

Expert Session: Marketing Ops - Pipeline Sources and Funnel Tracking with Crissy and Charlie Saunders
Jul 29, 2024
Crissy Saunders, a Marketing Operations specialist, and Charlie Saunders, a Demand Strategies expert, share their wisdom on navigating the complexities of B2B marketing measurement. They explore crucial frameworks for pipeline tracking and the alignment of marketing and sales data. Highlighting common pitfalls in data management, they stress the importance of a unified data model. With insights on CRM integration challenges and the intricacies of buyer intent, they provide strategies to enhance marketing efficacy and improve conversion rates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Common Missteps in B2B Data Management and Marketing Infrastructure
02:05 • 3min
Aligning Revenue Teams through Unified Data
05:23 • 24min
Navigating Historical Data Challenges in Marketing Insights
29:33 • 2min
Challenges of CRM Integration for Microsoft Partners
31:53 • 2min
Navigating Customization in Marketing Operations and Buyer Intent
33:32 • 5min
Evaluating CRM Effectiveness and Partnership Strategies
38:10 • 2min
Navigating Sales Integration and Partner Tracking
39:52 • 18min