Sales and marketing teams are supposed to work together. In reality? They usually don’t. Even if everyone’s friendly, the handoffs get messy. Leads fall through the cracks. Campaigns go one way, sales pitches go another. If you’re tired of fighting this battle, this guide’s for you.
Here’s how to use Ubique Live—honestly, what works, what doesn’t, and why you can skip the bells and whistles most “alignment” tools push. Whether you’re a sales manager, marketing director, or just the person who actually has to make this stuff work, let’s get into it.
Why Bother? Where Most Teams Go Wrong
Let’s get real: Most teams try to “align” by having more meetings, sharing endless spreadsheets, or using CRMs everyone secretly hates. Marketing complains that sales ignores their leads. Sales says the leads are junk. Meanwhile, the customer gets a patchwork experience.
Here’s what actually helps: - Shared context: Everyone sees the same data and conversations. - Timely handoffs: No one’s waiting around for an update. - Clear feedback: Sales can tell marketing what’s landing and what’s not, fast.
Anything that gets in the way of those three is just window dressing.
Step 1: Set Up Ubique Live (Without the IT Headache)
First things first: get your teams into Ubique Live. Don’t overthink the rollout. Here’s how to get up and running with minimal groaning:
- Start small. Invite just sales and marketing—skip the C-suite for now. You want buy-in, not oversight.
- Connect your tools. Ubique Live plugs into most CRMs, email platforms, and ad tools. Hook up the ones people actually use. Don’t try to integrate everything “just in case.”
- Pick a pilot group. One sales team, one marketing campaign. You want quick wins, not a six-month migration.
- Set up shared dashboards. Ubique Live makes this pretty painless. Focus on:
- Live lead status (not just “did marketing send 1000 leads?”)
- Recent campaign activity
- Sales feedback loop (see Step 3)
- Skip the training marathon. Ubique Live’s interface is straightforward. A 20-minute group walkthrough beats hours of “enablement.”
Pro tip: Don’t let IT run the show. This is about workflow, not compliance.
Step 2: Build a Real-Time Feedback Loop (Not Just Reports)
Most alignment efforts die because feedback is slow or filtered. Marketing sends a monthly report. Sales fills out a survey—maybe. Ubique Live can actually help here, if you set it up right.
How to do it: - Use comment threads on leads and campaigns. Sales should drop real comments (“This lead asked about pricing up front, wasn’t ready”) instead of checking boxes. - Tag issues in real time. When sales sees a dud lead or a hot one, they tag it on the spot. Marketing gets notified, and can tweak campaigns fast. - Set up alerts for key moments. Example: When a lead gets marked as “Unqualified,” marketing gets pinged to review and adjust targeting.
What to skip: - Don’t force people to fill out forms or attend feedback meetings. If it’s not in the workflow, it won’t happen. - Ignore the “sentiment analysis” features—these rarely tell you anything you can’t get from direct comments.
Pro tip: Encourage blunt feedback, not just “great job!” pats on the back. If a campaign tanks, you want to know why—now, not next quarter.
Step 3: Share the Right Metrics—Not Just Vanity Numbers
It’s tempting to track everything. Resist. Focus on numbers both teams actually use, not just what looks good in a slide deck.
Set up dashboards for: - Lead quality and conversion rate. Not just volume. If 90% of leads never take a call, that’s the number to watch. - Campaign-to-sale tracking. Can you see which campaign actually led to revenue, not just clicks? Ubique Live can help, if you connect the dots. - Sales feedback on marketing leads. Track how often leads get marked “junk,” and why.
What doesn’t work: - Tracking “engagement” or “reach” alone. - Focusing on closed deals only—early pipeline insights matter more.
What works: - Setting up shared weekly or biweekly dashboards both teams look at together. No surprises, no finger-pointing.
Pro tip: Set a “stoplight” system—green for good leads, yellow for shaky, red for “never send these again.” It’s simple, and everyone gets it.
Step 4: Make Handoffs Seamless (and Visible)
The handoff is where things usually break. Marketing “sends” leads, sales doesn’t notice, and everyone blames the system. Ubique Live’s best feature? You can see exactly where a lead is, who owns it, and what’s next.
How to streamline handoffs: - Automated notifications. When marketing moves a lead to sales, sales gets pinged instantly. No more “did you see this?” emails. - Lead timelines. Anyone can click into a lead and see its whole journey—campaign source, touchpoints, conversations. - Ownership tags. Assign a real person—not just a team—to each lead. Accountability matters.
Skip these: - Overly complex routing rules. The simpler, the better. - “AI scoring” if you don’t have clean data. Garbage in, garbage out.
Pro tip: Once a week, review a couple of handoffs together—no blame, just “what tripped us up?” This builds trust fast.
Step 5: Keep It Human—Automate the Rest
Tools can help, but they can’t replace talking to each other. Use Ubique Live to automate the grunt work (notifications, dashboards, tagging), but don’t let it become a crutch.
What to automate: - Routine updates, status changes, and reminders. - Alerts when things stall or go off track. - Data syncing between sales and marketing platforms.
What not to automate: - Strategy discussions. Don’t let a dashboard replace a five-minute call if something’s not working. - Personal follow-ups. If a lead is hot, pick up the phone.
Pro tip: If you find yourself spending more time tweaking Ubique Live than actually using it, you’ve overcomplicated things.
What Actually Works (And What Doesn’t)
Works: - Shared, real-time visibility into leads and campaigns. - Quick, actionable feedback between teams. - Simple, focused dashboards everyone actually checks.
Doesn’t: - Overengineered workflows nobody follows. - Chasing every new feature just because it’s “AI-powered.” - Assuming a tool will fix bad communication.
Wrapping Up: Keep It Simple, Iterate Fast
You don’t need another all-hands meeting or 40-page playbook. Use Ubique Live to make the basics easier—shared info, fast feedback, clear handoffs—and skip the rest. Start with one campaign and one sales group, see what works, and tweak from there. If something feels like busywork, it probably is.
Focus on what actually helps your teams work together, and you’ll save yourself a lot of headaches. And if you find yourself arguing about dashboard colors or field names? Go grab a coffee. It’s probably not that important.