The Recipe for Successful

SALES & MARKETING
Integration

Learn how marketing and sales can work together to
create a powerful system that consistently gets
qualified leads through your sales process.

PRESENTERS: MICHAEL REYNOLDS / BRIAN KAVICKY
Michael Reynolds
About Michael:
•

President / CEO of SpinWeb

•

Cellist

•

Sushi connoisseur

•

Tennis player

•

Marketing/tech nerd

•

www.spinweb.net
Agenda
Today we’ll cover:
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•

Marketing’s role in business development

• Qualifying inbound leads
• Marketing database / CRM integration
• Following up on inbound leads
• Continuous feedback and optimization
Sales & Marketing
Sales and marketing are
not the same thing. They
are two distinct roles and
systems.
Goal of Sales
To help prospects make
good decisions.
Lead Generation

Frequently misunderstood. Don’t put the
entire burden on your sales people.
Sales Scalability
Problems with old methods:
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•

Prospects don’t respond as well

• Difficult to scale
• Not a targeted approach
• Leads dry up
• Causes burnout
Inbound Marketing
A modern marketing
system makes use of
teaching through
relevant content, such
as blogs, long-form
content, social media,
video, and other tools.
Inbound Marketing Stats
From HubSpot:
Companies that blog get 55% more website visitors
than those who do not
• Inbound marketing delivers 54% more leads into the
marketing funnel than traditional outbound leads
• B2B Companies that blog generate 67% more leads
per month than those who do not
• 48% increase in inbound marketing budgets in 2013
• Outbound budgets decline to 23% of spend
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•
Role of Marketing
The job of your
marketing department is
to create awareness,
GENERATE NEW LEADS,
and nurture/filter those
leads toward the sales
team.
Lead Scoring
Lead scoring is a
way to learn the
level of interest of
your leads over
time and react
accordingly.
Lead Scoring
Timelines can help
you determine the
interest level of a
lead.
Qualifying Leads
Criteria for scoring leads:
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•

Job title

• Industry
• Type of activity
• Level of interest
• Custom criteria
CRM Integration
A good sales & marketing
system integrates
marketing database and
CRM together.
Marketing/Sales Handoff
Tight integration occurs
when your marketing
system is effectively scoring
and filtering leads and your
sales team is taking them
through a process.
Segmentation = Efficiency
Flow MQL List into CRM
Start to Qualify for Sales
Following Up
The old rules of sales followup
don’t work. You need to take
an inbound approach.
Use a Sales Process
Culture of Integration
Integration between
marketing and sales is not
just a technical issue... it’s
part of your culture and
process.
Collaboration Process
How to work together:
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•

Weekly meetings between sales/marketing

• Review feedback from prospects/clients
• Review marketing tools/content available
• Optimize and course-correct
• Create content from data and experiences
Questions

Contact information:
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•

Michael Reynolds: michael@spinweb.net

The Recipe for Successful Sales and Marketing Integration