When sales and marketing operate as a single unit, they can champion innovative ideas. The marketing lead can propose a "maverick" idea to sales, who then presents it to leadership as a customer-driven need, reframing the pitch to bypass initial resistance.
When pitching new marketing initiatives, supplement ROI projections with research demonstrating a clear audience need for the content. Framing the project as a valuable service to the customer, rather than just another marketing tactic, is a more powerful way to gain internal support.
The "Marketing" in ABM creates resistance from non-marketing teams, pigeonholing the initiative. Using broader terms like "Account-Based Strategy" or "Account-Based Engagement" repositions it as a company-wide GTM motion, dramatically improving adoption across sales, customer success, and leadership.
Some CEOs encourage tension between sales and marketing. A more effective model is for the CRO and CMO to build enough trust to handle all disagreements—like lead quality or follow-up—behind closed doors. This prevents a culture of finger-pointing and presents a united front to leadership.
Don't pitch big ideas by going straight to the CEO for a mandate; this alienates the teams who must execute. Instead, introduce ideas casually to find a small group of collaborative "yes, and" thinkers. Build momentum with this core coalition before presenting the developed concept more broadly.
Instead of waiting for top-down alignment, salespeople should take the initiative to bridge the gap with marketing. The most effective way to do this is by bringing marketing team members onto actual sales calls. This direct exposure to customer interactions is the fastest way to ensure marketing creates relevant and effective support materials.
When asked how marketers can drive storytelling in reluctant organizations, the speaker revealed his successful ads for Ramp weren't from a brief. He created the concepts, wrote the copy, and texted them directly to the founder. This proactive approach bypasses committees and demonstrates value, forcing a conversation about better marketing.
A controversial but effective organizational structure for B2B firms is to have the Chief Marketing Officer report to the Chief Sales Officer. Since B2B purchasing decisions are primarily sales-led and relationship-based, this hierarchy ensures marketing's activities directly serve sales objectives and contribute meaningfully to closing deals, aligning the entire funnel towards revenue.
By changing the lexicon from an adversarial "versus" to a complementary "generation and capture," Ally's marketing team created a shared language. This simple reframe aligns disparate functions toward a common goal, dissolving internal friction and fostering collaboration.
Framing a meeting around "alignment" invites defensiveness and departmental finger-pointing. Calling it a "Go-to-Market Meeting" re-centers the conversation on shared business problems like pipeline and retention, fostering collaborative problem-solving instead of blame.
Leadership often dismisses positioning as a "marketing thing." To get buy-in, connect it directly to sales failures. When prospects are confused on calls ("What are you again?") or miscategorize you, it’s a positioning problem that kills pipeline. Highlighting this revenue impact gets executive attention and resources.