Some of the things that marketing should be looking at via closed loop reporting include customers by marketing source a

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Fabiha1030
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Joined: Tue Sep 23, 2025 3:49 pm

Some of the things that marketing should be looking at via closed loop reporting include customers by marketing source a

Post by Fabiha1030 »

Sort of like a marriage license, Sales and Marketing need to have a signed service level agreement (SLA). An SLA is a written definition of what marketing and sales agree to do for each other.

For instance, marketing would agree to provide

a specific number of quality leads within a given time in order for sales to reach their quota. Conversely, sales will chad cell phone database agree to a certain speed and depth of lead follow up that makes business sense.

Talk to Each Other
Marketing and sales need to have weekly meetings. At these meetings marketing should update sales on campaign activity and plans and product updates. If marketing and sales sit together at work, it boosts communication dramatically. Give it a try, you’ll be surprised how much it helps.

More Data, Less Drama
This goes back to Marketing and Sales bickering and finger pointing (“marketing’s leads suck” and “sales isn’t following up on the leads”).

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Instead, use data that is frequent, public and transparent. Marketing needs to have an always-on dashboard with website traffic and leads. It needs to be reviewed every day.

Additionally, the leads should be tracked by source and by campaign

The number of marketing qualified leads should be tracked on the dashboard, too. Similarly, with closed loop reporting, all the sales activity should be visible and analyzed.

Your turn: What challenges do you have getting sales and marketing aligned?
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