Podcasts about revenue operations

Hey CX Nation,In this week's episode of The CXChronicles Podcast #261 we were capturing live interviews at Customer Contact Week at The Caeasar's Forum in Las Vegas, NV.We joined 5,000+ attendees, from 49 states, 51 countries, and spent time meeting & learning from 250+ of the largest solution providers in the CX & customer contact center space. Let's call it what is folks, this is essentially the "Super Bowl of CX" the best & brightest companies in our game gather at CCW to talk shop & share their latest & greatest features, gadgets & services.Our guest interviews for this IRL (in-real life) event episode included: Peter Nilsson (Microsoft), Michael Kinsella & Tomas Piacek (Klearcom), Ashu Dubey (Alhena AI) Janet Vito & Emily Cash (Cyara). Each of the guests in this episode had unique points of view on the state of CX/CS/Customer Support & what the future of business will look like in today's world thanks to our favorite new little buddy, AI. **Episode #261 Highlight Reel:**1. CXC IRL Interviews from CCW Las Vegas 20252. Learnings from 250+ leading solution providers in customer contact3. Things that are top of mind for CX/CS/Support executives4. Improving your customer experience & building alongside AI for the future5. Examples of world-leading AI companies/solutions to keep your eyes onClick here to watch CXCP #261 On CXC YoutubeClick here to learn about Customer Contact WeekHuge thanks to everyone for joining us on this week's episode of The CXChronicles Podcast and featuring their work and efforts in pushing the customer & employee (agent) experience space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Apple & Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members to expand our customer focused community.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  strategic partners (Hubspot, Intercom, Zendesk, Freshworks, Forethought AI & Ascendr) + check-out the CXC Healthzone to learn more about our CX/CS/RevOps focused on-demand services.Are you looking to learn more about the world of Customer Sales & Marketing, Customer Experience, Customer Success, Employee Experience & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

#256 Email Deliverability | In this episode, Dan is joined by Sarah McNamara, Revenue Operations & GTM Strategy Lead at Vector, and Alex Fine, co-founder of Understory, an agency helping B2B SaaS companies scale with outbound, paid, and email. Both Sarah and Alex are experts in email strategy, specifically the behind-the-scenes mechanics that make or break your deliverability.They break down what B2B marketers often overlook when it comes to getting emails opened, read, and replied to, and share practical tactics to improve performance across newsletters, outbound, and lifecycle campaigns.Dan, Sarah, and Alex cover:Why email deliverability issues are more common than you think and how to spot them earlyThe metrics that actually matter (hint: opens and clicks aren't on the list)How to protect your domain reputation and warm up inboxes the right wayIf email is part of your GTM motion, this episode will help you reach more inboxes and stop your messages from disappearing into the void.Timestamps(00:00) - – Intro (03:18) - – Meet Sarah and Alex (05:23) - – Why email deliverability matters more than subject lines (07:38) - – How to tell if you have a deliverability problem (09:53) - – The most useful (and overlooked) deliverability metrics (12:13) - – Why replies matter more than opens or clicks (14:38) - – Tools Alex and Sarah use to monitor deliverability (16:53) - – Should you buy a dedicated IP? (18:48) - – How to evaluate platforms for deliverability (21:08) - – Getting sales to care about data hygiene (23:38) - – Deliverability tips for small senders and solopreneurs (27:34) - – Subdomains vs. secondary domains (30:24) - – How many inboxes per domain is too many? (32:29) - – Best practices for cold outreach (35:19) - – How security bots skew your open and click data (38:19) - – What counts as “spam” (and how filters decide) (41:34) - – How to re-engage cold or inactive lists (44:19) - – What to A/B test in subject lines (and when it's pointless) (47:29) - – How to build a healthy, opt-in list from scratch (50:19) - – When to stop emailing cold leads (52:34) - – Welcome sequence tips for engaged subscribers (55:29) - – How to warm up a new domain (58:49) - – Final takeaways and advice Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***Today's episode is brought to you by Knak. Email (in my humble opinion) is the still the greatest marketing channel of all-time.It's the only way you can truly “own” your audience.But when it comes to building the emails - if you've ever tried building an email in an enterprise marketing automation platform, you know how painful it can be. Templates are too rigid, editing code can break things and the whole process just takes forever. That's why we love Knak here at Exit Five. Knak a no-code email platform that makes it easy to create on-brand, high-performing emails - without the bottlenecks.Frustrated by clunky email builders? You need Knak.Tired of ‘hoping' the email you sent looks good across all devices? Just test in Knak first.Big team making it hard to collaborate and get approvals? Definitely Knak.And the best part? Everything takes a fraction of the time.See Knak in action at knak.com/exit-five. Or just let them know you heard about Knak on Exit Five.***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

