Corporate meeting room showing division between a marketing and sales team. Using AI in sales and marketing alignment initiatives can be transformative.

AI in Sales and Marketing Alignment: Kicking The Old School Tactics to the Curb (That Never Worked Anyway) and Changing The Game For Modern Times

Let’s be real. You and I both know the “secrets” to achieving sales and marketing alignment. They’ve been out there for the taking since time immemorial. 

Are you still in the dark? Searching for the answers? Okay. Here ya go:

  • Start Talking. Begin by getting the marketing and sales chiefs in a room to hammer out some mutually beneficial strategies and define what winning looks like. 

  • Ensure Teams Are Communicating. Make sure sales and marketing teams meet regularly so sales can keep marketing in the loop with real talk from the front lines — i.e., what prospects and customers are actually saying. Turn these into brainstorming sessions where voices from both sides are heard, and quality and informed marketing efforts can then be devised.

  • Focus On Your Data. Does marketing have a blog that’s blowing up with views and engagement? That’s sales gold. Share it with sales so they can fold it into prospecting conversations and demos. It’s a no-brainer because it’s hard evidence that your audience is eating it up. 

If you have never considered these solutions, I’m happy I might have been able to help you consider how to fix some of the issues you are facing. 

But as B2B sales and marketing alignment has been a core focus of my work and interest for years now, I can confidently say those “solutions” are table stakes. They are not groundbreaking strategies. They are simple recommendations that suggest two groups with a common goal should make the effort to speak to one another.

Notice I said “should” make the effort speak to one another. Because in my experience, they do not. 

Wait, Sales and Marketing Groups Don’t Speak With One Another?

Correct. More often than not, the basic yet game-changing recommendation to simply communicate 一which by the way, has the potential to drive revenue through the roof  一 goes ignored. And it happens everywhere 一 big firms, small startups, it doesn’t matter. Why does this occur? I have my thoughts and, where applicable, some stats to back them up.

  • Lack of Communication. From top to bottom, absolutely no one is talking to one another. Harvard Business Review points to research that says 90 percent of sales and marketing professionals report misalignment when it comes to strategy, process, culture, and content. Umm…strategy, process, culture, and content basically encompass the entire job of each department. Plus, the research shows that the problem is widely recognized, so why isn’t it being addressed? Because no one is talking to one another.

  • Lack of Buy-In From Leaders Capable of Selling It To Their Teams. Sales and marketing alignment just doesn’t happen if leaders on both sides don’t buy in. Even when Gartner research shows half of sales and marketing leaders recognize failure to align negatively impacts lead generation, they still can’t or won’t make time for it. 

  • Straight-Up Politics. How this manifests in different organizations varies, but how it can impact the success of goals and initiatives doesn’t really require further explanation. 

  • Differing Compensation Structures. Simply stated, leaders on both sides of the coin are paid and/or bonused for reaching different goals and milestones. So why would they focus on anything but what gets them paid, even if it’s to the detriment of a common goal? 

Old School’s Out: The Potential of Artificial Intelligence in Sales and Marketing Alignment

The roadblocks mentioned above are why we need something new. As a fan of new ideas, and as it relates to today’s topic, I’m interested not in implementing what’s old, evident and prone to failure because that equates to “playing the game” when I’m interested in changing it. 

That said, I know what I can potentially influence and what I cannot. I don’t have an idea or solution that will single-handedly overhaul how individuals choose (or choose not to) communicate or how they sell ideas or navigate politics. That’s a mountain of deep-rooted habits and “but we’ve always done it this way” attitudes I cannot move. 

But we’ve always done it this way!

And that leads us to everyone’s favorite topic 一 AI. I want to talk about artificial intelligence in sales and marketing alignment and how to use it to change the game. 

AI is not just a shiny new toy, nor does it require a company-wide, tech stack rip n’ replace. Instead, think of it as a conduit to getting great things done faster. Who doesn’t want that?

Here we go.

AI in Sales and Marketing Alignment: Clarifying Lead Qualification

The chasm often seen today between sales and marketing when it comes to qualified leads sometimes seems as wide as the Grand Canyon. The disconnect is wild considering both sales and marketing groups are aiming for the same goal 一 revenue 一 but their approaches might as well have been created on different planets. 

You know the story. Sales is focused on hitting numbers and closing deals, while marketing focuses on casting a broader net that includes content, SEO, website UI/UX, CRO, off-line activities, executive thought leadership and more. Both sides end up looking at the same north star through different telescopes. 

In the parlance of industry, we’re talking about understanding the distinction between MQLs and SQLs. Something both sides need to come together and create a shared understanding of, but as we’ve already discussed, no one is talking to one another

The solution? AI-powered sales and marketing alignment. With AI ironing out the wrinkles, the result is more than just good vibes. It leads to a clear definition of what is and isn’t an MQL or SQL, which in turn can spike leads turning into sales. 

Here’s How It’s Done:

  • Gather Your Data: Pull customer interaction details from your CRM, analyze website performance and take note of social media engagement from your active platforms.

