Getting marketing and sales on the same page is critical to your brand’s success.

This month, we were honored to attend a client’s 2022 sales kick off meeting in Orlando to see this practice of harmonizing marketing and sales in action. Being with our client in this setting reminded us that cross-functional teams are one of the keys to maximize growth for business success. Smart business leaders and collaborative relationships fuel us, so we wanted to share our top tips for helping marketing and sales work together for greater results.

Sales teams typically focus on talking directly to the customer. The sales process might take a very long time, but the sales team will discover useful information like solving a particular problem, or what pain points a potential customer runs into. These insights can be valuable, especially to the marketing team.

The marketing team approaches the customer in a somewhat different way – focusing on the brand. Increasing awareness of the brand and these brand conversations typically take the form of websites, content marketing, social media and email marketing and advertising.

Often sales and marketing groups seem to have different goals: but in reality their goal is the same – grow the business. They just approach it in different ways. When you harmonize marketing and sales strategies you reap the benefits of shared data on targets and prospects, shared communication, shared processes, and working together to solve challenges that arise.

Four ways to start bringing your sales, marketing and even finance teams together.

1. Discuss with sales what marketing strategies and tools moved the needle in the previous year. Was it messaging, tactics and delivery? Something else? What did potential customers and clients respond to?
2. Planning is key. Make sure that marketing is supporting sales strategies. The marketing team should review annual sales plans and have a meaningful discussion on how they can support the sales efforts.
3. Agree on goals. Not just numbers and target customers, but the terminology. Are you speaking the same language? Using the same metrics and processes?
4. Make sure the finance team is not developing forecasts in a silo. Communicate with them. Just because they can access the CRM does not mean they can create real projections.

Marketing is only as successful as sales; and sales is only as successful as marketing. Harmonize marketing and sales to work together to success. Working together is more important in 2022 than ever before. It is by working together in harmony, that the greater good can be achieved.

From day one of my FPM internship, I quickly realized the importance of active learning and most importantly active application. The world of marketing thrums on the excitement of people bringing new ideas to life and sharing them with others. It’s only natural that this excitement creates a lively and dynamic environment where you learn lessons as quickly as you apply them.

Along this journey of active learning and active application, I was able to stretch myself in new ways. From trying to figure out how to prioritize your tasks to navigating uncharted waters, I give you – the ultimate list of lessons.

Top 5 Ultimate Lessons Learned

Ultimate Lesson #1

Don’t be afraid to ask questions! Whether you get a job in the business world or take your neighbor’s dog on a walk, everything is a learning journey. When you don’t know what a certain word or task means, ask for example pieces. Once you see examples, you’ll be able to tweak your work as you go. By being open about your confusion, you’ll be able to get more clarity and open the channel of communication with your team.

Ultimate Lesson #2

Embrace your mistakes! No one is perfect – we are all human. Although we strive for perfection, the only way to get better is to learn from your mistakes. Aim for a more efficient and effective thought process the next time you get a task you have trouble with. Undoubtedly, practice makes perfect!

Ultimate Lesson #3

Communication is key! A million and one things happen throughout the day and you can’t expect everyone to know what you are doing, nor can you assume that once you are done with your task that there isn’t more to be done. When you effectively communicate throughout the day with your team members, everyone is able to be on the same page. As a result, better teamwork is able to unfold.

Ultimate Lesson #4

Time management is KEY! When you are delegated multiple tasks with multiple deadlines, it’s imperative to write down a to-do list. Write the list from most important to least important and work your way down to increase efficiency. By creating this list, you’ll be able to track your progress throughout the day and create a drafted timesheet. At the end of the day, a completed list can give you the best feeling of accomplishment.

Ultimate Lesson #5

If you’re on time you’re 10 minutes late! When there is a time set for a meeting, client call, or even deadline, always aim to be present, poised, and punctual. Show initiative by being early. You’ll need those extra minutes for a bathroom break that would have overwise left your client awkwardly waiting for you at the front or needed when you attempt to submit a project right on the deadline but then your computer dies. Without a doubt, you never know what may happen so it is always best to be prepared with a pocket of time.

Conclusion

From being a senior at Baylor University to being an intern at Front Porch Marketing, I’ve used these pockets of wisdom in many facets of my life. These lessons have served me in more ways than one and now my hope is that they will serve you. May you flourish in all of your future endeavors!

Next up in the Rocker Spotlight series is Front Porch Spring Intern Sarah Kiburz! A recent grad from the University of Arkansas, Sarah gives us the scoop on her internship and all things marketing.

What is the biggest misconception about marketing today?

That it is pushy and unwanted. People think marketing is all about selling something, which is partly true, but it is more so about meeting people’s needs.

One of the biggest lessons you’ve learned throughout your career?

Be confident and assertive! It is okay to highlight your accomplishments in order to get noticed. Hard work goes a long way, but you can’t expect people to note every good thing you do. Speak up and be your own advocate!

What does good marketing look like?

Good marketing meets the customer where they are. It connects on a deeper level, is expertly timed, and highlights the purpose behind the business.

If you could be anywhere in the world right now where would it be?

Either on a beach in Maui or watching a Broadway musical in NYC.

If you could describe yourself in three words what would they be?

Loving, thoughtful, driven.

What is your favorite thing about FPM?

