For data-driven agencies, getting Google Analytics access from clients is standard. However, gaining direct CRM access via API to prove bottom-funnel impact is far rarer, achieved with less than 10% of clients. This highlights a significant, practical barrier to demonstrating full-funnel marketing ROI.

To succeed, marketers must stop passively accepting the data they're given. Instead, they must proactively partner with IT and privacy teams to advocate for the specific data collection and governance required to power their growth and personalization initiatives.

Friction between sales and marketing often stems from using separate definitions for a Marketing Qualified Lead (MQL) and a Sales Qualified Lead (SQL). The most effective approach is to have one unified definition: a potential customer that sales can realistically close. This focuses both teams on the ultimate goal of revenue generation.

Because managers don't trust CRM data, they spend their time chasing reps with active deals to secure the forecast. This focus on closing existing business means ramping reps are neglected, which is a primary driver for ramp times increasing from five to nine months and high attrition.

The fundamental tension between sales and marketing extends beyond KPIs to their core operational perspectives. Marketing operates at a macro level, analyzing broad market trends and brand awareness. In contrast, sales is hyper-focused on the micro level of one-on-one customer interactions. This inherent difference in viewpoint is a primary source of friction.

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.

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.

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.

When sales teams hit quotas but customer churn rises, the root cause is a disconnect between sales promises and operational reality. The fix requires aligning sales, marketing, and customer service around a single, unified strategy for the entire customer journey.