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Ops Cast

The Ugly Work Behind a Beautiful CRM

May 12, 2025
Nicole Alvarez, a Solutions Architect at ClearPivot with a background in psychology and cognitive science, dives into the often-overlooked "ugly work" in marketing operations. She shares insights on the importance of field audits and data cleanup, revealing how these foundational tasks lead to successful marketing initiatives. Nicole discusses using flawed data reports to persuade executives about the need for investing in operational quality. With her unique blend of skills, she emphasizes creativity in overcoming data challenges and enhancing CRM systems for better decision-making.
48:37

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Nicole Alvarez highlights the critical, yet often overlooked, operational tasks like data audits and documentation that lay the groundwork for successful CRM marketing outcomes.
  • By demonstrating the negative impact of bad data through flawed reports, Nicole effectively illustrates the necessity of investing in data quality to stakeholders.

Deep dives

The Journey of a Solutions Architect

Nicole Alvarez shares her diverse career path, which has taken her across multiple countries and roles within marketing and sales operations. Her journey began in content writing, leading her to recognize the importance of understanding marketing processes for effective lead management. This realization propelled her into RevOps, where she combines her passion for continuous learning with her expertise in data operations. Currently studying cognitive science in Uruguay, she highlights the interconnectivity between human psychology and effective data management in operations.

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