Sales leadership has established weekly, monthly, and quarterly cadences for pipeline reviews and forecasting. Marketing often lacks this structured, repeatable process for tracking its own leading and lagging indicators. Adopting a similar operational rhythm would significantly boost marketing's credibility with the C-suite and board.
To drive data discipline, a RevOps leader should consistently review a core set of metrics with the executive team. This forces their own team to come prepared with answers. This scrutiny trickles down, as sales leaders learn which metrics matter and begin proactively reviewing them with their own business partners.
To shift from reactive 'order takers' to strategic advisors, partner marketers should first document their sales counterparts' specific goals (e.g., net new logos, deal registrations). This 'working backwards' approach aligns all marketing activities to sales objectives, building trust and ensuring marketing serves as a strategic partner, not just an execution arm.
Instead of ad-hoc campaigns, Qualified's marketing team organizes its rhythm around monthly and quarterly product launches. This cadence aligns the entire company, creates a constant "why now" for sales, and ensures the corporate narrative continually evolves.
Don't just hand signals to sales and expect them to act. Marketing should co-own enablement. A "Pipeline Wednesday" meeting is used to actively help the sales team connect specific marketing signals (e.g., account intent) to concrete messaging and outreach tactics.
To achieve true alignment with sales, product, and finance, marketing leaders should avoid marketing jargon and subjective opinions. Instead, they should ground conversations in objective data about performance, customer experience gaps, or internal capabilities to create a shared, fact-based understanding of challenges.
Don't accept generic reports filled with vanity metrics like web traffic. A valuable marketing partner translates data into business insights, explaining what the numbers mean for your actual leads, conversions, and revenue, and how they will adjust strategy accordingly.
Instead of defensively protecting metrics like MQL volume, marketing leaders should proactively question their quality and impact on pipeline. This shifts the conversation from blame to curiosity, builds trust with sales, and positions marketing as a strategic revenue driver.
Instead of defending every marketing program, leaders gain credibility by having the humility to use data to surface what's broken. Admitting a channel is a resource drain builds trust, leads to smarter strategic decisions, and ultimately accelerates a senior marketer's career.
To justify ABM investment during long sales cycles, you must track and report on leading indicators, not just revenue. Celebrate and communicate intermediate victories like expanding CRM contacts from 5 to 30 in a target account or creating in-depth account plans to demonstrate progress and maintain executive buy-in.
To create genuine alignment, CloudPay's CMO changed his personal KPI from lead volume to the dollar value of sales-ready pipeline, a number co-signed by sales. This makes marketing directly accountable for generating valuable opportunities and forces them to operate like sales.