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.

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.

Frame your sales stages around the decisions you need from a prospect (a 'get'), not the tasks you must complete (a 'do'). For example, the goal isn't 'do a demo,' it's 'get agreement that you're the vendor of choice.' This encourages creativity and efficiency, preventing unnecessary activities.

Many sales plans fail because they focus only on the end goal, like a revenue target. A more effective approach is to plan the specific, repeatable behaviors required to achieve that outcome, such as identifying a list of target conquest accounts. This turns a 'vision board' into a concrete action plan.

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.

Position marketing as the engine for future quarters' growth, while sales focuses on closing current-quarter deals. This reframes marketing's long-term investments (like brand building) as essential for sustainable revenue, justifying budgets that don't show immediate, direct ROI to a CFO.

In a B2B supplier or distributor model, success depends on going downstream. You must understand not only your direct partner's business drivers and KPIs but also the needs of their end-customer. This allows you to align strategy across the entire value chain.

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.