How to get everyone on-board for a Marketing Automation initiative

How to get everyone on-board for a Marketing Automation initiative

You might think that installing a Marketing Automation tool is intended to make things more effective for your B2B prospects and more efficient for marketing staff but it’s easy to overlook how much Sales will benefit and in some companies Customer Service.

Companies looking to become best in their sector are taking the time to make sure that all aspects of their buyers’ journey are joined up. That means other teams will benefit from and should share in the marketing automation process.

This article explains how other departments will benefit and gives advice on how to start working closer together to maximise successes for the business.

Questions To Ask Your Sales Team To Improve Your Buyer Personas

Questions To Ask Your Sales Team To Improve Your Buyer Personas

Your top sales reps can give unique insight into the behaviour and characteristics of your buyers – helping you build effective buyer personas. However, you’ll need to ask the right questions to uncover the useful information!

Buyer personas model the personalities, behaviours, goals and challenges of potential customers.  They are an incredibly useful tool for informing your company’s marketing and sales strategies. However, many B2B marketers either haven’t developed personas, or have ineffective ones.

How to Create a Sales and Marketing Funnel

How to Create a Sales and Marketing Funnel

So you have a superb marketing campaign outlined! Well done! But in order for it to be effective, you must determine how leads will be qualified through the process. This will allow you to better utilise sales by only passing them truly qualified prospects.

Both your sales and marketing teams need to establish this qualification process together to ensure they have a unified picture of the funnel and standard definitions of each stage. And there must be constant communication between the teams to ensure the funnel is functioning correctly.

Follow these steps to create a sales and marketing funnel that both sales and marketing can collaborate around:

5 Reasons Marketing Automation is for Sales Too

5 Reasons Marketing Automation is for Sales Too


A common misconception surrounding automation is that it will only benefit the marketing team – while sales will be left with yet another system to get their head around.

But this couldn’t be more wrong! It doesn’t take long for sales reps to learn everything they need to know to get the most out of a marketing automation system. And once they’re familiar with the tool, they will reap the benefits almost instantly.