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14 Tips for Improving Your Marketing Department’s Strategies

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Improve Your Marketing Department

There are plenty of ways to improve your marketing strategy and department. You could hire new talent, encourage team members to speak more openly, settle on a single source of truth, experiment better, and facilitate more collaboration. 

These tips have truths within themselves, and we support them. But they are apparent, non-specific, and known by every one of your competitors. 

If you want to improve your marketing department and its strategies, it's vital to detail the exact steps, tools, and frameworks to change how your team works, thinks, and behaves. The following tips highlight ways our team of marketing industry veterans has helped improve dozens of marketing strategies and departments for B2B companies across diverse industries and verticals.

Curious about immediately tapping into a team of marketing industry veterans that can exceed all your expectations? You can learn about our agency here and our fractional marketing services here.

1. Include Multiple Stakeholders in Your Marketing Strategy Sessions

Marketing strategies thrive when diverse perspectives and expertise come together. Different views can challenge conventional thinking and lead to marketing strategies that disrupt your industry.

Involve stakeholders from different departments in your strategy sessions, especially from customer-facing roles, as they are the most suited to challenge your assumptions of who you market to. You can’t anticipate how you’ll innovate unless you open the space for ideas to clash and emerge.

While collaboration is crucial, finding a balance between inclusivity and practicality is essential. Too many people in one brainstorming session can hinder meaningful discussions and decision-making. At O8, we usually keep that number lower than seven and increase only if needed. 

You can use Miro or Mural, or Zoom to facilitate collaboration. These tools give you virtual whiteboards, sticky notes, and interactive tools that ignite creativity and allow real-time contributions from everyone involved.


2. Identify the Gaps in Your Marketing Strategy

Identifying gaps in your strategy can help you devise a marketing plan to make it right. Some tweaks to how you work can lead to improvements that may appear small but have a great impact. It could be reducing your sales cycle from ten to nine steps or redefining your ICP and customer profiles. No matter what, these small adjustments can help unlock new avenues for revenue or improve existing ones so you can do the same in less time.

Here's how we (and you) can identify gaps within your marketing team:

  • Perform an In-Depth Analysis of Your Marketing Campaigns: We use Google Analytics to review our campaigns and Hubspot for our messaging and marketing channels. 
  • Assess Your Competition: Yes, we spy too. You can evaluate your competitors' strategies and positions with tools like SEMrush or SimilarWeb.
  • Seek Customer Feedback: This is a big one. You need customer input as they're the ones you're serving. Get on a platform like Survey Monkeys, and create a simple survey to gather insights on your marketing approach from your customer base.
  • Evaluate Resource Allocation: What is going on and where? Assess how resources are allocated across marketing activities. Are you investing enough in content creation, advertising, or technology? Consider reallocating resources to areas that have the potential to drive better results.

Once you identify the gaps, determine which has the most significant impact on your marketing performance and create actionable plans to address them. After, implement, rinse, and repeat.


3. Double-Down On Your Core Strengths

Rather than getting mediocre results on unfamiliar projects, focus on your expertise and core strengths where you see success. This is not meant to contrast the idea of opening up a space for innovation, as it can be good to take risky bets while squeezing those that you know you'll win at.

To determine the strengths of your marketing department, you can run a SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis. It is a strategic planning method used to evaluate the internal and external factors that can impact the success of a business, project, or department. Here's how it works:

Identify what your marketing team does really well. Think about your brand reputation, expertise in specific marketing areas, talented team members, or unique technologies or resources you have.

Identify the internal factors that hinder your marketing department's effectiveness or competitive advantage. It could be limited resources, gaps in skills or knowledge, inefficient processes, or outdated tools.

Look for external factors that could benefit your marketing efforts. This could include emerging trends, new technologies, or untapped customer segments with growth opportunities.

Identify external factors that could pose challenges to your marketing success. This may include competition, changing consumer preferences, or economic factors impacting your business.

Here's an example of a SWOT analysis for a marketing department in a video software company.

SWOT Analysis

Once you have completed the SWOT analysis, focus on leveraging your strengths. In the case of this example, it might make sense to leverage the filmmaking experience to create compelling marketing videos that competitors can’t replicate.


4. Identify and Set KPI Targets

Setting specific targets for Key Performance Indicators (KPIs) in your marketing department is crucial for making focused decisions, driving growth, and getting the best results. With clear targets, your team can maintain direction, save resources, and understand the true impact of their marketing efforts.

Pick five to ten metrics you feel are most important to your business. More than ten, and you might overwhelm yourself or fall into analysis paralysis. 

Once you decide what KPIs you will focus on, set targets for each. The target should represent a specific goal or objective that you aim to achieve within a defined timeframe. For example, if your KPI is "leads generated," your target could be to generate 10% more leads than the previous quarter. 

You can look at this in whatever time frame makes the most sense for your business. It's important to remain flexible and adaptable in your approach, so you can change your focus if you determine that certain KPIs are not as vital as initially anticipated.

5. Create a Reporting System to Track Your KPIs

Suppose your marketing department is accurately tracking KPIs. In that case, you can easily gauge whether they're on track to achieve the targets or if adjustments are needed. Data-driven marketing like this helps you stay focused, motivated, and aligned with your overall marketing objectives.

To effectively track those KPIs, your team needs a reporting system. This doesn't have to be a "pretty" dashboard with all sorts of bells and whistles for this in the beginning. Having quick and accessible visibility into up-to-date data is the most important thing. 



