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#14 Tracking the entire GTM funnel end-to-end - Charlie Saunders, Chief Revenue & Operations Officer @ CS2
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?
View all episodes
By WeflowWe 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?
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