SALES AND MARKETING ALIGNMENT ASSESSMENT

It’s important to understand and recognize that in any company, every single department is intricately connected, no matter how complex its corporate structure may be. In other words, if you think of a company as a person with two working hands, its left hand should always be fully aware of what its right hand is doing at all times. This interconnectedness is essential for ensuring cohesive operations and effective communication throughout the organization.

When departments operate in silos—each focusing only on their own goals without insight into broader company objectives—it often leads to inefficiencies, duplicated efforts, and missed opportunities. Sales might not be aligned with marketing’s messaging, customer service may lack visibility into recent client interactions, or finance may be unaware of critical operational changes. These disconnects can hinder growth, frustrate employees, and negatively impact the customer experience. That’s why fostering cross-functional collaboration and integrating systems, data, and communication channels is crucial. When every team is aligned and informed, the organization becomes more agile, more strategic, and better positioned to deliver consistent value internally and externally.

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    • frequent sales and marketing meetings

    • agreed upon and shared goals

    • integrated CRM and marketing automation tools

    • closed loop reporting

    • completely aligned

    • somewhat aligned

    • somewhat misaligned

    • completely misaligned

HOW STRONG IS YOUR SALES COACHING?

Success in sales requires ongoing growth and development… As sales representatives diligently hone their skills and techniques, effective coaching becomes crucial to their progression.

However, sales coaching is often executed in the moment or only after the fact during co-selling activities. To truly enhance sales performance, coaching requires a comprehensive, planned effort combined with the appropriate tools and resources that representatives need to foster their own skill development and continuous improvement.

Use this carefully crafted checklist to thoroughly evaluate your coaching capabilities and to identify specific areas where improvement is needed.

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