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Encourage collaboration and communication while creating more effective strategies.
Marketing and sales live in different “time zones.” Marketing focuses on the future, following projected trends and the big picture while the sales team must rely on previous successful strategies to secure the present. Marketing must continually generate leads to keep the company’s business momentum moving forward and the sales team must convert those leads to keep the business operational.
When marketing and sales teams successfully collaborate, all systems are elevated. Marketing materials are top-notch, the sales team has the emotional intelligence to pivot after losing a sale and competitor analysis improves. However, marketing and sales don’t always work together cohesively. We’ll explain how business owners and managers can navigate typical conflicts and create strategies to help marketing and sales teams work in harmony.
Differing business goals and roles often fuel marketing-sales disharmony. Consider the following nine strategies to help your marketing and sales teams work together more efficiently.
Role confusion is one of the leading causes of conflict between sales and marketing teams. To prevent this issue, you must redefine roles and ensure that each department understands its responsibilities. Here are some tips for doing so:
Sometimes, your sales and marketing teams see things in terms of workplace competition. Team members want to secure their budgets and positions and may not see the benefits of working together.
Managers and leaders must communicate why collaboration is essential. You must understand how much time is spent on each task and determine whether your budget is being used effectively. Explain how workplace collaboration reduces conflict while saving time and money.
Even better, share how collaboration helps your business provide a great customer experience for potential and existing clients.
Marketing generates sales leads and sales teams are responsible for lead conversions. Without marketing, your sales team wouldn’t have leads and, without a sales team, your marketing team wouldn’t have the feedback it needs to improve marketing campaigns.
Explain to your teams that your business growth strategy must have both components. A successful, cohesive sales and marketing strategy may look like this:
Each team plays a crucial role in the sales process. When they work together, your business growth strategy becomes more efficient and effective.
The right approach and tools can resolve miscommunication between departments. By outlining everyone’s roles from the beginning, team members will know whom to contact if they need help with a particular issue. Ensure everyone’s contact information is readily available.
Mark Voronov, co-founder and CEO of SocialPlug, emphasized the importance of creating an environment where open communication and cooperation are encouraged. “It is achievable through routine meetings whereby the two teams are able to express their goals and problems,” Voronov explained. “I personally teach my team to redefine their tasks so that each department will understand what is required of them. As it turned out, this minimal change prevented a lot of overlaps and miscommunications.”
Tools like Asana or Slack for workplace communication can help keep departments working together. These apps allow team members to chat in real time, assign tasks, share resources and keep a written record of each project.
Various knowledge base tools and software options are available online for collecting, organizing and distributing resources to your sales and marketing teams. Team members can add essential documents to the knowledge base, such as client files, marketing materials and analytics reports, or access existing docs in real time. This setup ensures that everyone has the information they need when they need it.
Chris Kirksey, CEO of Direction.com, advises building a comprehensive resource document that serves as both a strategic framework and a practical guide, including company best practices, product development and HR-related resources.
“This document should include a clear organizational structure with a joint synchronization committee, a detailed Service Level Agreement defining shared metrics and lead criteria, established communication protocols, unified messaging guides, shared incentive structures and complete process documentation for customer journeys and lead handoffs,” Kirksey noted.
Customer relationship management (CRM) software helps teams collect, organize and access essential customer data, including contact details, purchase history and past interactions with your company. The best CRM software can hold detailed records about the following:
When both sales and marketing teams update a shared CRM, everyone can automatically access valuable insights to help them work more effectively. For example:
Don’t let workplace conflict stew. Take action as soon as you see tension arise. A biting remark or a passive-aggressive email should prompt you to ask, “What isn’t working? How can this be fixed?” instead of waiting for things to blow up.
As the person in charge, you can nip tension in the bud when you spot it. Ask for clarification, offer solutions and help your teams problem-solve before they resort to harmful behaviors.
Sometimes, issues arise that require an interdepartmental solution. For example, your sales team may want better leads, which is a task for the marketing team. Similarly, your marketing team may want feedback on a campaign’s digital marketing return on investment (ROI), which the sales team could provide.
Use meetings as opportunities to encourage cross-departmental problem-solving. Set aside time for both teams to work together to resolve their issues. You may be pleasantly surprised by what they come up with.
Set shared goals and reward everyone when they achieve these goals. When your sales and marketing teams learn that working together means massive rewards, they’ll be less likely to compete with each other.
It doesn’t have to be an “us vs. them” situation. Collaboration can pay off in rewards from upper management, employee bonuses or commissions on revenue increases.
Here are some possible reasons your sales and marketing teams aren’t seeing eye to eye:
As you guide your sales and marketing teams toward mutual respect and understanding, your business will enjoy the following benefits:
Voronov stressed that the biggest benefit of a unified sales-marketing approach is improved customer satisfaction. “When the salespeople and marketers collaborate in harmony, the rewards are palpable,” Voronov said. “The uniform effort yields a uniform customer experience, improved quality of leads and finally, increased revenue.”
Jennifer Dublino contributed to this article.