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5 Tips to Align Your Remote Marketing and Sales Teams

Written by GROWL Agency | Jan 29, 2021 11:29:49 PM

Remote work isn’t going anywhere — and neither is the pressure to generate pipeline and deliver results. For sales and marketing teams, working from different locations often means operating in silos, with fragmented communication and misaligned goals.

At GROWL, we know that alignment isn’t a buzzword—it’s a growth strategy. The glue? Shared visibility, real-time collaboration, and data-driven systems. That’s where a CRM comes in.

Here’s how to use customer data and CRM tools to unify your remote sales and marketing teams, streamline workflows, and drive measurable outcomes.

 

Build a Unified View of Your Customer 

The first step to alignment is simple: everyone needs to be working from the same data. With a centralized CRM like HubSpot, your remote teams have access to one shared source of truth. No more guessing what stage a lead is in, or who last followed up.

What it unlocks:

  • Real-time visibility into the full customer journey
  • Consistent contact records and activity timelines
  • Easy-to-use segmentation tools for targeted messaging

🧠 GROWL Tip: Standardize contact properties and deal stages across sales and marketing. This keeps communication consistent and ensures clean, actionable data.

 

AUTOMATE HAND-OFFS AND LEAD NURTURING

In a remote environment, manual hand-offs kill momentum. HubSpot’s automation tools keep things moving — even when your team is spread across time zones.

Use workflows to:

  • Auto-assign leads based on behavior or geography 
  • Trigger follow-ups when prospects engage with key content 
  • Notify reps when a lead is ready for outreach 

Marketing and sales stay in sync without constant meetings, and prospects get a frictionless experience.

🧠 GROWL Tip: Set up lifecycle stage automation to transition leads from MQL to SQL based on engagement scoring, not guesswork.

Run Smarter (and Shorter) Meetings

Remote teams can’t afford to waste time on unclear or unproductive meetings. With CRM dashboards and reports, your team can cut through the noise and focus on what matters.

Use dashboards to: 

  • Review campaign performance and sales pipelines in real time 
  • Track KPIs tied to team goals (not vanity metrics) 
  • Eliminate the need for screen-sharing spreadsheets 

🧠 GROWL Tip: Create shared dashboards for marketing and sales leadership to review weekly. Keep discussions data-backed and forward-looking.

Stay Connected with Integrated Communication

A CRM, like HubSpot, doesn’t replace communication—it enhances it. Leverage platform integrations like Slack, Zoom, and Microsoft Teams to keep everyone connected without switching tools or losing context.

  • Push key updates to shared channels
  • Ping reps when high-intent contacts take action
  • Keep remote collaboration flowing between systems 

🧠 GROWL Tip: Use HubSpot’s meeting scheduling tool to streamline internal check-ins and client calls, directly from contact records.

 

Remote work isn’t a roadblock — it’s a reality. The teams that win are the ones that adapt with agility, communicate with clarity, and stay aligned through a shared commitment to customer success. With HubSpot and GROWL on your side, you don’t have to guess your way through remote alignment. You can track it, automate it, and scale it.

Ready to make customer data your team’s remote advantage? Schedule your RevOps assessment today.