Tagg Hurtubise is the Director of Marketing at Benchmarkit, where he specializes in B2B SaaS growth strategy, product marketing, and user experience. He has a strong track record of driving innovation through strategic initiatives, including leading SaaS Metrics Palooza and organizing executive events that bring together top industry leaders. With expertise in UX/UI design, digital transformation, and data-driven marketing, Tagg focuses on building strong relationships and elevating brand visibility. A graduate of San Diego State University with additional studies in Luxury Brand Management from the Paris School of Business, he is passionate about scaling high-impact marketing strategies in the SaaS space. Website: https://www.benchmarkit.ai/ LinkedIn: https://www.linkedin.com/in/tagghurtubise/ YouTube: https://www.youtube.com/@benchmarkitai Facebook: https://www.facebook.com/benchmarkitai    Camela Thompson is a fractional marketing advisor known for blending data-driven strategy with empathetic, collaborative leadership. Based in Seattle, she brings over 15 years of experience in Revenue Operations, having worked at successful tech startups including Qumulo, Extrahop, and CDK Global. Camela transitioned into marketing leadership as VP of Marketing at CaliberMind, where she positioned the brand as a trusted authority for data-driven marketers. Her customer-first approach and deep understanding of growth marketing make her a sought-after advisor in the B2B tech space. Website: https://www.camelathompsoncreative.com/ LinkedIn: https://www.linkedin.com/in/camela-thompson/  Instagram: https://www.instagram.com/camela.thompson/    In this episode, we explore B2B SaaS marketing strategies and AI impact and dive into event highlights and AI marketing tools with experts Tagg and Camela.    Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Text us your thoughts on the episode or the show!On today's episode, we talk with Ahmad Moore, founder of Pressure Marketing, to unpack his unconventional but deeply inspiring journey into marketing operations. From IT help desk roots to sales leadership and now running his own MOps-focused agency, Ahad shares how leaning into empathy, technical curiosity, and a hunger for alignment helped shape his path.✨ Tune in to hear:Why marketing ops is “IT with better branding” — and why that mattersThe underrated power of listening deeply and building an “empathy engine”How cross-functional experience in sales, strategy, and support creates a sharper MOps perspectiveLessons learned from building systems under pressure (literally and figuratively)How Ahad is using AI and HubSpot to scale smarter, not harderEpisode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Tagg Hurtubise is the Director of Marketing at Benchmarkit, where he specializes in B2B SaaS growth strategy, product marketing, and user experience. He has a strong track record of driving innovation through strategic initiatives, including leading SaaS Metrics Palooza and organizing executive events that bring together top industry leaders. With expertise in UX/UI design, digital transformation, and data-driven marketing, Tagg focuses on building strong relationships and elevating brand visibility. A graduate of San Diego State University with additional studies in Luxury Brand Management from the Paris School of Business, he is passionate about scaling high-impact marketing strategies in the SaaS space. Website: https://www.benchmarkit.ai/ LinkedIn: https://www.linkedin.com/in/tagghurtubise/ YouTube: https://www.youtube.com/@benchmarkitai Facebook: https://www.facebook.com/benchmarkitai    Camela Thompson is a fractional marketing advisor known for blending data-driven strategy with empathetic, collaborative leadership. Based in Seattle, she brings over 15 years of experience in Revenue Operations, having worked at successful tech startups including Qumulo, Extrahop, and CDK Global. Camela transitioned into marketing leadership as VP of Marketing at CaliberMind, where she positioned the brand as a trusted authority for data-driven marketers. Her customer-first approach and deep understanding of growth marketing make her a sought-after advisor in the B2B tech space. Website: https://www.camelathompsoncreative.com/ LinkedIn: https://www.linkedin.com/in/camela-thompson/  Instagram: https://www.instagram.com/camela.thompson/    In this episode, we explore B2B SaaS marketing strategies and AI impact and dive into event highlights and AI marketing tools with experts Tagg and Camela.    Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

In this episode, Justin Humphreys, Head of RevOps at Bright Network, explains why foundational RevOps decisions - like which CRM to use - can make or break a startup's growth. He shares insights from his telco roots, his move into marketing and CS ops, and why he's now offering early-stage companies free advice through RevOps Hub.

You've launched your CRM and the excitement for the new system is starting to fade. The honeymoon phase is over…now what? In this episode, Jess and Doug dive into the challenges that arise after the initial excitement of a new CRM launch fades. The discussion highlights practical strategies for maintaining user engagement, optimizing CRM usage, and ensuring sustained effectiveness within the sales and marketing processes.For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!

This week on RevOps Unboxed, Sandy sits down with Warren Zenna, Founder of The CRO Collective, to get his thoughts on when companies should implement revenue operations.

On this episode of RevOps Unboxed, Sandy sits down with Leore Spira, Director of Revenue Operations at Blink Ops.They discuss building a RevOps function from scratch, creating trust in an organisation, account-based "everything", and more!

In this episode of RevOps Unboxed, Sandy sits down with Tana Jackson, Global Director of Revenue Operations at Chronicle Heritage, where they discuss the true meaning of revenue operations. The conversation also covers how to stay agile, AI use cases, and diversity in RevOps.

On this episode of RevOps Unboxed, Sandy sits down with Olga Traskova, VP of Revenue Operations at Birdeye.They discuss why attribution can't be used to make life-or-death decisions, navigating Sales Ops challenges, RevOps reporting structure, and more!

On this episode of RevOps Unboxed, Sandy sits down with Tyler Hooper, Sr. Director of Revenue Operations at FIS.They discuss the importance of finding a balance between making a strategic impact and managing the CRM efficiently, and more!

In this episode of RevOps Champions, John Plumley, Director of Revenue Operations at Tri State HVAC, joins Brendon Dennewill to discuss the intersection of technology and process in scaling a traditional B2B business. John provides insight into Tri State HVAC's unique position as a commercial HVAC manufacturers representative focused on large projects and key relationships within the Philadelphia region. With a mechanical engineering background and decades of sales experience, John shares how his long-standing fascination with CRMs led him to transition from sales into a full RevOps role, where he drives both digital transformation and cultural change within the organization.The conversation delves into the real-world challenges and triumphs of adopting new technologies like HubSpot CRM, integrating operations with accounting, and implementing smarter, data-driven processes. A significant focus is placed on the human side of change—navigating resistance, fostering buy-in, and the importance of mapping out and communicating process improvements before rolling out new solutions. John and Brendon explore how aligning people, data, and technology not only streamlines internal operations but creates a fresh competitive advantage in an industry that's traditionally slow to change.Looking ahead, the episode highlights opportunities for leveraging AI and knowledge management to enhance both customer and employee experiences. John discusses the value of sharing expertise through podcasts, video content, and smart knowledge bases, meeting evolving customer expectations and scaling relationships in a modern way. The key takeaway is clear: success with RevOps is about progress and learning, prioritizing customer experience, and empowering teams with the right tools and mindset—practical advice for any leader considering their own digital transformation journey.Find more at revopschampions.com

