Description

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