Marketing CRM | Sales CRM

4 Ways Your Sales and Marketing Teams Can Collaborate Effectively Using CRM Insights

Marketing and sales are two important aspects for any business. While marketing team is the heart to any business, pumping in quality leads, the sales team acts like a brain by further converting the leads to customers. Marketing is where the churning of the leads happens and Sales is where they are refined further to become prospects. Usually, there is a very thin line between these two departments, with majority considering Sales and marketing under the same umbrella. However, for a business to perform better and boost sales, a platform that can integrate and link both the teams together, while still being able to differentiate between them is what is required to fine tune and support each other’s processes.

With different business applications like Social CRM, marketing CRM like hubspot and buffer available, marketing for sure can be automated and sales can be tracked separately by CRM software like Sugar, Sage or Zoho. But what is needed is a common platform where both the teams can view the leads from enquiry to prospect stage. A CRM software is famous for its ability to manage customers seamlessly in a proficient manner and enhance sales and marketing. To add more to it, the software can be a linking bridge between the two teams, allowing better collaboration.

Read on to know the 4 simple ways through which your sales and marketing team can easily get on same page with CRM insights:


  1. Get a Holistic View of Your Leads

For sales and marketing teams working on different workstations, acquiring complete and accurate view of lead conversion process and tracking every lead transaction by its related campaign can be a tedious task. However, integrating their system through CRM software can link these processes together, providing real-time intelligence to qualify better leads and close more sales. Moreover, if marketing team has access to CRM’s social statistics, availing real time data preparation for future campaigns can be a cakewalk.


  1. Deliver Personalized Service

If marketing team and the sales team have access to each other’s data, a better insight of the overall data can be generated which can eventually lead the teams to provide better and personalized service. In addition, customers have clear expectation: a seamless and meaningful interaction with the brands of their choice. For which, sales representative should have sufficient information about their incoming leads before engaging with them and the same can be provided by the nexus of the sales and the marketing team through CRM software.


  1. Improve the Quality of Incoming Leads

With the help of sales force automation, it is easy for marketing team to generate new leads for sales team who need these leads before they can get in action. However, a lead qualified by the marketing team cannot be of the same value from the sales team’s perception. However, if the marketing team has access to information related to sales data, both teams can gain insight into which types of leads tend to convert most often and hence, both the department can work seamlessly. Thereby, aiding in framing strategies and higher conversion rates.


  1. Sharing Common Goals:

Nowadays most of the business firms are looking for one common CRM platform that can encourage their sales and marketing teams to collaborate and share a common goal. Using data provided by CRM, both the team can assist each other, with quality leads, better conversions and providing better service and thus manage sales better.

Thus, help your marketing team and sales team collaborate better with each other and seamlessly manage all your leads and customers with the help of CRM insights. To know how Sage CRM can provide a clear insight of your sales, contact us here. You can also SMS SAGE to 56767 or drop us a mail at to free demo and consultation.


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