Best Practices to Align Your Sales and Marketing Performance

Marketing and Sales: Communication is Essential

Marketing and sales go hand-in-hand, especially for business-to-business companies. For the business funnel to work smoothly, communication between the two departments is essential.

Your marketing team has a job to do, which is to generate leads for your company. They do this through multiple activities, which include critical market research. They gather information and learn about your customer base.

Marketing creates ads - whether in print, broadcast or digital – designed to target the customers' business needs. They create the marketing materials your sales team will use. They generate the leads your sales team will follow.

Your sales team has a job as well, which is to follow those leads and turn them into sales. In B2B, this means meeting with the potential customer, more often than not. Because of this, it's imperative that your sales team has a deep understanding of your customers' issues. They need to know the value of the solutions your company offers.

Communication between the two teams is key, and transparent communication at that:

  1. Marketing needs to provide sales with consumer insight.
  2. Sales needs to provide marketing with information about why a lead was put to the side.
  3. Marketing needs to help sales understand the "why" behind tactical campaigns.
  4. Sales needs to help marketing understand why a tactic won't work with consumers.

Marketing and sales people have different outlooks. Traditionally, marketers look at the long-term view of an expanding market and increased brand awareness. Sales teams focus on individual deals and short-term results.


Further reading:

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What is the difference between Sales and Marketing?

Marketing encourages leads and builds relationships with potential customers through a variety of strategies. Some of these strategies include promotion through flyers, emails, newsletters, trade shows, referrals networks, and of course, digital marketing.

Digital marketing is part of what we at Volaris recognize as New-Age Marketing. Digital marketing has become a key focus in recent years because the process through which customers research and buy products and services has changed drastically. Digital Marketing techniques are addressing the change in customer behaviour and have positive effects on not only the number of leads, but the quality of these leads which ultimately generates better growth.

Marketing reaches out to these potential customers and provides them with knowledge and incentives about their company and their products through promotions and campaigns. They nurture leads through cycles to ensure that people keep coming back. Getting the initial sale is important, but it is reflective of a good marketing team to keep people interested in what else the company has to offer. Marketing develops a relationship between a large customer base and the products and services the business sells.

After Marketing has reeled-in the leads, it is up to the Sales department to close them.

The Sales team develops a one on one relationship with the customer, and they work hard to ensure that the customer evolves from having an interest in their company to signing a contract and paying for a service. The Salesperson addresses the specific needs of the customer and provides a solution tailored to their requirements. Through additional methods such as cold calling, salespeople are able to turn a lead into a profit. All companies need these talented individuals to ensure the success of their business.


Further reading:

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Sales Alignment

Before we dive into those best practices, let's take a second and discuss Sales alignment. Sales alignment refers to the steps your sales team takes to ensure they're aligned with Marketing. Here are a few Sales alignment strategies.

Organize Sales around buyer personas.

Buyer personas aren't just valuable to Marketing; they also educate Sales on who they're selling to, what they care about, and how to help them. Consider your buyer personas as you organize your sales team, create sales enablement materials, set up your CRM email templates.

Designate staff to receive and qualify leads.

One avenue through which Sales and Marketing will always be connected is through lead sharing. As Marketing generates leads through content offers and campaigns, they pass them to Sales to qualify, nurture, and convert. 

Who on your Sales team accepts marketing qualified leads? If you can't answer that question in five seconds flat, you need to review your Sales team structure and designate someone (if not a small team) to receive and assign these leads. If there's one place where Sales and Marketing need to be aligned, this is it.

Facilitate training between teams if needed.

Have Sales hold product demonstrations for Marketing (perhaps the same ones they give prospective customers). Alternatively, ask Sales if they have had some trouble with specific questions during their calls. Smarketing is just as much about education as it is about alignment.


Further reading:

Remarketing a Website That is Having Low Visitor Traffic

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Important Google Analytic SEO Metrics You Need To Take Very Seriously

How to Increase Your Online Sales and Conversion

How to Improve Google Display Network Performance


Sales and Marketing Best Practices

Here are some of the best marketing tips and tricks that my colleagues use.

1. Meet regularly.

The best way for Sales and Marketing to stay connected is to, well, stay connected. Regular meetings are an effective way to avoid siloing these teams.

Have an onboarding smarketing meeting with every new salesperson.

In order to support Sales successfully, it is very important to share processes, resources, and best practices from the start. Use this time to get to know each other and share how Marketing will be supporting the sales team. If you have a large number of salespeople starting, hold a monthly meeting to set these expectations and field any questions new folks might have.

Attend sales weekly meetings.

Attending weekly sales meetings allows marketers to know how Sales is doing with their quota and goals, and offer support when needed. Use this time to share the upcoming campaigns, content, and offers that Marketing will be promoting that week. Also ask for content ideas and recommendations for your future offers and blog posts.

Have a monthly meeting with sales managers.

Marketing and sales managers should meet on a monthly basis to analyze results and evaluate their SLA. Important metrics to share are lead generation, MQLs, percent of leads worked, and lead-to-customer conversion rate.

Attend events together.

Whether it's an industry meetup group, happy hour in your office, or an organized conference — spend time together in a casual setting. Attending an event together provides you with a unique opportunity to get to know your Sales department outside of the traditional work environment.

2. Create a team email alias.

Have an email alias that gets sent to both Sales and Marketing teams. Use this strategically to share important information in both directions. This also allows external teams to share pertinent information with both groups.

