5 simple ways to align marketing and customer service teams
Bringing your marketing and customer service teams together may sound like a big undertaking, but it only takes a few practical, straightforward steps to get there.
Here are five effective ways to get started.
1. Foster open communication and feedback loops
For starters, seek out any barriers between the marketing and customer service departments and then aim to break them down.
This will probably involve regular communication so that each team understands the other’s goals, campaigns, and challenges. You might then set up weekly cross-department meetings, shared chat channels, or joint training sessions.
The key is creating feedback loops: your marketing and sales teams should brief your customer support team on upcoming promotions, product launches, or messaging changes. Meanwhile, your customer service representatives should relay common customer questions, complaints, or insights back to your marketing team.
If you focus on open communication, your customer service representatives will never be out of the loop on current marketing initiatives.
And there are other benefits. For instance, if there are customer service issues around a particular product feature, they can alert your marketing team to address it in FAQs, emails, or social posts.
This continuous two-way feedback is a good way to guard against any embarrassing moments of misalignment. It also gives your customer service and marketing teams a chance to work together to meet customer needs and exceed customer expectations.
2. Create a unified view of customer data
One of the biggest barriers between marketing and customer service is data stored in different places.
Marketing personnel might track leads and campaign responses, while customer service logs support tickets and satisfaction scores – often in separate systems.
To bring this all together, you'll need to strive for a single customer view that both teams can access via a centralized database. This means integrating your CRM, helpdesk, social media, and other communications channels to make all customer interactions and history visible in one place.
By combining all that data, your marketing team can better understand existing customers’ pain points and feedback, tailoring marketing campaigns accordingly.
Meanwhile, your customer service team can see the context that surrounds marketing interactions – such as which emails a customer received or what ads they clicked – allowing them to personalize support and provide exceptional customer service.
Customer engagement tools are particularly good for breaking data silos. For example, a consumer intelligence platform like Brandwatch Consumer Research gathers and analyzes vast amounts of customer feedback and online mentions, turning them into actionable insights easily accessible to both teams.
When these insights are shared, marketing and customer service can collaborate on proactively addressing customer concerns and providing exceptional customer experiences.
Social media is a place where marketing and customer service both get involved, and there's a lot of crossover.
Customers might reply to a marketing post with service questions or vent frustrations on a public forum that requires a support response.
To avoid mixed messages, it’s crucial that marketing and customer service coordinate closely on social media engagement.
This typically starts by crafting a social media support strategy together. Define who responds to different types of inquiries: marketing might handle general comments and brand content, while customer service addresses complaints or support issues.
Whatever mix you land on, make sure your brand voice remains consistent.
A tool such as Brandwatch Social Media Management can make this easier, giving you a unified social inbox where marketing and support staff can see all customer messages in one queue. Team members can assign posts or comments to each other, ensuring nothing falls through the cracks.
>> Learn more about social media customer service in our guide
4. Maintain a consistent brand voice and messaging
Every interaction a customer has with your company – whether it’s an advertisement, a social media post, or a support call – shapes their perception of your brand. That’s why it’s important for customer service and marketing to speak with the same brand voice and convey the same messages.
Marketing can help by sharing guidelines and campaign materials with the customer service team. For instance, if a new slogan or value proposition is being promoted in ads, customer service reps should know it and incorporate that language when appropriate.
Conversely, customer service can use real-life language that customers use to describe products or problems – insights marketing might adopt in content to better resonate with the audience.
By training together and creating a shared style guide, both teams know how to get those all-important brand promises across.
Consistency builds trust. Imagine a customer sees polished, upbeat marketing about an easy-to-use product, but when the customer calls support, the agent is unaware of the product details or uses a completely different tone. The customer experience would feel disjointed.
The trick here is to aim for harmony: if you want more customer service success stories, the customer should feel like marketing and support are coming from one unified team.
5. Collaborate on customer-focused content and campaigns
Another practical way to align marketing with customer service is to collaborate on content creation and campaigns.
Your customer service team possesses a goldmine of information about what customers care about, frequently asked questions, and common pain points. These are valuable insights, and making the most of them can improve customer relationships and lead to more satisfied customers.
For this reason, it can be good to involve customer service when brainstorming campaign ideas or writing content like blog posts, newsletters, and help center articles.
For example, suppose support agents notice a recurring question about a product feature. In that case, marketing can address it with a how-to video or a detailed guide, giving customers the information before they even ask.
When aligning these teams, ensure they share a vision of success. It helps to identify a few common goals or key performance indicators (KPIs) that both marketing and customer service can work towards together – such as improving overall customer satisfaction, increasing customer lifetime value, or boosting repeat business.
Celebrating joint achievements is great for teamwork and shows how collaboration contributes to a positive experience.
Cross-team collaboration might involve using common tools as well. Shared project management boards or content calendars can help both teams track what’s being worked on.
For instance, if marketing is planning a campaign targeting users in a certain industry, customer service can prepare by updating any relevant support content and being briefed on likely questions from that audience. This way, the campaign’s launch is smooth for everyone involved – including the customer.