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The Sales and Marketing! 
Alignment Challenge! 
! 
Driving alignment between marketing automation and sales behaviours!
Why are most 
marketing automation 
and sales strategies 
not delivering results? ! 
© SalesITV - All Rights Reserved. !
Because people in 
marketing and sales 
teams are asking the 
wrong questions! 
© SalesITV - All Rights Reserved. !
• Why wont they call the damn leads?! 
• Why haven’t they returned the list I 
asked for?! 
• Why won’t they use the systems?! 
• Why are they so protective of “their” 
clients?! 
• Why are they wasting my time with 
these useless leads?! 
• Why are they spamming my clients?! 
• Why does this take so much time?! 
• Why did they send them that 
information?! 
© SalesITV - All Rights Reserved. !
My goals for tonight...! 
• Help you ask better questions! 
• Challenge you around why 
this is so important! 
• Give you a framework for 
thinking about and working 
towards sales and marketing 
alignment! 
© SalesITV - All Rights Reserved. !
What is success in 
marketing automation, 
lead nurturing, CRM 
ultimately all about?! 
© SalesITV - All Rights Reserved. !
Warning ! 
My answer might upset you!! 
© SalesITV - All Rights Reserved. !
© SalesITV - All Rights Reserved. !
More 
sales 
Easier 
(lower 
effort) 
sales 
Faster 
sales 
Higher 
margin 
sales 
Broader 
sales 
Ongoing 
sales 
© SalesITV - All Rights Reserved. !
Conflict and misalignment occurs when marketing efforts 
are ultimately all about leads.! 
© SalesITV - All Rights Reserved. !
More 
unique 
views 
More 
downloads 
Marke=ng’s 
KPIs 
Marke=ng’s 
Budget 
More 
leads 
Lead 
scoring 
© SalesITV - All Rights Reserved. !
The Right Question! 
How can we leverage marketing automation, lead 
nurturing, CRM, to achieve sales?! 
© SalesITV - All Rights Reserved. !
We need a shared 
understanding of 
what “sales” is all 
about! 
© SalesITV - All Rights Reserved. !
Describe in detail the sales 
process your sales team 
uses to engage with clients 
and prospects! 
© SalesITV - All Rights Reserved. !
© SalesITV - All Rights Reserved. ! 
The Sales Process! 
This is the sales process in a perfect world to 
those that aren’t offering the “cheapest” 
solution.!
Outcome Focus! 
I’m perfectly clear about the outcome(s) I’m 
committed to achieving and the marketing/ 
inside sales team’s work has increased the 
probability I’ll succeed.! 
! 
I’m perfectly clear about the outcome(s) 
salespeople need to achieve in each type of 
sales interaction/ opportunity and what 
marketing/ inside sales can do to help 
increase the probability of success.! 
© SalesITV - All Rights Reserved. !
Credible Reason! 
Every interaction between inside sales and a 
lead is experienced as a good/ valuable use of 
the lead’s time.! 
! 
Every end user MQL has confirmed an 
understanding/ acceptance of the need to talk to 
an expert/ consider the elements of our value 
proposition vs. just buying on price/ asking for a 
quote.! 
! 
Every MQL has confirmed a genuine need, 
desire and preference for our solution or a 
solution that matches the core of our value 
proposition.! 
© SalesITV - All Rights Reserved. !
Credible Reason! 
Every interaction between inside sales and a 
lead is experienced as a good/ valuable use of 
the lead’s time.! 
! 
Every end user MQL has confirmed an 
understanding/ acceptance of the need to talk to 
an expert/ consider the elements of our value 
proposition vs. just buying on price/ asking for a 
quote.! 
! 
Every MQL has confirmed a genuine need, 
desire and preference for our solution or a 
solution that matches the core of our value 
proposition.! 
How does this compare to 
the majority of MQL’s you are 
currently delivering to the 
sales team?! 
© SalesITV - All Rights Reserved. !
Build Rapport and 
Credibility! 