  • Tap AI – ChatGPT: Harness OpenAI’s crown jewel to find common attributes that position both sales and marketing for wins like rock solid Identification of the funnel status of prospect, development of a dynamic lead scoring system based on content engagement, and the immediate identification of cross-sell and up-sell opportunities. 

  • Why This Rocks: Data doesn’t have an agenda, and shared goals mean everyone’s invested. AI brings direct insights, sparing teams from juggling multiple tools and scattered data and being told to “figure it out.” It also spares the egos of those who have a vested interest in only using their guts to make critical decisions. It’s objective data, Joe. Let’s just give it a try, okay? 

  • Why This is Different: Without AI, you’re stuck in a loop of misaligned objectives and missed opportunities because, again, *sigh* no one is talking to one another. 

  • Possible Pitfalls: Humans do have to oversee this process 一 it’s not just “set and forget.” Resistance to new tech and new ways of doing things can also derail the process.

  • The Hidden Bonus: When AI gets sales and marketing teams to collaborate, they start to bond and create a more unified, focused and effective relationship.

Balancing Short-Term Hustle with Long-Term Vision Using AI

Within the sales and marketing tango, sales teams are all about the immediate hustle – hitting short-term targets and closing deals, which are crucial for business survival. It’s a full-throttle race for wins. On the flip side, marketing tends to play a longer game. 

Why the different beats? It’s the nature of the work. Sales involves direct and often one-on-one interactions with prospects to close deals. Marketing, however, thinks and acts with a broader perspective 一 creating materials and strategies that reach a targeted audience and nurture them through a funnel over time. 

How do we get them to harmonize? Well, that’s where AI steps in, offering a more appealing tune for both to jam out to. 

Here’s How It’s Done:

  • Gather Your Data: That diverse goldmine of insights found in your CRM tools, website analytics and social media engagement.

  • Tap AI – IBM Watson, Tableau, ChatGPT: These AI tools can analyze customer behavior, predict trends and identify high-potential leads. This means sales get immediate and actionable insights, and marketing gains a deeper understanding of long-term customer trends and preferences. For sales this means optimized sales pitches, improved management of territories and hard “ready to buy” signals based on data. For marketing this means enhanced customer segmentation, content optimization recommendations and customer journey insights.

  • Why This Rocks: It’s a win-win served up by AI’s unbiased insights that paint a picture that respects both the sprint and the marathon.

  • Why This is Different: We’re making next-level decisions that blend both the immediate and what’s on the horizon in sales and marketing. 

  • Possible Pitfalls: Same old, same old. If a fear of data or trying new things persists, the magic of AI is stalled. 

  • The Hidden BonusWhen AI dissolves the pesky old sales and marketing alignment barriers, it opens the door for innovative thinking and creativity that can go beyond what AI offers.

AI in Sales and Marketing Alignment: Maximizing Customer Feedback Like Never Before

Remember those golden customer insights sales takes in on the front lines day in and day out? The pain points, the praises and recommendations for improvement? Well, because no one is talking to one another, it stays in the sales silo. It’s just as much the fault of the marketing team, who fails to ask for that info. It’s a full-on communication breakdown. 

And this feedback, remember, is not just random comments. It’s the voice of the market giving direct feedback on your product or service. 

But per usual, both groups suffer the consequences as those insights that could shift a marketing campaign or refine a sales pitch end up dying on the vine

How to fix this? Well, that’s where AI comes in. 

Here’s How It’s Done:

  • Gather Your Data: Emails tracked in your CRM, notes provided on prospect profiles by salespeople, online reviews and social media chatter, calls and emails with customer support and customer success. 

  • Tap AI: Salesforce Einstein, Lexalytics, IBM Watson, ChatGPT. With their powers combined, these applications act like…Captain Planet. Actually, they probably act more like like a Rosetta Stone for translating insights into action. This includes elements that benefit sales and marketing equally including online sentiment analysis, development of personalization strategies and developing a culture of data-driven decision-making.

  • Why This Rocks: Using AI for this use case is an objective reality check. It means sales and marketing activities are fully rooted in the customer experience you strive to deliver.

  • Why This is Different: Forget quarterly results reports. This method brings the latest customer feedback straight to both sales and marketing strategy meetings for discussion and implementation.

  • Possible Pitfalls: All the insights this method provides are only of value if they are actually paid attention to. 

  • The Hidden BonusUsing AI to make the most of customer feedback draws a hard line between companies that value customer feedback and companies that assume they know what’s best without listening to the very people to whom they are selling. 

Using Artificial Intelligence In Sales and Marketing Means Rethinking How You Use Data

Using data to align sales and marketing isn’t a new idea, but let’s be honest – it has never really taken off as it should have. Remember when I talked about leveraging the popularity of a blog topic in sales strategies? More often than not, recommendations like that get buried in inboxes never to be seen again.

But AI changes the game. Using data is no longer about spot-checking systems for quick, low-hanging fruit opportunities that go nowhere due to lack of communication. 

AI isn’t just tossing out insights; it’s delivering the kind of sharp, contextually rich information that sales and marketing can really get behind.

