Revenue Operations (RevOps) Blog | RevPartners

The Non-Negotiable Rules of B2B Sales & Marketing Alignment

Written by Adam Statti | May 9, 2025

4 rules for fixing alignment….and the one tool that can actually enforce them.


When Sales and Marketing don’t align, it shows up fast in the form of missed goals and finger-pointing. 

To no one’s surprise, the fix isn’t just more meetings.

It's a new system. 

And that system starts with four non-negotiables.

 

So let’s look at what they are, and how to actually enforce them using one tool: HubSpot.

 

TL;DR: 4 Rules for Sales & Marketing Alignment (and How to Enforce Them)

  • Shared goals > vague alignment. Define MQL, SQL, and Opportunity the same way across teams, and agree on KPIs that measure true revenue impact.

  • One tool, one truth. Disconnected systems create miscommunication. HubSpot unifies Sales, Marketing, and CS in a shared CRM that updates in real time.

  • Campaigns must match. Inbound, outbound, and Sales plays should use the same persona, messaging, and timing. Otherwise, your buyer gets whiplash.

  • Feedback loops close the gap. Sales should log outcomes; Marketing should act on them. HubSpot makes this automatic with workflows and reporting.

How does sales and marketing alignment start with shared goals?

The most common (and most expensive) mistake in B2B go-to-market teams is when Sales and Marketing teams are working toward different goals. In fact, 90% of sales and marketing professionals admit they’re misaligned across strategy, process, content, and culture.

Why do sales and marketing end up misaligned on goals in B2B GTM teams?

Sales wants closed deals and Marketing wants MQLs (Marketing Qualified Leads).

It sounds like they’re on the same page until you realize:

  • Marketing hands off leads that meet their criteria, like job title or downloaded content.

  • Sales ignores them because they’re not ready to buy or not a real fit.

What do “shared goals” actually mean for sales and marketing alignment?

You can’t just say "we’re aligned." You have to define the exact stages and agree on how to measure success.

Here’s what that looks like:

What shared funnel definitions should sales and marketing use (MQL, SQL, Opportunity)?

  • MQL = Someone who fits your ICP and engaged with high-intent content

  • SQL = A lead that Sales accepts as qualified and agrees to work

  • Opportunity = A deal is created with a real chance of closing

If Marketing and Sales aren’t using the same definitions, your funnel is broken.

Which shared KPIs should both sales and marketing track for alignment?

Track metrics that both teams influence:

  • MQL-to-SQL conversion rate

  • Pipeline sourced by Marketing

  • Revenue influenced by campaigns

  • Win rate and sales cycle length

Everyone should see and be accountable to these numbers, not just their own. And it matters financially too: 60% agree that this misalignment damages financial performance, and only 11% of companies have successfully aligned their marketing and sales audiences and handoff processes.

How does HubSpot help enforce shared goals, stages, and KPIs for alignment?

HubSpot makes it easy to set this up (and the best part….no spreadsheets).

  • Use Lifecycle Stage properties to define your MQL/SQL rules

  • Create custom dashboards that both teams can access

  • Set up alerts or workflows when a lead becomes sales-ready

  • Track attribution to tie marketing efforts directly to pipeline and revenue

Why do you need one tool to power sales and marketing alignment?

You can’t align Sales and Marketing when they live in different systems. And the data backs it: 79% of sales pros say their CRM helps improve alignment, but 40% of sales and marketing teams say their systems still aren’t optimized for it.

If Sales is working out of Salesforce, Marketing’s tracking everything in HubSpot, and someone's still updating a spreadsheet manually, then chaos is a charitable term for what’s going on.

Why do disconnected systems kill growth and alignment?

When teams don’t share a single system, a few predictable things happen:

  • Leads fall through the cracks

  • No one trusts the data

  • Sales blames Marketing for “bad” leads

  • Marketing blames Sales for “no follow-up”

What does real alignment look like across one system or tightly integrated stack?

To fix this, you need one tool (or a tightly integrated stack) that both teams use to:

  • Track leads from first touch to closed-won

  • View real-time activity and updates

  • Automate handoffs, notifications, and workflows

  • Report on what’s working, together

    Watch: How GTM engineers use data unification tools like Clay to eliminate silos and route clean, accurate data across the entire revenue team. 👇

How does HubSpot solve sales and marketing alignment on one platform?

HubSpot is designed to bring your entire GTM team (Marketing, Sales, and CS) onto one unified platform with a shared source of truth. When teams are aligned like this, companies see a 36% boost in customer retention.

 

Here’s how:

How do shared contact and company records improve alignment in HubSpot?

