MarketingThe marketing lead at a 20–200 person company

When sales says the leads are poor and I see they are not followed up, I want both sides looking at the same picture, so we stop arguing and start fixing.

Khi đội bán hàng nói đầu mối kém còn tôi thấy họ không theo đuổi, tôi muốn hai bên nhìn cùng một bức tranh, để thôi tranh cãi và bắt đầu sửa được.

Job context

Who
A marketing lead working with a small sales team
When
At each targets review
Trigger
A missed quarter and each side blaming the other
Situation
Two functions measure the same customer with two different metrics
Constraints
Nobody manages both teams, and the data sits in two systems

5 Pains

  • No agreement on what a good lead is

    High

    Each side holds a definition that serves its own target.

    Root cause: The definition is set by the party measured on it

  • Cannot see how far leads were pursued

    High

    Sales activity is only recorded when something happens.

    Root cause: Sales systems record stages, not effort

  • The two sides' targets are out of phase

    Medium

    Marketing is measured monthly, sales quarterly, and customers buy on their own cycle.

    Root cause: Measurement cycles follow reporting needs rather than buying behaviour

  • Feedback from sales only arrives when they are annoyed

    Medium

    There is no channel for ordinary feedback, only one for complaints.

    Root cause: Feedback is not scheduled, so it only happens on incident

  • The data sits in two disconnected systems

    High

    One customer has two records and nobody joins them.

    Root cause: Each function buys its own tool for its own need

5 Desired Outcomes

  • Share one definition of a good lead

    Social
  • See how leads were actually pursued

    Functional
  • Both sides see the same data picture

    Functional
  • Get regular feedback rather than incident-driven

    Social
  • Feel less defensive in every meeting

    Emotional

5 Existing Solutions

A solution is not the same thing as a product — a customer can hire a behaviour or a workaround too.

  • A service-level agreement between the teams

    Product

    The right mechanism, alive only if someone above both enforces it.

  • Share one CRM

    Product

    Solves the data problem, not the definition problem.

  • Sit in on sales calls

    Behaviour

    The most effective way to learn what a lead really looks like, and few do it.

  • A weekly joint meeting

    Behaviour

    Turns feedback into a rhythm instead of an incident.

  • Score leads in a spreadsheet

    Workaround

    Marketers build the shared definition the organisation lacks.

2 Opportunity Gaps

  • The handover of a lead from marketing to sales belongs to nobody, and that is where things fall.

    Why existing solutions fail: Each side is measured on its own metric and neither on the quality of the handover, so improving it returns nothing to anyone.

    Potential opportunity: One metric on the handover itself, on which both teams are measured.

  • Sales systems record outcomes; a lead never called leaves no record.

    Why existing solutions fail: Recording effort asks salespeople to log what they did not do, which is asking for evidence against themselves.

    Potential opportunity: Reading effort from existing traces — calls placed, emails sent — instead of from self-reports.