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The Revenue Growth Architects by CS2
United States
Приєднався 29 тра 2020
Welcome to the Revenue Growth Architects. The ultimate resource for GTM operators, strategists, and leaders to learn the strategy and execution secrets that CS2 agency delivers to their fast-growing B2B tech clients.
Our videos dive into every facet of GTM strategy, execution, technology, and analytics to equip you with the tools to win.
Here you will find discussions on strategy, interviews with industry experts, real-life case studies, step-by-step how-to's and actionable advice.
Whether you're an experienced professional or just starting out, our practical step-by-step guidance will help you unlock the full potential of your company's revenue growth.
Our videos dive into every facet of GTM strategy, execution, technology, and analytics to equip you with the tools to win.
Here you will find discussions on strategy, interviews with industry experts, real-life case studies, step-by-step how-to's and actionable advice.
Whether you're an experienced professional or just starting out, our practical step-by-step guidance will help you unlock the full potential of your company's revenue growth.
Normalize Your HubSpot Data (Unknown Method!) - Part 1: Country/State
Xander shows you step by step how to standardize your Country and State data in HubSpot using a method that isn't well known my many HubSpot users: Calculated fields, Hubspot Workflows, and ChatGPT.
Get the free template here docs.google.com/document/d/1Px3nPC0iMD9BvWYuOsy4DWiV2v6Q7O8I_ckCOpMbdDY/edit#heading=h.cswyhjb6egy2
00:00 Intro
00:30 The Wrong Way!
01:43 Where to start
03:37 Calculated fields
04:17 Free template to help you build this
06:25 Building the calculated field
07:56 Building everything and modifying the formula
16:13 Using chatgpt to get the list of countries
18:50 Wrap up
Hear more from us:
Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR8w.html
Subscribe to our newsletter here: www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter
Follow Crissy on LinkedIn: www.linkedin.com/in/crveteresaunders/
Follow Charlie on LinkedIn: www.linkedin.com/in/charliesaunders/
Follow Xander on LinkedIn: www.linkedin.com/in/xanderbroeffle/
Get the free template here docs.google.com/document/d/1Px3nPC0iMD9BvWYuOsy4DWiV2v6Q7O8I_ckCOpMbdDY/edit#heading=h.cswyhjb6egy2
00:00 Intro
00:30 The Wrong Way!
01:43 Where to start
03:37 Calculated fields
04:17 Free template to help you build this
06:25 Building the calculated field
07:56 Building everything and modifying the formula
16:13 Using chatgpt to get the list of countries
18:50 Wrap up
Hear more from us:
Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR8w.html
Subscribe to our newsletter here: www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter
Follow Crissy on LinkedIn: www.linkedin.com/in/crveteresaunders/
Follow Charlie on LinkedIn: www.linkedin.com/in/charliesaunders/
Follow Xander on LinkedIn: www.linkedin.com/in/xanderbroeffle/
Переглядів: 39
Відео
Ops People: How to Level Up Your Interactions With Leadership
Переглядів 71День тому
Crissy explains how to level up how you communicate and interact with leadership if you're in GTM Ops. Clip from our podcast "UTM Mistakes, Funnel Custom Object Learnings, Ops Leadership Comms Advice." See the full podcast here: ua-cam.com/video/VeRoQTwN29w/v-deo.html Hear more from us: Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR8w.html Subscribe to our newsletter here: ...
Unifying Your GTM Data (Across Different GTM Motions)
Переглядів 135День тому
Struggling to get a complete view of your different GTM motions and their performance? You can report on marketing MQLs ok, but not on Outbound, Partner, Account-Based, or Customer Expansion? Crissy breaks down unifying your GTM data and shows a couple examples. Hear more from us: Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR8w.html Subscribe to our newsletter here: www.cs...
3 Learnings From 15 Funnel Custom Object Deployments in SFDC
Переглядів 5914 днів тому
Charlie explains a few of the more critical learnings we've discovered deploying funnel custom object tracking for our complex B2B SaaS clients. Clip from our podcast "UTM Mistakes, Funnel Custom Object Learnings, Ops Leadership Comms Advice." See the full podcast here: ua-cam.com/video/VeRoQTwN29w/v-deo.html Hear more from us: Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR...
