Aligning Sales and CS - a CEO guide

As a CEO, you understand the critical role of your sales and customer success (CS) teams in driving revenue growth. However, without proper alignment and collaboration between these two departments, you risk suboptimal performance, increased churn, and missed opportunities. You might have both functions reporting to your CRO already - great, but here is a guide on how YOU can help to maximise the play.

Start with living and breathing open and candid communication

Foster a culture of open and transparent communication between sales and CS. Make your revenue leaders owners of regular meetings, brainstorming sessions, and joint planning initiatives provide opportunities to share insights, discuss challenges, and identify areas for improvement.

The power of shared unit econometrics

Shared unit econometrics is the practice of aligning sales and CS teams around a common understanding of customer value and profitability. By sharing data and insights on customer acquisition costs (CAC), customer lifetime value (CLTV), and other relevant metrics, both teams can make informed decisions and work towards common goals.

Streamlined customer handoff

The customer handoff process is a crucial touchpoint. Make sure your leaders have implemented a structured process to ensure a seamless transition of information from sales to CS. This includes sharing customer preferences, needs, and history to facilitate a smooth onboarding experience.

Collaborative account planning

This is a strategic process that involves both sales and CS teams working together to develop and execute a tailored plan for each high-value customer or segment. Teams can identify opportunities to increase customer value and profitability. Here are some key elements of effective collaborative account planning:

• Customer Value Analysis: Conduct a thorough analysis of the customer's value to the organization, considering factors such as revenue generation, cross-selling opportunities, and referrals.
• Risk Assessment: Identify potential risks and challenges that could impact the customer relationship or profitability.
• Strategy Development: Develop a customised plan to address the customer's specific needs and maximize their value.
• Ongoing Monitoring and Adjustment: Continuously monitor the customer's progress and make adjustments to the plan as needed.

Enablement and development

Invest in ongoing training and development for both sales and CS teams.

• Data Analysis and Visualization: Equip teams with the skills to analyse and interpret data and effectively visualise key metrics.
• Customer Success Metrics: Teach CS teams how to measure and track customer success metrics, such as customer satisfaction (CSAT) and customer churn rate.
• Salesforce Automation: Train sales teams on how to effectively use CRM systems to track customer interactions, manage pipelines, and analyse sales data.
• Cross-Functional Collaboration: Facilitate training on effective cross-functional communication and collaboration, emphasizing the importance of working together to achieve shared goals.

And finally, lead by example

As a CEO, your actions and behaviours set the tone for your organisation. Demonstrate your commitment to unit economics by actively participating in data-driven discussions, making informed decisions based on metrics, and fostering a culture of collaboration between sales and CS teams.

Implementing these strategies can create a more aligned and effective sales and CS organisation. This will lead to improved customer experiences, increased customer satisfaction, and, ultimately, a stronger bottom line. By optimizing revenue growth through effective alignment, your organization can achieve sustainable success and outpace competitors.

I can help by observing your teams and setting up a holistic diagnosis of the status quo of your revenue departments. I build action plans to improve collaboration to increase ROI and growth. Let's get in contact.