What is meant by alignment?
Effective sales and marketing alignment is essential for businesses to achieve their revenue goals. Sales and marketing alignment refers to the shared understanding of systems, goals, and strategies that enable both teams to work together seamlessly. Sales and marketing alignment results in overall revenue growth. By working together, both teams can identify areas of opportunity and develop strategies to maximize revenue. Sales teams can provide valuable feedback on the effectiveness of marketing campaigns, while marketing teams can provide the resources and tools that sales teams need to close more deals.
Why are sales and marketing misaligned?
Often the primary cause of misalignment between sales and marketing teams can be summed up in one words- silos. Sales and marketing teams often operate in silos, with little interaction or understanding of each other’s roles and responsibilities. This can lead to misunderstandings and conflicts that hinder collaboration and alignment.
Sales and Marketing aim to achieve different KPI’S, working on different timelines, having different incentives, and using different metrics to measure success.
Recognizing this divide, and the policies and processes that enforce it is the first step on your journey to align sales and marketing in your company.
With that being said, we’ve identified 6 additional steps you should follow to further encourage alignment from both teams.
Meet regularly- Take time out to discuss common challenges each team may be facing.
Share communication channels- Find a simple way to share updates, opportunities, and challenges.
Share assets- Talk to your sales team about interactions with customers, this can be a great way of generating insights.
Train sales teams on new features- Keep your sales team up-to-date with your company’s latest features.
Know your prospect- Create and share customer personas with your sales team.
Define metrics- Decide how you will measure success from your sales and marketing efforts.
For the next month, take some time each day to implement each of these 6 steps into your alignment strategy.
Meet regularly
No one likes unnecessary meetings. And meeting with people who aren’t even on your team can sometimes feel like a waste of time. But getting your sales and marketing teams together—in person or virtually, through technology like video calls—can make a big difference.
Meeting to talk about common challenges can help people see beyond their individual roles. Coming together can help your sales and marketing teams appreciate the fundamental truth—they need each other. The better they understand one another’s perspective, the more aligned they can be. And that leads to a stronger organization with better client acquisition metrics.
Share communications channels
Chances are, your sales and marketing teams already have some kind of communication channels to coordinate internally. This might be an email group or a channel on a messaging application like Slack or AnywhereWorks.
Consider setting up a shared channel for all your sales and marketing folks to use. Just having an easy way to communicate can increase collaboration and transparency between different teams.
3. Share assets
Your sales team is a great source of insight into your prospects. Salespeople talk to prospects every day, and they know better than anyone what your customers-to-be want, need, and worry about. You can use these insights in your marketing—if you’re paying attention to them.
Salespeople can also be the face of your company, talking it up on social media, in blog posts, and so on. While marketers may actually create some of this content, sales has a key role to play in inspiring and distributing it.
Collect your sales enablement resources in one place, where both sales and marketing staff can access and iterate on it. When both teams see this material as a collaborative project that benefits everyone, success isn’t far behind.
4. Train sales teams on new features
Just as marketers can learn a lot from the conversations salespeople have with leads, they can teach sales teams something, too.
Marketing teams are good at creating content to promote new features and services your company may introduce. In addition to putting this content into the world where leads can find it, they can use it to keep sales teams up to date on the latest offerings.
5. Know your prospect
Understanding your prospects is key to a successful sales and marketing operation. If your marketing and sales teams work in silos, each with their own idea of the ideal lead, you’re in trouble.
Shared models of your idea customers, often called personas, can help. Get your sales and marketing teams together to agree on the typical job titles, ages, work responsibilities, and goals of the people you’re trying to engage.
Document these personas. Keep the profiles in a place where your sales and marketing teams can easily access them. And return to them periodically to iterate. Use what you learn from your pipeline metrics to continually refine the personas.
Above all, be sure both the sales and marketing sides of your company are on board with this shared view of who your prospects are.
6. Define metrics
As with any project, it’s important to decide how you will measure success in your sales and marketing efforts.
To do that, you need to define your metrics. Here are some of the things you may consider measuring:
What portion of your marketing-qualified leads go on to become sales qualified?
What portion of your sales-qualified leads actually convert into customers?
How many leads have to go from sales stages of your pipeline back to marketing?
What is the average time a lead spends in your pipeline?
Where do leads get stuck or eject from the pipeline?
You’ll also want to measure the performance of your campaigns and individual content resources. You can track the items above for each campaign, as well as for your overall pipeline effort.
Conclusion
Remember, aligning sales and marketing is not something you do in a day or a week. You can’t “set it and forget it”—you need to take a long view, and iterate on what you’re doing for continuous improvement.
When you set up feedback loops and adjust your activities according to what you learn, you’re on the right track.
And don’t forget, your sales and marketing teams have a lot to gain from staying aligned. So keep them involved!
You probably won’t get far trying to impose alignment from above. It’ll only work if everyone’s on board. Review your goals, strategies, and tactics with your teams and invite them to participate in the work. After all, alignment is first and foremost about people.