Aligning Marketing and Sales to optimize the funnel and accelerate pipeline growth

Aligning Marketing and Sales to optimize the funnel and accelerate pipeline growth

Breaking down silos between sales and marketing teams operating across several geographies
Breaking down silos between sales and marketing teams operating across several geographies

Role

Director of Growth

Expertise

Marketing operations, perfomance tracking, leadership

Duration

3 months

Madkudu lead scoring matrix
Madkudu lead scoring matrix

Challenge

At a hypergrowth stage, Contentsquare faced the complex challenge of continuously evolving its sales organization (SDR, AE, Leadership) and the lead-to-opportunity management systems to match rapid business expansion. This evolution needed to address several critical factors:

Market Expansion

  • Opening new regions and countries required adapting lead routing and qualification processes to incorporate new coverage

  • Sales coverage models needed frequent adjustments to support territorial growth

  • Different market maturity required varying approaches to lead management. In some geographies, our sales territory was split by industry, in others by Zip code or account-based or Round-robin

  • As our brand presence grew across our geographies, it also brought volumes of out-of-target leads

Revenue Strategy Shifts

  • The initial focus on new business acquisition evolved to include existing customer growth.

  • Lead qualification criteria needed to adapt to the demographics of each region (i.e. traffic volume in Spain is much lower than US for the same business)

  • Addressing inconsistent pipeline velocity (MQL to Sales Accepted Opportunity) across regions

Process Optimization Requirements

  • Lead assignment rules needed continuous refinement for optimal territory coverage

  • Qualification frameworks required updating to match evolving business needs

  • Handoff processes between teams needed streamlining to maintain momentum

  • Follow-up protocols needed standardization across growing teams


Responsibilities

The Growth team was responsible for protecting top-of-funnel business value (created by Paid, Organic, Social, Direct), our challenge was to create a scalable, efficient process that could:

  • Optimize lead flow across expanding territories

  • Increase conversion rates despite growing complexity

  • Improve lead-to-pipeline velocity while maintaining quality

  • Adapt quickly to organizational changes and market demands

As Growth Director I was responsible for defining the project scope and methodology, reviewing the architecture, defining the metric of success and the resources needed across teams and departments.

  • Established a unified lead management process that aligns marketing and sales

  • Redefined lead scoring models and SLAs (service-level agreements) for timely follow-ups

  • Implemented tools and reporting systems to improve transparency and accountability

  • Worked hand-by-hand with Marketing operations, Sales operations, regional marketing & sales teams

  • Provided regular updates to the leadership

Approach/Actions

Phase 1: Diagnostic and Stakeholder Alignment

  • Conducted workshops with sales and marketing to identify pain points and misalignments

  • Analyzed historical data to uncover bottlenecks in the lead-to-revenue process

  • Mapped sales coverage mechanisms by each geography, country. Who was responsible for what?

  • Created flow diagrams across systems to identify the issues and tech efficiency

Phase 2: Redefining Lead Scoring and Qualification

  • Redesigned the lead scoring model using CRM (Salesforce) and marketing automation data (Hubspot), incorporating firmographics, behavioral signals and engagement levels.

    • Geography-specific rules

    • Key account prioritization with cross-regional validation

    • In regions where we had a strong customer base, such as France, we needed to include a differentiated track not to requalify existing customers but to send them through a dedicated flow for Xsell, Upsell or customer nurture

    • Three-tier engagement classification:

      • P1: High intent (Demo/Sales requests)

      • P2: Medium intent (Product tours/Event attendance)

      • P3: Warm leads (Content downloads/Registrations)

  • Introduced a lead grading system to prioritize high-quality prospects for sales

Phase 3: Establishing SLAs and Communication Cadence

  • Defined SLAs for lead follow-up, ensuring all leads were contacted within:

    • P1: 30-minute response (Next day 10am for after-hours)

    • P2: 2-hour response (Next day 10am for after-hours)

    • P3: 4-hour response (Next day 1pm for after-hours)

  • Created a shared dashboard for real-time visibility into lead status, follow-ups and pipeline contributions

Phase 4: Implementation of Tools and Reporting

  • Adjusted Salesforce lead assignment setup with Hubspot for seamless lead tracking and reporting > no qualified lead left behind

  • Incorporated Clearbit enrichment data for more accurate demographic and technographic data

  • Developed custom reports for conversion metrics:

    • MQL-to-opportunity

    • MQL-to-disqualified

    • MQL-to-meeting booked (S0)

    • MQL-to-sales accepted (S2)

  • Organized SLA office hours to answer questions and continue enabling revenue teams

Results/Impact

The alignment initiative produced transformative outcomes:

  • Conversion Rates: Improved MQL-to-S0 conversion rates from 5% to 7%, MQL-DQ cvr decreased from 28% to 21%, S0 to S2 from 65% to 80,2%

  • Efficiency: Reduced lead response time by 50% and set internal benchmarks for regions behind catching up to the global benchmark

  • Pipeline Growth: 30% uplift in website generated pipeline. Making the high intent responses (demo, contact sales) the best performing campaign across all initiatives and markets

Lessons Learned

Key takeaways from this project include:

  1. Cross-Team Collaboration: Ongoing communication and alignment are critical to shared success

  2. Lead Quality over Quantity: A well-defined scoring model ensures sales teams focus on high-value opportunities

  3. Transparency and Accountability: Shared tools and metrics drive team alignment and foster trust

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Copyright 2024 by Cynthia Dubourd

Copyright 2024 by Cynthia Dubourd

Copyright 2024 by Cynthia Dubourd