Sales & Marketing Collaboration Masterclass

Name: Sales & Marketing Collaboration Masterclass
Rating: 4.1 (138 reviews)

Learn Techniques, Tips, Tricks, Processes, & Structure To Boost Collaboration Between Sales & Marketing Department

Created bySalil Dhawan

Last updated 8/2026

English

English [Auto],Korean [Auto],

What you'll learn

Explore The Benefit Of Collaboration Between Sales & Marketing
Discover Your Current Level Of Collaboration Through Tests And Checklists
Quick Tips, Tricks, And Techniques To Implement Today And Boost Collaboration
Principles, Systems, And Structures To Create A Long Lasting Culture Of Collaboration
Achieve Growth Through Increased Coordination Between Sales & Marketing

Course content

6 sections • 26 lectures • 2h 20m total length

Welcome To Your Sales & Marketing Collaboration Masterclass4:10
Align sales and marketing to craft a shared plan, funnel, journey, and customer personas, syncing goals in today's digital era to boost results.
Sales & Marketing Collaboration Test 14:29
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.
Sales & Marketing Collaboration Test 23:45
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.
Why Should Sales & Marketing Collaborate?7:09
Explore why sales and marketing alignment is essential, how shared data and collaboration boost lead quality, collateral effectiveness, and customer experience, and drive growth.
Introduction and Housekeeping3:12
Adjust the Udemy player speed to your learning pace and set reminders for consistent study, while accessing transcripts, slides, resources, and engaging in reviews and q&a to earn your certificate.
Introduce Yourself to the Community0:59
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.

The Difference Between Sales & Marketing6:22
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.
The Sales Funnel4:28
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.
The Responsiblities Of Sales & Marketing In The Sales Funnel7:13
Assignment 1 - Create Sales Funnel together

Introduction To The Section3:07
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.
6 Tips To Improve Collaboration + Extra Tip10:03
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.
Collaborative Activities Across Strategic Fundamentals7:25
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.
9 Tips for Improved Collaboration17:06
Explore nine practical tips to align sales and marketing, including disciplined communication, structured meetings, joint assignments, a liaison, co-location, feedback loops, and shared metrics and rewards.
8 Components To Boost Collaboration11:04
Boost sales and marketing collaboration by implementing eight components, including organizational learning, market intelligence sharing, joint planning, cross-functional training, integration mechanisms, aligned rewards, and a positive management attitude.

Create Goals Together5:01
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 Customer Persona Together5:37
Align sales and marketing by jointly creating a customer persona and journey, identifying the ideal customer, their pain points, value proposition, and touchpoints to boost targeted marketing ROI.
Create An Service Level Agreement (SLA)2:41
Create a sales and marketing SLA that defines deliverables, metrics, and lead handoffs, including buyer personas, qualified leads, SQL criteria, and templates for collaboration.
Understand The Coordination Level5:04
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.

Introduction To Collaboration0:40
Lead Qualification8:16
Unify Sales & Marketing Platforms3:24
Goals3:08
Align sales and marketing around common goals to eliminate silos. Focus on shared metrics like customer lifetime value, lead value, conversion rate, and new customer acquisition.
Meetings3:06
Collaboration Tools3:56
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.

Sales & Marketing Integration Checklist5:20
Assess your sales and marketing collaboration with the integration checklist, which guides joint activities, linked processes and systems, enabling the culture, and aligned organizational structures to measure progress.
Conclusion2:07
Align sales and marketing through a culture of collaboration, avoiding infighting and using techniques and processes that become habits and drive shared growth.

Requirements

You must be either a member or manager of a Sales or Marketing team

Description

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

Who this course is for:

Marketing or Sales Executive who wants to improve Collaboration between Sales & Marketing team
Marketing or Sales Manager who wants to improve Collaboration between Sales & Marketing team

Sales & Marketing Collaboration Masterclass

What you'll learn

Explore related topics

Course content

Sales & Marketing Collaboration Introduction6 lectures • 24min

Introduction To Sales & Marketing3 lectures • 18min

How To Improve Collaboration5 lectures • 49min

Activities to Improve Collaboration4 lectures • 18min

In-depth Techniques To Improve Collaboration6 lectures • 23min

Conclusion2 lectures • 7min

Requirements

Description

Who this course is for: