B2B Sales and marketing: align!
Posted: Wed Jan 08, 2025 4:20 am
Now you know why CRM and Marketing Automation are complementary. And when it comes to complementarity, these two also go hand in hand: your marketing and sales teams. For CRM-Marketing to work well, alignment between salespeople and marketers is essential. It is worked on step by step. No pressure: at Plezi, for more than 7 years, we have been improving our processes… And perfect alignment does not exist. But what helps to strengthen it is to have a vision and a smarketing process . This strategy consists of having the marketing and sales departments work together, around common objectives and an adapted organization. If you haven't found your smarketing yet... Follow the guide: CTA to download the sales marketing alignment guide 3.
Analyze marketing and sales performance: think funnel! After setting up the tools and synchronizing them, plan regular analysis sessions… To track marketing and sales performance! Rely again on your created marketing and conversion funnel (or go back up the thread of this article to find the dedicated section). Your mission? Identify the “holes” in the funnel, where information does not flow correctly between CRM and Marketing Automation … And the steps where processes need to be improved, on both sides. For example, if a contact moves from marketing automation to CRM and becomes a customer, the information must return to marketing automation so that it can be measured and analyzed. If this is not the case, you know what you have to do: optimize! If, on the contrary, a prospect is ultimately not “hot” enough, he will go back to the marketing side to follow a lead nurturing campaign.
If he inadvertently remains in your CRM, then you also know what you have to do… Adjust! CRM-Marketing: how can Plezi help you? At Plezi, we have a bias: our software is 100% dedicated to marketing. And it has always been. Busy marketers use it to manage all of their B2B marketing… By relying on all of our simple and actionable marketing features. Like these: Centralization of contacts From Plezi, you benefit from a unified view of your contacts. Our software allows you to gather all the dominican republic telegram database information about contacts in one place. Such as demographic data, previous interactions, responses to marketing campaigns, etc. This centralization offers a complete view of each contact, facilitating a deep understanding of their needs and behaviors. But that's not all! From Plezi, you can also improve your segmentation.
With all the contact data, it becomes easier to segment the audience based on various criteria such as industry, behavior on the website, etc. This precise segmentation is essential in B2B, to target communications and offers more relevantly. And generate a better ROI. Of course, you also benefit from all our features to set up conversion levers on your site, launch automated campaigns, manage your marketing campaigns, track their performance, etc. Not forgetting this feature which improves your marketing and sales strategy: Integration with the main CRMs on the market Plezi easily synchronizes with your CRM: Salesforce, Hubspot, Sellsy, Pipedrive, Dynamics 365, Zoho, C4C , etc.
For each of these solutions, simple and rapid integration, in a bi-directional way. With just a few clicks, you can achieve sales-marketing alignment that meets your expectations. You can help each team prioritize the right actions, at the right time, to generate more qualified results.
Analyze marketing and sales performance: think funnel! After setting up the tools and synchronizing them, plan regular analysis sessions… To track marketing and sales performance! Rely again on your created marketing and conversion funnel (or go back up the thread of this article to find the dedicated section). Your mission? Identify the “holes” in the funnel, where information does not flow correctly between CRM and Marketing Automation … And the steps where processes need to be improved, on both sides. For example, if a contact moves from marketing automation to CRM and becomes a customer, the information must return to marketing automation so that it can be measured and analyzed. If this is not the case, you know what you have to do: optimize! If, on the contrary, a prospect is ultimately not “hot” enough, he will go back to the marketing side to follow a lead nurturing campaign.
If he inadvertently remains in your CRM, then you also know what you have to do… Adjust! CRM-Marketing: how can Plezi help you? At Plezi, we have a bias: our software is 100% dedicated to marketing. And it has always been. Busy marketers use it to manage all of their B2B marketing… By relying on all of our simple and actionable marketing features. Like these: Centralization of contacts From Plezi, you benefit from a unified view of your contacts. Our software allows you to gather all the dominican republic telegram database information about contacts in one place. Such as demographic data, previous interactions, responses to marketing campaigns, etc. This centralization offers a complete view of each contact, facilitating a deep understanding of their needs and behaviors. But that's not all! From Plezi, you can also improve your segmentation.
With all the contact data, it becomes easier to segment the audience based on various criteria such as industry, behavior on the website, etc. This precise segmentation is essential in B2B, to target communications and offers more relevantly. And generate a better ROI. Of course, you also benefit from all our features to set up conversion levers on your site, launch automated campaigns, manage your marketing campaigns, track their performance, etc. Not forgetting this feature which improves your marketing and sales strategy: Integration with the main CRMs on the market Plezi easily synchronizes with your CRM: Salesforce, Hubspot, Sellsy, Pipedrive, Dynamics 365, Zoho, C4C , etc.
For each of these solutions, simple and rapid integration, in a bi-directional way. With just a few clicks, you can achieve sales-marketing alignment that meets your expectations. You can help each team prioritize the right actions, at the right time, to generate more qualified results.