If your sales team is like ours, they’re eager to give you feedback any time–while you’re microwaving your lunch, when you’re trying to get a campaign out the door, during happy hour. I love getting feedback, but it’s important to approach feedback in a way that enables you to store, manage, discuss, and implement.
We put together this sales worksheet to help you get valuable information from your sales team to guide your marketing strategy. Distribute the worksheet to each member of your sales team to ensure you’re getting the whole picture and request that they complete the first tab and return it to you. Schedule a meeting with your team to discuss the responses and make plans to adjust if needed. The second tab will help you interpret the responses and steer your efforts toward improvement if needed.
Now, I know what you’re thinking. In school a worksheet was nothing more than busy work passed out by a substitute teacher to occupy the class period. But it taught you something – whether it was science facts from a Bill Nye video, a short story summary in Language Arts, or stats about the Nina, the Pinta, and the Santa Maria, you filled the page with information that you could analyze later.
We’ve applied that same strategy to our own sales and marketing alignment efforts.
Of course, we still encourage you to maintain an open dialogue between the two departments and hold regular brainstorming sessions together. But, a worksheet gives the sales team time to consider their needs from marketing.
Regardless of whether you do or don’t have marketing automation in place to help you accurately measure your program success, you should regularly request feedback from sales. Marketing data is super important, but it doesn’t tell the whole story.
Download Salesfusion’s Alignment worksheet to open the communication floodgates and guide your marketing strategy.