Coordinate marketing and sales campaigns

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All steps taken in developing a campaign must be agreed upon, which is why the use of a CRM tool comes into play here ( HubSpot is one of the most recognizable ones available). With the contacts managed by the sales team and the analysis performed by the marketing team using a good CRM , a campaign can be carried out with common objectives that have a positive impact on the company.

An example of campaign coordination would be building an email marketing strategy based on the principles of Smarketing . Within this same campaign, and depending on the architect data ultimate goal, there may be suggestions for converting leads into final customers or for attracting potential customers. Success stories or "how-to" tips for achieving the final conversion can also be included, always taking into account the data collected in the CRM on the leads. The emails sent will contain a combination of the ideas proposed by sales and marketing.

Having an alias in a joint email can help resolve information that falls through the cracks in the sales process, whether it's information that only reaches one team or messages sent by clients that end up in another department. If both teams receive the same information , they avoid having to repeat it multiple times, making it more likely to optimize their final results.