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How To Align
Sales And Marketing
Using CRM As The
Hub
hello@propelguru.com +1-604-256-0821
TODAY’S AGENDA
hello@propelguru.com +1-604-256-0821
Sales and
marketing
Alignment
Alignment for
Transparency and
Accountability
With CRM
Sales organized
around buyer
persona
Manage
Customer
Relationships with
smarketing
Maintain
alignment
standards with
Sales and
Marketing
1
2
3
4 5
Ausaf Ahmed
(Senior Project Delivery Manager)
Aiswarya R. Nair
(Content Writer)
TODAY’S SPEAKER
hello@propelguru.com +1-604-256-0821
Propel Guru is a full-fledged sales and digital
marketing agency that helps customers
generate revenue by helping them improve
their SEO, PPC, email marketing, lead
generation, and social media marketing
results. We offer a wide range of services,
including Creative Development, SEO &
Content Strategy, Digital Marketing, Strategy,
Analytics & Auditing, Social Media Marketing,
SEM & SEO, Email Marketing, and Lead
Generation.
hello@propelguru.com +1-604-256-0821
ABOUT PROPEL GURU
hello@propelguru.com +1-604-256-0821
TABLE OF CONTENTS
1 WHY CRM TO YOUR BUSINESS
2 SALES VS MARKETING
3 GROWTH FUNNEL
4 SMARKETING
5 CRM AND MARKETING ALIGNMENT
1
hello@propelguru.com +1-604-256-0821
WHY CRM TO YOUR BUSINESS
LEARNING
Learn about
customer’s needs and
fulfill them.Well
organized customer
data helps companies
to have a strategic
planning
ORGANIZATION
Businesses can be
more efficient and
automate their
processes. It is also
easier to streamline
all the processes for
the business.
OPTIMIZATION
With CRM, you can
optimize the customer
interaction. CRM can
also increase
customer satisfaction.
2 3
It’s all about how you
attract your customers
It’s more about
networking and reach
out
Warming up old and
new prospects.
Paid ads, social
media, content, and
SEO is the main
tactics.
Get new prospects
and provide them with
values.
It’s more about
explaining to the
customers about the
product or service.
hello@propelguru.com +1-604-256-0821
SALES VS MARKETING
MARKETING IS NOT EQUALS
TO SALES…
BUT THEY NEED TO WORK
TOGETHER....
hello@propelguru.com +1-604-256-0821
REMEMBER
hello@propelguru.com +1-604-256-0821
GROWTH FUNNEL
hello@propelguru.com +1-604-256-0821
SMARKETING
hello@propelguru.com +1-604-256-0821
A PICTURE ALWAYS REINFORCES THE CONCEPT
Images reveal large amounts of
data, so remember: use an
image instead of long texts
hello@propelguru.com +1-604-256-0821
A PICTURE IS WORTH A THOUSAND WORDS
hello@propelguru.com +1-604-256-0821
WHAT IS SMARKETING?
1. As the number of leads generated by inbound marketing
grows, effective sales and marketing alignment becomes
a crucial area of organisational architecture.As the
number of leads generated by inbound marketing grows,
effective sales and marketing alignment becomes a
crucial area of organisational architecture.
1. It's more successful to sell to individuals who want to hear
from you than than interrupting strangers who don't.
1. The goal is for sales and marketing to be completely
aligned, so they can work together to achieve similar
goals and increase revenue.
ALIGN YOUR GOALS
KNOW YOUR
OBJECTS AND
KPIS
NURTURE THE
LEADS
USE SALES TACTICS
TO NURTURE LEADS
ON A REGULAR BASIS
AUTOMATE EVERYTHING
USE CRM LIKE
SALESFORCE AND
HUBSPOT FOR
EMAIL MARKETING
OR ADS.
hello@propelguru.com +1-604-256-0821
CRM AND SMARKETING ALIGNMENT
HAVE A RETENTION
STRATEGY IN MIND
HAVE A SINGLE
CUSTOMER JOURNEY
HAVE A CUSTOMER
PERSONA
AVOID DUPLICATE
EFFORTS
hello@propelguru.com +1-604-256-0821
STEPS TO KEEP IN MIND
hello@propelguru.com +1-604-256-0821
REMEMBER
SUCCESS COMES WHEN
YOU ARE ALIGNED BEFORE
EVEN THINKING ABOUT THE
ACTIONS.
THANK YOU
hello@propelguru.com +1-604-256-0821

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How To Align Sales and Marketing Using CRM as The Hub

  • 1. How To Align Sales And Marketing Using CRM As The Hub hello@propelguru.com +1-604-256-0821
  • 2. TODAY’S AGENDA hello@propelguru.com +1-604-256-0821 Sales and marketing Alignment Alignment for Transparency and Accountability With CRM Sales organized around buyer persona Manage Customer Relationships with smarketing Maintain alignment standards with Sales and Marketing 1 2 3 4 5
  • 3. Ausaf Ahmed (Senior Project Delivery Manager) Aiswarya R. Nair (Content Writer) TODAY’S SPEAKER hello@propelguru.com +1-604-256-0821
  • 4. Propel Guru is a full-fledged sales and digital marketing agency that helps customers generate revenue by helping them improve their SEO, PPC, email marketing, lead generation, and social media marketing results. We offer a wide range of services, including Creative Development, SEO & Content Strategy, Digital Marketing, Strategy, Analytics & Auditing, Social Media Marketing, SEM & SEO, Email Marketing, and Lead Generation. hello@propelguru.com +1-604-256-0821 ABOUT PROPEL GURU
  • 5. hello@propelguru.com +1-604-256-0821 TABLE OF CONTENTS 1 WHY CRM TO YOUR BUSINESS 2 SALES VS MARKETING 3 GROWTH FUNNEL 4 SMARKETING 5 CRM AND MARKETING ALIGNMENT
  • 6. 1 hello@propelguru.com +1-604-256-0821 WHY CRM TO YOUR BUSINESS LEARNING Learn about customer’s needs and fulfill them.Well organized customer data helps companies to have a strategic planning ORGANIZATION Businesses can be more efficient and automate their processes. It is also easier to streamline all the processes for the business. OPTIMIZATION With CRM, you can optimize the customer interaction. CRM can also increase customer satisfaction. 2 3
  • 7. It’s all about how you attract your customers It’s more about networking and reach out Warming up old and new prospects. Paid ads, social media, content, and SEO is the main tactics. Get new prospects and provide them with values. It’s more about explaining to the customers about the product or service. hello@propelguru.com +1-604-256-0821 SALES VS MARKETING
  • 8. MARKETING IS NOT EQUALS TO SALES… BUT THEY NEED TO WORK TOGETHER.... hello@propelguru.com +1-604-256-0821 REMEMBER
  • 11. hello@propelguru.com +1-604-256-0821 A PICTURE ALWAYS REINFORCES THE CONCEPT Images reveal large amounts of data, so remember: use an image instead of long texts
  • 13. hello@propelguru.com +1-604-256-0821 WHAT IS SMARKETING? 1. As the number of leads generated by inbound marketing grows, effective sales and marketing alignment becomes a crucial area of organisational architecture.As the number of leads generated by inbound marketing grows, effective sales and marketing alignment becomes a crucial area of organisational architecture. 1. It's more successful to sell to individuals who want to hear from you than than interrupting strangers who don't. 1. The goal is for sales and marketing to be completely aligned, so they can work together to achieve similar goals and increase revenue.
  • 14. ALIGN YOUR GOALS KNOW YOUR OBJECTS AND KPIS NURTURE THE LEADS USE SALES TACTICS TO NURTURE LEADS ON A REGULAR BASIS AUTOMATE EVERYTHING USE CRM LIKE SALESFORCE AND HUBSPOT FOR EMAIL MARKETING OR ADS. hello@propelguru.com +1-604-256-0821 CRM AND SMARKETING ALIGNMENT
  • 15. HAVE A RETENTION STRATEGY IN MIND HAVE A SINGLE CUSTOMER JOURNEY HAVE A CUSTOMER PERSONA AVOID DUPLICATE EFFORTS hello@propelguru.com +1-604-256-0821 STEPS TO KEEP IN MIND
  • 16. hello@propelguru.com +1-604-256-0821 REMEMBER SUCCESS COMES WHEN YOU ARE ALIGNED BEFORE EVEN THINKING ABOUT THE ACTIONS.