If you feel your sales and marketing teams are continually struggling to set goals that they can reach (or even exceed), the goals your teams have set probably aren’t aligned. Marketing might be focused on long-term goals centered on building brand awareness, growing market share, and nurturing leads. Meanwhile, sales has set short-term goals meant to reach quotas, develop the pipeline, and close deals quickly.
The ultimate goal is to create space for marketing and sales teams to work together. This might look like agreeing on a lead management process, setting criteria for a sales-qualified lead (SQL), and collaborating on marketing-qualified lead (MQL) scores, for instance. Better yet, they’ll take the time to develop common goals and regularly check in on those goals.
How to set sales and marketing goals
Marketing and Sales Goal Planning Worksheet
This worksheet comes in a ready-to-use template in Google Sheets that you’ll be able to copy and fill out with your own data.
This worksheet is in a Google Doc format
How to run effective sales and marketing alignment meetings
Evolution of Sales and Marketing Relationship Guide
This guide includes eight chapters to help you understand why sales and marketing alignment is crucial to inbound success.
This guide is a downloadable PDF
Defining clear buyer profiles and buyer personas
SaaS Buyer Persona Template
This ready-to-use template comes in a Google Slide format that you’ll be able to copy and fill out with your own information.
This is an editable Google Slide
Supporting sales enablement with content marketing
Content Mapping Worksheet
This content mapping worksheet comes in a ready-to-use template in Google Sheets that you’ll be able to copy and fill out with your own data.
This is an editable Google Spreadsheet
A gift from the SmartBug team to you!
Sales Enablement Resources
Week 8 includes a compilation of our favorite sales enablement resources, including “The Ultimate [Competitor] Sales Battlecard Template for SaaS Marketers” and “The Smart Guide to Sales Enablement”!
Includes a downloadable PDF, a Google Spreadsheet template and access to two webinars
Think of the relationship between sales and marketing like the relationship between a baseball pitcher and catcher: They need each other to work together and achieve success—and without either of them, the team is incomplete.
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