RevOps University 05 – Building an Effective RevOps Measurement and KPI Framework

Building an Effective RevOps Measurement and KPI Framework What gets measured gets managed. This adage rings especially true for Revenue Operations (RevOps), where success depends on clear, actionable metrics. Yet, many organizations struggle to define and track the right key performance indicators (KPIs), leading to misaligned teams and missed opportunities. An effective RevOps measurement framework […]

Heuristic Attribution vs. Algorithmic Attribution

Heuristic attribution vs algorithmic attributionHeuristic Attribution vs. Algorithmic Attribution: A Comprehensive Guide for Organizations When it comes to understanding how marketing efforts drive revenue, attribution is the key. Attribution models help businesses determine which channels, campaigns, or touchpoints contribute most to customer conversions. But not all attribution methods are created equal. At the core, there […]

RevOps University 04 – Aligning Teams in RevOps

Aligning Teams in RevOps: Bridging the Gaps Between Sales, Marketing, and Customer Success In most businesses, marketing, sales, and customer success teams operate like neighbors who don’t talk to each other. Marketing passes leads to sales, sales focuses on closing deals, and customer success takes over once a deal is done. While each team works […]

What Marketers Get Wrong About Attribution: Moving Beyond Causality

Marketing attribution is often treated as the ultimate answer to one of the most pressing questions in marketing: What’s driving our results? Yet, many marketers fall into the trap of using attribution models as if they were crystal balls, expecting them to pinpoint a single, definitive cause for a conversion. This approach not only oversimplifies […]

Mastering HubSpot Workflows

Mastering HubSpot Workflows: Automation Strategies for Every Stage of the Customer Journey Automation is like having an extra set of hands—or ten—working behind the scenes to keep things running smoothly. For businesses juggling dozens of tasks, HubSpot’s workflows are a game changer. They let you automate everything from lead nurturing to internal handoffs, freeing up […]

Workflows vs. Sequences in HubSpot: Understanding the Difference and When to Use Each

If you’ve spent any time exploring HubSpot’s automation tools, you’ve likely come across both Workflows and Sequences. At first glance, they might seem similaras they both automate tasks and communications, but they’re designed for entirely different purposes. Knowing when to use a workflow versus a sequence is key to getting the most out of HubSpot. […]

The Power of HubSpot’s Contact Property History: Tracking Changes and Trends

Data is the heartbeat of any successful marketing and sales strategy, but it’s not just about what data you collect—it’s about how it evolves over time. That’s where HubSpot Contact Property History becomes a game-changer. This feature allows you to track every update made to a contact’s properties, revealing trends and providing critical insights that […]

RevOps University 02-The Core Tech Stack for a Successful RevOps Function

The Core Tech Stack for a Successful RevOps Function Imagine you’re trying to build a strong, stable bridge that connects three towns: Marketing, Sales, and Customer Success. Each town has its own priorities, goals, and way of doing things, but if they don’t communicate effectively, nothing flows smoothly between them. That’s where Revenue Operations (RevOps) […]

Why a CRM System is Essential & Key Elements for strategy

Why Having a CRM is Essential and Core Elements of an Effective CRM Strategy When I first started working with different businesses on their marketing and sales processes, one thing became quickly apparent—those without a solid CRM system were struggling. Not because they didn’t have great people or great ideas, but because they didn’t have […]