How To Setup Lead Source Automation in Marketo (The Right Way)
Переглядів 15914 днів тому
Lead Source automation is almost always broken, and Marketo doesn't have an out-of-the-box solution. Watch this step-by-step video to build your automation using Marketo executable campaigns to get your process working and your data reliable. 00:00 Intro 00:50 What is a Marketo Executable campaign? 03:00 Setting up the centralized order of operations 10:11 Overview of Lead Source fields and val...
The Biggest UTM Mistakes You Are Making
Переглядів 5821 день тому
Xander explains some of the biggest UTM mistakes he sees working with our clients. Clip from our podcast "UTM Mistakes, Funnel Custom Object Learnings, Ops Leadership Comms Advice." See the full podcast here: ua-cam.com/video/VeRoQTwN29w/v-deo.html Hear more from us: Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR8w.html Subscribe to our newsletter here: www.cs2marketing.com...
UTM Mistakes, Funnel Custom Object Learnings, Ops Leadership Comms Advice
Переглядів 9821 день тому
00:00 Intro 01:35 The biggest UTM mistakes companies make 13:59 What we have learned deploying 15 Lifecycle/funnel custom objects into complex B2B SaaS Salesforce environments 30:38 How to level up how you communicate and interact with leadership if you're in GTM Ops Hear more from us: Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR8w.html Subscribe to our newsletter here: w...
A Primer on GTM Operations | The Founder-Led Marketing Show
Переглядів 80Місяць тому
Crissy sat down with Finn on The Founder-Led Marketing Show and had a wide-ranging conversation on: - How to Build a GTM Ops Team - How to Track a Buyer Funnel - How to Build Unified Reporting - And lots more! Hear more from us: Subscribe to us on UA-cam! Subscribe to our newsletter here: www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter Follow Crissy on LinkedIn: www.linke...
Why CMOs/CROs Need to Focus on GTM Operations (5 Reasons)
Переглядів 80Місяць тому
If you're leading any of the GTM teams (marketing, sales, customer success) this is for you. Or if you're working in these teams (or in an ops team) and need to get leadership onboard with focusing on GTM ops send this video to them today. 00:00 Intro 00:06 Top 3 CMO Struggles 00:21 Top 3 CRO Struggles 00:30 The pains and GTM Ops focus 01:20 1st reason 01:59 2nd reason 02:14 3rd reason 02:46 4t...
Should You Build A Person Funnel Before an Account Funnel?
Переглядів 81Місяць тому
Account-Based Marketing has been the rage for several years now. And over and over again we see leadership pushing the teams to operationalize an Account Funnel while underinvesting in the Person Funnel. This isn't the way. For 3 reasons. And Crissy breaks down why. 00:00 Intro 00:27 First Reason 01:35 Second Reason 02:48 Third Reason Hear more from us: Subscribe to us on UA-cam! Subscribe to o...
ABM or Account-Based Ops, New Outbound/AI Tech, What is GTM Operations?
Переглядів 115Місяць тому
We're back with Charlie, Crissy, and Xander discussing some of the biggest questions in B2B SaaS GTM. 00:00 Intro 00:27 Discussion on the newest outbound tools (e.g. Clay) 18:54 What people get wrong with ABM and how we define ABM vs. Account-Based Operations 37:49 Our new GTM Operations Framework Hear more from us: Subscribe to us on UA-cam: ua-cam.com/channels/N-x5u0G03LWmU0Ds_4zR8w.html Subs...
Marketing Operations Documentation Masterclass (w/ examples)
Переглядів 339Місяць тому
Documentation is always deprioritized for Marketing Operations pros, but it's critically important. There are always excuses for why documentation is never done so over the years we have optimized the best way to build marketing or revenue operations documentation. Xander will show you step by step how to build documents, what to include, how to stay organized, and how to ensure you always docu...
