How sales and marketing can work symbiotically in monday.com

Despite many sales and marketing teams facing challenges in working together, it is critical for these two business functions to be in sync. Although sales and marketing teams have many different day-to-day tasks, their end goal is the same: to generate revenue by finding, attracting, and retaining customers. They both have external-facing responsibilities to preserve the brand, they’re both focused on building long-term relationships with customers, and they both rely on data to build their strategies. 

‍

So historically, why has it been difficult for these departments to work symbiotically? It often comes down to communication. It’s important for sales and marketing to understand each other’s goals and responsibilities so they can work cohesively. This means having regular communication - one of the best ways to ensure this is by implementing and actively using the right technology. 

‍

Because of its ability to customize boards and workflows, its unique CRM, and the option to easily integrate countless platforms, monday.com makes it possible to have seamless communication between sales and marketing. Let’s take a closer look at these features:

‍

1. Custom boards and workflows help automate your day-to-day communication. For example, marketing teams can set up automated prompts that ping the sales team when final deliverables are ready for a client meeting. In addition, if sales and marketing each have a dedicated board, you can sync the information you need between the two boards. This eliminates unnecessary follow-up and houses everything in a central hub. Remember - views can also be customized per user so you can see the information in a way that works for you. 

‍

2. Sales teams can manage their entire sales pipeline in monday.com’s CRM. Having easy access to this data positions marketing teams to better support sales by understanding which leads are hot, reviewing where sales targets stand, and seeing important customer data. Marketing teams can prioritize their projects based on the urgency of accounts and can proactively allocate resources to support upcoming deals. 

‍

3. Even if the sales team insists on using Salesforce (or other platforms), system integrations with monday.com make it possible to share data and maintain visibility across teams. After successful completion of an integration, data can automatically be synced into monday.com, reducing manual labor between the two teams. For example, when a lead is created in Salesforce, an item will be created in your designated monday.com board!

‍

Collaboration between sales and marketing is possible! It’s very much doable with the right technology, the right processes, and willingness between both teams to get aligned. If your sales and marketing teams need some guidance on bridging the gap, our team at OrangeDot would be happy to help! Give us a shout today to schedule a free consultation: https://www.orangedotdigital.com/contact-us