Sales and Marketing both see the same lead activity, the same lifecycle stage, and the same deal progress.

How do real-time updates in HubSpot keep sales and marketing in sync?

When someone fills out a form, downloads content, or gets contacted by a rep, it’s logged immediately. 

How do HubSpot’s integrations (including Salesforce) maintain one source of truth?

Already using Salesforce? Not a problem. HubSpot integrates tightly and can push/pull data so nothing is lost or duplicated.

How does unified reporting in HubSpot align campaign performance with pipeline?

Build dashboards that show both campaign performance and pipeline progress side-by-side, in real time.

How do you align campaigns across inbound, outbound, and sales plays?

If Marketing, Sales, and SDRs are running different plays, your buyers will feel it.

That disconnect is one of the most common signs of broken sales and marketing alignment. And you can quantify it: the average targeting overlap between B2B sales and marketing teams is just 16%.

Why does campaign misalignment break the funnel and buyer experience?

In case you're not sure what misalignment looks like, here’s a friendly reminder:

  • Marketing launches a campaign focused on a specific persona

  • SDRs keep using their old sequences from last quarter

  • Sales is unaware there’s even a campaign running

  • Prospects get hit with disconnected messaging and no clear next step

What does tight campaign alignment look like across teams and channels?

Real alignment doesn't mean more meetings. It shows up in execution: 

  • Shared calendars and visibility into campaign timing

  • Clear ICP and persona targets across teams

  • Messaging, content, and CTAs that are consistent across every channel

  • Sales sequences built to match the campaign narrative (When Marketing gets involved in Sales’ outreach, the difference shows as pipeline conversion jumps by 65% compared to cold outreach alone)

    Watch: Here’s how one former SDR explains the shift toward GTM engineering and what it means for campaign alignment. 👇

This is what Allbound looks like….

Inbound, outbound, and sales outreach working together as one coordinated motion, with every team moving in sync toward the same goal.

Ultimately, it’s about making sure every touchpoint supports the same buyer journey.

How does HubSpot keep campaigns and sequences in sync across teams?

HubSpot gives both Sales and Marketing the tools to plan, launch, and execute campaigns together, without switching tools or losing visibility.

How do campaigns and sequences live in one place inside HubSpot?

Build the campaign, launch the ads, send the emails, and follow up with outbound, all inside HubSpot.

How do shared playbooks and templates keep messaging consistent for reps?

Give reps the right talk tracks, CTAs, and objection handling guides, built around the campaign’s messaging.

How does centralized content in HubSpot help sales use the right assets?

Store and organize sales assets, such as case studies, one-pagers, and decks, so Sales always knows what to use and when.

How do unified dashboards show campaign performance and influenced revenue?

Track campaign performance, meetings booked, pipeline created, and influenced revenue in one view.

Why does B2B sales and marketing alignment depend on real feedback loops?

If Sales never explains why leads aren’t converting, Marketing can’t fix the source of the problem. 

And if Marketing doesn’t know what happens after the handoff, they’re just guessing.

What usually goes wrong when feedback loops are missing between sales and marketing?

  • Sales disqualifies leads without logging a reason

  • Marketing keeps generating leads using the same targeting

  • No one reviews outcomes or adjusts messaging

  • Attribution gets ignored or misread

What does a working feedback loop between sales and marketing look like?

  • Sales marks why a lead converted, or didn’t, inside the CRM

  • Marketing reviews that data regularly

  • Both teams adjust targeting, content, and scoring based on what’s actually closing

  • Campaign influence is measured and reported, not assumed

How does HubSpot enable automatic, trackable feedback loops?

HubSpot makes the feedback loop automatic and trackable:

Win/Loss + Disqualification Tracking

Use custom fields to tag reasons for every outcome. 

Attribution Reporting

See which campaigns generated actual pipeline, not just clicks or form fills.

Scoring Adjustments via Workflows

When a behavior matters, reflect it in your scoring model automatically.

Shared Reporting

Dashboards for both teams, so insights aren’t hidden.

Why is sales and marketing alignment primarily a workflow and system problem?

Misalignment between Sales and Marketing is usually not a people problem or just about “getting along” better.

It’s a system and infrastructure issue.

Here’s a recap:

  • Shared goals and definitions ensure both teams are aiming at the same target

  • One tool eliminates handoff gaps and data silos

  • Coordinated campaigns turn multiple motions into one consistent buyer journey

  • Feedback loops drive continuous improvements to scoring, targeting, and messaging

Each of these requires structure.

HubSpot makes that structure executable through visibility, automation, and accountability across both teams.

Funnel not working? Start here 👇