
Evaluate sales and marketing collaboration with a six-question assessment: shared goals and strategy, input from sales, aligned customer personas, integrated funnel and handoffs, and informal relationships.
Assess sales and marketing collaboration with a Harvard Business Review instrument using a 1–5 scale and a 0–100 score, covering blame, customer involvement, and marketing plans, undefined to fully integrated.
This is your opportunity to introduce yourself to me and the rest of the student community. Tell me where you are from? what do you do? what goals do you want to achieve though this course?
You can come back to this board and add more thoughts as you go through the course and achieve your goals. Seeing all the other students in the course will also motivate you and keep you going as you participate in this community of learning.
Explore the differences between sales and marketing, their goals and agendas, and learn how to bridge economic and cultural gaps to align teams for growth.
Explore how sales and marketing collaborate to guide customers through a funnel, with marketing building awareness and leads, and sales driving purchase, loyalty, and advocacy through a defined handoff.
Explore how to improve collaboration between sales and marketing by defining each other's needs, embedding techniques, tricks, and tips into processes, and cultivating a culture of mutual support.
Master six tips to boost sales and marketing collaboration: promote a collaborative culture, encourage feedback, set cross-team goals, and employ real-time collaboration tools to embed collaboration into processes.
Collaborate on go-to-market strategy by combining sales insights with marketing data. Align messaging, measurements, and enablement through shared metrics, voice of the customer, and data governance within operational fundamentals.
Collaborate to create smart goals and apply the gospel model to align sales and marketing, defining clear time-based objectives, strategy, priorities, and actions.
Create a sales and marketing SLA that defines deliverables, metrics, and lead handoffs, including buyer personas, qualified leads, SQL criteria, and templates for collaboration.
Assess and advance sales and marketing coordination with a three-level matrix (undefined, defined, aligned, integrated), and learn when to tighten collaboration to boost revenue and reduce gaps.
Boost sales and marketing collaboration by selecting tools with messaging, calendar, file management, document collaboration, project management, group chat, reminders, and video conferencing; evaluate Trello, Podio, Driver, and Google Workspace.
Align sales and marketing through a culture of collaboration, avoiding infighting and using techniques and processes that become habits and drive shared growth.
If you are a Sales or Marketing executive, and are tired of lack of coordination and constant finger pointing between Sales & Marketing, then this course is for you.
Sales & Marketing are the two horses pulling the cart, they have to be pulling at the same speed, in same direction, otherwise the cart will topple over, or worse break apart. You have to align Sales & Marketing, and to do that you have to work on Sales & Marketing Collaboration.
In this course you will learn tips, tricks, techniques, principles and practices, on how to boost coordination. The course will cover important Sales & Marketing topics such as Sales Funnel, Customer Touch-points, Lead Management, Customer Persona, Rewards Alignment, Technology Solutions, Collaboration Tools, Meetings, and a lot more.
You will have the opportunity come long on a journey, where we first understand the meaning of and the benefits of collaboration. We will then take 2 quick tests to understand our current level of collaboration. We will go through all techniques of collaboration, along with activities to start practicing these techniques. We will continue to deep dive into few important concepts to improve collaboration, and finally we will go through a checklist to see how far we have come.
In this course you will have the opportunity to -
Access a PDF to follow along with the course
Activities to undertake with your team
Assignments to reinforce your learning
You also get -
Access to a Q&A Section
Certification on completion
Feedback on Assignment
This course will help you with a problem, that may be going unnoticed but is very harmful for the company.
You need to align the two teams working in silos, as they have the common goal, to grow the business.
Take the test in the first few lessons, and see for yourself if you need to improve collaboration between Sales & Marketing.
Thank You
Salil Dhawan