If you work in a company where sales and marketing need to get along, you already know the pain points. Marketing wants clean data and snappy reports. Sales wants results, now. Both teams talk about “alignment,” but half the time, you’re just emailing spreadsheets back and forth. If you’re tired of the mess and want a way for everyone to actually work together—without endless meetings or tool overload—this guide is for you.
Let’s break down how to get both teams moving in the same direction using June.so workspaces. This isn’t about chasing buzzwords or setting up fancy dashboards nobody looks at. It’s about making collaboration simple, visible, and honestly, a little less annoying.
Step 1: Get Clear on What “Collaboration” Actually Means
Before you touch a workspace, sort out what you actually need to work together on. Here’s what usually matters:
- Sharing key metrics—so everyone’s looking at the same numbers.
- Understanding what’s working—which campaigns actually lead to deals.
- Spotting problems early—before they turn into finger-pointing.
- Making decisions faster—without a hundred Slack threads.
If your “collaboration” is just handing off leads and occasionally complaining about each other, you’re missing the big wins. Agree upfront: what questions do both teams need answers to every week? That’s your north star.
Pro tip: Don’t try to solve every problem at once. Pick one or two pain points first—like reporting on lead quality or campaign ROI—and focus there.
Step 2: Set Up a Shared Workspace in June.so
Once you know what you want to achieve, it’s time to get both teams into the same workspace. With June.so, you can create a workspace that’s not just another folder graveyard.
How to do it: - Go to June.so and create a new workspace. Name it something obvious: “Sales + Marketing.” - Invite key people from BOTH teams. Don’t just add managers—include the folks who actually use the data. - Set permissions so everyone can see what they need, but not mess with stuff they shouldn’t.
What works:
Bringing everyone into the same digital room means less “I didn’t see that” later. But keep the invite list tight—if you add everyone, nobody takes ownership.
What to skip:
Don’t waste time customizing every little thing right away. Start with the basics and add later if you need it.
Step 3: Agree on What to Track (and What to Ignore)
This is where most teams mess up. You don’t need to track everything—just what actually helps you make decisions.
Start with: - Lead sources (where your best leads really come from) - Campaign performance (which emails, ads, or webinars moved the needle) - Sales pipeline stages (what’s stuck, what’s moving) - Conversion rates (by channel, campaign, rep)
Ignore for now: - Vanity metrics (likes, impressions, “brand engagement” that doesn’t tie to sales) - Overly granular breakdowns (do you really need breakdowns by device type this month?)
How to do it in June.so: - Use built-in templates for sales and marketing dashboards. - Customize reports to show only those key metrics. - Set up simple, automated reports to land in the workspace at regular intervals.
Pro tip:
If a metric hasn’t changed how you work in the last month, cut it from the dashboard.
Step 4: Make Everything Transparent (But Not Overwhelming)
Transparency is great—until everyone’s drowning in data. Your job is to make the right info easy to find, and the noise easy to ignore.
Best practices: - Pin the most important reports to the top of the workspace. - Use clear, plain-English labels (“Top-performing campaigns,” not “Q2 MKTG Initiative Overview”). - Set up notifications or digests for real changes—not every tiny update.
In June.so: - Use workspace channels or threads to group conversations around specific metrics or campaigns. - Add quick summaries to reports so people know what matters at a glance.
What to ignore:
Don’t try to replace every email or meeting with workspace comments. Use the workspace for what it’s good at: sharing updates, tracking progress, and troubleshooting together in real time.
Step 5: Build a Simple Feedback Loop
The best part about a shared workspace is you can fix problems before they become a big deal. But only if you actually talk about what the data shows.
How to keep it tight: - Set a weekly (or biweekly) 15-minute check-in, just to review the key dashboards together. - Ask: “What’s surprising?” and “What do we need to change?” - Assign clear owners for follow-up actions inside the workspace.
What works: - Having the data in one place means less arguing over who’s right. - Quick, regular check-ins beat giant quarterly meetings every time.
What doesn’t:
Don’t let the workspace become just another reporting tool. The point is to make decisions, not just admire charts.
Step 6: Adjust As You Go—Don’t Over-Engineer
No setup is perfect on day one. After a few weeks, you’ll spot what’s missing or what nobody’s using.
How to iterate: - Drop reports nobody reads. - Add new metrics only if someone asks for them (and can explain why). - Update permissions if people change roles.
Pro tip:
Ask both teams once a month: “Is this workspace making your job easier, or is it just more noise?” If it’s the latter, simplify.
What Actually Makes Collaboration Work (and What Doesn’t)
Here’s the honest truth: No tool, not even June.so, can force people to work together. What you can do is lower the friction: - One source of truth for data - No hiding places for bad numbers or missed targets - Fewer meetings, more action
What doesn’t work: - Trying to please everyone with endless customizations - Treating the workspace as a dumping ground for everything - Assuming the tool alone will fix bad habits
Keep it simple, keep it transparent, and keep talking to each other.
Wrap-Up: Keep It Simple, Keep Iterating
Getting sales and marketing on the same page isn’t magic, and it’s never “done.” But if you start with clear goals, set up a shared June.so workspace, and cut out the fluff, you’ll actually see results—and way less finger-pointing. Keep your workspace lean, adjust as you go, and remember: real collaboration is about making each other’s lives easier, not harder. That’s what actually moves the needle.