Every SAL sales engages is open with 
information, easy to access, helpful and has a 
preference for doing business with your brand 
and purchasing your solution based on a 
perceived existing relationship and reciprocity.! 
! 
Every SALE sales engages perceives your 
salespeople as experts in their solution that 
provide valuable consulting/ advice rather than 
salespeople that can and should offer quotes/ 
pricing.! 
© SalesITV - All Rights Reserved. !
Build Rapport and 
Credibility! 
Every SAL sales engages is open with 
information, easy to access, helpful and has a 
preference for doing business with your brand 
and purchasing your solution based on a 
perceived existing relationship and reciprocity.! 
! 
Every SALE sales engages perceives your 
salespeople as experts in their solution that 
provide valuable consulting/ advice rather than 
salespeople that can and should offer quotes/ 
pricing.! 
How effectively are you using 
content, nurturing, 
information capture and 
sharing to build a genuine 
level of trust before assigning 
MQL status to a lead?! 
© SalesITV - All Rights Reserved. !
Explore and Listen! 
I have a detailed knowledge of the MQL’s! 
• Situation, challenges and preferences ! 
• Their understanding of our value proposition! 
• Likely volume! 
• Decision making process! 
• Stakeholders! 
• History/ current solution and pricing! 
• Primary reason for being in the market! 
! 
The online/ inside sales needs analysis process 
has provoked issues that shift focus from price to 
our value proposition.! 
! 
Information is captured/ shared in a way that’s 
easy assimilate and use as part of the sales 
process.! 
© SalesITV - All Rights Reserved. !
Explore and Listen! 
I have a detailed knowledge of the MQL’s! 
• Situation, challenges and preferences ! 
• Their understanding of our value proposition! 
• Likely volume! 
• Decision making process! 
• Stakeholders! 
• History/ current solution and pricing! 
• Primary reason for being in the market! 
! 
The online/ inside sales needs analysis process 
has provoked issues that shift focus from price to 
our value proposition.! 
! 
Information is captured/ shared in a way that’s 
easy assimilate and use as part of the sales 
process.! 
How effectively are you using 
content and nurturing 
strategy to create concerns 
that create the perception 
your solution/ product is 
more valuable than other 
options?! 
© SalesITV - All Rights Reserved. !
Gain Permission! 
Lead scoring matches both the characteristics 
that make a lead more valuable AND the 
commitments that sales would seek before 
offering detailed solutions and pricing.! 
! 
Every MQL becomes an SAL - the inside sales 
process creates a high probability /confidence in 
sales team they are SQL’s. ! 
! 
MQL’s have expressed a genuine interest in 
changing providers/ buying based on our value 
proposition.! 
© SalesITV - All Rights Reserved. !
Offer Solutions! 
Solutions discussed with inside sales match 
recommendations that would be made by more 
experienced salespeople.! 
! 
Information and samples sent to leads matches 
their specific needs/ usage.! 
! 
Discussions with inside sales highlight the value 
our products can deliver beyond price and 
creates a preference prior to engaging with a 
salesperson.! 
© SalesITV - All Rights Reserved. !
Ask for Outcomes! 
A significant number of trial closes have been 
successfully executed through lead nurturing/ 
inside sale.! 
! 
Leads are ready to buy and want to engage the 
salesperson around confirmation that the 
desired solution is appropriate, commercial 
terms and logistic elements of implementation.! 
© SalesITV - All Rights Reserved. !
Handle Objections! 
Content/ lead nurturing/ inside sales 
conversations with the MQL significantly reduce 
the likelihood of objections though partial/ 
complete needs analysis, education, 
provocation of issues to reduce price focus and 
creation of preference.! 
! 
Inside sales is able to effectively handle 
objections throughout the education/ 
engagement process.! 
© SalesITV - All Rights Reserved. !
Next Steps! 
Engagement with sales is seen as a natural 
next step in a buying process that has already 
been started through content, lead nurturing 
and inside sales engagement.! 
! 
Lead knowledge and relationship are 
transferred as part of the handover process.! 
! 
Handover of MQL to SAL and contact from 
sales is as close to immediate as possible.! 
© SalesITV - All Rights Reserved. !
Always ask! 
How can we leverage marketing automation, lead 
nurturing, CRM, to achieve sales?! 
© SalesITV - All Rights Reserved. !
Online sales and ! 
customer service training! 
SalesITV Pty Ltd! 
127 Devonshire Street! 
Surry Hills, NSW 2010! 
Australia! 
! 
+61 2 8306 7777! 
www.salesitv.com!

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The Sales and Marketing Alignment Challenge

  • 1. The Sales and Marketing! Alignment Challenge! ! Driving alignment between marketing automation and sales behaviours!
  • 2. Why are most marketing automation and sales strategies not delivering results? ! © SalesITV - All Rights Reserved. !
  • 3. Because people in marketing and sales teams are asking the wrong questions! © SalesITV - All Rights Reserved. !
  • 4. • Why wont they call the damn leads?! • Why haven’t they returned the list I asked for?! • Why won’t they use the systems?! • Why are they so protective of “their” clients?! • Why are they wasting my time with these useless leads?! • Why are they spamming my clients?! • Why does this take so much time?! • Why did they send them that information?! © SalesITV - All Rights Reserved. !
  • 5. My goals for tonight...! • Help you ask better questions! • Challenge you around why this is so important! • Give you a framework for thinking about and working towards sales and marketing alignment! © SalesITV - All Rights Reserved. !
  • 6. What is success in marketing automation, lead nurturing, CRM ultimately all about?! © SalesITV - All Rights Reserved. !
  • 7. Warning ! My answer might upset you!! © SalesITV - All Rights Reserved. !
  • 8. © SalesITV - All Rights Reserved. !
  • 9. More sales Easier (lower effort) sales Faster sales Higher margin sales Broader sales Ongoing sales © SalesITV - All Rights Reserved. !
  • 10. Conflict and misalignment occurs when marketing efforts are ultimately all about leads.! © SalesITV - All Rights Reserved. !
  • 11. More unique views More downloads Marke=ng’s KPIs Marke=ng’s Budget More leads Lead scoring © SalesITV - All Rights Reserved. !
  • 12. The Right Question! How can we leverage marketing automation, lead nurturing, CRM, to achieve sales?! © SalesITV - All Rights Reserved. !
  • 13. We need a shared understanding of what “sales” is all about! © SalesITV - All Rights Reserved. !
  • 14. Describe in detail the sales process your sales team uses to engage with clients and prospects! © SalesITV - All Rights Reserved. !
  • 15. © SalesITV - All Rights Reserved. ! The Sales Process! This is the sales process in a perfect world to those that aren’t offering the “cheapest” solution.!
  • 16. Outcome Focus! I’m perfectly clear about the outcome(s) I’m committed to achieving and the marketing/ inside sales team’s work has increased the probability I’ll succeed.! ! I’m perfectly clear about the outcome(s) salespeople need to achieve in each type of sales interaction/ opportunity and what marketing/ inside sales can do to help increase the probability of success.! © SalesITV - All Rights Reserved. !
  • 17. Credible Reason! Every interaction between inside sales and a lead is experienced as a good/ valuable use of the lead’s time.! ! Every end user MQL has confirmed an understanding/ acceptance of the need to talk to an expert/ consider the elements of our value proposition vs. just buying on price/ asking for a quote.! ! Every MQL has confirmed a genuine need, desire and preference for our solution or a solution that matches the core of our value proposition.! © SalesITV - All Rights Reserved. !
  • 18. Credible Reason! Every interaction between inside sales and a lead is experienced as a good/ valuable use of the lead’s time.! ! Every end user MQL has confirmed an understanding/ acceptance of the need to talk to an expert/ consider the elements of our value proposition vs. just buying on price/ asking for a quote.! ! Every MQL has confirmed a genuine need, desire and preference for our solution or a solution that matches the core of our value proposition.! How does this compare to the majority of MQL’s you are currently delivering to the sales team?! © SalesITV - All Rights Reserved. !