Hey CX Nation,In this week's episode of The CXChronicles Podcast #260, we welcomed Patrick McCullough, President of Hallmark Business Connections, based in Kansas City, MO. Just like you rely on Hallmark to strengthen your personal relationships, you can count on them to keep your business going and growing.We help businesses by turning customers into advocates, employees into champions and companies into more connected environments all through the power of an unexpected Hallmark card.Nothing better than a "tangible thank you" in a world where everything seems to be moving towards digital. In this episode, Patrick and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team at Hallmark Business Connections think through on a daily basis to build world class customer experiences.**Episode #260 Highlight Reel:**1. Hallmark cards -- the game changer in a digital world 2. Leveraging traditional mediums to grow your business & CX efforts3. Why tangible gifts & notes are still extremely beneficial in business 4. Expanding your tool-kit for customer & employee shout-outs 5. What we can learn from Hallmark about remaining relevant over decadesClick here to learn more about Patrick McCulloughClick here to learn more about Hallmark Business ConnectionsHuge thanks to Patrick for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  our strategic partners (Hubspot, Intercom, & Zendesk) + they can learn more about our CX/CS/RevOps On-Demand services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Text us your thoughts on the episode or the show!On today's episode, Mike Rizzo talks with Martin Pietrzak, founder and president of Pinch Marketing, to unpack what Google and others have called “the messy middle” of today's buyer's journey.Gone are the days of the simple, linear sales funnel. Instead, buyers loop through endless cycles of exploration, evaluation, and self-education before they ever talk to sales — if they do at all. Martin shares how marketing ops pros can embrace this new reality by becoming strategic partners who help build flexible data-driven systems that enable real-time insights, better attribution, and scalable growth.You'll hear:Why the messy middle exists — and how buyers' behavior has changed forever.How technology, data, and AI are reshaping go-to-market architecture.The critical role marketing ops plays as the “marketing scientist” in modern organizations.Practical steps to capture buyer signals and turn them into actionable insights.Why marketing ops leaders must think like product managers to architect the GTM stack.Whether you're building your ops career or leading teams through complex martech stacks, this episode is packed with insights you can apply right away.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Hey CX Nation,In this week's episode of The CXChronicles Podcast #259, we welcomed Joe Anderson, Senior Director - Head of CX & Digital Transformation at TaskUs based in New Braunfels, TX.TaskUs is a different breed of BPO. They are a collective of highly capable humans, who understand how to deploy technology and data to best serve your purpose. From Digital CX to Trust & Safety, AI Services, Risk + Response, Consulting, and anything in between, we consider ourselves responsible for protecting our partners' interests and supporting their long term success through innovation and technology - powered by ridiculously smart people.In this episode, Joe and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team at TaskUs think through on a daily basis to build world class customer experiences.**Episode #259 Highlight Reel:**1. Leading AI-safety initiatives at TaskUs  2. Developing and leveraging AI-powered analytics for customers 3. Partnering with Decagon and Regal focusing on augmentation 4. Constant monitoring & analysis of customer interactions to fuel sales5. Leveraging playbooks & how-to guides to create incredible EX Click here to learn more about Joe AndersonClick here to learn more about TaskUsHuge thanks to Joe for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  our strategic partners (Hubspot, Intercom, & Zendesk) + they can learn more about our CX/CS/RevOps On-Demand services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Text us your thoughts on the episode or the show!In today's episode,  we talk with Irwin Hipsman, founder of Repititos, to explore the often-overlooked world of customer marketing and the critical role of customer contact data. Irwin shares findings from his recent research report on the state of customer contact databases, revealing why so many organizations struggle with poor data quality and how it impacts customer communications, renewals, and crisis response.Together, they dive into:The definition of customer contact databases and why focusing on individuals—not accounts—is crucial.Key findings from Irwin's research, including an industry-average database health score of just 47%.The importance of cross-functional teams in maintaining healthy customer data.Actionable steps ops professionals can take to assess, clean, and maintain customer data health.Why better customer data translates directly into stronger customer relationships, higher retention, and better crisis management.Whether you're in marketing ops, customer marketing, or revenue operations, this conversation offers practical insights that can help transform your organization's approach to customer data management.Access the customer health score assessment here.Access Irwin's report here.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Chris Scanlan, Chief Revenue Officer at HUMAN. With over two decades of experience in cybersecurity and a history of transformative leadership, Chris shares his insights on key topics such as sales effectiveness, recruiting, enablement, and the importance of a robust revenue operations function. Emphasizing the significance of a well-defined ideal candidate profile and the indispensable role of revenue operations in analyzing data to inform business decisions, Chris provides practical advice and real-world examples that any business leader can benefit from. Tune in for an in-depth discussion that covers the fundamentals of building high-performing teams and driving organizational change.ADDITIONAL RESOURCESLearn more about Chris Scanlan:https://www.linkedin.com/in/cscanlan/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:39] The Importance of Recruiting in Sales[00:05:31] Building an Ideal Candidate Profile[00:09:46] The Role of Enablement in Sales Success[00:14:47] Adapting to Market Changes and Challenges[00:24:17] The Value of Continuous Training and Development[00:29:08] Commitment to Sales Excellence[00:35:37] Doubling Sales Productivity[00:36:07] The Importance of Average Productivity per Rep[00:38:57] Training and Onboarding for Success[00:42:13] The Role of Sales Leaders in Instilling Discipline[00:45:42] The Critical Role of Frontline Sales Managers[00:50:09] Revenue Operations and Data-Driven Decisions[00:56:43] The Ideal Profile for Rev OpsHIGHLIGHT QUOTES"Bad news can't wait because bad news travels really slow uphill.""Recruiting for sure and retainment of those people has always been one of the levers to success wherever I've been.""The best rev ops leaders can take the data and make informed decisions that align with the company's vision and strategy.""This isn't something that I'm doing to you for the next three days. This is something I'm doing for you.""In our business, we have most of them have 50-50 plans...for that base salary, you get paid for waking up in the morning and doing all this stuff."

In this episode of CRO Spotlight, host Warren Zenna welcomes Emma Clayton, C-Suite Strategic & Commercial Leadership Consultant at Be Brilliant Consultancy. With 27 years in marketing, Emma reveals the origin of her provocative LinkedIn musing on B2B marketing's fragmentation and leadership vacuum. She shares why she left a prominent community, how her spontaneous critique went viral, and its implications for today's revenue leaders.Emma dives into her ongoing “Who Shot Marketing?” narrative, personifying the profession's decline through the suspects: VCs treating CMOs as disposable, CFOs overlooking marketing's strategic role, and recruitment firms fueling tactical specialization. She argues that marketing's erosion stems from professionals losing their strategic identity and defaulting to siloed, short-term tactics instead of holistic business leadership.Warren and Emma explore the Chief Revenue Officer role as a remedy for fragmented revenue functions. They debate why CMOs often switch to CRO titles for prestige and survival, and how genuine CRO leadership demands a business-centric mindset that integrates marketing, sales, and customer success. Highlighting cross-functional alignment and strategic vision, they offer a blueprint for CROs to unify teams and develop the competencies needed for a coherent revenue engine.In closing, Emma urges listeners to channel their expertise into shaping the next era of marketing and revenue leadership. She calls on CEOs and aspiring CROs to end silos and collaboratively redefine marketing's role within the revenue engine. Listeners are encouraged to share insights and drive positive change. This episode equips leaders with fresh perspectives on strategic marketing, revenue alignment, and building resilient organizations ready for tomorrow's challenges.

In this episode of The RevOps Show, hosts Doug and Jess delve into the concept of acceleration cycles, a core principle from Doug's best-selling book, The Revenue Acceleration Framework. As they celebrate the book's one-year anniversary, they discuss how acceleration cycles can transform how businesses approach strategy and execution.For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!

