RevOps Lab

#14 Tracking the entire GTM funnel end-to-end - Charlie Saunders, Chief Revenue & Operations Officer @ CS2


Listen Later

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?

    ...more
    View all episodesView all episodes
    Download on the App Store

    RevOps LabBy Weflow


    More shows like RevOps Lab

    View all
    CNBC's "Fast Money" by CNBC

    CNBC's "Fast Money"

    1,357 Listeners

    Planet Money by NPR

    Planet Money

    30,823 Listeners

    a16z Podcast by Andreessen Horowitz

    a16z Podcast

    1,032 Listeners

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

    519 Listeners

    Software Engineering Daily by Software Engineering Daily

    Software Engineering Daily

    621 Listeners

    The Official SaaStr Podcast: SaaS | Founders | Investors by SaaStr

    The Official SaaStr Podcast: SaaS | Founders | Investors

    175 Listeners

    The Daily by The New York Times

    The Daily

    111,785 Listeners

    The Indicator from Planet Money by NPR

    The Indicator from Planet Money

    9,555 Listeners

    Worklife with Adam Grant by TED

    Worklife with Adam Grant

    9,188 Listeners

    Squawk on the Street by CNBC

    Squawk on the Street

    598 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,155 Listeners

    The Mel Robbins Podcast by Mel Robbins

    The Mel Robbins Podcast

    20,416 Listeners

    The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis by Nathaniel Whittemore

    The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

    462 Listeners

    RevOps Unboxed by Revenue Operations Alliance

    RevOps Unboxed

    4 Listeners

    RevOpsAF The Podcast by Matt Volm

    RevOpsAF The Podcast

    0 Listeners