3. Have a content creation process in place.

Your sales reps are talking with prospects all the time and know what is getting them excited about your company. The problem is that a lot of times they don't have time to write down this feedback. How can you help? Make sure to put together a process to gather this input.

Hold brainstorm sessions at weekly meetings.

Have a five-minute brainstorm session at a sales meeting to ask what content they would like to have to share with prospects or attract more leads.

Use a shared Google document to collect ideas and references.

Have a shared Google spreadsheet where Sales can add ideas or certain references for content creation.

4. Coordinate your content marketing campaigns with Sales.

Marketers are constantly promoting new offers and content, so it's important to keep the sales team up-to-date with these promotions so they know what recent offers their leads are receiving.

Here are the basic steps for coordinating your offers with Sales:

Include your promotion on a shared calendar.

Build a Google Calendar and add the date and time of your promotion (it might be an email, webinar, or social media campaign) along with the URL, the main talking points, and description of each offer. Make sure to invite your sales team to this calendar so they can see it on their personal accounts.

Email the offer to Sales.

Once your offer has been promoted and you start getting leads, you should email the sales team with the following information:

  • Offer talking points. Include two to three bullets about the offer. Assume the salesperson hasn't read the offer — what main concepts should they know when talking to prospects? Good talking points usually include: stats, business use cases, or "how to" advice.
  • Lead views. Make sure to include the list of the leads your offer is generating so Sales can take action. If you have a CRM, you can easily generate views and share them with your sales team.
  • A quote of the week. Similar to the talking points, including a more general quote that Sales can use on their calls can keep the conversations up-to-date. The best quotes are the ones that are data-driven and relevant, so try to include a recent industry trend or stat.

Build follow-up email templates for your promotions.

Offers are a great way to generate new leads and re-engage old leads. Build email templates for your sales team to start a conversation. This email should be specific about the offer and how your company might help with the prospect's interest.

5. Set shared goals — together.

Historically, Sales and Marketing function with different key performance indicators (KPIs) and, therefore, different goals. Most goals are separate — Sales may be focused on monthly revenue while Marketing hones in on website traffic.

A good marketing strategy prioritizes shared goals, too. There are a few KPIs — like conversion rate and lead value — that both teams can measure and influence. Identify these KPIs for your sales and marketing teams can work towards.

6. Share your reporting and analysis.

What do your sales and marketing teams track and measure? What do they learn from their analysis? Just as you keep your communication and ideation channels open between Marketing and Sales, make sure each team shares their learnings, too. You never know what your salespeople and marketers could learn from seemingly unrelated KPIs and analyses.

7. Help showcase your salesperson's expertise.

Marketing is responsible for promoting all aspects of your company, including your products, brand, and salespeople  — the folks your prospective customers will connect with and, hopefully, trust. Leverage your marketing resources to showcase your sales team's expertise.

Ghostwrite a blog post under your salesperson's name.

Consider ghostwriting a post under your salesperson's name. Interview them on the topic, transcribe your conversation, and turn that into a blog post. This can help the salesperson establish credibility and familiarity with their leads.

Get them to use social media.

If your salesperson is active on social media, then encourage them to share your company's content. You can even write some lazy social media messages for them, so all they have to do is copy and paste them on their favorite networks.

8. Shadow sales calls.

Also, take some time to sit next to your sales team and listen to their calls. This is a great learning experience that will help you step into your sales team's shoes and see how they illustrate the business use of your product or service. You can also get ideas for future content creation and how to build some of the follow-up emails of your offers.

9. Organize sales enablement resources in one easy-to-access location.

Marketers work hard to create sales enablement resources such as brochures, company overviews, and presentations, but all that hard work goes to waste if your sales team can't find (and use) them.

So try to keep all your sales enablement resources in one shared place where Sales can easily access them. This location is a great place to also host your campaign calendar, links to relevant offers, and specific content for a market or persona.

10. Have fun and get to know each other.

Finally, some of the most important advice is to try to get to know each other as people. Organize lunches, outings, and celebrations, and just have fun. This helps build trust among team members and ensures that people feel comfortable leaning on each other for support.


Further reading:

How to drive massive traffic to your blog and website

How to build your website trust and credibility

How to Build a Good Customer Experience to Improve your Website Conversion Rate

How Content Marketing Can Boost Your Online Marketing Results

Harnessing the Power of Social Media Marketing in Business Growth


Sales + Marketing = Smarketing

Aligning your sales and marketing team helps both teams reach their goals and boost company revenue. Apply these sales and marketing best practices to improve your marketing strategy.


Why Sales and Marketing need to work together

The relationship between Sales and Marketing has changed drastically in recent years, and it is crucial that these two groups collaborate effectively. Marketing is holding onto leads much longer than ever before, and they are focused on developing and nurturing relationships with leads before handing them off to Sales. Also, more and more marketing organizations are bringing inside sales (or lead qualifiers) into the Marketing organization – a role that used to sit within sales.

By holding onto leads longer, Marketing is making it easier for the Sales team to connect with the customer. Reducing the number of cold leads and increasing the number of warm leads makes the process of closing deals faster for the Sales team. Also, having an effective Sales team which can close the deals effectively generates revenue and ensures that the Marketing team’s efforts are not wasted. It is important that your Sales and Marketing teams value one another, and recognize the potential they have when working together. It is all about balance, and marrying the different talents of Sales and Marketing creates an effective partnership for generating growth.

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