Text us your thoughts on the episode or the show!On todays episode, we talk with Rick Collins, Vice President of Demand Generation at ConnectWise, to explore his unconventional yet inspiring journey from IT to marketing operations and ultimately into executive marketing leadership. Rick shares how he transitioned from managing systems to driving demand, the pivotal career moments that shaped his path, and the leadership lessons he's learned along the way. Whether you're early in your marketing ops career or looking to break into leadership, this conversation is packed with valuable takeaways on navigating transitions, building trust, and expanding your influence.Tune in to hear:Rick's unique career path from IT and QA into marketing operations and eventually to a VP role in demand generation.How to leverage technical and relational skills to create career mobility within marketing.The importance of curiosity, relationship-building, and challenging assumptions—internally and externally—for leadership growth.Insights into managing through organizational change, including private equity acquisitions and team restructuring.Tips on transitioning from managing ICs to managing other managers, including the importance of communication, presentation skills, and executive alignment.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In this episode, we chat with Olga Traskova, VP of Revenue Operations at Birdeye, about transforming go-to-market processes to support scale. Olga shares how her team spans marketing, sales, and customer success ops, the balance between quick wins and long-term transformation, and her vision for blending human insight with AI-driven tools. From optimising pipeline hygiene to building forecasting accuracy and orchestrating a “marching band” sales motion, Olga brings a wealth of RevOps wisdom for any leader navigating growth.

When cybersecurity companies are racing to outpace evolving threats, innovation often starts in an unexpected place: revenue operations. In this episode of Tech Talks Daily, I sit down with John Queally, Senior Director of Revenue Operations at Clari, to explore why RevOps has become a vital engine behind the performance and resilience of cybersecurity leaders. John brings a unique perspective from his journey through banking, analytics, and enterprise tech. What stands out is how rapidly the RevOps function has matured from a back-office support role to a central, strategic force. Especially in the cybersecurity space, where innovation requires ongoing investment and risk is measured in seconds, the pressure to run efficient, scalable revenue processes has never been greater. We delve into why clean, trusted data is the backbone of any AI strategy and how 67% of revenue leaders still don't trust the data they're using. It's a staggering insight, and one that underscores the urgent need for cross-functional alignment. John explains how RevOps can serve as the connective tissue across sales, marketing, customer success, and finance, moving companies from a place where they're debating the accuracy of dashboards to making real decisions in real time. He also shares a behind-the-scenes look at Clari's work with cybersecurity firms like Okta, where implementing balanced pipeline strategies and streamlining task prioritization has unlocked measurable improvements. We discuss the rise of AI, but John doesn't just repeat industry headlines. He calls out the "unsexy" truth that real AI advantage requires the hard work of data cleanup first and those who do it will pull ahead. From operational transparency to building trust within revenue teams, this episode challenges assumptions about how data, AI, and RevOps intersect. And for anyone in cybersecurity or enterprise tech wondering how to scale effectively while preparing for what's next, this conversation offers a grounded and insightful starting point. Is your company still debating data? Or are you ready to turn trusted insights into action?

Text us your thoughts on the episode or the show!The rise of AI tools has dramatically changed the landscape of email marketing and sales outreach, creating both exciting opportunities and significant risks. As Mustafa Saeed, co-founder and CEO of Luella, explains in this eye-opening conversation, many revenue teams are now "scared shitless" about how their reps might abuse these powerful new technologies.When AI-powered automation tools are implemented without proper guardrails, organizations face serious threats to their brand reputation, domain health, and even compliance standing. The problem isn't AI itself, but rather "AI coupled with reckless automation" that floods inboxes with content that lacks genuine value. As email service providers like Google and Microsoft respond with increasingly aggressive spam filters, even legitimate messages from trusted senders are getting caught in the crossfire.The solution isn't abandoning AI but reimagining how we use it. While many AI tools promise to remove humans from the loop, Saeed argues for bringing them back in through thoughtful collaboration between humans and AI agents. This approach combines the best of both worlds—AI's ability to analyze vast datasets and humans' talent for building authentic relationships.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In this episode of CRO Spotlight, Warren Zenna sits down with Joe Gravino, Principal at Falcon Partners. They explore how private equity–backed firms identify and deploy revenue leaders. Joe explains Falcon's boutique search approach focusing on aligning go-to-market teams with strategic objectives. Together, they pinpoint key markers of organizational readiness for a Chief Revenue Officer. They discuss timing hires to maximize growth.Warren and Joe tackle confusion between the CRO role and sales leadership and why it should follow dedicated sales, marketing, and customer success structures. Joe outlines how to educate investors on sequencing leadership hires and building foundational infrastructure. They emphasize defining scope clearly and fostering cross-team collaboration to unite go-to-market functions under a cohesive revenue strategy.Conversation turns to key competencies for standout CROs. Joe highlights revenue operations expertise and data fluency as essential. He illustrates how boardroom vision must pair with front-line execution to translate insights into results. They touch on leadership styles that balance strategy with hands-on coaching. Warren and Joe discuss traits of urgency and adaptability needed under investor-driven expectations.Finally, Warren and Joe share best practices to prepare the organization and CRO for success. They explore establishing robust processes, integrating tech stacks, and building transparent reporting frameworks. They emphasize executive sponsorship and cross-functional alignment to empower a revenue leader. Listeners receive actionable advice for creating an environment where a CRO can diagnose gaps and drive sustainable growth.

Why you should listenUnderstand why rigid RevOps systems are failing SaaS teams today—and what to build instead.Get actionable tips on using AI (like Clay and ChatGPT) to scale without losing your personal touch.Hear how Jacki uses LinkedIn like a "social butterfly" to create inbound interest through strategic commenting.Still clinging to outdated RevOps playbooks? You might be quietly killing your growth. In this episode of the Paul Higgins Podcast, I sit down with Jacki Leahy, the high-energy founder of Activate the Magic, to unpack why cold outbound is dead and how to build a future-proof revenue engine that actually works. Jacki shares her wild journey from kindergarten teacher to scaling a SaaS company from $350K to $9M ARR, and now helping early-stage SaaS founders create flexible, client-focused RevOps systems.Jacki doesn't pull punches. She breaks down how "best practices" are often security blankets, how to ditch broken systems in favor of experimentation, and how to use tools like LinkedIn, Clay, and AI agents to drive connection-first sales. If you want to future-proof your revenue and get bigger deals with less waste, this is your blueprint.About Jacki LeahyWith a unique journey from kindergarten teacher to BDR, Jacki found her true calling as an "Accidental Admin" at LinkSquares. As the 10th hire, she spearheaded the growth of the business development team, architecting the people, processes, and tech stack that catapulted ARR from $350K to $9M in 2 years.Since 2020, Jacki has been on the consulting side of startups as VP Operations at Eustace Consulting and Head of Revenue Operations at Winning by Design.She started ATM in August 2022, and lives in Boston MA with her mini dachshund Freddy.Resources and LinksActivatethemagic.comJacki's LinkedIn profilePrevious episode: 608 - Your Challenge Isn't Unique—But Your Response Is What Sets You ApartCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

