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Sales and Marketing Alignment
Learnings From the Past Year
Hello!
Adam Singh
Online Marketing Manager
ShipStation
@AdamHSingh
Implement a framework of
data-driven tools and practices
that help our sales and
marketing teams work better
together as a single,
revenue-generating organization
through a four-step process.
TO ALIGN SALES AND MARKETING
1. Standardize Funnel Stages
2. Formalize a Commitment (SLA)
3. Generate Dashboards and Reports
4. Hold Regular Meetings
1. Standardize Funnel Stages
Ununified Picture of the Funnel
HubSpot’s Stages (Marketing)
SFDC’s Stages (Sales)
ShipStation App Stages
(Product)
Shared Data Dictionary
2. Formalize a Commitment (SLA)
Sales
“Timely Follow Up
with All Leads”
The Commitment
Marketing
“Target the Sources of
Our Most Profitable
Customers”
Customer Development Interviews
Result: Doubled Our Support Staff
3. Generate Dashboards and Reports
Solution
Customer
Data
Platform
ShipStation
Data Stack
Business
Intelligence
(BI)
Saved 30 Min / Day + 1 Day / Month!!
4. Hold Regular Meetings
Too Many Meetings Already
Time = Money
Solution
Incorporated into Existing Meetings
Attend Events Together
204% YoY Growth
170+ Partners
Canada, UK, and Australia
Thank You!!
Questions?
SPECIAL OFFER:
2 Months Free of ShipStation!
Use Offer Code HUG2017
Resources
➢ Data Dictionary: How to Build One for Your SaaS Business
➢ Rediscovering Multichannel Marketing Opportunities in a Changing
Ecommerce Landscape
➢ 26 Resources to Help You Master Customer Development Interviews
➢ Oregon Coast Highway 101 Mile by Mile Travel Guide

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