workflows can scale a truly effective outbound strategy (and not just create more spam). Jordan Crawford shares his expertise on how to use AI to automate deep research, identify the most targeted accounts, and develop unique and relevant messaging—all without falling into the trap of reductive "AI SDR" a…
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You may have heard the phrase, "every company is a media company"—but what does this actually mean for B2B? How do you go about building an audience, what content should you use, and how should you measure it? Here to answer these questions is category-creating CMO and founder, Anthony Kennada. He helped pioneer the category of customer success as …
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Quote-to-cash: it's messy, it's technical, and every project takes WAY longer than planned. It's also absolutely vital. If you can't get quotes out the door, or if you can't collect money from your customers, you don't have a business. Because of their complexity, these systems tend to change infrequently, and in-house operators may not get the rep…
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This week I sit down with seasoned RevOps executive Danielle Marquis to explore the evolving landscape of the discipline and how professionals can find balance and fulfillment in their careers. Danielle shares insights from her 15 years of experience in the field, discussing how RevOps has changed over time and how the role is increasingly being po…
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This week I'm sharing another podcast I've guested on recently: The Revenue Marketing Report, hosted by Camela Thompson of Caliber Mind. Camela is a veteran marketing and analytics leader, and we have an in-depth conversation about the business and cultural dimensions of reporting: what KPIs are you reporting to different audiences, data rituals, a…
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Mike and Hannah discuss the latest developments in marketing automation, starting with Google’s reversal of its cookie policy changes and what this could mean for advertisers and data privacy. They discuss the recent drop in HubSpot’s shares following reports that Alphabet may be backing away from a potential acquisition. They also review key takea…
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It’s August and I’m taking some time off this month to travel and recharge a bit. But I didn’t want to leave you hanging for a whole month, so I thought it would a great time to share some recent podcasts where I’ve been featured as a guest. First up, we have an episode on Beyond the Pipeline with Vivin Vergis, where we do a deep dive into reportin…
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Enabling revenue teams to use the systems we build and maintain is a huge part of our job as revenue operators. Unfortunately for us, it often doesn’t work very well. We create documents that no one reads. They sit in knowledge bases that no one visits. We're repeatedly interrupted by Slack messages from confused users. We're forced to send Chatter…
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Matt Volm is the founder of RevOps Co-op, a vibrant community for RevOps pros. He shares his journey as a repeat founder, who has taken the roller-coaster of building multiple startups, and reflects on the tenacity and toughness it requires. RevOps Co-op actually started as a community in support of a software company, but when Matt saw the need fo…
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Content has been the lifeblood of how B2B companies go to market for at least 20 years, since Hubspot pioneered the concept of Inbound Marketing. We make content, we drip it out, we nurture people with it, we align it with our funnels, and we have a conviction that it makes people buy things—although that's also quite difficult to prove. The conten…
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HubSpot’s recent data hack raises serious questions about the safety and security of our data. Mike and Hannah discuss the implications of this data breach and what it could mean for both marketers and businesses. They also talk about the latest updates from Salesforce’s Summer 24 release, share their insights on effective strategies for lead conve…
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In this week's episode, we delve into the evolving landscape of sales with Jacco van der Kooij, founder of Winning by Design and a renowned expert in go-to-market strategies. We begin by reflecting on the "Golden Age of SaaS," a period defined by rapid growth but also unsustainable business dynamics. As market conditions shift, we explore how reven…
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Is the future of SaaS growth product-led or sales-led? What if it's both? Zapier uses PLG to create an ecosystem of users and product signals which then drives their sales-led outreach. Coordinating these motions in parallel takes technical sophistication, great communication, and tight process. Fortunately, they have a unified RevOps team that kee…
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B2B buying signals are generating a lot of buzz right now—and for good reason. In today's challenging selling environment, conversion rates are dipping, and identifying active buyers has become more critical than ever. Signal vendors offer a promising solution, but the questions remain: Are these signals truly transformative? How can they enhance y…
