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Commercial strategy
STOF develops a commercial strategy that connects market choices, customer value, organisation and execution. From a sharp choice to momentum.
Guide · 8 min read
By Carlijn Hofland and Nona Stabel ·
In short: A marketing-sales SLA is a short set of agreements between marketing and sales: what a good lead is, when marketing hands it over, how fast sales follows up, who owns it, how sales feeds back and when you review together. It only works once both teams use the same ideal customer profile.
Marketing thinks sales does nothing with the leads. Sales thinks marketing delivers the wrong leads. Both are a bit right, because nobody agreed what a good lead is and what should happen next.
An SLA (service level agreement) between marketing and sales sets that down. This guide shows which parts belong in it, with a fully filled-in example, and how to make sure it doesn't become a document that disappears into a folder.
An SLA between marketing and sales is an agreement about the handover: what marketing delivers, what sales does with it, and how they keep each other informed. It isn't a contract, but a one-page working agreement that both teams write and maintain together.
An SLA doesn't settle a disagreement about who the customer is. If marketing delivers leads that fit on paper but sales doesn't think they're good enough, the problem usually sits one step earlier: there's no shared ideal customer profile. Set that first. Then the SLA translates that choice into the day-to-day handover.
A made-up example for the fictional software company of sixty people working mainly in logistics, from the guides How to build a commercial strategy and Ideal customer profile. All details are made up.
| Part | Agreement (made-up example) |
|---|---|
| Lead definition | Logistics provider with 100 to 500 employees and more than one site, and a concrete question: a demo request, a question about implementation, or a conversation at a trade fair about a new warehouse. |
| Don't hand over | Students, suppliers, companies with one site and fewer than 50 employees, and downloads without a further question. Those stay with marketing. |
| Handover | Automatically in the CRM, as a task for the regional account manager, with the question, the source and the pages visited. |
| Response time | Personal contact within one working day. If that's not possible, the sales lead takes over. |
| Owner | The regional account manager. When absent, the sales lead. |
| Feedback | Within five working days in the CRM: fits or doesn't fit, and if not, the reason from a fixed list. |
| Review | Half an hour once a month, marketing manager and sales lead together: how many leads, how many fitted, how many conversations and opportunities, and what do we adjust? |
You can draw up the SLA yourselves, if marketing and sales already agree on who they work for. If the conversation keeps getting stuck on who's right, the problem runs deeper. In the Alignment programme marketing and sales agree together, over eight to twelve weeks, how they recognise, hand over and follow up opportunities, and put a fixed rhythm in place to keep it going.
Service level agreement: an agreement about what one party delivers and what the other does with it. Between marketing and sales it's about handing over leads, following up and feeding back.
An MQL (marketing qualified lead) is someone who meets the agreements according to marketing. An SQL (sales qualified lead) is someone sales sees as a real opportunity after first contact. A good SLA makes the step between the two clear.
No. A CRM in which you record the handover, the owner and the reason for rejecting is enough. HubSpot, Salesforce or another system all work.
Agree who takes over in that case, and discuss it in the monthly review. If the response time is structurally not achievable, adjust it, or check whether too many leads come in that don't fit.
Look at the numbers together every month, and adjust the agreements after the first three months. After that only for a clear reason, such as a new offer or a different target group.
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Bring your challenge to the tableSolution
STOF develops a commercial strategy that connects market choices, customer value, organisation and execution. From a sharp choice to momentum.
Challenge
Are marketing and sales working at cross purposes? STOF connects customer insight, commercial choices, roles and working rhythm into one shared effort.
Guide
What an ideal customer profile (ICP) is, how it differs from a persona, and six steps to a profile that marketing and sales actually use.