The baseline, on the other hand, serves as a snapshot

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Talk to people individually, present the possible benefits for each department and raise possible objections before making your final presentation. Also, take advantage of this conversation to identify potential partners in the sales, marketing and operations teams — without them, you will never be able to build a relevant pilot project. Align marketing and sales teams Once you have the support of management and already have a team committed to the pilot project, it is time to make everyone involved “speak the same language”, that is, align objectives and metrics.


Define together: KPIs (key performance indicators) SLAs (service level agreement) baseline moj phone number list KPIs and SLAs help teams to look at the same numbers and know what to expect from each other. At this stage, it is interesting to design a new metrics monitoring report. As the objectives are the same for marketing and sales, everything can be placed in the same document, facilitating the macro view of the project.


writeraccess-free-trial of the current state of your strategy. In the future, it will help you understand what has improved and what has worsened during your pilot project. To do this, ask questions such as: How does marketing spend its budget? How many leads become real sales opportunities? How long does a sales cycle take? What is the average sales ticket? Define the ICP (ideal customer profile) Take advantage of the alignment between marketing and sales to analyze, define and document the profile of the ideal customers for your company, that is, the ICP.