CRM Optimization
Posted: Tue Dec 17, 2024 6:44 am
Data is the oil that fuels all sales and marketing activities, but most agencies lack real expertise in capturing, analyzing or leveraging data to guide decisions. As a result, they not only struggle to produce data-driven insights or help you generate more information - but they also often don’t even make full use of your customer relationship management (CRM) software.
The bare minimum expectation should be extensive experience using CRMs, but ideally you want an agency that can help you optimize and, if necessary, migrate your system. This means you will be better equipped to store and leverage data across both sales and marketing campaigns.
How to Assess a Prospective Agency
While the specialisms listed above are important mobile no database you also need to carefully vet any prospective agency. The following questions will help you quickly understand how an agency collaborates with sales and whether they are likely to help improve sales and marketing alignment:
How do you ensure content is relevant and valuable to both marketing and sales?
What is your methodology for lead scoring and lead review?
How do you ensure regular communication with sales?
How do you include sales within your campaign planning and strategy?
Can you give concrete examples of how you have improved sales and marketing alignment for other companies?
Find the Pain Points that Hold Back Sales with ProperExpression
After helping over 50 B2B companies leverage RevOps to drive faster, more reliable revenue, we have seen every kind of sales and marketing misalignment – and know exactly how to resolve it.
In just 15 minutes, we can start to identify the process, tech or cultural factors that could be creating friction and leading you to leave money on the table.
Want to learn what’s holding your sales team back?
The bare minimum expectation should be extensive experience using CRMs, but ideally you want an agency that can help you optimize and, if necessary, migrate your system. This means you will be better equipped to store and leverage data across both sales and marketing campaigns.
How to Assess a Prospective Agency
While the specialisms listed above are important mobile no database you also need to carefully vet any prospective agency. The following questions will help you quickly understand how an agency collaborates with sales and whether they are likely to help improve sales and marketing alignment:
How do you ensure content is relevant and valuable to both marketing and sales?
What is your methodology for lead scoring and lead review?
How do you ensure regular communication with sales?
How do you include sales within your campaign planning and strategy?
Can you give concrete examples of how you have improved sales and marketing alignment for other companies?
Find the Pain Points that Hold Back Sales with ProperExpression
After helping over 50 B2B companies leverage RevOps to drive faster, more reliable revenue, we have seen every kind of sales and marketing misalignment – and know exactly how to resolve it.
In just 15 minutes, we can start to identify the process, tech or cultural factors that could be creating friction and leading you to leave money on the table.
Want to learn what’s holding your sales team back?