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 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.

To ensure positive Return on Marketing Investment (ROMI), Autodesk's CMO uses a simple rule: a partnership must generate at least three dollars for every dollar spent. This financial discipline forces marketers to pursue only high-impact collaborations that act as a force multiplier for the brand.

MasterCard's CMO advises embedding a finance professional on the marketing team who can present ROI data to leadership. Because the message comes from a non-marketer, it carries more weight and credibility with the CFO and board. This tactic acknowledges that who delivers the message is as important as the message itself.

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.

The most effective way for a salesperson to challenge a perceived unfair quota is not through complaints, but through data. By presenting an analysis of their own average deal size, sales cycle length, and win rates, they can build a logical case for what is achievable and force a more constructive conversation with leadership.

To challenge managers' insistence on expensive Yellow Pages ads, Jim Clayton installed a dedicated red phone with a number used only in that ad. When the phone never rang, it provided undeniable proof of zero ROI, allowing him to cut the spend based on data, not opinion.

Shift the mindset from a brand vs. performance dichotomy. All marketing should be measured for performance. For brand initiatives, use metrics like branded search volume per dollar spent to quantify impact and tie "fluffy" activities to tangible growth outcomes.

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.