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Are your revenue teams in zen ? or on different planets? ?
Take this short assessment and find out.
Sales and Marketing Alignment Assessment
Step
1
of
16
6%
Name
First
Last
Email
Which of the following terms do your sales and marketing teams have agreement and documented definitions for?
*
Marketing Qualified Lead
Sales Qualified Lead
Lead Statuses
Opportunity
Deal Stages
Traffic Sources
None of this. We have no clear definitions.
Are your buyer personas documented and defined?
*
Yes
No
Did both sales & marketing have influence in their creation?
*
Yes
No
Has it been more than a year since you looked at them?
*
Yes
No
Do both sales and marketing teams have SMART Goals ( Specific, Measurable, Achievable, Realistic, and Timely) or some other goal mechanism like OKRs (Objectives and key results.)
*
Yes
No
Are the goals well-known among the two teams, integrated to each other’s goals, and agreed upon?
*
Yes
No
Are the goals measured and tracked?
*
Yes
No
Is sales aware of the products/services that marketing is promoting and vice versa?
*
Yes
No
Are both teams in agreement on the best direction for current campaigns?
*
Yes
No
Does marketing have a content audit document or something like it for sales to utilize in real time?
*
Yes
No
Do you have a clearly defined lead handoff procedure?
*
Yes
No
Do you have reporting set up to enforce it?
*
Yes
No
How often do you review it for errors?
*
Monthly
Quarterly
Annually
Never
Does sales have a way to communicate why leads were rejected? (Poor timing, bad contact information, no budget, etc.)
*
Yes
No
Does sales have a way to provide broad feedback regularly, in a standing meeting or through a shared communication channel?
*
Yes
No