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I have a fascination with how SaaS products actually get made—especially those that become institutions in the software landscape. As users, we become deeply familiar with these products, the nitty-gritty of how they work, and what it's like to live inside them. People base entire careers on these platforms. What we usually DON'T see is the backsto…
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What does it take to scale a company from $100M to over $1B in ARR? Cody Guymon has taken a journey that most revenue operators could only dream of—helping Qualtrics scale to an $8B acquisition and then a $27B IPO. Now he's back at an earlier stage company, hoping to repeat the trip all over again. We chat through his lessons learned, his forecasti…
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There's a set of skills we rely on everyday at work, often without realizing it: how we think about problems, make decisions, market our ideas, manage up, give feedback...they're all part of the operating system of how we interface with the business world. I’m fascinated by these things both because they have a massive impact on our effectiveness a…
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Running business systems at enterprise scale has some unique challenges—especially when that enterprise is Hubspot. Today we're fortunate to chat with Rich Archbold, whose team supports all GTM systems and automation at Hubspot, including Hubspot's own Hubspot implementation. This is a truly fascinating peek behind the scenes at one of the most ico…
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I'm a really big believer in the idea of a unified RevOps function supporting all the go-to-market teams. But I'll be honest, sometimes it's a little discouraging when I look at how RevOps is done in practice, because outside of a few examples, I usually see essentially a sales ops function with a new name. So I wanted to find people who are actual…
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Steve Chipman of CRM Switch and Sam Biardo of Technology Advisors talk to Sati Hillyer, founder and CEO of OneMob, about his journey from starting the AppExchange at Salesforce to developing and advancing his company's video platform for sellers over an almost ten-year period. With a OneMob microsite, sellers can provide context, content, and a cle…
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Lead nurturing is a key strategy within B2B marketing, and understanding your buying committee is essential to success. Mike and Hannah discuss how to use intent data to build paths through the buying journey for different personas, how to deal with data integration issues across platforms, and whether quality or quantity is the best approach to em…
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Every company pays lip service to privacy. But few seem to really value it in practice. In marketing and sales, we rely on personal and behavioural data for so many commonplace tactics, and this reliance is only increasing. It's a kind of arms race. Even if you wanted to, it feels like you can't afford to give up the perceived advantages of using p…
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Join Mike and Hannah as they discuss the latest updates from the world of marketing automation, including the potential acquisition of HubSpot by Alphabet and what this could mean for the platform and insights from Salesforces’ recent world tour. They also share some best practices for building email nurturing sequences and explain why simplicity m…
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Refine Labs has had a seismic impact on B2B marketing. Whether you agree with their philosophy or not, it's hard to deny its influence. They've set the agenda, defined the terms of the debate, and challenged many aspects of the status quo. Former CEO Chris Walker catapulted the agency to prominence with his LinkedIn thought leadership. But behind t…
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I think marketing is one of the toughest functions to lead successfully. Your job is part art, part science. You need to hire, coach, and retain talent with a huge range of skillsets that you may even not be master of yourself—from the creative to the analytical to the technical. And then your job is to simultaneously create demand, capture demand,…
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More and more marketers are embracing demand creation as a strategy, at least in principle. But making a fundamental GTM change is HARD. You need to build executive alignment, define new KPIs, identify how to educate your target audience, fine-tune your content engine, and a whole lot more. As VP of Demand Gen at Refine Labs, Sam Kuehnle has been a…
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I've worked with a bunch of different sellers. Some were good. Some not so much. But one or two were truly next level. They had consistently better results. They brought in bigger deals. They closed accounts no one else could. And they just seemed to "get it" in a different way. They were switched on—you didn't need to tell them what to do. Whateve…
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SaaS companies spent the past decade optimizing for growth and customer acquisition at all costs. For many, the plan to actually retain and grow those customers has been foggy. Now with many businesses facing the reality of massive churn, it's become incredibly clear that helping customers succeed is just as important as acquiring them in the first…
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