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Keep a live document of your structure

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發表於 2024-3-2 17:26:45 | 顯示全部樓層 |閱讀模式
In addition to qualified leads, some terms that marketing and sales departments should discuss and agree on are: Ideal customer profile (ICP) Buyer personas Customer touchpoints Customer journey Lead status Lead scoring 2. Determine the teams’ common goals, strategies, and key performance indicators (KPIs) Once upon a time, sales and marketing functioned distinctly and had different goals. Sales roles were focused on revenue, while marketers were focused on driving traffic to their websites and increasing digital ads’ reach. As the customer journey evolves to become a personalized and smooth one, customers expect a seamless handoff from marketing to sales.

As a result, the sales and marketing team’s goals and strategies have Belgium Phone Number Data evolved – some goals are now shared as both departments can influence them. Marketing and sales teams can collaborate on reaching KPIs like conversion rate and lead value. What are the other important KPIs that your teams must track? Here are the other sales KPIs you must monitor. 3. Create a structure for your teams Once you’ve established the teams’ shared goals, create a structure, so you clearly define the responsibilities of each team, thus avoiding confusion on who is accountable for specific tasks.



Identify the roles of each team. For example, you can assign your marketing team brand awareness and lead generation. Meanwhile, your sales team is in charge of converting leads into customers. 4. Document your structure and processes so your team can understand them  and processes to guide everyone on your team and new members joining your organization. Should you need to improve your processes, your sales and marketing teams can review this document together to create a more streamlined workflow. Having the live document available for everyone as a reference also helps them appreciate everyone’s contribution toward the shared goals of both teams.


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