We need to break free from old ruts. AI offers sales and marketing a path forward, stripping away guesswork, egos and fear.

And change is tough, I get it. But it’s time to embrace it because AI is here to help us achieve shared goals faster and more efficiently.

3 Hacks for Building a Successful Content Marketing Program

The old saying goes that you are entitled to your opinions, but not your own facts. Well, the facts are in and one thing is abundantly clear modern B2B marketing budgets are allocating more and more time and resources toward content marketing efforts. For these organizations, content marketing is an effective, economically viable path to achieving sales goals. Why? Because content marketing is marketing.

The most obvious element of developing a content marketing program is creating great content. But often overshadowed by the importance of developing great content is successfully laying out the following three foundational elements of a content marketing program  1) developing an editorial calendar, 2) defining your editorial voice and 3) setting and tracking clearly defined/achievable goals.

“Tick-tock, tick-tock”

Developing A Content Marketing Editorial Calendar
A content marketing editorial calendar serves as a day-by-day roadmap that ensures your efforts are organized, optimized and ready to reach the right stakeholders. Beyond the topic of the content itself, here is what a good calendar should contain. (H/T to Andy Raskin for insight on this topic):

  • Persona – Which buyer persona are you targeting with your content?
  • Stage – In what stage is the development of the content?
  • Content Type – Is it a blog? A podcast? A video?
  • Distribution Channel – Via which channel will you be distributing it? (company blog, Youtube, Medium, etc.)
  • Publication Date – When is each piece of content scheduled to go live?
  • Desired Impact – What is the desired impact of the content?
  • Industry Target – What sector are you trying to reach with your content? (Key when marketing a B2B product/service.)
  • Impact Metric – How will the effectiveness of the content be measured? (More on this later in the post…)  

Defining Your Editorial Voice
An inconsistent editorial voice is a major faux pas for any organization. In my experience, this issue tends to impact SMEs and large enterprises as opposed to startups and SMBs, which often benefit from less fragmented communication across internal teams. Your number one goal in defining your editorial voice is to achieve stylistic cohesion across all of your content marketing efforts. Getting to this point requires lots of listening, internal research and consensus/approval from the brass. Below are several questions to help get you get started on defining your editorial voice:

  • Can the style of your editorial voice be summed up in 3-5 words?
  • Who are your editorial voice “heroes?” What organizations would you like to model your efforts after?
  • What are you sure you do not want your editorial voice to sound like?
  • What is your goal/reasoning for adopting the voice you eventually settle upon?  

Setting Your Metrics and Goals
Establishing goals for your program is an absolute necessity. Key to reaching these objectives, however, is matching the right metrics to be tracked for each established goal in an effort to ensure success. Below is a quick guide to get you thinking:

  • Your Goal: Brand Awareness & Engagement
    • Metrics to Measure:
      • Direct Views
      • Social Shares
      • Subscribers and Followers
      • Click-throughs
      • Comments
  • Your Goal: Lead Generation
    • Metrics to Measure:
      • Click-throughs (which lead directly to landing pages, sign-up pages, form downloads, etc.)
      • Conversion Rates
  • Your Goal: Sales Enablement
    • Metrics to Measure:
      • Conversion Rates
      • Length of Sales Cycle
      • Size of Contract

With an arsenal of relevant and compelling content and the aforementioned foundational elements in place, your content marketing program will be primed for success. Your company’s bottom line? If it were human, I’m sure it would thank you. You might just have to settle, though, for a show of appreciation from your CMO. ?

The One Question You Should Ask Everyone You Meet

At the risk of dating myself, who else remembers “The Sunscreen Song?” The track was put to wax by Baz Lurhmann during the summer of 1999 and features lyrics taken from a hypothetical commencement speech penned by Chicago Tribune Columnist Mary Schmich. The tune features some great pieces of advice. Specifically, though, it features the following advice about advice:

“Advice is a form of nostalgia. Dispensing it is a way of fishing the past from the disposal, wiping it off, painting over the ugly parts and recycling it for more than it’s worth.”

I love that line. Dispensing advice is a way of fishing from the past, taking the best parts and reusing it. While this line and the majority of the song was written with the personal aspects of life in mind, I’ve found it applies to the professional aspects of life as well.

I mean, it makes sense, right? The best way to learn is to take on advice from those you respect and those in places you aspire to reach. Whenever possible, I ask the business owners, marketers, and entrepreneurs I meet to share with me the best advice they have ever received. You’d be surprised how much insight such a simple question can yield.

As it relates to PR/marketing, here are a few of the best pieces of advice I’ve ever received in no particular order. Hopefully, they will help you on your own journey.

  • If it’s going to take two minutes, do it now.
  • Be strategic in everything you do. Moving forward with an idea? Vetoing an idea? Shifting direction? Have a reason why.
  • Take complete ownership of both your victories and failures.
  • Think big – every time – and scale it back to meet your needs.
  • Learn how to write (yes, this needs to be said).

Oh, and one more piece of advice. Remember cool songs written during the years before you were of legal age to vote. They might help you write a blog post one day!

(This post has been updated since its original publication in February 2016.)