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A 5-Step Action Plan for Sales and Marketing Alignment

B2B Sales and Marketing Alignment 2.0

A former colleague of mine just started a job where she was required to stand up and deliver a sales presentation to the sales leadership team. That wouldn’t be unusual for a new salesperson – but she’s a marketer. And the experience of walking in the sales team’s shoes made her a better one.

B2B companies talk a lot about sales and marketing alignment, but talk will only get you so far. Companies need to take action to get their sales and marketing teams empathizing with each other, strategizing together, and working from the same playbook.

It’s a critical time for sales and marketing alignment. The benefits have never been greater. As technology and data transform business, new opportunities are emerging every day for the savviest B2B companies to boost lead quality, close more deals, strengthen their brands and improve their work culture through tighter teamwork.

So how to get from here from there? If you take the following action steps, you’re all but certain to enjoy stronger B2B revenue growth this year.

Action 1: Plan together

Most companies have already conducted their 2019 planning meetings, but if you haven’t, now is the time. And even if you have, you shouldn’t stop there. Before the holidays, be sure to put four quarterly sales and marketing planning meetings on your calendar for next year.

A lot of change can happen over the course of a year, so it’s important to have an in-depth planning session at least quarterly. This is a chance for B2B sales and marketing teams to sit together and review sales objectives for each time period. Then you can agree on how the strategic marketing plan can best support those objectives, from corporate and field events to high-value content.

Action 2: Walk in their shoes

Aligning goals and tactics is an important start, but for greater impact, marketing needs to truly understand the hurdles salespeople face every day.

Marketing tends sometimes to lean toward the aspirational, but sales enablement requires a more down-to-earth approach. It’s important that marketers attend regular sales team meetings – yes, every week — and hear firsthand what is working, what is not, what prospective customers truly care about, and what key questions marketing absolutely needs to answer.

As my friend’s experience above illustrates, having B2B marketers stand and deliver a sales presentation is a great way to enhance their understanding of how well their own slides work in practice, not just in theory. Actually telling the story is the best way to gauge how each piece connects with different audiences while identifying any gaps.

Sales, for its part, should appreciate that marketing is tasked with a longer-term, strategic role in growing the company, the brand, and its customer relationships.

Particularly as subscription-based SAAS becomes the dominant revenue model, topline growth is driven less by closing a few big deals and more by long-term nurturing that paves the way for customer loyalty and successful cross-selling and up-selling.

It takes mutual respect flowing both ways to fully leverage the strengths of both sales and marketing – so everyone can reap the benefits of these opportunities.

Action 3: Connect top to bottom

Sales and marketing alignment at the executive level is not enough. The entire organization, from the c-suite to operations to customer-facing field staff, should know each other and have regular conversations. If this isn’t happening, now is a good time to make those introductions.

Action 4: Pay for what you get

Typically sales teams are compensated based on meeting and exceeding revenue targets, while marketers aren’t ­– but it doesn’t have to be that way. Some B2B companies have started rewarding marketers for KPIs like deals influenced or deals sourced. Good CRM tools are making it possible to track the effectiveness of specific pieces of digital content, making detailed ROI measurement – and rewarding the content creators — more feasible.

Action 5: Lean heavily on your brand

As sales and marketing alignment gains steam, brand makes even more of a difference. It gives both sides a common understanding and shared language as they essentially co-create the B2B brand experience.

The most successful sales and marketing partnerships are aligned in their commitment from top to bottom – from their brand’s highest-level vision to its most tactical tools.

By nurturing mutual respect and leveraging the strengths of both the sales and marketing teams, your company will be set up for greater success in 2019 and beyond.

Emotive Brand is a San Francisco Brand Strategy firm working with high-growth technology companies. Learn more about our work with high-growth technology companies here.

An Audience-Centric Approach to Communications

The Curse of Knowledge

When you work in the business of ideas, things are bound to get complicated. At Emotive Brand, we mainly work with high-growth, B2B tech companies. Our clients are experts at building big, technical, complex systems that solve real human problems. What they aren’t always experts at, however, is explaining those ideas in a way that feels human and approachable.

We don’t blame them. It’s something that’s often called “the curse of knowledge.” It’s when you’re so immersed in the universe of your product that you have a hard time remembering the rest of the world hasn’t been on the journey with you. This is where jargon, shorthand, and tunnel vision thrives – often to the detriment of your audience’s comprehension.

