Office Manager, 7+ Years of Logistics and New Hire Management
May 13th, 2013
Generating a lead is great news for any company, but the level excitement will depend on what type of lead you have. Is it a marketing qualified lead, or is your lead sales ready? If your marketing and sales team are not on the same page, it will be very difficult to nurture this lead and convert said lead into a customer.
The key to successfully nurturing and converting your leads is having effective coordination between your marketing and sales teams. Below is a checklist that will help you get your sales and marketing teams on the same page.
Sales and Marketing Alignment Checklist:
1. Agree on Quality Lead Identification Statement
If your sales and marketing teams have a varying definition of a quality lead for your company, it’ll be impossible to sell or market effectively. Both teams need to meet and identify your ideal prospects together based on demographics and behavior. This ensures your marketing team is generating the right type of leads so that your sales team can close at a higher rate.
2. Identify Actions that Represent Sales Readiness
In order to achieve your business goals on a monthly basis, you’ll need to identify how many SQL’s need to be delivered to your sales team. How many leads do you generate each month? How many become opportunities? Customers? Use these numbers in order to identify how many SQL’s are needed to achieve your business goals.
If you have marketing software and a CRM, you can actually integrate the two, allowing them to talk to each other. By integrating HubSpot and a CRM like Salesforce, not only are the leads automatically entered, it allows lead intelligence to easily pass between them. Known as closed-loop reporting, this allows you to track and identify how leads came to your site, their actions and behaviors and at what point they became a lead.
Your marketing report should include a lead waterfall graph. Your sales report should include two different graphs; one for monitoring your sales teams speed to follow-up with leads and the other monitoring the number of leads that sales is following up with. If you’re not setting up these reports, you won’t know whether sales and marketing are on track to hit their goals. Don’t just set your goals and check them at the end of the month. You should proactively be checking and adjusting your strategies in order to identify problems and address them early.
9. Implement CRM Best Practices
To get the most out of your CRM, it’s essential that your team is fully trained to master the software. Once this is achieved, ensure best practices are followed, which means staying on top of lead statuses, opportunity stages, and all client notes are accurately recorded. This is critical, as accurate information passed between sales and marketing also ensures a more powerful campaign.
10. Open the Lines of Communication
In order to meet your sales and marketing goals for the month, both teams need to continually work together to identify problems in the sales process and where they originate from. Sales knows what closes deals, therefore there should be an open line of communication in order for marketing to adjust their content and overall campaign to assist in the sales process.
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