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Sales and Marketing
Alignment
T. Baxter Denney
Manager, Database Marketing
©2011 Citrix Online, LLC
  All rights reserved.
Marketing & Sales
140%

130%

120%

110%
                                                              Leads
100%                                                          Bookings
90%

80%

70%
        Q1          Q2                              Q3   Q4

                         ©2011 Citrix Online, LLC
                           All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
100,000     Inquiries
             Marketing
60,000
              Qualified
            Leads (MQL)
30,000           Sales
               Accepted
              Leads (SAL)

 5,000            Sales
              Qualified Leads
                  (SQL)

 2,000             Closed
                    Won



          ©2011 Citrix Online, LLC
            All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
100
 90
 80
 70
 60
 50                                                    Good Guys
 40                                                    Bad Guys
 30
 20
 10
  0
      Inquiries   MQL   SAL               SQL      $

                        ©2011 Citrix Online, LLC
                          All rights reserved.
Marketing & Sales

                         Bookings
140%

130%

120%

110%

100%

90%

80%

70%
        Q1          Q2                          Q3   Q4

                     ©2011 Citrix Online, LLC
                       All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
Sales & Marketing Alignment Projects
Marketing Qualified Lead Criteria – Database
Marketing

Sales Enablement Tools – Sales Operations

Revise Lead Forms – Web Development

Sales Survey – Customer Insights

Data Append – Sales Operations / CRM

Enhanced Reporting – Marketing Operations
©2011 Citrix Online, LLC
  All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
©2011 Citrix Online, LLC
  All rights reserved.
Baxter Denney - Altamont Group Sales and Marketing Alignment Presentation

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Baxter Denney - Altamont Group Sales and Marketing Alignment Presentation

Editor's Notes

  1. HBR has an article titled “ending the war between sales & marketing” where they defined 4 stages: undefined, defined, aligned, and integrated.We felt we were in the “defined” bucket: we have rules for preventing disputes, share common language for leads, etc, and use meetings to clarify mutual expectationsTo get to “aligned” HBR suggests establishing regular meetings, define who should be consulted on which decisions, and create oppty’s for sales and marketing to collaborateThe major friction usually is economic, but can be cultural. Ours was the former, as you can tell from this slide.