Corporate team strategizing with AI to align sales and marketing goals

AI in Sales and Marketing Alignment: Kicking The Old School Tactics to the Curb (That Never Worked Anyway) and Changing The Game For Modern Times

Let’s be real. You and I both know the “secrets” to achieving sales and marketing alignment. They’ve been out there for the taking since time immemorial. 

Are you still in the dark? Searching for the answers? Okay. Here ya go:

  • Start Talking. Begin by getting the marketing and sales chiefs in a room to hammer out some mutually beneficial strategies and define what winning looks like. 

  • Ensure Teams Are Communicating. Make sure sales and marketing teams meet regularly so sales can keep marketing in the loop with real talk from the front lines — i.e., what prospects and customers are actually saying. Turn these into brainstorming sessions where voices from both sides are heard, and quality and informed marketing efforts can then be devised.

  • Focus On Your Data. Does marketing have a blog that’s blowing up with views and engagement? That’s sales gold. Share it with sales so they can fold it into prospecting conversations and demos. It’s a no-brainer because it’s hard evidence that your audience is eating it up. 

If you have never considered these solutions, I’m happy I might have been able to help you consider how to fix some of the issues you are facing. 

But as B2B sales and marketing alignment has been a core focus of my work and interest for years now, I can confidently say those “solutions” are table stakes.

They are not groundbreaking strategies. They are simple recommendations that suggest two groups with a common goal should make the effort to speak to one another.

Notice I said “should” make the effort speak to one another. Because in my experience, they do not. 

Wait, Sales and Marketing Groups Don’t Speak With One Another?

Correct. More often than not, the basic yet game-changing recommendation to simply communicate 一which by the way, has the potential to drive revenue through the roof 一 goes ignored.

And it happens everywhere 一 big firms, small startups, it doesn’t matter. Why does this occur? I have my thoughts and, where applicable, some stats to back them up.

Old School’s Out: The Potential of Artificial Intelligence in Sales and Marketing Alignment

The roadblocks mentioned above are why we need something new. As a fan of new ideas, and as it relates to today’s topic, I’m interested not in implementing what’s old, evident and prone to failure, because that equates to “playing the game” when I’m interested in changing it. 

Still, I know what I can potentially influence and what I cannot. I don’t have an idea or solution that will single-handedly overhaul how individuals choose (or choose not to) communicate or how they sell ideas or navigate politics.

That’s a mountain of deep-rooted habits and “but we’ve always done it this way” attitudes I cannot change. 

An abandoned Blockbuster Video store with a weathered sign post that says "RIP" and illustrates the consequences of ignoring changing market conditions.

“But we’ve always done it this way!”

And that leads us to everyone’s favorite topic 一 AI. I want to talk about artificial intelligence in sales and marketing alignment and how to use it to change the game. 

AI is not just a shiny new toy, nor does it require a company-wide, tech stack rip n’ replace. Instead, think of it as a conduit to getting great things done faster. Who doesn’t want that?

Here we go.

AI in Sales and Marketing Alignment: Clarifying Lead Qualification

The chasm often seen today between sales and marketing when it comes to qualified leads sometimes seems as wide as the Grand Canyon.

The disconnect is wild considering both sales and marketing groups are aiming for the same goal 一 revenue 一 but their approaches might as well have been created on different planets. 

You know the story. Sales is focused on hitting numbers and closing deals, while marketing focuses on casting a broader net with the longer term goals in mind. Both sides are actually looking at the same north star just through different telescopes. 

That’s why coming together and agreeing on a shared definition of what constitutes a lead becomes difficult.

Well, that, and you know, as we’ve already discussed, no one is talking to each other.

The solution? AI-powered sales and marketing alignment. With AI ironing out the wrinkles, the result is more than just good vibes. It leads to a clear definition of what is and isn’t an MQL or SQL, which in turn can spike leads that can then turn into sales.

How Do You Clarify Leads for Sales and Marketing Using AI? Here’s How It’s Done.

  • Gather Your Data: Dig into your web analytics to identify every action taken by users who converted into customers 一 we’re talking the content viewed, the path they navigated, and the pages that captured the most form fills. You also want to gather customer interaction details from your CRM and insights on the type of social media content that received the most engagement.

  • Tap AI – ChatGPT: Harness OpenAI’s crown jewel to find common attributes that position both sales and marketing for wins like rock solid identification of where a prospect lives in the funnel, development of a dynamic lead scoring system based on content engagement, and the immediate identification of cross-sell and up-sell opportunities. (Editors Note: Lead scoring isn’t dead. Sure, someone checking out your site doesn’t mean they’re ready to buy or have the authority to, but the system can still be useful when implemented effectively. I’ll talk more about this in a future article.)

  • Why This Rocks: This is the type of data everyone can get behind because it helps everyone produce results. AI delivers insights very directly, too, saving salespeople from having to log into six systems and piece together scattered data. It also inches the “I only make decisions using my gut!” crowd toward updating their mindsets. It’s objective data, Joe. Why are you arguing with it? Let’s just give it a try, okay? 