The Idea and the Selling of the Idea

So, here’s the million-dollar question: how do you explain something complicated in a simple way? This question – the magic trick of turning the difficult into the delightful – is the engine of branding. There is the idea, and then there is the selling of the idea. You can have the best hardware, software, or cloud service in town, but if you don’t take an audience-centric approach to your communications, no one will hear you.

There’s a saying that the moment a piece of art is finished, it no longer belongs to the artist. When you release something to the public, you are surrendering a certain amount of control over its meaning, use, and interpretation. The same is true for your product in the market. It doesn’t really matter what you meant. What matters is what the audience feels.

What Does Your Audience Need to Hear?

As Matt Abrahams, writer at Insights by Stanford Business, says, “Rather than start drafting your presentation, email, or meeting agenda by asking, ‘What do I want to say?’ start by asking, ‘What does my audience need to hear?’ In order to answer this, you might first think about what your audience knows and how they go about knowing.”

Questions are a beautiful place to start. Before you write a single word for your webpage or conference, ask yourself: What is your audience like and why are they here? What keeps them up at night and how can you remedy that? How can you hold a place in their heads and hearts? How might they resist?

It sounds simple, but it’s a radically different approach than what you usually see in the market. How many presentation decks have you sat through that start with a long history of the company, a poorly designed graph, or a disproportionate focus on their own sales, promotions, or services? Meanwhile, the universal human benefit is buried 30 slides later.

The hardest part about writing is knowing what to say and when to say it. The brilliant thing about an audience-centric strategy is that it answers these questions for you. By definition, it’s a strategy that’s built to resonate because it’s built from the audience up.

As Bill Skowronski, writer at Sharing the Good, says, “Audience-centric objectives are built on a deep understanding of the target audience’s needs and desires. Therefore, because the content is strategically designed to help customers, it can be search engine optimized to rank when they’re researching and will directly resonate with them. And because the messaging is audience-centric, it stands out in the industry, differentiating your business from every other one that says they do what you do.”

Complexity vs. Complication

Perhaps there are those out there who hear “simplify” and think “dumb it down.” This couldn’t be further from the truth. Simplicity is not at war with complexity – it’s at war with confusion.

In his TED talk “Simplifying Complexity,” ecologist Eric Berlow describes the difference between complexity and complication beautifully. “For me, a well-crafted baguette, fresh out of the oven is complex. But a curry, onion, poppy, cheese bread is complicated.” He goes to explain how in understanding the interconnectedness of species, you need to embrace the big picture in order to see the easy solution. “We’re discovering in nature that simplicity often lies on the other side of complexity. So, for any problem, the more you can zoom out and embrace complexity, the better chance you have of zooming in on the simple details that matter most.”

Everything vs. the Right Thing

That’s the exact exercise brands need to do in creating audience-centric communications. Google, for instance, is about as complex as a company can be, yet they always keep their messaging simple. Their dense web of technical prowess isn’t wasted, it’s just used to stitch simple human truths everyone can remember and understand.

Here’s Google’s mission: “Our mission is to organize the world’s information and make it universally accessible and useful.” Imagine for a moment you built Google and know everything about it. Think of how easy it would be to make that statement more comprehensive, more technically accurate, and more complicated, essentially making it worse.

That’s the burden of “the curse of knowledge.” You’re constantly fighting the urge to explain everything, instead of leaving your audience with the one perfect thing they need to make a decision.

To learn more about crafting audience-centric communications, contact Founding Partner Tracy Lloyd.

Emotive Brand is a brand strategy and design agency in San Francisco.

Image credit: Getty Images

The Role of B2B Messaging and How to Get it Right

Disruptive and Transformational Technologies

Technology is advancing like never before. With disruptive technology advancements in AI, machine learning, iOT, analytics, and so much more, it’s becoming more and more difficult for businesses to keep pace. Industries are being transformed and the world we live in is changing before our eyes. So how can you develop more compelling and differentiated B2B messaging for marketing and sales teams?

As an agency, we work with many tech clients who are in the midst of this change – racing the clock to get to market before the competition.  And while many have worked tirelessly to build the best technology in their realm, they struggle with how to position and message their product or solution to their target audiences.

Messaging for Disruptive and Transformational Technology is Hard

Disruptive technologies require a different approach to messaging and positioning. Discussing features and benefits isn’t enough. In order to be truly disruptive, these companies need to change the perception of what is possible. Their messaging needs to articulate why potential customers should believe in their solution and how the technology will enable a different future. As such, B2B messaging needs to:

  • Articulate that there is a problem with the status quo of today
  • Ignite a shift in perception around about why customers should believe in a transformational way of thinking
  • Position the product or solution in a way that both rationally and emotionally articulates the value proposition directly to key target audiences
  • Clearly show audiences how your offering can transform their way of doing business

These are challenges we often see our clients having a hard time knowing how to integrate brand-level messages that center on the “why” piece of messaging the story. Instead, they lead with the “what” and “how.” When things are so complicated and are so transformational in nature, the messaging needs to be holistic in nature and incorporate the entire story – a story centered around the customer, not the technology itself. This departure from product takes courage.

