Unify dashboards and reports for each area

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Tingli
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Joined: Tue Dec 17, 2024 3:30 am

Unify dashboards and reports for each area

Post by Tingli »

After you implement the SLA, use the information in your reporting system to monitor progress toward goals. Not tracking is a common mistake made by companies with poor sales and marketing alignment. If you're not paying attention to your goals, you're more likely to miss necessary changes until they become problems. At that point, it may be too late.
The strategy to unify your sales and marketing efforts is called Smarketing, which is a fusion of the words Sales and Marketing in English.

Manage your Smarketing with these valuable tools:

Dashboards: Sales and marketing dashboards turn information from your reporting system into a daily snapshot of the team’s progress. Dashboards should be shared with the Smarketing team by linking them to the CRM, embedding them in the marketing platform, or emailing them to the entire team.
Detailed monthly reports on sales and marketing activity: Dashboards provide a daily update on the most important metrics of your Smarketing team. But apart from that, you should also create monthly sales and marketing reports that give a detailed overview of the strategies applied and the results achieved.
3. Hold regular Smarketing meetings
Another way to get marketing and sales to think as one Smarketing team is to let both groups interact and meet. Regular meetings between the two groups foster communication and collaboration and help everyone involved improve their Smarketing tactics.

You should consider these types of meetings for your team:

A weekly meeting with the entire Smarketing team.
A monthly management meeting.
A weekly Smarketing meeting
For a company with a small sales and marketing staff, Smarketing meetings b2c cell phone number list can be interactive, encouraging discussion and questions. For a large company with dozens of people on each team, Smarketing meetings should be quick and focused on keeping both teams informed about how progress is being made toward meeting the SLA goals.

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4. Establish other types of communication between sales and marketing
Even with an SLA, reports, and regular meetings, the marketing team may need other ways to show sales how their efforts are helping to meet goals. Resources that can help your marketing team demonstrate their performance include: weekly marketing update, weekly product update, and shuffling desks—that is, putting the marketing and sales teams in the same work area.

Once you have these processes in place at your company, keep looking for opportunities to modify key elements of your Smarketing strategy. For example, you can develop new reports or filters to obtain data that will help your sales and marketing teams. You can also adapt your sales process or the definition of an LCM to reflect changes in your strategy, customer base, or your product or service.

If you want to know more details about how to implement these four processes in your company, we invite you to download The Guide to Unifying Your Sales and Marketing Efforts below:
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