In today’s increasingly competitive world of marketing, B2B sales and marketing alignment is essential for driving revenue growth, maximizing efficiency and delivering a seamless customer experience.
01
Use Technology as a Tool to Align Sales and Marketing Teams
Today’s modern B2B sales and marketing infrastructures typically include a range of marketing technology tools. Customer engagement platforms like Salesforce. Marketing automation software like HubSpot. Sales intelligence and marketing data resources like Zoominfo. These tried-and-true tools are used by team members across sales and marketing departments.
When used correctly, this technology can become the common ground for sales and marketing collaboration and a catalyst that unites teams. Here are ways you can leverage technology in your sales and marketing alignment strategy.
- Provide opportunities for cross-functional training across sales and marketing teams.
- Continuously share data from various marketing automation tools and resources.
- Integrate reporting in your ongoing sales and marketing alignment meetings.
- Implement training during which teams highlight the capabilities of each platform.
02
Establish Key Performance Indicators Across Sales and Marketing Teams
For sales and marketing strategies to be successful, each team needs to understand the other’s value within the B2B sales and marketing funnel rather than convert to the other’s way of doing things. There’s no better example than the outcome-based statements known as key performance indicators (KPIs).
In a B2B-focused organization, your sales team and marketing department might have different goals to meet within the sales cycle. For your marketing teams, it might be a qualified lead tied to marketing revenue. For your sales reps, it might be sales calls, the number of deals closed or a focus on customer retention. Sales and marketing alignment requires identifying each team’s KPIs and building a bridge to connect them in a fair and transparent manner.
For example, sales teams can track conversions as a percentage of market attraction, which can help identify disconnects in driving qualified leads. Both teams can also monitor the sales cycle timeline to help improve the sales funnel and ensure marketing efforts support sales and deliver the most qualified leads.
03
Build the Right B2B Buyer Personas, Together
Identifying your ideal buyer persona is an essential step to an effective B2B sales and marketing strategy. When sales and marketing teams create buyer personas together, they are more accurate and, subsequently, more effective at targeting prospective customers and converting them into qualified leads.
In addition to serving as a litmus test for whether marketing and sales materials are on strategy, clearly identified buyer personas can inspire sales and marketing efforts — like a well-defined buyer journey, targeted messaging playbooks that translate into ready-made sales scripts and cost-efficient digital marketing campaigns.
Plus, the sheer act of collaborating on a single objective ensures that your sales department and marketing leaders are on the same page and can create some valuable “we’re-in-this-together” vibes.
04
Establish Clear Sales and Marketing Communication Channels
Effective communication is the foundation of alignment between sales and marketing teams. It’s important to create regular opportunities for both teams to meet, exchange insights and share feedback.
Implementing sales and marketing functions and tools — such as shared calendars, project management platforms and internal messaging systems — can facilitate seamless communication and collaboration. Lastly, recognize and celebrate joint successes whenever possible. Share big wins and acknowledge the performance of key players across departments.
05
Schedule Regular Meetings to Discuss Marketing Generated Leads
The handoff from a marketing qualified lead (MQL) to a sales qualified lead (SQL) requires a collaborative and consistent effort. By instituting regular meetings to analyze qualified leads and incorporate a feedback loop, marketing and sales teams are better equipped to understand prospect behavior and optimize efforts.
For instance, if marketing leads came through a gated piece of content, did that same lead also open the follow-up email? Are any of the marketing qualified leads already on the sales team’s radar or are people they know?
Answers to these questions help improve efficiency and inform a more tailored approach to conversion. By taking the time to define leads, refine the sales funnel and regularly discuss the handoff process, sales and marketing teams can focus their efforts on improving close rates and generating business growth.
06
Promote Both Marketing Content and Sales Teams
- Ghostwrite marketing content that positions members of the sales team as thought leaders
- Craft social posts that your sales team can easily cut and paste into their feeds.
- Prominently feature sales teams in webinars and position them as subject-matter experts.
The goal of content marketing is to integrate your sales team into the process — placing them on center stage and positioning them as part of the solution. (For a deeper dive into proven content marketing strategies, check out our guide.
