Sales and marketing aren’t renowned for going together as smoothly as peanut butter and jelly. However, a strong relationship between the two can yield more than any delicious sandwich. Get these teams on the same page and you’re setting your wealth management firm up for success.
While it’s often easier said than done, there are a couple of strategies you can implement to help sales and marketing get along.
1. Seamlessly share content
Marketing and sales teams are often going back and forth about content. Housing all of your business collateral in a content management system can make this process easier. Marketers can also ensure that files are up-to-date for salespeople when they’re in the field through synching in the cloud.
2. Keep everyone connected
Salespeople might not see the benefit of registering for marketing webinars, and marketers may not recognize the advantages of attending sales meetings. Regardless, it’s critical to keep these teams in each other’s spaces for better integration.
3. Recognize each other’s efforts
Sales and marketing teams don’t always notice how closely they work together to make the big deals happen. However, they can quickly gain an appreciation for each other by sharing their successes as they come. For instance, salespeople can boost marketers’ morale by showing how their efforts generated leads.
4. Open the lines of communication
If you’re looking for a good way to begin a relationship between sales and marketing, you may want to start with a good old fashioned meeting. Scheduling regular meetings between sales and marketing teams can help everyone get on the same page. They don’t have to be long, drawn-out powwows every week – come up with a productive agenda and stick to it.
Still not sure where to begin? Ask your colleagues for feedback. Letting your employees play a role in crafting a game plan can ensure that it’s something that everyone is comfortable with executing.
