Breaking Silos: Why Sales and Marketing Must Align for CX-Driven Campaign Success

Breaking Silos: Why Sales and Marketing Must Align for CX-Driven Campaign Success

June 03, 2025 |
Shannon Majumdar

This piece was originally published on MarketingProfs.

B2B customers don’t want to be surprised. They want clarity. They want expectations met. And they want results they can count on.

Consider when a B2B marketer reaches out to customers in the middle of their discovery phase. Let’s say the potential prospects have researched the marketer’s website. As B2B professionals, they would likely welcome being presented with a promising offer geared to their interests. Conversely, being ignored is practically insulting.

Even in this larger moment of consumer privacy demands, B2B marketers who want to attract decision-makers often hinder their efforts to court a lead because the customer experience (CX) makes it difficult to follow through.

It’s not that B2B customers are less averse to privacy protections. It’s that they’re more amenable to outreach. Their naturally heightened awareness means prospects immediately notice when a brand’s approach feels disconnected or when you’ve “dropped the ball” in their experience.

As someone who works daily to bridge such divides, I’ve learned that true success isn’t just about executing across platforms—it’s about what happens after the campaign ends.

And in an era of increasing industry consolidation, the stakes for campaign ROI have never been higher.

Behind the Curtain: What’s Really Happening

What customers experience as a “jarring disconnect” often stems from what’s happening behind the scenes at brands.

The reality is that most customer journeys involve multiple teams, each with different motivators and goals. Marketing seeks engagement and awareness metrics, whereas Sales pursues revenue targets. Those two teams often operate with distinct martech and ad tech systems that don’t communicate effectively with each other.

The traditional model, where Marketing generates leads and makes a single handoff to Sales, creates inherent fractures in the customer experience. When we treat customer journeys as a relay race with a single baton pass, we miss critical opportunities to create seamless experiences that prospects now expect.

Again, that’s particularly true in the case of sophisticated B2B customers.

We’ve all seen firsthand what happens when your systems and teams aren’t aligned: Prospects feel it immediately. The solution, then, starts when we align those parts of the organization around clear measurements that compel everyone to pull together towards a singular set of objectives.

Metrics: The Universal Language

Deciding on what and how to measure brings its own challenges. Marketing has historically been viewed as “murky” compared to sales’ clear revenue metrics. While everyone can see whether a sale happened or not, most of us can’t agree on where the credit for those sales should be attributed.

It’s this simple (and this hard): When marketing can demonstrate how upper-funnel activities drive downstream results, cross-functional conversations transform.

Rather than abstract discussions about brand perception, B2B marketing professionals can show exactly how awareness campaigns connect to pipeline development and revenue generation.

This isn’t about justifying marketing’s existence—it’s about creating a shared understanding that helps everyone optimize for better outcomes. When both teams speak the language of metrics, the traditional divide begins to diminish.

Communication: The Foundation of Alignment

In my experience, the most dangerous moment for Sales and Marketing alignment is after a campaign concludes. That’s precisely when the ball gets dropped most frequently: “We did the work. Looks like somebody’s interested. Who’s up next? ”

The challenge is maintaining ongoing communication. Once cross-team information sharing stops, it’s extremely difficult to restore. We’ve all experienced those recurring meetings that lose steam—agendas become repetitive, participation wanes, and suddenly teams drift back into their silos.

Maintaining communication requires constant vigilance. So ask yourself and your teams: Is weekly communication still effective? Or should we shift to monthly? Are we waiting for quarterly results when we should be sharing insights monthly?

The meeting cadence must evolve as campaigns and market conditions change.

What I’ve learned is that, unlike other cross-functional relationships, Sales and Marketing each believe they’re the expert in the other’s domain. “Showing up with respect” isn’t just a nice ideal—it’s a business necessity.

As I remind my teams, “Come with your knowledge, and I’ll share mine. Together we have knowledge of both, but alone, we really don’t.”

Making CX the North Star

For the most part, creating an engaging customer experience that meets customers’ expectations is something all parts of an organization can agree on. But siloed thinking is one of the chief obstacles in achieving that goal of engaging CX.

Face it, customers don’t see your internal silos. They see one brand experience. Every touchpoint shapes their perception. It could be a display ad, a sales call, a landing page from a search, or an email follow-up. When those moments feel disconnected, customers’ trust in you erodes.

Creating alignment requires more than agreeing on hand-off processes. It demands that marketing stay engaged throughout the sales process and that Sales provide insights that inform upper-funnel activities.

The expertise needs to flow in both directions constantly, not just when leads are transferred.

That doesn’t happen automatically. It requires building cross-functional trust through consistent data sharing and transparent communication.

When marketing teams demonstrate they’re actively refining campaigns based on performance data rather than simply recycling the same creative materials, sales professionals gain trust in the partnership. That visible commitment to optimization builds confidence that Marketing is responsive and focused on improving results.

Similarly, when Sales regularly shares insights from customer conversations, Marketing can refine targeting and messaging strategies. That feedback loop creates a virtuous cycle that strengthens both functions.

* * *

Considering the various and confusing pathways of the customer journey, brands that break internal silos will ultimately win. It’s not just about better collaboration—it’s about recognizing that your organizational structure shouldn’t dictate your customer’s experience.

So, with metrics as a common language, along with relentless communication, disparate teams can see the clear culmination of a mutual commitment to customer experience as the ultimate measure of success.

As I constantly remind myself and my teams, our different perspectives don’t create division—they help eliminate blind spots.

