Marketing influenced only 6% of opportunities, not due to poor strategy, but because of a technical failure. Contacts added to opportunities in Salesforce were not syncing back to their marketing automation platform (HubSpot). This simple data flow issue cut marketing off from nurturing active deals and influencing the buying committee.
The company's overall win rate was low (6-7%) and decreasing. Analysis showed this decline mirrored a drop in marketing 'signals' (e.g., event attendance, content downloads) before an opportunity was created. This provided a clear data link between mid-funnel marketing activities and sales success.
Most go-to-market challenges, from low conversion rates to departmental friction, can be traced to the handoff process between marketing and sales. Start your diagnosis here to find the root cause of issues like low-quality leads or poor pipeline velocity, not just the symptoms.
Using makeshift solutions in integrated software like a CRM isn't a harmless shortcut. Each component is interconnected, like a chain of dominoes. One improper configuration or workaround disrupts the entire system's harmony, preventing reliable reporting, audience targeting, and accurate data analysis.
Limiting marketers' visibility after a lead is passed to sales is 'unconscionable.' Full CRM access allows them to see deal progression, read sales notes, and understand win/loss reasons, providing crucial feedback to align messaging from the first ad to the final close.
A CRM is more than a database; it's the engine for accountability and strategy. Without the ability to track revenue drivers, customer segments, and marketing ROI, you cannot make data-informed decisions or manage performance. This foundational gap kills your potential for strategic growth.
For marketing executives, a simple diagnostic to reveal deep integration problems is measuring how long it takes a lead from an event to reach the sales team. If the process—which involves cleaning, importing, and checking for duplicates—takes days instead of minutes, it signals a critical failure in automation and data connectivity.
Marketing engages with people (contacts), not just accounts. If those individual contacts aren't programmatically associated with open opportunities in your CRM, you sever the connection between marketing activities and revenue outcomes, making true impact measurement impossible.
With 50% of opportunities lacking associated contacts, marketing was flying blind. For a high ACV business with long sales cycles, this is a critical failure. It prevents understanding the buying committee, multi-threading, and nurturing different personas, rendering marketing ineffective during active deals.
Legacy GTM models relegate marketing to top-of-funnel activities. Data shows marketing’s continued engagement *after* a deal is created significantly impacts outcomes. Deals with active marketing signals during the sales cycle close faster and at a higher rate, proving marketing is a full-funnel powerhouse.
A $25 million SaaS company discovered that 80% of its pipeline was effectively invisible. They tracked the 'deal source' (the last touch) instead of the 'prospecting trigger' (what initiated sales outreach), leaving them blind to what actually generated opportunities.