Is Account-Based Marketing Right For You? (5 questions to ask)
Переглядів 2112 місяці тому
Account-based Marketing (ABM) is increasingly popular. But B2B companies get it wrong over and over again. The main reason companies fail is because it just wasn't the right GTM strategy for them. So, to help, Crissy breaks down 5 questions (plus a bonus one) to ask yourself and your colleagues before you embark on an ABM approach. 00:00 Introduction 00:15 What is real ABM? 01:04 Question 1 01:...
Tracking the entire GTM funnel end-to-end | RevOps Lab Podcast
Переглядів 2762 місяці тому
Charlie joins the RevOps Lab podcast to talk about tracking funnel metrics across the entire marketing and sales funnel. What you’ll learn in this episode: - How a CRM can help you with tracking and if it is the only source of truth - Which potholes to avoid - How the reporting is done with a custom object www.linkedin.com/in/charliesaunders/ RevOps Letter: www.getweflow.com/revopsletter Janis ...
Newsletters For B2B Are Great (Here's Why)
Переглядів 1092 місяці тому
Some people in B2B marketing hate on newsletters. But really they just hate newsletters done poorly. There are many examples of newsletters done right. That get tons of engagement. Are loved by the audience. And drive revenue. Crissy explains why newsletters should be a part of most B2B company's strategy and how to do them right. Hear more from us: Subscribe to us on UA-cam! Subscribe to our n...
How to Set Up Lead Sourcing in HubSpot
Переглядів 3652 місяці тому
How to Set Up Lead Sourcing in HubSpot
How To Do Outbound the Right Way in 2024
Переглядів 1352 місяці тому
How To Do Outbound the Right Way in 2024
A Scalable Solution to B2B Funnel Tracking | RevOps FM w/ Justin Norris
Переглядів 932 місяці тому
A Scalable Solution to B2B Funnel Tracking | RevOps FM w/ Justin Norris
The Attribution Method You Shouldn't Ignore
Переглядів 772 місяці тому
The Attribution Method You Shouldn't Ignore
Structuring Revenue Architecture for Successful B2B Marketing Campaigns | Demand Collective Podcast
Переглядів 513 місяці тому
Structuring Revenue Architecture for Successful B2B Marketing Campaigns | Demand Collective Podcast
How To Structure Lead Source Data For HubSpot, Marketo, and Salesforce
Переглядів 4613 місяці тому
How To Structure Lead Source Data For HubSpot, Marketo, and Salesforce
Your Hubspot or Marketo Needs a Centralized Lead Management Process
Переглядів 3103 місяці тому
Your Hubspot or Marketo Needs a Centralized Lead Management Process
How To Build A Lead Management Process in HubSpot
Переглядів 2473 місяці тому
How To Build A Lead Management Process in HubSpot
Deep Dive into Attribution | Attribution Time Podcast
Переглядів 533 місяці тому
Deep Dive into Attribution | Attribution Time Podcast
Salesforce Custom Object For B2B Funnel Tracking
Переглядів 6523 місяці тому
Salesforce Custom Object For B2B Funnel Tracking
How CMOs/VPs Can Make an Impact in 30 Days
Переглядів 604 місяці тому
How CMOs/VPs Can Make an Impact in 30 Days
Hey Xander, looks like the Google Doc template that is linked is giving an Access Denied message :(
sorry about that! I have fixed and made the link public
Xander deserves a raise. Great explanation of a process that is often overly complicated.
I showed Xander this comment today and it made his day!
We work with contacts and Opportunities in SF. Which object would you put what on? Both on each? On Opportunity just "Source Latest"?
Usually we recommend: Leads, Contacts, and a Custom Obect designed for lifecycle/funnel tracking that ties the lifecycle record to the buyers tipping point source (the campaign/channel that lead to requiring sales to follow up). We have lots of videos on our custom object methodology. If you dont have that I'd also add to Opps. And on the Opp you can decide if you want to copy the original source or the latest (or both)
This is a fantastic framework! Using this document will eliminate so many meetings and prevent things from piling on to your mental workload!! Thank you for sharing 😌
thank you for the feedback!