As Front Porch’s Spring Intern, I am able to work diligently on projects with minimal supervision. It is a great feeling when your boss trusts you and your work!

In what ways does the team at FPM have aligned values?

The team at FPM has aligned values in that they truly believe in the clients they work with. They establish deep relationships and are therefore able to create meaningful, high-quality work that resonates with customers.

Your goals for FPM?

I hope Julie and the team can continue to grow the business by adding clients and potentially expanding the team to take on a whole host of new clients. They are some of the busiest people I know, and they love a challenge!

How would you describe the culture at FPM?

I would describe the culture as incredibly inclusive. The team is a tight-knit group that likes to have fun, but everyone gets down to business whenever necessary. It is a fast-paced work environment where there is always something that needs to be done.

How does FPM differentiate itself from other marketing companies?

FPM has an incredibly experienced team that acts as a powerhouse when it comes to meeting clients needs. They differentiate themselves with a casual and humorous approach to marketing but are no strangers to hard work.

Fun fact?

I am musically inclined! I danced(mostly ballet) for 12 years and played the violin for 6 years, which I have been wanting to pick back up. 😊

Spring is a beautiful time of year to sit on the porch and watch flowers bloom and the green grass grow. While April showers bring May flowers (unless you’re in Texas, of course!), as spring turns towards summer, we must evaluate and adjust our strategies to keep our flowers blooming, our grass green and growing. We START watering. We STOP the weeds from spreading. We CONTINUE fertilizing.

 

This start, stop, continue approach can help you rock your 2018 marketing goals, too. As we near mid-year, there is still time to impact 2018 results. It is a great time to evaluate how your marketing plan is blooming. For your goals to flourish, you may need to STOP less successful strategies. You may need to START new strategies to sprout growth. CONTINUE the strategies that are thriving and helping you grow your “green” (revenue!).

Here are some tips for evaluating your marketing progress and pruning your strategies to meet your goals by the end of the year:

1. Get the lay of the land

Review your 2018 marketing plan. In the hopes of boosting activity (and ultimately revenue), were you going to start a blog or a newsletter, send email campaigns, try paid social media posts, or launch a referral program?

2. Water the roots

Review your internal business development process. How well is your team growing prospective clients to revenue-sprouting clients? How are you distinguishing yourself from the competition?

3. Plant seeds online

Review your website. Is your content up-to-date, optimized for mobile devices and appealing to prospects? This is a good time to add new content based on 2018 experiences to date. Adding success stories or client testimonials can sprout new opportunities and potential relationships.

4. Cultivate relationships

Review vendor agreements. If you are using third party sources to help you with certain aspects of your business (SEO or lead generation, for example) is it proving fruitful? Are the results, activities, reports and general communications meeting your expectations?

5. Grow your green

Review your financials. Are the marketing strategies you are using ultimately sprouting a growth in revenue?

6. Prune when necessary

Review what needs to START, STOP or CONTINUE. Asking the following questions will help you to determine which strategies are working and which strategies need to be pruned:

• What areas for improvement have sprouted and can be addressed proactively throughout the remainder of the year?
• Where have things failed to flourish or failed to deliver the results anticipated?
• What is thriving and performing at or above expectations?

START – Plant new seeds to realize your 2018 marketing goals.
STOP – Pull the weeds and stop unfruitful marketing activities.
CONTINUE – Grow and/or maintain the portions of your marketing plan which are thriving.

One of the things that makes marketing rock is the combination of science, art and a whole lot of planning. Clients that come to Front Porch Marketing typically have marketing goals they are trying to achieve. Sometimes they are WOG’s (wildly outrageous goals), sometimes they are motivational or aspirational.

Regardless of the size or type of goal, without a brand strategy and marketing plan, it is just a dream.

You are planning a trip from Dallas, Texas to Taos, New Mexico. You have plugged it into your GPS and you have selected the route with the shortest drive time. You know how long it is going to take to get there and what it is going to cost.

The STRATEGY: (your why) Family of four wants to have a safe trip to Taos, New Mexico, and enjoy time together.

The TACTICS: (your how) Travel by car in 16 hours, spending $200 on gas. You have your plan!

Not so fast.

What tools do you need to be successful? A driver’s license, a car, food, water, lodging and gas. There are a lot of vehicle models just as there are endless marketing tools (branding, social media, radio, TV, direct mail, print, e-mail marketing, e-commerce, in-store POP, affiliations, cross-promotions, customer loyalty, on and on).

The vehicle selection for a road trip is important, as is the selection of your marketing tools. Having a budget upfront can be helpful in determining tool selection. Who doesn’t want to drive a Bugatti Veyron to Taos, but is that the best tool for the goal?

Always tie your tactics and tools back to your goal and strategy. The performance and constant analysis of your tools is the science of marketing. There are tangible metrics and formulas for each tool ranging from frequency, reach, engagement and ROI.

When and how you use your tools is the art.

Ask the tough questions. What else do you need to know to be successful? For the Taos trip you might ask: Are there other destinations you want to visit along the way? What is the weather forecast? What are the traffic patterns? What is the longest stretch of highway between gas stations? Even the most expensive and sophisticated vehicle without fuel is just a heavy piece of metal.

Ask every question that will help or prevent you from achieving your goal. Then ask 10 more and PLAN accordingly.