• Erica Nagel

Best Tips for Sales and Marketing Alignment


1. Meet Regularly

The best way for sales and marketing to stay connected is to make connection a priority. Regular meetings are an effective way to avoid silo-ing these teams. Here are a few tips:


Have an onboarding marketing meeting with every new salesperson.

In order to support sales successfully, it’s 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 support the sales team. If you’re onboarding a large number of salespeople, 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 service-level agreement. Important metrics to share are lead generation, marketing qualified leads (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

Have an email alias that gets sent to both sales and marketing teams. Use this to share important information in both directions. A shared email address also allows external teams to share pertinent information with both groups.


3. Define Your Content Creation Process

Your sales reps talk with leads all the time and know what gets prospects excited about working with your company. The problem is that reps don't have the time to write down this feedback. How can you help? Make sure to put together a process to gather this input. Here are two tips:


Hold brainstorm sessions at weekly meetings.

Have a five-minute brainstorm session at a sales meeting to ask what content they would like 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 Content Marketing 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 offer 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, 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 to 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

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 may hone 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 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. Celebrate Sales’ Wins and 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. Here’s how:


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

It’s also worth taking 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 follow-up emails for your offers.


9. Organize Sales Enablement Resources

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 Together

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.


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