Sales and marketing alignment checklist

The alignment between sales and marketing teams remains a crucial topic in the era of content marketing. As businesses embrace the B2B sales revolution and the concept of content selling, the consensus is clear: companies must invest in strengthening the relationship between sales and marketing to maximize revenue.
Time for Objective Evaluation
Before implementing practical solutions, businesses need to assess the current relationship between their sales and marketing teams. A thorough evaluation should be part of your digital marketing strategy and address the following areas:
- Communication between sales and marketing teams
- Aligned goals and objectives
- Workflows, processes, and technologies
- Access to and usage of marketing content assets
- Involvement in lead nurturing campaigns
- Contribution towards increasing conversion rates
Sales and Marketing Alignment Checklist
Here are practical steps your company can take to build a productive relationship between sales and marketing:
1. Communicate a common goal/objective
Every company’s ultimate objective is revenue generation. However, sales and marketing teams often operate as separate units with different priorities. Marketers focus on content marketing and lead generation, while sales teams concentrate on closing deals. To ensure alignment, communicate a shared vision that aligns both teams with the company’s overarching business goals.
2. Encourage Physical Presence and Social Interaction
While digital communication is prevalent, physical proximity between sales and marketing teams can enhance collaboration. Consider seating both teams in close proximity to reduce misunderstandings, encourage teamwork, and foster a supportive environment. When sales and marketing interact frequently, content approvals, technology adoption, and campaign execution become more efficient.
3. Define Shared Sales-Marketing ROI Metrics
One common challenge is the disparity in how sales and marketing measure success. Sales teams often have clear, tangible ROI metrics (e.g., revenue closed), whereas marketing initiatives take longer to show results. To prevent conflicts, develop a joint ROI framework that evaluates both teams’ contributions, such as:
- Marketing-qualified leads (MQLs) that convert to sales-qualified leads (SQLs)
- Lead-to-customer conversion rates
- Revenue generated from marketing campaigns
- Engagement metrics from content marketing efforts
4. Equal Incentives for Both Teams
The traditional approach rewards sales reps for closing deals but often overlooks the role of marketing in the conversion process. Implementing a fair incentive structure that acknowledges the contributions of both sales and marketing professionals fosters teamwork and encourages collaboration.
5. Implement Marketing Automation Technologies
Nothing will help you to bridge the gap more between marketing and sales than marketing automation: the ultimate tool for sales enablement. Content assets are both teams’ fundamental weapons for discovering, targeting and interacting with prospects. They are invaluable because they provide an automated platform where they can create, evaluate and adjust content in a synchronised and timely manner. What is more, technologies like lead nurturing and scoring programs will automatically score individual actions, enabling both marketing and sales teams to quickly identify the current stages of leads within the buying cycle and consequently - optimise their efforts towards achieving high conversion rates.
6. Leverage Mobile Sales Enablement Tools
In today’s content marketing landscape, sales reps need immediate access to relevant, personalized content during client meetings. Mobile sales enablement technologies provide real-time access to essential content assets, ensuring that sales professionals can deliver engaging presentations and close deals effectively.
Additionally, integrating mobile technologies with marketing automation platforms encourages sales reps to collaborate with marketing teams in developing and optimizing content assets. This fosters a cycle of continuous improvement and alignment.
The Path to Sales and Marketing Success
Aligning sales and marketing is an ongoing process that requires consistent effort, education, and patience. The first step is a comprehensive evaluation of the current alignment state. Regardless of other strategies, businesses should prioritize the implementation of marketing automation and mobile sales enablement tools. These technologies provide the necessary infrastructure to ensure sales and marketing collaboration, ultimately driving revenue growth and business success.
Companies that successfully align sales and marketing will position themselves as industry leaders in the age of content selling and customer-centric engagement.