In step 12, how are you copying to Lead Source (Latest)? Hubspot isn't allowing me to do this since is a text field and LS(L) is a picklist. Do you have these properties set up differently?
we actually recommend creating "LS (latest)" as a text field in HubSpot and mapping that to the Picklist field in Salesforce. As long as the Salesforce field is not restricted, it should not cause any issues.
These videos are exceptional CS2 team - they deserve more comments, likes and buzz in general. Thanks for being so willing to share best practice with the common MOP-erator out there, and please keep them coming🙌
thank you for the feedback - we appreciate it!
Tara writing the sauce is the best 🧡
Hi There, It's Borhan here! I'm a huge fan of your "The Revenue Growth Architects by CS2" UA-cam channel. Your content is always top-notch, and I can see the passion and effort you pour into each video. I believe you have incredible potential to reach an even wider audience with a solid UA-cam strategy. I would love to schedule a short meeting with you to discuss how I can help you grow your channel faster. This is not a sales call, but an opportunity to share ideas and offer assistance. Let me know if you're interested, and we can find a convenient time to chat. Thanks for your time and for creating such amazing content. Keep up the fantastic work!
The stages mentioned on the custom object are, to me, a combination of Lifecycle Stage and Lead Status. How does this map back to the buyer-record lifecycle? Or do you drop this logic completely? E.g. A buyer asks for a demo on the website and fits ICP, therefore the Contact/Lead lifecycle is MQL and a lifecycle record is created at the Sales-ready stage. Once the sales team reviews the buyer record, they update lead status to Working, which triggers an update to the Lifecycle Record. This logic could be replicated to all GTM (Otb, partner sourced etc.). Am I reading this correctly? Btw, awesome video, thank you.
João Dobbin we have a mapping of Lead Status to Lifecycle Stage (some are 1:1 like Sales Ready on the Lead/Contact is Sales Ready on the Lifecycle, same with Working) We create the Lifecycle record at Sales Ready (we also call this the tipping point when the Lead/Contact is sent to sales). Then as the Lead/Contact progresses through the stages, an opp is created, and the opp is won the Lifecycle record gets updated. And yes, we apply this to all GTMs. For example, a partner referral will be deemed Sales Ready and a Lifecycle Record will be created and the Source of the record would be Partner Referral. Hope this answered your questions! Let me know if you have more
Do you have any document of this?
nothing we can really share at this point beyond the video, but if we can get something more public facing we will share!
For the Lead Source Detail - how are you limiting this to a picklist when you have in the descriptions that we should be adding the Name of the specific source? Seems like this would need to be an open text field so that you could stamp it with anything from the field?
Nice catch! We actually recommend this field be a text field because like you alluded to there are always new source details and the list usually ends up being quite long. Plus for web referral it should be the referring website, so we can't always control what that value would be
Question -- Are sales reps working "Leads" and/or "Contacts" (which updates a custom object record), or are they working directly on the custom object? Thanks!
good question! They work their usual objects: lead, contact, opps. The custom object gets created/updated based on updates to the lead/contact/opp. That being said, you can use the custom object to effectively join leads/contacts so you can have one report showing reps both their leads and contacts that they need to work
Hey , really nice video ! I was wondering if I could help you with more Quality Editing in your videos and also make a highly engaging Thumbnail and also help you with the overall youtube strategy and growth ! Pls let me know what you think ?
Nice work, Can you share the Block Diagram in Zapier? How can I automate it using Webhooks? Can you make a tutorial on it? Like I click on button or trigger it fill the data?
@hammadyounas2688 , did you get the Block Diagram in Zapier?. i would like to check because mine is not working.
@@user-bt2rp1sc7s no
Can you please share the spreadsheet?
sure thing! here you go docs.google.com/spreadsheets/d/1J2tYH34X0QdzwBIMzUVdjLU8kQzpU1FrZnsnn2ELdz8/edit?gid=559112674#gid=559112674
Hi Crissy, super interesting! Especially because we tried to capture the same level of info on a Velocity object at my last job. Will ask on LinkedIn.
glad you liked it!