  • 19. Build Rapport and Credibility! Every SAL sales engages is open with information, easy to access, helpful and has a preference for doing business with your brand and purchasing your solution based on a perceived existing relationship and reciprocity.! ! Every SALE sales engages perceives your salespeople as experts in their solution that provide valuable consulting/ advice rather than salespeople that can and should offer quotes/ pricing.! © SalesITV - All Rights Reserved. !
  • 20. Build Rapport and Credibility! Every SAL sales engages is open with information, easy to access, helpful and has a preference for doing business with your brand and purchasing your solution based on a perceived existing relationship and reciprocity.! ! Every SALE sales engages perceives your salespeople as experts in their solution that provide valuable consulting/ advice rather than salespeople that can and should offer quotes/ pricing.! How effectively are you using content, nurturing, information capture and sharing to build a genuine level of trust before assigning MQL status to a lead?! © SalesITV - All Rights Reserved. !
  • 21. Explore and Listen! I have a detailed knowledge of the MQL’s! • Situation, challenges and preferences ! • Their understanding of our value proposition! • Likely volume! • Decision making process! • Stakeholders! • History/ current solution and pricing! • Primary reason for being in the market! ! The online/ inside sales needs analysis process has provoked issues that shift focus from price to our value proposition.! ! Information is captured/ shared in a way that’s easy assimilate and use as part of the sales process.! © SalesITV - All Rights Reserved. !
  • 22. Explore and Listen! I have a detailed knowledge of the MQL’s! • Situation, challenges and preferences ! • Their understanding of our value proposition! • Likely volume! • Decision making process! • Stakeholders! • History/ current solution and pricing! • Primary reason for being in the market! ! The online/ inside sales needs analysis process has provoked issues that shift focus from price to our value proposition.! ! Information is captured/ shared in a way that’s easy assimilate and use as part of the sales process.! How effectively are you using content and nurturing strategy to create concerns that create the perception your solution/ product is more valuable than other options?! © SalesITV - All Rights Reserved. !
  • 23. Gain Permission! Lead scoring matches both the characteristics that make a lead more valuable AND the commitments that sales would seek before offering detailed solutions and pricing.! ! Every MQL becomes an SAL - the inside sales process creates a high probability /confidence in sales team they are SQL’s. ! ! MQL’s have expressed a genuine interest in changing providers/ buying based on our value proposition.! © SalesITV - All Rights Reserved. !
  • 24. Offer Solutions! Solutions discussed with inside sales match recommendations that would be made by more experienced salespeople.! ! Information and samples sent to leads matches their specific needs/ usage.! ! Discussions with inside sales highlight the value our products can deliver beyond price and creates a preference prior to engaging with a salesperson.! © SalesITV - All Rights Reserved. !
  • 25. Ask for Outcomes! A significant number of trial closes have been successfully executed through lead nurturing/ inside sale.! ! Leads are ready to buy and want to engage the salesperson around confirmation that the desired solution is appropriate, commercial terms and logistic elements of implementation.! © SalesITV - All Rights Reserved. !
  • 26. Handle Objections! Content/ lead nurturing/ inside sales conversations with the MQL significantly reduce the likelihood of objections though partial/ complete needs analysis, education, provocation of issues to reduce price focus and creation of preference.! ! Inside sales is able to effectively handle objections throughout the education/ engagement process.! © SalesITV - All Rights Reserved. !
  • 27. Next Steps! Engagement with sales is seen as a natural next step in a buying process that has already been started through content, lead nurturing and inside sales engagement.! ! Lead knowledge and relationship are transferred as part of the handover process.! ! Handover of MQL to SAL and contact from sales is as close to immediate as possible.! © SalesITV - All Rights Reserved. !
  • 28. Always ask! How can we leverage marketing automation, lead nurturing, CRM, to achieve sales?! © SalesITV - All Rights Reserved. !
  • 29. Online sales and ! customer service training! SalesITV Pty Ltd! 127 Devonshire Street! Surry Hills, NSW 2010! Australia! ! +61 2 8306 7777! www.salesitv.com!