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Have you ever wondered if the summer slowdown is just a myth? Craig Andrews, partner and CEO of Beholder Agency & Evan Polin, President of Polin Performance Group, joins us to reveal why summer is the golden season for maintaining sales and marketing momentum.

Discover the truth behind the misconception that business grinds to a halt during the summer months. Craig and Evan highlight key strategies such as increasing availability for one-on-one meetings and reduced competition to capitalize on this often-overlooked period. We'll walk you through the process of summer prospecting and strategic planning to ensure you hit the ground running in the third and fourth quarters. Retrain your mindset and see the summer as a prime time for business development.

Picture turning a casual outdoor lunch or a fun day at Topgolf into a powerful networking opportunity. We delve into the art of informal networking during the summer and how these relaxed settings can build and solidify client relationships. Discover how to leverage social events for marketing—sharing moments on social media to boost your brand visibility and engagement. We stress the importance of initiating conversations and sealing deals during the summer to ensure your programs and projects are ready to launch by early fall. The summer season is ripe with potential if you know how to tap into it.

Consistency is the backbone of successful sales and marketing. Maintaining regular outreach and networking, even during traditionally slow periods, can yield long-term benefits. Hear our insights on staying proactive and flexible, keeping your sales pipeline active with small, consistent actions. Just like in baseball, the base hits add up to a winning game. The episode concludes with an exciting look at the endless possibilities in sales and marketing. Explore, experiment, and innovate to elevate your business to new heights. Don’t miss out—subscribe to the Sales and Marketing Playbook Unleashed on your favorite podcast platforms and follow us on YouTube, Facebook, and LinkedIn for exclusive content.

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Can you imagine a world where fragmented CRM usage and inconsistent data are a thing of the past? Join Craig Andrews and Evan Polin as they dive into the intricate dance between sales and marketing metrics and KPIs, revealing how these distinct yet complementary functions can harmonize to boost organizational performance. We kick off by revisiting essential topics from our last episode, like time to market and content strategy, before diving into a heated discussion on the divergent perspectives of sales and marketing. Evan takes us through the sales side with a focus on leading indicators like outreach efforts and lagging indicators such as conversion rates. Craig counters with the marketing viewpoint, emphasizing the importance of front-end activities that bolster sales efforts.

Next, we tackle the pressing issue of tool alignment and the customer journey, emphasizing the necessity of centralized software systems to ensure cohesive data management. Discover how fragmented CRM usage can derail performance and see how an IT managed services company benefitted from implementing HubSpot for better sales pipeline management. We also delve into the impact of sales compensation models on behavior and the critical handoff between sales and customer success teams. Wrapping up, we explore the significance of consistent messaging, effective budget allocation, and marketing attribution in optimizing ROI. With practical examples and valuable anecdotes, this episode underscores the powerful synergy between sales and marketing for sustained customer engagement.

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