Take advantage of this powerpoint slide to help you build your own ‘sales & marketing process and automation playbook’. 

In episode 4 Shoham interviews Mark Fisher from Penguin Strategies who’s an expert on sales & marketing alignment and automation. In the episode Mark explains why this is critical for success, and how to build such a playbook. 

Why you need a playbook?

1. Creates a unified and visible ‘lead to cash’ process
2. Streamline communication and handoffs between all team members: sales, marketing, management
3. Simplify day to day lead and opportunity management
4. Improve conversion and velocity