- What should Sales know about Marketing — and Marketing know about Sales?
- What steps can you take to get Sales and Marketing to partner more effectively for better results?
What We Learned
- Senior management in Sales and Marketing must set a tone of collaboration
- It’s vital to have Sales involved in the marketing process to get buy-in and ensure relevance
- Sales and Marketing cannot collaborate fully if they don’t meet! We must get to know each other better by meeting in person
- Both organizations need to develop a deeper understanding of the other’s reality, needs and value
- Marketing and Sales are essentially each other’s customers – and share a common goal

Attendees
- Shannon Beattie, Marketing Manager, Eclipsys Solutions
- Bill Charters, President and CEO, Sunrise Solar
- Glen Gibson, Director, Regional Marketing, North America, Global Demand Programs, Amdocs Canada Inc.
- Wayne Hendry, Communication Manager, ITAC
- Chub Letenyei, Senior Field Marketing Specialist, OpenText Corporation
- Douglas Long, Director, Strategic Marketing, Applanix
- Sherry Lyons, Director, Marketing Communications Director, Toshiba Canada Limited
- Susan Park, Director, Branding Siemens Canada, Siemens Canada Limited
- Mike Shulman, Manager, Canada Hardware and Technology Channel Sales – VAD, Oracle Corporation Canada Inc.
- Anu Vijh, Channel Marketing Manager, Canada, Symantec Corporation
- Fern White, Regional Field Marketing Manager, Supporting Western USA, OpenText Corporation
What does Marketing feel Sales is most frustrated about them?
- Marketing collateral is not relevant or timely enough
- At times there is too much information; Sales needs condensed, shorter versions
- Lead quality is poor or unqualified
- Sales needs and wants more comparisons/references
- “It never seems to be a good time” to call Sales – dealing with Marketing is bothersome
- Sales always wants the next “big thing” from Marketing, but time and budget is a challenge
- Sales does not understand high-level branding; there’s a disconnect and lack of education in sales and brand
- Sales does not like and is not interested in ROI on marketing
- It’s more than just getting together with prospects Sales is comfortable with
What are the greatest frustrations Marketing has with Sales?
- Sales is not interested in account objectives outside of pipeline
- Sales say: “Sell this”; Marketing says “How do we feed that?” or “What relationships are challenged”? or “How do we engage/foster/repair relationship?” It’s not so simple.
- Needs to be a two-way relationship with Sales; more collaboration is needed
- Lack of understanding of Marketing’s breadth and lack of appreciation of its value
- If it’s not a “Sales idea”, Sales is not invested
- Sales continuously wants something and yet unresponsive to Marketing requests
From a Marketing perspective, what do you find works with Sales? What do we both need to do to make the relationship better?
What works:
- Events can get Sales more engaged. Social events, such as golfing, work better than product events
- Letting Sales think “they built it” – then they will come
- It’s easier when buy-in comes from the top down
- Keeping it simple and automating the lead, feedback process, wherever possible
What will make it better?
- Have Sales involved in the marketing process; ask for their input
- Understand cycles; Sales are situational-driven; tolerance needs to be built between Marketing and Sales
- Get out and build face-to-face/one-to-one relationships with Sales
- Collaboration becomes easier when it’s personal
How do you manage social media in marketing?
- Do not force social media; instead provide tools, such as “canned” material for Sales
- Determine whether social media needs to be vetted/approved by Marketing
- Encourage corporate content to be disseminated via personal pages/links
- Reverse mentoring — match social media savvy employee with executive to get “them” out
How do you lead hand-offs – obtain lead follow-ups and get them closed?
- Consider outsourcing telemarketing lead generation to ensure qualified leads
- Have open dialogue in leadership meetings for lead update status
- Consider “paying” Sales to generate leads versus Marketing handing Sales a lead
- Marketing should meet with Sales more often to obtain collaboration and ultimately obtain “hook-in/buy-in”
- The challenge is once a lead is entered in Salesforce.com, it turns into an ‘Opportunity’ in Salesforce.com, becoming part of the pipeline – which means certain leads will not be accepted
- Salesforce.com struggles: managing pipeline versus campaign management
Attendees’ Summary
- Improve ROI metrics on event campaigns
- Make smart decisions to justify Marketing’s reality
- Make the time for one-on-one dialogue
- Stay connected with sectors and re-connect with all groups
- Get Sales invested and participating with more personalized assistance
- Have tone dictated from the top and be mindful of dysfunctional tension
- Communication is better than assumption; be up front and keep it going
- K.I.S.S. — keep it simple stupid
- Ask Sales to Marketing – Marketing to Sales, what is going to make you successful
- Get a better sense of timeline of activities and share own timeline
- Define leads and lead process; add lead follow-up to all “meeting agenda”
- Take a step back — Marketing and Sales are each other’s customers






Technology Marketing
& Sales Group