Our role involves helping our clients make the complex simple. We find a way to unpack the technology and what it enables customers to do, and put it in more human terms. We make it easy for people to understand how the technology will help their business be more successful. Even the most innovative technology in the world will never see the light of day if people don’t understand know how or why to buy it.

The Role of B2B Messaging

To be successful today, tech companies have a lot to achieve. Selling product, influencing prospects, inspiring investors, building categories, building market share, and driving revenue. Marketing teams are on the hook to deliver meaningful and differentiated messaging platforms to help support sales and ensure the brand presents a unique offering. This means B2B brands need a strong narrative and compelling messaging in place to cut through the noise.

In our work with high-growth tech companies, we’ve seen first-hand how the role of messaging can drive change. Because of this experience, it has become more important than ever to get it right. There is a growing need to differentiate complicated technology products into easy to see “value” in the form of solutions that meet target audience needs.

Seems easy? Not so much. Much of our work is alongside CEOs who come from strong engineering backgrounds. They feel immense pride in the products they have worked so hard to engineer and develop. And naturally, they want messaging to lead with product. They see features and benefits as the only way forward.

However, we know this isn’t the only way. My background is in selling technology. I know first-hand what sales teams need to be successful, and I see the role of messaging as critical to the sales organization’s success. I have sold technology on three continents and bring this sales-led approach to every client engagement by adding a unique of understanding technology, how to position it, and how to create a brand narrative and messaging – messaging that addresses the big idea of why the technology matters while demonstrating how it solves a customer’s business problems.

That’s why, at Emotive Brand, we believe strong B2B messaging is about hitting the sweet spot between brand, sales, and marketing in a way that excites, resonates, and activates buyers.

Getting it Right

Getting messaging right is a real challenge. Most often, messaging is an output of a larger brand strategy. As such, it has to crystalize what you do, why you’re better, and what you can do that no one else can. It’s not easy to articulate these values to your target audiences in both rational and emotional ways that activate them to do something.

It’s old news that a lot of B2B messaging – especially within the tech world – sounds the same. But there is a larger problem at hand – a problem we’ve seen happening for a while now. A lot of messaging used by B2B companies isn’t aligned with what the customers or the businesses they are trying to reach really value. What companies are missing is the articulation of something more than features and benefits: true opportunity, values, and meaning.

Supporting Marketing and Sales

We’ve talked again and again about the role brand strategy plays in supporting and driving business strategy. So when the time comes in the brand strategy process to develop messaging, it needs to align and support two major functions within a company: Marketing and Sales.

It’s about driving two workflows within a company. Marketing needs B2B messaging to build out a go-to-market strategy and create sales enablement programs. Sales needs messaging to know how to talk to customers, position the product or solution, and close deals. If the messaging isn’t strong enough, marketing teams struggle to fill the funnel and convert leads. Sales has a hard time responding to RFPs and closing deals. In short, it’s detrimental to both teams’ success.

Smart B2B messaging can drive marketing and sales forward, positioning you to better reach and connect with the businesses who matter to your success. To do so, make it:

1. Customer-centric

A shift needs to happen from product-centric to customer-centric. This means increased focus on articulating the valuable, unique opportunities you can offer your target audiences. In the B2C world, it’s easy to focus on consumers.

The mistake a lot of B2B companies are making today is thinking that the businesses they are trying to reach are only making rational business decisions. And while B2B does require a high level of rationale, it’s important to remember that there’s also a lot of emotions at stake for B2B buyers. Many businesses today feel that they have an important to role to play. They are mindful of cost, aware of how things are going to play together, and passionate about finding the right solutions fit to their business.

2. Research-led

In our client work, the tightest and most meaningful messaging we’ve developed for clients has involved some level of research – both quantitative and qualitative.

There’s a lot of value in talking to people one-on-one. It gives our team the ability, as a third party, to gain direct access to customers, prospects, and even lost deals to understand the audience’s needs first-hand. This level of empathy enables B2B messaging that can truly connect with people – with their rational needs on the right emotional dimensions. That’s why getting to the heart of their motivations, pain points, and needs is critical and can be the difference between thriving and failing.