Hey, Fantastic video❤❤ but I noticed your UA-cam channel has some critical issues!! That's why most of your potential viewers don't find your great content On UA-cam Search Results!!! And your Channel is not growing well. I am a professional webmaster. If you want I would love to share with you. Thanks
Love it! I'm trying to standardize our free-text job title field values to our standard ones. Something similar I want to do for self reported attribution! Thanks a bunch! I'm active listener of your podcast 🎉
Can't tell if April Fools or...
Not april fools but bad timing on our part 😆
👏👏👏👏
Amazing content!
"promo sm"
What does this have to do with Software Defined Radio ??
Amazing insights!
Typically a lead scoring algorithm should be taking into account things like the level of engagement the lead had with your website / ads / emails / content. Doesn't look like this is happening here. One nice thing is it seems to know a bit about the company (Asana) and is taking that into account. But that's really still the beginning of what AI should be able to do. A much more compelling use case for AI would be to have the lead scoring algorithm take into account all the rich details on a user's linkedin profile, or on the company's LinkedIn page, or on the company's website, blog, etc. and synthesize the score based on all that extra input. Doesn't look like any of that is happening here either.
what if I dont have website. so how can i connect hubspot with my etsy store
😋 'Promo SM'
Really struggling to work with the various plugins - a lot of them seem clunky. I can't seem to find the 'Code Interpreter' in the plugin store - maybe it's been withdrawn. Where is your little upload icon coming from to the left of send message? I have managed to use GPT to build me some python code to generate a random CSV file that I can use for testing! Now I want to upload it and start messing around with the data.
unfortunately code interpreter is in alpha and not available to everyone yet
This is incredible. Just used it on a list of industries and it worked so well!
awesome!
Promo-SM
great insights and a brilliant video, but how accurate would you say Chat Gpt is for a task like this?
with smaller datasets in my tests it has been very accurate. Will have to test out bigger datasets to see how good it is.
@@revenuegrowtharchitects thanks alot man, hoping to see a video with bigger data sets
Hi, any updates on the integration of behavior into scoring? Would be interested to hear more!
working on it! Should be ready in a couple weeks
Good stuff man! Keep it up
thank you!
This video is unfortunately not as widespread as it should be in my opinion. Great video. What took me a couple of weeks of research when I was first learning about AMB, ChatGPT was able to easily summarize in 1 hour. Beautiful!
Thanks for the feedback! It really is a game changer how much quicker you can move and learn when using chatgpt.
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that's cool - I'm playing with it to train words to look for to group and recategorize into genrerated docs - thanks for the share!
very cool!
Love it.
thanks for the feedback! let us know if there are any more revenue ops AI use cases we should explore
great stuff! can you do more on how we can use AI for other business purposes? like nurturing leads, genorating leads, getting an understanding of each lead so a person can know insights to the individual lead before going into a sales call, how AI can help B2B companies in other business ventures!!! great stuff CS2! really helpful and interesting.
thanks for the feedback! We will definitely be digging into more use cases around the topics you mentioned. And will be posting a video a week on AI. Stay tuned and if you have any other ideas please let us know and we will dig into them!
Hi I really enjoyed your content, thank you, I think it's a promising start. would you mind sharing your prompt for the conversation ?
thanks for the feedback! I just added the prompt here: www.cs2marketing.com/fwd-thinking/revenue-growth-ai-how-to-use-chatgpt-for-ai-lead-scoring
@@revenuegrowtharchitects Web is not working. Could you share again?
First time I've heard it explained like this, and it's a really good way of looking at it
'Promo sm'
I flew a pedal powered airplane in a dream. It was awesome. Now I have to build it. I think it would cost about one hundred thousand for the prototype with production costs of fifty thousand or less per unit. I would give forty nine percent for the capital to make this happen.
Are you marketing certain medicines or counseling or groups.
Getting hacked and loosing all financial info. Being allergic to paper.
If a doctor passes away and you have no doctor to prescribe the medicine. The doctors need to be connected. I had to get a bioscan and found it was viruses that act up during different seasons. These viruses cause the thyroid to either go up or down.
My favorite topic! :)
The waffle house has found its new host
☺️ 𝐩яⓞ𝓂𝓞Ş𝐦
❤️
Perfect timing! Haha