The Ultimate Guide to Successful Marketing and Sales Alignment

May, 24 2018

Did you know that aligning your sales and marketing efforts is critical to increasing leads and boosting revenue? To be effective in today’s ever-evolving connected world, sales and marketing departments must also evolve.

The challenge is to break down departmental silos and form a new integrated operational model where:

  • marketing drives lead traffic, and
  • sales services and closes.
Download our free guide to learn how to empower your sales team and accelerate  business growth. >>

So in this guide, we’re going to help you overcome the challenges around effective marketing and sales alignment. Remember, if you aren’t aligning these departments, be assured your competition is embracing the new paradigm and already creating a plan to win.  

Why is Sales and Marketing Alignment so Important?

You might think to yourself:

“We’ve never done things this way. Why do we need to change?”

But here’s the simple truth:

Customer behaviour has changed. It’s harder than ever to acquire new customers, as well as retain existing ones. If you don’t catch up, you risk being left behind.

Thanks to the internet, people are armed with knowledge and insight—before they even contact you. They’re searching and comparing. They’re distracted by the explosion of digital content that they need to sort through. And the digital space continues to grow.

  • Marketers need to be targeted in what they say, and to whom
  • Sales needs to shift to a “service and close” mindset, focusing only on people who have expressed an interest in being contacted.

Let’s dive into exactly how you can do that.


Table of Contents (Click a section to jump to it directly)

Set SMART Goals to Get Better Results

Find the Right Prospects with Effective Targeting

Seamlessly Manage Content and Leads with a CRM

Use Content Mapping to Boost Conversions and Move Leads Through the Funnel Faster

Generate More Leads With Compelling Lead Capture Strategies

Pre-Qualify Leads to Close More Sales

Unite Sales and Marketing with Closed Loop Reporting

Communicate Better to Skyrocket Your Success


How to Integrate Marketing and Sales for Bottom Line Growth

Step 1: Set SMART Goals to Get Better Results

Marketing and sales alignment SMART goals

Setting SMART goals ensures your teams are focused, operating effectively, and motivated to achieve their objectives. If you don’t create goals, you won’t know what to shoot for.

And without SMART goals, it will be impossible to align your marketing and sales departments.

So keep reading to learn exactly how to set effective goals.

SMART goals need to be measurable and timely. Benchmarks allow teams to track their results and learn from successful strategies. Here’s a quick review of what SMART goals are:

  • Specific
  • Measurable
  • Attainable
  • Relevant
  • Timely

Your sales and marketing teams need to share the same SMART goals:

  • Driving up web traffic
  • Measuring engagement
  • Increasing conversions
  • Generating leads
  • Growing revenue

Here’s how to get started:

First, identify how much revenue you need to generate in a set period (usually on a quarterly basis). Design the other objectives to serve this number.


  • Increase overall revenue by 10% in Q4

Determine the number of leads, marketing-qualified leads, and sales-qualified leads you need to meet your revenue goal. Use your current close data to help you determine this.


  • Generate 50 MQLs in Q1

You can then create website traffic goals to help you generate the number of leads you need.

For example:

  • Increase traffic from LinkedIn by 30% in Q2
  • Increase organic traffic from Google by 25% in Q3
  • Get 40 webinar signups by June

Assign specific responsibilities to marketing and sales teams, to progress people through the marketing and business development pipeline.

Step 2: Find the Right Prospects with Effective Targeting

Buyer persona targeting

It's essential that both the sales and marketing teams understand exactly who their ideal customer is.

Why is this so important?

In knowing your ideal customer, marketing teams will understand their needs so they can create content to address these needs, and reach prospects through the channels they use. Sales team can better qualify sales leads by focusing only on those that are likely to close.

So how exactly can you define your ideal customer? By building out buyer personas. And what is a buyer persona? A composite, fictional character based on real customers.

Here’s an insider tip:

Develop three personas for your business, then choose one who you think will be the most profitable to target first. You’ll also want to determine the ideal size of company you want to do business with.

Now, developing buyer personas can be challenging. If you’d like some guidance, reach out to us.

You buyer personas can be fun—but realistic—like:

  • Sally the CFO
  • Edwin the Civil Engineer
  • Larry the Logistics Coordinator

Your complete buyer persona profile should have information like this:

  • Background info like demographics and income
  • Goals and challenges they have at work
  • What drives them or motivates them to become interested in your product or service
  • How you can reach them online: which websites, blogs, and social media sites they use
  • How you would describe your solution to them (and what objections they might have)

Research from Cintell tells us that organizations that include details about a persona’s drivers and motivators are most likely to exceed their sales goals.

