Can Closed Loop Reporting Help To Align Your Fund Marketing And Sales Teams?

Closed loop marketing means that the data and information collected by fund marketing and sales is aligned and made available to both teams – and it is a big factor in aligning these two teams.

The information derived from closed-loop reporting can be used to examine sales and marketing campaigns as a whole, rather than in a way that is only pertinent to one team. This ensures you look at a closed deal from a holistic viewpoint, showing the type of content that a successful lead interacted with and ultimately tying AuM to actual marketing campaigns. This enables marketers to build on success, and lets sales see how leads behave throughout the funnel. All this helps solidify the collaboration between your sales and marketing teams.