Text us your thoughts on the episode or the show!Ever wondered why your marketing data isn't delivering the insights you need? The answer lies in what Nicole Alvarez calls "the ugly work" – those essential but unglamorous tasks that create the foundation for beautiful marketing results.In today's episode, Nicole, a Solutions Architect at ClearPivot with a fascinating background in psychology and cognitive science, explains why field audits, permission sets, and process documentation deserve more attention. Drawing from her experience across multiple industries, she reveals how these behind-the-scenes elements enable the exciting, visible outcomes that marketing teams celebrate.We explore a powerful technique for demonstrating the value of data cleanup – building reports with bad data to show stakeholders why investment in data quality matters. When executives see inaccurate reports that don't reflect business reality, they better understand why dedicating resources to "boring" operational work is essential. Whether you're struggling to maintain clean data, communicate the value of operations work to executives, or simply looking to improve your marketing systems, this episode offers practical wisdom from seasoned professionals. Subscribe to OpsCast for more insights on the critical work that happens behind the scenes in successful marketing operations.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Hiring the right Chief Revenue Officer can make or break a company's growth trajectory. In this episode, Warren Zenna and Wayne Starritt unpack the systemic issues behind CRO hiring failures—and why fixing the hiring process itself is critical to long-term success. They reveal how many companies unknowingly sabotage CROs before day one.Wayne shares lessons from working with PE-backed SaaS firms, highlighting why hiring a CRO isn't like hiring a CFO or CMO. He and Warren dig into why short-term problem solving often trumps strategic vision—and how that dynamic must change if companies want sustainable revenue leadership.The conversation dives deep into why misaligned expectations between CEOs, boards, and CROs create chaos, and how leaders can proactively design CRO roles that align with true business needs. Wayne also shares real-world stories of when bad hiring processes led to good CROs failing unnecessarily.If you're a CEO preparing to hire a CRO, a current CRO aiming to thrive, or an aspiring CRO planning your next move, this episode is packed with tactical advice. Learn how to recognize warning signs, ask the right questions during interviews, and structure your next CRO appointment for real impact.

Why aren't more RevOps leaders getting promoted to VP or CRO roles? In this episode, we break down the biggest career blockers holding Revenue Operations professionals back, from focusing too much on tooling to missing what execs actually care about. (00:00) - Introduction (03:00) - RevOps not getting promoted? (05:40) - What does the CRO want to hear? (13:57) - Sales experience in RevOps (16:39) - The importance of relationships (21:03) - Taking on orphan teams (24:04) - The RevOps leader (27:53) - RevOps, AI and transformational change (31:08) - Final advice Never miss a new episode, join our newsletter on revenueformula.substack.com

"The best salespeople don't need to talk about their successes - they focus on what went wrong and how to improve. At Joist AI, we don't want to hear about past wins, only lessons learned."In today's episode of Bricks and Bytes, We had Anton Marinovich from Joist AI and he shared his construction tech go-to-market journey from my father's masonry business to leading sales at Contentful, HoloBuilder, and now Joist AI.Tune in to find out about:✅ Why matching your product to workflows is crucial in construction tech✅ How simplicity in sales compensation drives the right behaviors✅ Why grit and consistency separate average salespeople from top performers✅ The importance of transparency in building trust with construction clientsListen now on Spotify to hear insights on building effective go-to-market strategies in construction tech!--------Chapters00:00 Intro00:04 Introduction and Background07:01 Journey into Construction Tech10:00 Sales Strategies and Lessons Learned13:10 Revenue Operations and CRM Importance15:59 Building a Successful Go-To-Market Strategy18:53 Understanding Customer Segmentation22:02 Sales Process and Buyer Behavior24:58 Defining Sales and Building Processes27:59 Ideal Customer Profile and Messaging38:14 Leveraging LinkedIn for Networking39:06 The Power of Video in Sales41:27 Professional Persistence in Sales43:55 Common Mistakes in Go-to-Market Strategies45:09 The Impact of AI on Sales48:12 Customer Acquisition vs. Expansion53:31 Sales Compensation Strategies01:00:20 Effective Pricing Strategies01:03:07 Future Trends in Construction Tech Sales

Text us your thoughts on the episode or the show!Join us as we welcome back Garrath Robinson and first-time guest Sebastian Hidalgo from RevXcel for a deep dive into what it really takes to execute a go-to-market (GTM) strategy effectively today. Spoiler: it's not just about tactics or tools—it's about speed, trust, and team unity.Garrath and Sebastian challenge the old playbook of siloed teams and rigid strategies, and instead offer practical insights into how GTM execution needs to evolve to match buyer behavior and internal team dynamics. From sales being the true face of the brand to using frameworks like STRIKE and SWAT to stay agile, this conversation is packed with hard-earned lessons and bold takes.

Send us a textMarketing automation and core CRM systems, though often linked, are fundamentally distinct in design and purpose. Marketing automation is tailored for upstream business processes that involve unstructured data and require seamless integration with multiple systems to drive engagement and lead generation. In contrast, core CRM systems are built to support downstream Revenue Operations with highly transactional workflows, necessitating a structured data model capable of capturing complex business hierarchies. However, even the most advanced CRMs often fall short in supporting the intricate, ad-hoc relationships found in industries like real estate or non-profits, where flexibility and nuanced relationship management are critical.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of HubSpot's capabilities. We covered many grounds, including where HubSpot might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of HubSpot.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

In this episode of CRO Spotlight, host Warren Zenna welcomes John E. Lepto IV for a deep dive into current revenue leadership challenges. Their insightful conversation unpacks the evolving CRO role amid aggressive market dynamics and PE pressures, revealing actionable strategies to balance growth ambitions with operational discipline.John E. Lepto IV shares extensive experience navigating complex revenue landscapes by aligning sales, marketing, and customer success to achieve measurable outcomes. He highlights pitfalls in outdated growth tactics and misalignment within PE-backed organizations, offering clarity on practical steps that recalibrate revenue strategy for stronger performance and sustainable profitability.Warren and John explore the nuances of the CRO role, stressing that clear authority, adequate resources, and strategic autonomy are essential for success. Their dialogue discusses how ambiguous job definitions and short-term pressures can hinder long-term growth. The conversation offers fresh insights on transforming revenue operations into lean, agile engines that drive innovation and secure customer retention.Focusing on practical, data-driven solutions, the episode challenges traditional growth-at-all-costs models. The hosts advocate for disciplined pipeline efficiency and smart account expansion, rather than merely increasing volume. This engaging discussion equips CEOs, current CROs, and those aspiring to the role with the tools needed to build resilient, customer-centric organizations in today's competitive, PE-influenced market.