So, with that in mind, here are four effective ways to develop your personas:

1. Interview current clients.

This is a very effective way to learn who your buyer personas are - because they’re people who already buy from you!

Talk to clients in person if possible, or through software like Google Hangouts. Speak to as many as possible, so you can see trends in their answers.

Want some key in-depth questions to ask? Click here for our free buyer persona  questionnaire >>

2. Listen in on social media

Using a tool like Hubspot or Buzzsumo you can “listen” on Twitter, and learn about topics and sentiments that are current in your industry. On social media, search for your industry’s most popular keywords, and monitor conversations around those keywords. Join LinkedIn groups relevant to your industry, and keep active in them. Take note of trends, issues and concerns. 

3. Talk to your sales team

Your sales team has a wealth of information on what makes a promising prospect, lead, and customer. They know the most common buyer objections at each point in the sales process. Sales should share insights with marketing, including writing customer insight briefs following each sales meeting.

For example, “This is what our customer said about our product, about our competition, and why they buy from us.” Marketing should absolutely take this information seriously - and use it in marketing plans going forward.

(We’ll talk more about improving communication between marketing and sales teams later in the blog.)

4. Check Google Analytics data and/or HubSpot lead intelligence.

Google Analytics has lots of information about your website visitors, including demographics, location, language, and interests. It will tell you which of your pages earn the most views - so can you identify your most popular content. 

If you have a Customer Relationship Management System (CRM) like Hubspot, you can get even more granular and personalized data. Once someone fills out a form on the website, Hubspot creates a personal profile for them, including:

  • all the pages they view on your site
  • how they engage with your emails
  • what gated content they download.

This can give you invaluable insights into the types of content and topics that your prospects most engage with.

Once you’ve done your research, here are the next steps:

  • Compile your data and use it to build out a story for each persona.
  • Nail down how you’ll describe your solution to each persona.
  • Remember: once is never enough! Continue to redefine your personas as you learn more about your customers. 

Step 3: Seamlessly Manage Content and Leads with CRM

Hubspot CRM

A CRM like Hubspot is a cornerstone tool for aligning sales and marketing strategies, but only if it’s used to its full potential.

(Check out our post: Sales and Marketing Teams: Be More Productive with Hubspot to learn exactly how to do that.)

Ensure that sales and marketing teams are trained in your CRM software and are integrating it into their daily operations.

So what are some of the ways a CRM can work for you?

Save and track leads: The CRM tracks new and existing leads, so you can monitor how leads are engaging with your online content. You should set up email alerts every time a new lead is generated from your website. 

Automate emails and lists: Set up triggers that notify you when site visitors download a gated content offer. You can also segment leads into specific email lists so you can be uber-personal in your outreach. Hubspot allows you to segment using a variety of criteria, like:
    • Persona
    • Industry
    • Location, and
    • Prospect challenges and interests.

The best part?

Using that targeting, you can create automated email sequences that nurture leads through the sales funnel. Your sales team won’t need to step in until leads are already at the bottom of the funnel.

Download our free guide to learn more about how a CRM can help you bring in  happy, profitable customers. >>

CRM data also provides valuable data on your leads’ interests, behaviour, and preferences. This data should drive content and email marketing strategies, as well as provide essential information to your sales team.

Step 4: Use Content Mapping to Boost Conversions and Move Leads Through the Funnel Faster


To be effective, businesses must always be in tune with the needs of the customer. And what do today’s customers want? High quality content. (These content marketing statistics prove it.)

Content helps engage prospects, fulfills their interests, and resolves their challenges. When a prospect finds a business whose content speaks to them, they think: “These guys really get me.”

But to develop content that works, you need to nail down your content strategy. It’s not about just starting a blog and writing about the first thing that comes to your mind—that approach simply doesn’t work.

This is where a content mapping strategy becomes essential.

With content mapping, you’ll ensure you understand your prospective customer’s needs and address them strategically.

So what is content mapping and how does it work?

Content mapping is a technique that supports sales objectives by:

  • Identifying the stage of the buyer’s journey (i.e. the sales funnel) for each of your buyer personas.
  • Providing valuable content to meet the needs of each persona at each stage.

