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Data That Supports True
Sales & Marketing Alignment
Nashville Analytics Summit, August 2018
@annatalerico
Co-founder, Beacon9
@justintalerico
Co-founder, Beacon9
What do we know about sales & marketing alignment?
At ion interactive, the company we co-founded, Anna led the sales team and Justin led the marketing team. We
believe sales and marketing alignment doesn’t happen with status updates or “one hand knowing what the other is
doing”. Sales and marketing alignment comes from joint KPIs and agreements.
Let’s face it, the
sales and
marketing stuff is
complicated.
Cisco’s 2017 MarTech Stackie is
just one example of the
complex set of systems
operated by sales & marketing.
Many of these collect data and
surface analytics.

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Is it any wonder sales & marketing
alignment is a challenge?
Typical Sales KPIs
‣ Calls, emails, connects
‣ Appointments set
‣ Demos given
‣ New pipeline generated
‣ Cross-sell, up-sell, renewals
‣ Bookings
Typical Marketing KPIs
‣ Number of leads / MQLs
‣ Cost-per-lead / opportunity / deal
‣ Traffic / unique visitors
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Is it any wonder sales & marketing
alignment is a challenge?
And the data supports what we all
know about sales & marketing
alignment. It’s not good.
Only 30% of CMOs have a clear
program or process to make sales &
marketing alignment a priority.
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Where are the intersections of
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Joint Sales

& Marketing KPIs
‣ Inbound Pipe
‣ Marketing Generated Pipe
‣ Normalized Closed-Lost Reasons
‣ Lead Velocity
‣ CAC, LTV, and Magic Number
Our Joint KPIs Included Joint Decision Making
Data tells most of the story, but humans perspective brings it all together. Most budgeting decisions were made
with input from both sales and marketing, based on both the numbers and the experience with the leads. Which
trade shows to attend is a perfect example of joint decision making.
The Ultimate 

Shared Metrics
Customer Acquisition Cost
Efficiency
The sales & marketing dollars required

to acquire a new customer.

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Customer Lifetime Value
Quality
The total lifetime revenue expected from a customer.
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The ratio of acquisition cost to annualized revenue. In other
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