Delve into the fascinating world of behavioral science with Doug and Jess…specifically exploring how it impacts decision-making and how it can be leveraged within RevOps. Today's conversation touches on critical themes such as uncertainty aversion, status quo bias, and the importance of clear communication in fostering trust among buyers. For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!

Get 90 days free with Fellow's AI Meeting Assistant - https://fellow.app/coo Key Takeaways:RevOps aligns and optimizes sales, marketing, and customer success, ensuring efficient and sustainable growth.Effective RevOps requires balancing strategic planning, data-driven analytics, and tactical execution.Successful RevOps integration hinges on clear communication, cultural alignment, and strategic hiring decisions.AI is poised to significantly impact RevOps by improving efficiency, though human judgment remains crucial.Metrics and KPIs in RevOps must directly correlate to revenue growth, profitability, and organizational efficiency.Brad emphasizes proactive disruption, transparency, and alignment to navigate the rapid evolution of sales operations.  Timestamps:(02:00) What is RevOps and how Brad transitioned into it from finance(07:00) Common misconceptions and early mistakes in RevOps(11:00) Building a robust RevOps foundation and data hygiene(15:00) Creating alignment across sales, marketing, and customer success(20:00) Key metrics and strategic decision-making in RevOps(24:00) AI's impact on RevOps and potential pitfalls(30:00) Real-world experiences with AI-powered sales calls(33:00) RevOps vs. SalesOps and defining terms clearly(36:00) Advocating for RevOps budgets and demonstrating value(40:00) Lessons learned about effective communication and internal alignment Links:90 Days Free of Fellow's AI Meeting Assistant: https://fellow.app/cooBrad Rosen on LinkedIn: https://www.linkedin.com/in/bradrosen1/Michael Koenig on LinkedIn: https://www.linkedin.com/in/michael-koenig514/  Sales Assembly: https://www.salesassembly.com/Between Two COO's: https://betweentwocoos.com Episode URL: https://www.betweentwocoos.com/sales-assembly-president-brad-rosen-on-unlocking-growth-and-why-revops-is-critical-for-sustainable-scaling 

Text us your thoughts on the episode or the show!Feeling swamped by marketing operations busy work?AI-powered automation can help you reclaim your time — but knowing what's real versus hype isn't easy.In this episode, Tarun Arora, a marketing tech veteran and founder of RevCrew, explains how AI goes beyond traditional rule-based automation by handling tasks that require human judgment. He shares how "agentic AI" systems act like virtual team members — making decisions, managing your tools, and only checking in when needed.You'll hear real-world examples, from inbox management and campaign optimization to audience selection, showing how AI can eliminate busy work and free you up for more strategic projects.Tarun also offers practical advice on where to start: focus on your biggest needs first, test real use cases, and remember — this is just mile one.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Is your Revenue Operations function truly strategic, or stuck reacting to tactical demands? Elevate your approach and drive predictable, scalable growth.This episode features insights from Brett Honerkamp (CEO with over 20 years of CRO and sales leadership experience) on building a high-impact RevOps engine. This is a must-listen for CROs, PE Operating Partners, and leaders focused on maximizing revenue efficiency and value creation.Learn Brett Honerkamp's strategies for:+ Implementing  core principles for RevOps success.+ Designing optimal and adaptive sales team structures.+ Transforming  operational data into strategic growth drivers.+ Effectively justifying RevOps investment and understanding its ROI.+ Building proactive operations that prevent fires, not just fight them.Ready to implement these strategies?Visit our website at revsearch.io/readiness for a free 20-question assessment to evaluate your current state of RevOps.Timestamps:(00:00) Intro (1:43) Brett Honerkamp's Background and RevOps Principles (6:01) Optimal Team Structure Insights (11:11) Personal Connections and Team Enablement(16:38) Justifying RevOps Investment (ROI) (22:20) Moving the Middle and Skill Development (29:44) Revenue Growth and Strategic VisionConnect with Brett Honerkamp:LinkedIn: www.linkedin.com/in/bretthonerkamp/Learn More & Connect with Us:Our Website: www.revsearch.io/Free RevOps Assessment: www.revsearch.io/readinessRevSearch - https://revsearch.io/LinkedIn - https://www.linkedin.com/company/revsearch-revops-recruiting/

On this engaging episode of CRO Spotlight, host Warren Zenna sits down with Guy Rubin, Founder and CEO at Ebsta, to dissect the evolving CRO role. They explore the challenges companies face when hiring for growth—from misaligned expectations to premature role adoption. Their conversation sparks innovative ideas on how to recalibrate commercial strategies for lasting success.Guy delves deep into the pitfalls of early CRO hires and the impact of a 17-month turnover trend. He shares insights on how misaligned sales processes can stunt growth and emphasizes the benefits of a 360 sales strategy. Backed by research, his analysis offers practical ways to realign roles within organizations for improved revenue consistency.Throughout the discussion, Warren and Guy uncover the secret of achieving execution consistency that turns modest outcomes into breakthrough performance. They explore how synchronized teams, bolstered customer engagement, and the smart use of AI can drive revenue intelligence. Their dialogue provides a roadmap for leveraging data to transform commercial operations.Wrapping up the episode, the conversation shifts to practical solutions that de-risk CRO hiring and capture emerging growth opportunities. Guy explains how Ebsta's relationship intelligence platform offers clear insights on sales cycles, stakeholder engagement, and actionable benchmarks. Listeners leave with powerful strategies to accelerate revenue growth and secure long-term results.