  • Why This is Different: Without AI, you’re stuck in a loop of misaligned objectives and missed opportunities because, again, *sigh* no one is talking to one another. 

  • Possible Pitfalls: Humans do have to oversee this process 一 it’s not just “set and forget.” Resistance to new tech and ways of doing things can also derail the process.

  • The Hidden Bonus: When AI gets sales and marketing teams to collaborate, they start to bond and create a more unified, focused and effective relationship.

Balancing Short-Term Hustle with Long-Term Vision Using AI

Within the sales and marketing tango, sales teams go fast and and hard while marketing makes moves with the expressway leading into next year in mind.

Why the different beats? It’s the nature of the work.

Sales involves direct and often one-on-one interactions with prospects to close deals.

Marketing, however, thinks and acts with a broader perspective 一 creating strategies and contact that reach a targeted audience with the goal of nurturing them through a funnel over time. 

How do we get them to harmonize? Well, that’s where AI steps in, offering a more appealing tune for both to jam out to. 

How Do You Balance Sales and Marketing Priorities Using AI? Here’s How It’s Done.

  • Gather Your Data: That diverse goldmine of insights found in your CRM tools, website analytics and social media engagement.

  • Tap AI – IBM Watson, Tableau, ChatGPT: These AI tools can analyze customer behavior, predict trends and identify high-potential leads. This means sales get immediate and actionable insights, and marketing gains a deeper understanding of long-term customer trends and preferences. For sales this means optimized sales pitches, improved management of territories and hard “ready to buy” signals based on data. For marketing this means enhanced customer segmentation, content optimization recommendations and customer journey insights.

  • Why This Rocks: It’s a win-win served up by AI’s unbiased insights that paint a picture that respects both the sprint and the marathon.

  • Why This is Different: We’re making next-level decisions that blend both the immediate and what’s on the horizon in sales and marketing. 

  • Possible Pitfalls: Same old, same old. If a fear of data or trying new things persists, the magic of AI is stalled. 

  • The Hidden BonusWhen AI dissolves the pesky old barriers, it opens the door for innovative thinking and creativity that can kickstart processes like alignment of marketing and sales with conversational AI at scale, AI-powered ABM and more.

AI in Sales and Marketing Alignment: Maximizing Customer Feedback Like Never Before

Remember those golden customer insights sales takes in on the front lines day in and day out? The pain points, the praises and recommendations for improvement?

Well, because no one is talking to one another, it stays in the sales silo. It’s just as much the fault of the marketing team, who fails to ask for that info. It’s a full-on communication breakdown. 

And this feedback, remember, is not just random comments dropped during customer intro and consulting calls. It’s the voice of the market giving direct feedback on your product or service. 

But per usual, both groups suffer the consequences of this failure as those insights could easily shift a marketing campaign or refine a sales pitch instead of dying on the vine

How to fix this? Well, that’s where AI comes in. 

How Do You Use AI To Maximize Customer Feedback? Here’s How It’s Done.

  • Gather Your Data: Emails tracked in your CRM, notes provided on prospect profiles by salespeople, online reviews and social media chatter, calls and emails with customer support and customer success. 

  • Tap AI: Salesforce Einstein, Lexalytics, IBM Watson, ChatGPT. With their powers combined, these applications act like…Captain Planet. Actually, they probably act more like like a Rosetta Stone for translating insights into action. This includes elements that benefit sales and marketing equally including online sentiment analysis, development of personalization strategies and developing a culture of data-driven decision-making.

  • Why This Rocks: Using AI for this use case is an objective reality check. It means sales and marketing activities are fully rooted in the customer experience you strive to deliver.

  • Why This is Different: Forget quarterly results reports. This method brings the latest customer feedback straight to both sales and marketing strategy meetings for discussion and implementation.

  • Possible Pitfalls: All the insights this method provides are only of value if they are actually paid attention to. 

  • The Hidden BonusUsing AI to make the most of customer feedback draws a hard line between companies that value customer feedback and companies that assume they know what’s best without listening to the very people to whom they are selling. 

Using Artificial Intelligence In Sales and Marketing Means Rethinking How You Use Data

Using data to align sales and marketing isn’t a new idea, but let’s be honest – it has never really taken off as it should have.

Remember when I talked about leveraging the popularity of a blog topic in sales strategies? More often than not, recommendations like that get buried in inboxes never to be seen again.

But AI changes the game. Using data is no longer about spot-checking systems for quick, low-hanging fruit opportunities that go nowhere due to lack of communication. 

AI isn’t just tossing out insights; it’s delivering the kind of sharp, contextually rich information that sales and marketing can really get behind.

We need to break free from old ruts. AI offers sales and marketing a path forward, stripping away guesswork, egos and fear.

And change is tough, I get it. But it’s time to embrace it because AI is here to help us achieve shared goals faster and more efficiently.