Let’s review the buyer’s journey stages:

  • Awareness - they realize they have a problem or need.
  • Consideration - they define their problem and begin researching solutions.
  • Decision - they choose a solution (and convert into a buyer).

Here’s a breakdown of how to start mapping content for your business.

1. Choose a buyer persona
2. Identify one of their key challenges
3. Generate ideas for content that resolve that challenge - specific to each buyer’s journey stage

Mapping Content_Nov22_2018

You can generate content in a variety of formats, including:

  • Blogs
  • Videos
  • Webinars
  • Gated content downloads, like white papers, industry reports, and ebooks

Keep in mind, your content needs to be:

  • high quality
  • educational
  • indicative of your expertise (without being sales-y)
  • goal driven (what do you want each piece of content to achieve?)
  • search engine optimized (so potential buyers can find you through search engines)

Include the sales team in the content approval cycle, to be sure that you have content for each persona at each point of the cycle.

When content is developed, align your marketing and sales channels.

Once content is published, inform everyone—marketing and sales—to be sure both teams take advantage of it. If sales and marketing departments aren’t working together, sales may have no idea what content is being published.

This means they may lose key opportunities to share content with prospects, and to suggest improvements. 

The best way to keep both departments communicating about content is to create a shared content calendar, and meet regularly to discuss progress and new insights.

Step 5: Generate More Leads with Compelling Lead Capture Strategies

Lead generation

Great content can boost website visitors—but if you aren’t converting them into leads, you’re missing out on potential buyers. You need a strategy to turn those visitors into leads!

So how exactly can you do that?

To generate leads, you need to ask your visitors for personal information via a form on your website.

But here’s the truth about forms:

People are very hesitant to give up their contact information easily. So make sure the content you give them in exchange is high-value and really speaks to their challenges.

When you’re planning your forms, consult with the sales team. Find out what information they need to know to qualify a lead.

Now here’s an essential tip:

Keep your forms short and sweet. Don’t ask for too much information too soon, otherwise you’ll scare potential leads away. Each time the prospect returns for another download, you can progressively ask for more detail. For example, on the first time a visitor engages with a form on your website, you should only ask them:

  • First name
  • Email
  • A question that points to the lead’s buyer persona, e.g.: “What describes you best?” with a drop-down selection of roles (For example, “I’m a sales manager looking to manage leads”.)



In addition, you should always include a bottom of the funnel call-to-action on your home page: 



The button should lead to a decision-stage contact form:



Important: Don’t get on the wrong side of anti-spam laws

The days when you can send emails to anyone are past. Laws vary, but in general, you need opt-in permission before you can send emails or text messages. For more information on anti-spam legislation:

Canadian law:

American laws:

European laws (GDPR):

 Step 6: Pre-Qualify Leads to Close More Sales

Sales and marketing qualify leads

Want to generate more qualified leads with less effort? Then keep reading.

If account managers are chasing after every lead that comes in, they’ll waste time, and ultimately, money. That’s why having a lead qualifying structure embedded into your pipeline metrics is essential. It helps sales know which leads are most likely to convert into customers.

When sales and marketing are aligned, the marketing system helps sales by identifying the most likely prospects. Sales spends more time nurturing and closing the relationship, and less time on early (top of the funnel) leads.

The result?

A much higher close ratio.

The following two actions are essential in achieving better lead qualification. Both teams must:

  • Agree on the definition of a Marketing-Qualified lead (MQL)
  • Identify at what stage a lead becomes Sales-Qualified (SQL)

Let’s take a closer look at what that means.

Your company’s definition of a marketing qualified lead (MQL) will be unique to your market. For an effective system, sales and marketing must work together to define an MQL.

For example, an MQL may be someone who:

  • Fits into one of your targeted buyer persona profiles
  • Has visited five pages on your website including your pricing page (A CRM like Hubspot can help you track this easily)
  • Has filled out a form on a “bottom of the funnel action” like, downloading a buyer’s guide, or requesting a quote.
  • Is from your targeted geographic area
  • Works in one of your targeted industries
  • Works in a company of your targeted size

For a lead to become Sales-Qualified, your sales team needs to determine whether they are worthy of a direct sales follow-up. The lead will have taken one or more of the following actions:

  • Said they’re interested in being contacted by sales
  • Scheduled a consultation
  • Signed up for a demo
  • Taken any “bottom of the funnel” action

The definitions of MQL and SQL should be available in a spreadsheet that sales and marketing have access to. The CRM should be used to manage the status of every contact and lead.

