Article

Taking the Guesswork Out of Sales & Marketing

Best Practices: GTM Targeting

GTM Best Practices

Table of Content

It’s always that time of year – in sales and marketing we’re always starting a new quarter, ending a new quarter, trying to create demand for the following year or just planning. We always want to start strong and grow better. Let’s assume you start strong. But how do you grow better? How do you outsmart the competition? How do you create sales and marketing systems that help identify the leads that matter? We need to create a system to identify these closeable leads so that sales teams can understand which deals that they can count on for revenue going forward. 


I hosted a webinar where we explored how to up the odds of your marketing and sales campaigns’ success. Closeable revenue is all about the math. Whether that revenue is from demand generation, new opportunities, leads, etc. These days it’s easy (or should be easy) to use systems to determine those opportunities and leads that will convert into closeable business. 


We dove into the 6 steps to increase the odds of building closeable demand and closeable business. It boils down to creating the right profile so you can target the right audience and then building models to understand and categorize which are the right accounts/people to go after. Figuring out which are the best models to identify and categorize leads. Building campaigns using AI to optimize and go after the right kinds of companies and people. Testing the models to identify and evaluate the right results. And finally, do this across both sales and marketing to ensure both teams are fully aligned. So what are the right questions to ask as you go through these steps?


Step #1: Build Better Buyer Profiles – How do you build Buyer Profiles? Do you have a customer data project? Customer Data Platform? How often is it updated? Is it shared across GTM? What’s the breadth of data sources?


Step #2: Target Your Ideal Buyer & TAM – Targeting is easy once you have models. Have you created a model, or is it at least in your head? What are the buying signals that matter? How many lookalikes in the world? Which territory is your next best place?


Step #3: Create Your Buyer Model – Better campaigns are all about “lift” – propensity, persona and intent. How does industry, persona, tech install, engagement or company specialty fit in?


Step #4: Optimize Your Campaigns – Campaign to Buyers and Buying Team combinations by propensity, persona and intent. Do you understand which regions convert with which products or personas?


Step #5: Put Your Buyer Model to the Test – Increase lead flow by removing friction. Are you using A/B testing to formulate GTM campaigns and how much engagement is needed? Are you doing territory and ABM investment tiering based on GTM science?


Step #6: Align Marketing & Sales with Your Buyer Data Platform – Are both sales and marketing aligned together on the same customers and prospects to deliver the outcomes?  Are both teams together leveraging the profiles and funnel optimization techniques to deliver better growth?  Is there an aligned measurement system to track what you manage?


These are the six steps that I use in building scalable and closeable demand. Explore what we found really works and what is delivering today with results for sales and marketing professionals worldwide with respect to each of these 6 steps by watching last month’s webinar, Taking the Guesswork out of Sales & Marketing.

Latest Articles
Custom Audiences help you reduce GTM risk by closing buying-team gaps in complex B2B deals.

Article

The hidden cost of single-contact selling in complex B2B deals

You lose deals when you treat one contact like the whole market. Complex B2B purchases move through a buying committee, not a single inbox. If your team builds Custom Audiences around one visible lead, you miss the people who shape risk, budget, security, and final approval.


That gap creates GTM risk fast. Your campaigns reach the wrong mix of stakeholders. Your sales team reads weak intent. Your routing logic favors activity from one person. Your reporting shows movement, while the buying team stays incomplete. In a modern revenue system, that is a structural problem, not a messaging problem.


This is why buying team activation matters at the top of the funnel. You need Custom Audiences that reflect the full buying committee early, before the deal stalls in silence.

Enterprise data management fixes territory planning gaps with technographics and better GTM coverage.

Article

Territory planning is broken: how data gaps sabotage coverage

Your territory plan fails long before a rep misses quota.


It fails when account records drift out of date. It fails when parent and child accounts stay disconnected. It fails when your team works from static lists while markets shift underneath them.


That is why territory planning has become an enterprise data management problem first. If your data foundation is weak, your coverage model breaks. Your reps inherit uneven books. Your outbound teams miss reachable accounts. Your leaders misread whitespace. Then coverage gaps tied to missed GTM opportunity compound across every quarter.


For teams focused on outbound TAM development, technographics add another layer of risk. If you do not know which systems an account runs, which tools it replaced, or where its stack is changing, you assign territories with blind spots built in.


You do not fix that with another spreadsheet. You fix it with real-time intelligence that keeps buyer, account, and buying group data aligned across the revenue stack.

Data Quality breaks fast when CRM records decay. See how third-party data and better hygiene reduce GTM risk.

Article

Why CRM data decays faster than you think

Your CRM starts losing value the day a record enters the system.


People change jobs. Teams rename roles. Companies shift ownership. Email addresses expire. Phone numbers route somewhere else. What looked usable last quarter now creates friction across sales, marketing, and RevOps.


That is why data quality is not a cleanup project. It is an operating requirement.


If you treat CRM hygiene as a quarterly task, you let decay spread into routing, scoring, segmentation, and reporting. If you rely on stale records and weak third-party data, you make every GTM motion harder to trust.


For teams running modern revenue systems, positions decay is a GTM risk. A contact record with the wrong title, business unit, or reporting line does more than bounce an email. It distorts who you target, how you prioritize accounts, and where you send sellers next.