Text us your thoughts on the episode or the show!When your marketing team needs to produce thousands of content pieces each month, the operational challenges can become overwhelming. In this eye-opening conversation with Satej Sirur, founder and CEO of Rocketium, we explore the emerging field of Creative Operations and how it's transforming how enterprise brands manage their content production.Satej shares how his "pet project" evolved into a platform that now helps performance marketers and creative teams work more efficiently together. We unpack the fundamental tension between creative expression and performance optimization - a struggle familiar to anyone who's tried balancing brand guidelines with marketing results.The most fascinating insights come when we discuss what makes creative content perform well. While marketers claim to be data-driven, few have systematically analyzed which creative elements drive results. Should your logo be larger in awareness campaigns? Does showing a product outside its packaging perform better than inside? Most decisions rely on gut feelings rather than data. Rocketium changes this by extracting creative attributes and correlating them with performance metrics to identify winning patterns.For organizations producing high volumes of content (2,000+ pieces monthly) with substantial teams (10+ members) and significant ad spend ($5-10M minimum), Creative Ops solutions offer a way to eliminate repetitive tasks and focus on strategic decisions. Satej emphasizes that technology alone isn't enough - implementing these solutions requires a cultural shift toward data-informed decision-making while still respecting creative expertise.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Text us your thoughts on the episode or the show!What does it take to elevate marketing operations from a technical support function to a strategic business driver? AJ Driscoll reveals how understanding product marketing fundamentals transformed his career trajectory from system administrator to co-leader of an entire marketing department.The journey begins with a data-driven approach to validating and refining ideal customer profiles (ICPs). Rather than accepting conventional wisdom about target markets, AJ demonstrates how combining quantitative analysis with qualitative research creates powerful insights that sales teams can actually use. He walks us through his methodology for evaluating historical win rates, customer demographics, and industry trends to identify where businesses should focus their efforts.Most remarkably, AJ shares his unique philosophy on cross-functional collaboration. "My job is to help other people be better at their jobs," he explains, detailing how this service-oriented mindset helped him build relationships throughout his organizations. From creating automated alerts for sales teams to designing ROI tracking systems with finance, these collaborative efforts eventually earned him company-wide recognition typically reserved for top salespeople.For marketing operations professionals looking to expand their impact, AJ offers practical advice on developing business intelligence skills and becoming industry experts. He shares how new AI tools have accelerated the research process, allowing ops professionals to quickly gain domain knowledge that enhances their strategic contributions. The combination of technical expertise, product marketing understanding, and collaborative spirit creates the foundation for a marketing operations professional who can truly drive business success.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Text us your thoughts on the episode or the show!Marketing leaders face a painful dilemma: they need to prove their impact through data, but marketing data is notoriously messy compared to the cleaner, more discrete data available to sales and finance teams. This gap creates what Eric Westerkamp, CEO of CaliberMind, calls a "data dumpster fire" that marketing operations professionals must somehow transform into credible reporting.Drawing from 20 years of executive leadership experience spanning sales and entrepreneurship, Eric offers a refreshingly practical perspective on how marketing teams can build trust in their data and storytelling. Rather than attempting to fix all data quality issues before beginning reporting initiatives, he advocates starting small with specific reports that deliver meaningful insights. This approach allows teams to identify which data elements need fixing while simultaneously delivering value.The conversation explores how marketing operations teams can effectively normalize data across systems, enabling consistent reporting even as organizations migrate between platforms or evolve their naming conventions. Eric shares a striking example where analysis of 1,800 job titles revealed that 80% were unique variations of essentially the same titles—a common challenge that undermines segmentation and reporting efforts.The episode also examines how AI is revolutionizing marketing operations. While AI tools may struggle with complex calculations, they excel at transforming buyer journey data with thousands of touchpoints into credible stories. Organizations embracing these capabilities are gaining significant efficiency advantages, with SDRs able to cover 20% more accounts and marketing teams generating insights faster than competitors.Whether you're a marketing operations professional struggling to build reporting credibility or a CMO needing to better demonstrate your team's impact, this conversation provides actionable guidance for taming your data dumpster fire and transforming it into powerful, trusted insights that drive business decisions. Connect with Eric Westerkamp on LinkedIn or visit calibermind.com to learn more about building marketing data you can trust.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In this episode of Revenue Insights, host Guy Rubin, CEO of Ebsta, sits down with Ian Wessel, VP of Revenue Operations and Strategy at Monta, to discuss how RevOps drives business transformation. Ian shares insights on proving ROI, aligning cross-functional teams, and leveraging data for strategic decision-making. With over 17 years of experience across companies like Salesforce and Intercom, he offers practical strategies for scaling revenue operations and connecting GTM execution to measurable outcomes.

Hey CX Nation,In this week's episode of The CXChronicles Podcast #258 we were live at Cyara XChange 2025 based in The W Hotel in downtown Austin, TX. XChange is an industry event focused solely on customer experience assurance, where industry leaders come together with peers and industry experts, as well as Cyara leaders and product teams, to network, collaborate, and gain new strategies to help achieve their CX/CS objectives and elevate key contact center performance metrics for the future.Our guest interviews for this IRL (in-real life) event episode included: Peter Nilsson & Aravinda Damarla (Microsoft), Erica McMannes (Instant Teams), Deon Nicholas (Forethought AI), Rishi Rana (Cyara), Abhijit Banerjee (Canada Life) & Mitch Risner (Cyara). Each of the guests in this episode had unique points of view on the state of CX/CS/Customer Support & what the future of business will look like in today's world thanks to AI. In this episode, Adrian chats with the XChange 2025 guests about how they are equipping their customers & teammates with the power of AI + building flexible new solutions to scale their business into the future.   **Episode #258 Highlight Reel:**1. Cyara XChange live interviews from customer focused business leaders 2. Information exchange of ideas for CX & EX opportunities  3. Conversational AI game changing solutions 4. Improving your customer experience & building for the future 5. Examples of world-leading AI companies/solutions to keep your eyes on Click here to learn about CyaraClick here to learn about XChange 2025 EventHuge thanks to everyone for joining us on this week's episode of The CXChronicles Podcast and featuring their work and efforts in pushing the customer & employee (agent) experience space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  our strategic partners (Hubspot, Intercom, Zendesk, Freshworks, Forethought AI & Ascendr) + they can learn more about our CX/CS/RevOps focused services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Sales & Marketing, Customer Experience, Customer Success, Employee Experience & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Text us your thoughts on the episode or the show!What happens when all your digital breadcrumbs—personal emails, professional accounts, device IDs, and physical addresses—get connected into a single identity? Jeremy Katz, SVP of Product Solutions, Identity and Data at Merkle, takes us deep into the fascinating world of identity resolution and first-party data.Starting with his unconventional path from English major to data analytics leader, Jeremy shares the pivotal moments that shaped his understanding of how organizations can build comprehensive customer views. He breaks down complex concepts like identity graphs, customer data platforms, and the technical challenges of defining seemingly simple terms like "customer." Through real-world examples from his experience implementing enterprise-wide customer data hubs, Jeremy illustrates how companies struggle with and ultimately solve the puzzle of connecting fragmented customer information.Looking toward the future, Jeremy identifies emerging trends that will reshape how organizations manage and leverage identity—from AI-driven audiences and synthetic data to retail media networks and data collaboration through clean rooms. Whether you're a marketing operations professional trying to implement a CDP or a business leader trying to understand the strategic value of your first-party data, this episode offers crucial insights into one of marketing's most foundational yet complex challenges.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Mike Madsen, Senior Manager of Revenue Operations at Workday, is today's guest.We explore how AI is reshaping sales efficiency, why the next generation of sales leaders need to think like operators, and how to build scalable, data-driven sales playbooks. In this episode, you'll learn:Why AI is reshaping sales operations and how to make it work for your teamHow to leverage first-party and third-party data to improve sales performanceThe secret to building scalable sales playbooks that actually workWhy player-coach leadership is the key to building high-performing teamsMike shares practical advice from his experience leading revenue operations at Workday - plus why data infrastructure is the foundation for any successful GTM strategy. For more from ZI Labs, visit ⁠www.zoominfo.com/labs⁠ Ben on LinkedIn - www.linkedin.com/in/bensalzman Millie on LinkedIn - www.linkedin.com/in/milliebeetham

