Smart B2B Marketing Includes A Sales Ride Along; 6 Key Questions

sales-ride-along

We all recall the expression “there’s no such thing as a dumb question”, though I know I’ve violated that more than a few times. Still it’s pretty much a given that it’s part of the essential mindset for any B2B marketer. Where it can pay big dividends is when you make time to go on a ride-along with sales. Here’s why.

In every industry vertical, B2B marketing’s “secret sauce” starts with understanding how your company’s target audience thinks and behaves. In the process it’s also possible to better align the marketing and sales teams to create better synergy for greater ROI.

When you think about it, as a general rule in nearly every business your resident expert on the customer is your sales team. So as soon and often as possible, pick their brain. The best way based in my experience is to suit up and step into their world for some immersion.

When I’ve done this I put on my journalism hat and use the “5W&H” to get the story; who, what, when, where, why and how. This will not only help paint an accurate picture of the customer’s world but establishes a repoire and foundation with the sales team for an ongoing dialogue. As for any doubt about sales willingness to talk, there are few things people enjoy more than talking about themselves and being called upon for their expertise.

So imagine those first few minutes sitting with the sales rep. After the pleasantries, what should you ask? Here are six key questions to get the ball rolling:

  • So how do you get sales? As basic as that may sound, understanding where leads and prospects are coming from is vital to “seeing into the sales funnel” and learning how the current sales process works even if you think you know. Verify.
  • Who are great prospects (and customers)? This helps us understand success criteria and the qualities and quantities associated with them. Finding out how well or poorly marketing’s profiles and more importantly, personas match the feedback from sales has everything to do with our messaging, content strategy, and marketing plan in general.
  • Where are they? Sounds kind of silly at first but it helps uncover as many opportunities as possible to brand, message, solicit feedback, reinforce distinctive competency and employ the most appropriate media and format for delivery of custom content to best move the prospect along (conversions) until they become customers.
  • What sales methodology do you use? This is different from the sales process. Are they using Challenger, SPIN, NEAT, Conceptual, SNAP? Get the context of when marketing can be applied to increase sales’ effectiveness and you’ll also find better alignment between the sales and marketing teams.
  • When do you decide to contact the prospect directly? In companies where they use a MAS (marketing automation system) like Hubspot or Pardot, there are clearly defined protocols for the timing of content delivery and qualification stages before anyone in business development or sales actually picks up the phone or sends a direct email. But in companies that aren’t using MAS, this can be a big blind spot for marketing where we need to shine a light.
  • Why do you think the sales team is successful? This can be a big reveal into the state of mind of the sales team but more importantly where there are gaps that marketing can help address such as creating better presentation materials and leave-behinds, more effective and attractive promotions, or designing professional-looking tradeshow displays for example.

Doing this will at minimum help true up current marketing efforts but also help both sales and marketing to gain greater clarity into the relationship between their respective teams. Tearing down the silos leads to improved cooperation, understanding and communication. These are key ingredients for greater effectiveness that in turn will grow MROI (marketing return on investment) and ultimately company profitability.

Do you have a sales ride along story to tell? Share it here. We’d love to hear about it.

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