Including Sales in the Marketing Process (and Vice Versa)

Even in the best organizations the sales and marketingphase?). To remedy this misunderstanding, start by
departments often work in parallel, though separatedefining and documenting your sales process and
tracks. And, in most companies the sales andmake sure both teams agree to operate within and
marketing departments actually work against eachsupport those definitions and requirements.
other, with each group planning their strategy, trainingImplementing a Sales Advisory Committee. As you
their team, and implementing their plan withouta)begin your annual marketing planning and budgeting,
considering each other's plansb) gathering their inputc)develop a sales advisory committee. The sales
providing unbiased feedback, and most importantlyd)advisory committee meetings should be lead by the
gaining buy-in and support from each other.marketing department, while the sales department
How many times have new marketing programs orshould decide sales representation. Use these
materials been developed-at great effort andmeetings to strategize, plan, and establish sales buy-in
expense-only to fizzle in the sales process becauseinto every aspect of the marketing approach. Also,
sales refuses to use them? Or how common is thesolicit feedback from individual salespersons by posting
scenario where marketing generates leads they feela web poll to ensure your plans, materials, and vehicles
sales does not follow-up on and sales deems thesearen't missing the mark when it comes to actual
leads "unqualified?" Sadly, in these scenarios, everyoneusability from a sales perspective. Make this poll
loses.anonymous so that you get the real scoop (and not
Integrating the magic of marketing with the science ofjust what they think you want them to say).
sales is KEY to sales and marketing efficiency andCo-traveling with sales representatives. Attending all
effectiveness. Without joining the often-disparatethe trade shows and industry events in the world will
efforts of sales and marketing into one cohesivenever provide the same perspective and opportunity
approach, your strategies are only realizing one-half ofto understand your customers' and prospects' needs
the equation.from your marketing efforts, as calling on them. Ask
To avoid this all-too-common trap, start by including thethe territory representative to plan a day (or two) for
sales perspective into your marketing process by:calling on a mix of current and previous clients and
Understanding Your Sales Process. I find that theprospects. Be specific about who you want to call!
biggest reason sales and marketing teams don'tOtherwise, you'll end up with a tour of the "A"
integrate well is because they don't have the sameaccounts, with very little insight beyond your top
understanding of the sales process and/or they don'tcustomers.
have the same definition of the concepts within theSales and marketing are not independent disciplines.
sales process (For instance, what EXACTLY definesAnd, it's not enough to "be friends." Integrate the two
a lead? What type of communication is necessary atdisciplines in a meaningful way and you'll find your sales
the lead qualification stage vs. the presentationand marketing efforts will be all the more successful.