3. Top-down

Like many strategic elements, messaging has to start at the top. This means the leadership teams must be involved. Moving messaging beyond features and benefits is a process, and key leaders have to buy into a more customer-centric approach or it will never be fully embraced. 

Once top execs are on board, they can work to align the sales and marketing teams at the highest level. This reinforces the messaging systems you’ve built by ensuring that people are talking about your business in ways that align with it across people and platforms.

The sales force is then equipped to utilize the B2B messaging in powerful, dynamic ways. They become more willing to provide feedback to marketing about what is and isn’t working. The collaboration between these two groups makes both the messaging stronger and the impact of the brand stronger. Driving ROI and sales.

B2B Messaging as a Driver of Business

Messaging can drive brand awareness, equity, and buying decisions by bringing your value proposition to life for your key audiences. With strong B2B messaging in place, your business can then develop a powerful corporate narrative that brings all aspects of the business, brand, and vision together.

In B2B, messaging can be a vital solution in humanizing your brand and business. It can make it easier for your sales and marketing team to connect with your future clients in important ways that will fuel your business forward. The transition from solely rational to a blend of both emotional and rational can be a challenge. When you take the lead and embrace the process of identifying what really matters to your audiences beyond just the functional elements of your product, sales will take off, marketing will start to pay-off, and your business will be positioned to stand out and thrive.

Emotive Brand is a San Francisco brand strategy and design agency.

Marketing Strategy That Fuels Growth

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More than ever, CMOs are being looked to as the primary growth drivers of their companies. But what if you seem to be doing everything right and growth is still falling short? You have a strong brand strategy in place, a good sales team, and your marketing strategy is being executed on time and on budget. What then?

Chances are good that, if you’re experiencing a disconnect like this, the problem lies in the connection between your brand and your target audience. You may be reaching them. But how successfully are you really connecting with them?

How can you identify the problem? And what can you do to nurture your target audience while giving your sales team the support they need to drive growth?

Marketing Strategy That Drives Growth

At Emotive Brand, we find that the diagnosis for this condition virtually always comes from the outside.

The area where insiders typically have the least insight is the hearts and minds of their target audiences, which are so easily obscured behind the company’s own view of where its value lies. Companies often also find it challenging to stay on top of new developments in communications when their core competencies lie elsewhere.

Cue your agency. It’s the agency’s job to:

  • Understand your brand, products, and services in a new and exciting way, through the eyes of the people who can make it grow.
  • Use customer, marketplace, brand, and contextual insights to define strategic shifts that will win them over.
  • Create the right message and present it creatively to get their attention and rekindle the connection.
  • Identify existing and emerging channels that will best support your message and resonate with your audiences.
  • Tie it all together in a marketing strategy that drives growth.

Rebooting Advertising and Marketing Strategy

We’ve been working with a Silicon Valley client whose technology is so smart it inspires us. This company has been in business 15 years. It has a crack product that’s unique in the market. The product should be selling itself.

But there’s a problem: the company has under-marketed both its brand and its product. Its sales are lackluster. We identified five primary marketing challenges:

  • Marketplace perceptions hadn’t kept up with the company, so potential customers had outdated ideas that needed to be overcome before they would even pay attention.
  • Its advertising and marketing communications were telling an old story that didn’t communicate the product differentiators and reinforced outdated perceptions.
  • Its communications style was out of date and disconnected from both the brand truths and its audiences.
  • The client was spending ad dollars against a broad target rather than an audience aligned to its sales target, wasting precious marketing dollars.

We dug into this project to understand the marketplace, the product, and the brand through the eyes of our client’s target audiences. And we transformed its marketing strategy with some fundamental shifts.

Aligning Marketing Strategy with Sales

First, we used creative and surprising ways to talk about the product in advertising. Solidly rooted in meaningful customer insights and up-to-date product truths, the creative is doing a great job at grabbing the attention of sales prospects. Fresh and resonant messaging and design are replacing apathy with interest and engagement.

We also employed account-based marketing (ABM), replacing the client’s broad advertising strategy with a personalized approach. We’re targeting the sales team’s hottest prospects, in the places where they are most likely to engage.

This more resonant, tailored messaging is reinvigorating the company’s sales as well as its brand, making it relevant again and helping nurture prospects who might have ignored a more general message.

If you need fresh ideas for connecting with your sales prospects instead of merely reaching them, Emotive Brand would like to connect with you.

Emotive Brand is a San Francisco brand strategy and design agency.

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