When Sales and Marketing truly align, we don’t just improve campaign performance, we transform how customers experience our brand at every stage of their journey.

 

 

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Why Marketers Need a Data Diet in the Age of AI Overload

Why Marketers Need a Data Diet in the Age of AI Overload

April 21, 2025 |
Kevin O’Malley

This piece was originally published on Martech View.

Drowning in too much data and too little insight? Discover why marketers must streamline their data strategy, focus on quality over quantity, and embrace a “Data Diet” to drive meaningful results in a post-cookie world.

We’ve all heard marketers complain, “I have too much data, but not enough of it is meaningful and actionable.”

Advances in artificial intelligence were supposed to solve this issue, but in some ways, they have exacerbated it.

This is why it’s high time marketers went on a strict “Data Diet.” The concept is simple but powerful: Focusing on fewer, high-quality data points produces better results than trying to analyze everything.

Think of it this way: If you tell me one thing, I can act on it. If you tell me 500 things, I might be unable to act on anything. If that sounds like the old “analysis paralysis” condition, you’re right. But the current levels of data and the speed with which marketers are expected to deploy it effectively are like nothing we’ve ever seen.

The Growing Problem of Data Debt

“Data Debt” is a term gaining traction in marketing circles. There’s a good reason for that. We’re experiencing an accumulation of unused, unactionable data across various marketing systems. That’s a burden silently weighing down businesses.

A typical marketing stack today might incorporate six to seven different platforms, each capable of exporting 30-40 different data fields. Sure, you can export everything. But you’ll also quickly amass thousands of data points that no one knows what to do with.

Here’s where analysis paralysis appears on steroids. The inability to make decisions because there’s simply too much information to process extends beyond the usual operational inefficiency.

Marketers have to manage so many drastic issues in nanoseconds. Consumer privacy is a perfect example. The more consumer data you collect and share, the greater your exposure to regulatory risks under frameworks like the California Consumer Privacy Act of 2018 (CCPA) and the European Union’s General Data Protection Regulation (GDPR).

When a client says, “Just send me a data dump of everything you have,” they’re not only asking for useless information; they’re potentially increasing their compliance burden.

This challenge becomes even more pressing as third-party cookies continue their inevitable decline. While the third-party cookie is far from dead, the reality is that approximately 50% of digital inventory is already cookieless:  Mobile apps, CTV, Safari, Firefox, and other browsers. Efficiency in managing marketers’ campaigns in real-time means prioritizing quality over quantity.

Putting Your Data on a Diet

A Data Diet begins with a fundamental question: What few data points move the needle for your business?

Rather than trying to activate and analyze every piece of information, successful marketers identify the critical elements that genuinely impact their specific business objectives.

I recently worked with a leading technology company that had a surprisingly simple approach. They focused on a single customer ID that served as a universal connector across their entire organization, linking fulfillment, marketing, sales, and analytics.

By activating just this identifier in our platform for both targeting and reporting, they could integrate campaign data into their internal systems and demonstrate the clear value of their marketing investments.

This principle applies even at the tactical level.

In another instance, we prepared to share prospecting data with our sales team. The initial export contained nearly 30 fields—from names and job titles to company details, revenue figures, location data, and website behavior. But when we asked what the sales team needed to do their jobs effectively, we could pare this down to just seven or eight essential fields. The result? a more focused, actionable dataset that eliminated noise and improved effectiveness.

The key is to take a high-level, 10,000-foot view of your strategy and focus on the two or three KPIs that truly matter to your business. Everything else is contributing to data debt.

Putting First-Party Data “First”

We’ve all accepted that a first-party data media strategy is essential. The identifiers you own— customer IDs, email addresses, or other proprietary data points—are the foundation of effective targeting and measurement. Marketers should thoroughly audit their data stacks and identify the “connective tissue”—unique identifiers that link advertising activities to internal sales and marketing metrics. Often, this starts with basic first-party data like an email address or company profile and then extends to customer IDs or fulfillment identifiers that connect to the rest of your systems.

These identifiers become increasingly valuable as third-party data becomes less effective each day. Google may eventually eliminate third-party data through consumer choice mechanisms, but your first-party data will remain valuable if you know how to activate it.

Integration and Activation

The final piece of the Data Diet method is having the right technology to activate your streamlined data strategy. Look for flexible advertising platforms that can both ingest your first-party data for targeting and return it alongside campaign performance metrics.

When evaluating potential partners, ask pointed questions about their ability to handle your specific data points. Can they use your unique identifiers for both targeting and analytics? Can they feed campaign data into your systems in a format that connects to your internal KPIs?

The most sophisticated marketers use their advertising platforms to create feedback loops that generate actionable intelligence. For instance, B2B purchase intent data captured through advertising can be fed back to sales teams, helping them understand which products potential customers are researching. This approach closes the loop between advertising and revenue only when you’re focused on the right data points.

Control Your Data, Control Your Destiny

The Data Diet concept ultimately comes down to simplicity and focus.

Assess your marketing stack and identify the few data points that transcend your organization—the ones that connect advertising to sales, marketing to fulfillment, and investment to outcome.

Don’t be seduced by the allure of “big data in the AI era” or the notion that more information naturally equals better decisions. Instead, embrace the power of the essential few metrics that truly drive your business.

The future belongs to marketers who can simplify, focus, and strategically harness their data. Remember, those who control their data, specifically the right data, control their destiny.

 

 

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