Published: 3 October, 2021

Why Do Problems Occur Between Fund Marketing And Sales Teams?

Despite having the same ultimate aim – and a lot of common ground – fund marketing and sales teams tend to work as separate silos within an organisation, which is what causes problems.

These problems largely occur because both teams are working to achieve the same thing, but have a different stake in the process. So, arguments start – such as who gets credit for a sale, the quality of leads, how leads are distributed etc etc. In short, both teams are looking at things from a different perspective. While it is the job of the marketing team to sow the seeds of a successful investment, by acquiring and managing leads – it is the job of sales to close on those leads. So, although the outcome – raising assets – is shared, how you get to that point is not.

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