Step 7: Unite Sales and Marketing with Closed Loop Reporting

Marketing and sales closed loop reporting

Having closed loop reporting is the only way you can effectively measure the success of your marketing and sales teams. It helps marketing teams prove the effectiveness of their chosen strategies. And it also helps identify exactly which areas to improve.

Another benefit?

Closed loop reporting provides clear, transparent data that both teams can use to keep momentum going. There’s really nothing better than setting a goal, and then achieving, or even surpassing it.

A good CRM, like Hubspot, is essential for closed loop reporting.

But what exactly should you include in your reporting? Let’s dive into that now.

High level metrics, like Number of Leads, MQLs, and SQLs that were generated, and the number of customers that resulted.

Detailed metrics, like First Touch attribution: how a lead converted (e.g. did they convert by downloading a whitepaper? By signing up for a webinar? By opting in to the your blog subscription list?)  This can tell you which pieces of content are speaking most effectively to your buyer personas.

Look at your traffic sources from each channel - and which ones generate the most leads. Do most visitors who convert into leads come from organic search? This tells you you’re targeting relevant keywords, and that you website content delivers on the promise of those keywords.

Do you have very few conversions from LinkedIn traffic? Perhaps your messaging on LinkedIn doesn’t align with what visitors find on your website. Knowing this can help you adjust your strategy if needed.

Track how a lead moves through the funnel and becomes a customer (or doesn’t). That way, you can evaluate and make improvements.

  • Which blogs did they read?
  • Which gated content offers did they download?
  • How did they interact with your emails?

Examining metrics arms you with insights on how to adjust and test email subject lines, copy, and calls-to-action. That way, you can continually refine and improve your messaging for each channel, and for each buyer persona, at each stage of the journey.

Closed loop reporting helps you maximize the return from your marketing budget.

With metrics from closed loop reporting, you can measure your results against your SMART goals—and even use the data to set new goals. You may need to put more budget towards SEO, to improve your organic search traffic. Or perhaps you’ll want to invest in paid LinkedIn ads to boost webinar signups.

You can also use the data to evaluate and fine-tune your buyer personas: what content is most popular, and what does it tell you about your buyers’ challenges and pain points?

Step 8. Communicate Better to Skyrocket Your Success

Marketing and sales communication

So now we’ve come to the glue that holds the whole machine together. Communication.

Here’s a hard truth:

Everyone thinks communication is intuitive but it isn’t. Effective communication needs work, and ideally, a structure to keep it going.

So to really see sales shoot to the sky, your sales and marketing teams need to work from the same playbook. In many organizations sales and marketing work in silos, with separate, unaligned goals—even though both teams want to identify, attract, and close business.

The reality?

The performance of each team is measured differently: sales by revenue and marketing by marketing metrics.

But - when both teams are aligned, marketing understands sales objectives, and deploys marketing plans to increase top-of-the-funnel leads (through a strategy like inbound marketing). The sales team provides feedback on the effectiveness of marketing campaigns.

So here’s the bottom line:

Communication is absolutely essential: sales and marketing should track, and share, their combined effectiveness in converting prospects to MQLs and SQLs. This is the measure of the success of marketing strategies, and the accuracy of the buyer personas.

Key tips for better marketing and sales communication:

  • It all begins with the first steps: be proactive in communicating (don’t wait for the boss to tell you to start communicating more effectively)
  • Ideally, marketing and sales should work day to day in the same room.
  • There should also be regular meetings at the leadership level, and frequent face-to-face sharing and interaction between the teams—such as when a marketing-generated lead became a customer

The objective of frequent interaction is to help each team identify gaps in knowledge, and to understand the other side’s experiences and perspectives.

In Conclusion: The Faster You Get Started, the Sooner You’ll See Results

Take it from us, aligning your marketing and sales teams pays off in sales growth. But while the process works, it’s not always easy to execute. Bringing in a third party partner, (like Red Rocket), is an essential piece for many businesses who are serious about improving their sales process.

Now it’s over to you. Tell us what you think - what challenges or successes have you had with marketing and sales alignment? Let us know by leaving a comment below.

Next Step:

Download The Definitive Guide to Selling Better and Faster. It will give you an in-depth look at how a customer relationship management system can accelerate your business’ growth, bring in profitable, happy customers, and empower your sales team.


The Definitive Guide to Selling Better and Faster

Learn how the right CRM can help you align your sales and marketing efforts, empower your sales team, and boost your bottom line.

Download Now