What does it really take to make go-to-market teams more efficient? Our guest on this episode, Jen Igartua, works on answering this question every day. Jen is the CEO of Go Nimbly, a 60-person RevOps agency for Mid-Market & Enterprise SaaS companies. With an amazing roster of clients that includes Zendesk, Twilio, Snowflake, Intercom, and others, she and her team help companies solve what's getting in the way of growth.When you spend your days advising companies on how to operate more effectively, it's easy to think you've seen it all. But not Jen. She's a relentless learner. In our conversation, we demystify what GTM efficiency actually looks like behind the scenes, how her team is implementing AI in practical ways for clients, and why, despite all of Go Nimbly's success, she doesn't really focus on innovating internally within their business.Be sure to check out Go Nimbly's first conference, RevFest, on June 10 in Brooklyn: https://revfest.gonimbly.com/Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.

Partnerships teams often feel like the forgotten child of the go-to-market org—under-resourced, misunderstood, and held to different standards than their direct sales counterparts. Greg Portnoy is out to change that.Greg is the co-founder and CEO of Euler, the Home Base For Partnerships Teams. Drawing from his experience leading Partnerships teams at 4 different companies, Greg knows the difference between what works and what doesn't, and he's making the case for treating partnerships as a strategic business function—not just a side hustle for GTM.In our conversation, we talk about why Partner teams don't get any love from RevOps, why measuring “Partner influence” isn't the silver bullet most teams think it is, and how Partner teams and Partner Ops can tag-team to run experiments together. Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.

AI may be having a moment, but for Jana Eggers, it's been a career. Jana is the CEO of Nara Logics, an AI Advisor software company, and she's been building in AI long before it became a buzzword. In this episode live from Startup Boston Week, we talk about separating AI hype from utility, why AI should be built for subject matter experts (not just technical ones), and why she believes AI augments human intelligence, but doesn't mimic it. Also, stick around for one of the best lightning rounds we've ever done.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.Anyone interested in ordering The Revenue Operations Manual can go here and use the code REVOPS20 for 20% off (or buy from any of your preferred booksellers here)!

Text us your thoughts on the episode or the show!The modern job hunt is broken—but Ryan Murphy, Managing Partner at UpfrontOps, has cracked the code. After being forced to resign from his position during a cross-country move, Ryan found himself frantically applying to hundreds of jobs with zero responses. Through experimentation and insight from HR professionals, he developed a revolutionary approach that transformed his results from 0% to a 50% interview rate.He reveals why most job seekers fail before they begin. Your resume likely scores terribly with Applicant Tracking Systems (ATS), the digital gatekeepers rejecting your applications before human eyes ever see them. The solution isn't just tweaking your resume—it's understanding the psychology of hiring managers and the hidden mechanics of job platforms like LinkedIn. Ryan shares the exact strategy for optimizing your resume for ATS using JobScan.co, how to craft personalized connection messages that bypass premium LinkedIn requirements, and the precise phrase to use in interviews to discover a position's true salary range before revealing your expectations.Ready to transform your job search? Whether you're currently looking or preparing for future opportunities in marketing operations, these battle-tested techniques will give you a significant advantage in a competitive market. Connect with Ryan at UpfrontOps.com to learn more and access templates that have helped professionals secure immediate salary increases and land roles they love.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

In this weeks' Scale Your Sales Podcast episode, my guest is Elizabeth Bloss.   I am a two-time Chief Customer Officer with over 15 years of global leadership experience in technology. I specialize in building and scaling high-performing customer-facing teams, aligning cross-functional initiatives, and driving revenue growth through customer success. I'm a passionate advocate for diversity, actively coaching and mentoring women in tech.   In today's episode of Scale Your Sales podcast, Elizabeth explores the evolving role of customer success as a key revenue driver. Elizabeth shares insights on breaking down silos, ensuring cross-functional alignment, and maintaining momentum year-round. The discussion highlights the impact of customer centricity on sustainable growth and the role of change management in driving success.   Welcome to Scale Your Sales Podcast, Elizabeth Bloss.     Timestamps: 00:00 Scale Your Sales: Customer Success 05:48 Biweekly Check-In Meetings Benefits 07:19 Importance of Visibility in Revenue Operations 12:13 Customer-Centric Growth Strategies 14:02 Evaluating Product Value Perception 19:05 Understanding Customer Usage Trends 21:17 Customer Success Drives Revenue Growth 24:51 Aligning Success Metrics 28:29 Master Your Numbers   https://www.linkedin.com/in/elizabethblass/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com   LinkedIn: https://www.linkedin.com/janice-b-gordon/   Twitter: https://twitter.com/JaniceBGordon   Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast   More on the blog: https://scaleyoursales.co.uk/blog   Instagram: https://www.instagram.com/janicebgordon   Facebook: https://www.facebook.com/ScaleYourSales   And more! Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.