We are talking to Charlie Saunders on how to track 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 pitholes are to avoid

• How the reporting is done with different custom objects

You can find more information about Charlie here:

https://www.linkedin.com/in/charliesaunders/  

RevOps Letter: https://www.getweflow.com/revopsletter Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer/ Philipp on LinkedIn: https://www.linkedin.com/in/janiszech/ Weflow: https://www.getweflow.com/ 

Marker:

(00:00:00) Introduction/What are funnel metrics for you?

(00:06:06) What are pitholes you see customers going through?

(00:09:29) Can a CRM be the one source of truth and how do you solve the issue with that?

(00:21:11) Do you use different custom objects or base the whole reporting just on one?

(00:24:58) What are your top-learnings?

(00:29:20) Did we forget about something important covering the topic?

(00:33:29) What would you do differently if you had to start over again?