Your team can try Google Sheets to set up the KPI dashboard categories. Google Sheets can pull in data from web pages and databases to automate the reporting process. It's important to set everything from scratch, an avoidable situation with a tool such as Google Analytics. 

Once you start digging into them, think of ways to improve your dashboard reports. Do it when the time asks for it. Getting a framework in place and developing it once you iron out the bugs is better.

6. Create Customer Personas

A customer persona document summarizes what makes your average customer tick—their desires, pain points, and motivation. Your team can use it to frame any customer-facing channels as a solution to your target customers’ challenges. This will make your messages more persuasive, compelling, and targeted. 

Use platforms like Google Analytics, Meta’s Audience Insights, and SparkToro to help create personas and uncover behavioral and demographic patterns among your website visitors and social media followers.

Various sources will inform your personas:

  • Customer interviews. These can help you understand the primary benefit they find in your product, alternatives they considered, and how they would feel if you disappeared. 
  • Employee interviews. Use these to learn about the existing customers that pay the most, the challenges they had before purchasing, and the decision-makers involved in the process.
  • Analytics tools. Leverage Google Analytics, Meta’s Audience Insights, and other consumer analytics tools to find behavioral and demographic patterns among your website visitors and social media followers.

Combine these qualitative insights to create comprehensive personas. Your goal is to make each of these sources tell the same story.


7. Identify Internal Barriers

By removing internal obstacles in your processes, you can achieve better results from your marketing team. For instance, siloed communication between sales and marketing groups can impede sales handoffs and follow-ups, leading to missed opportunities and lower conversion rates. You can enhance your team's performance by closing these gaps.

When identifying internal barriers in your team's operations, search for patterns, anomalies, and signs of inefficiency. This could look like landing pages with a higher-than-average bounce rate or gaps in your follow-up process.



After identifying your internal obstacles, it is important to devise an action plan. This plan will serve as a guide to help overcome those barriers. By outlining specific steps and tasks, you'll have a clear and organized strategy to tackle your identified issues.

You can easily create an action plan for your marketing department in five steps:

  • Prioritize: Assess the impact of each barrier in front of marketing goals and decide which ones demand immediate attention. Focus on the ones that have the potential to make the most significant impact on your results.
  • Set goals: Identify and define measurable goals you want to achieve by eliminating these barriers. Ambiguity has no place in your action plan.
  • Break it down: Divide your action plan into smaller tasks or milestones to make it more manageable. This way, you can conquer them individually and keep the momentum going.
  • Allocate resources: Determine the time, budget, and personnel you need to tackle the barriers effectively. Resources should match the level of priority you set.
  • Experiment and adapt: Be open to trying new approaches and adjust your strategy if needed. What gets you to one point might not get you to the next one.


8. Look for Opportunities To Be More Efficient

SnapLogic says around 90% of employees deal with repetitive and boring tasks. This lack of enthusiasm and engagement can cause inefficiencies in your operations and day-to-day work. Performing regular efficiency audits help your team identify opportunities to work better and faster. 

If you use project management tools, go to the reports section and look for outside of average time spent on tasks. Then discuss with your team to understand what’s been happening and how it could improve. Teams without project management tools can jump straight into asking employees about activities requiring time, effort, and resources.

We swear by HubSpot Workflows for streamlining repetitive tasks and manual processes. It saves us time by automating routine tasks, such as sending follow-up emails, updating contact information, or assigning tasks to team members. Your team can use the freed-up time to focus on higher-priority tasks that no tool can do.


9. Upscale Talent

Prioritize continuous learning and professional development. Keeping a dynamic and pleasantly challenging work environment motivates team members to grow within your company instead of doing it elsewhere. 



Provide your team members with training programs, workshops, or access to educational resources that will equip them with the latest marketing tactics and techniques. To determine the subjects for these resources, we suggest conducting a skills gap analysis within your marketing team. This helps you tailor the educational resources to address identified gaps, ensuring that your team receives valuable and relevant training. This, in turn, will help them excel in their roles and contribute to a more successful marketing department.

Alternatively, you can foster opportunities for cross-team collaboration where team members can learn from each other. This can include shadowing, collaborating on projects, or co-leading events. If you don’t have the time to recruit top talent, you can work with a partner like our digital marketing agency to fill some of those gaps.


10. Develop a Performance Mindset Throughout Your Organization

Everyone in your company, from the customer-facing teams to the lowest-profile job, should be performance-driven. 

Consider implementing the Lean Methodology in your organization to help facilitate this process. The Lean Methodology optimizes processes and minimizes waste to enhance efficiency and customer satisfaction.

One of the key principles of the Lean Methodology is encouraging feedback from team members of different departments. When people are hesitant to share their ideas, chances of innovation and people’s willingness to collaborate between teams go down. The customer support team might have some ideas for the marketing team that could both improve their message to prospects and reduces the amount of support needed from the support team after they close a sale; create so they can share them.


11. Create Your Marketing Funnel

The marketing funnel concept refers to the steps a customer takes from the moment they become aware of your business to the point of making a purchase. A marketing funnel allows your department to understand and analyze customer behavior at each stage. This way, your team can implement more targeted and personalized marketing strategies. 

While all of the steps we described are entire guides in themselves, creating a marketing funnel would be the lengthiest of all. For now, focus on the following:

  1. Classify existing marketing strategies by stage of the funnel: attract, inform, convert, or engage.
  2. Look for qualitative data (e.g., ask employees) and quantitative data (e.g., check HubSpot) that you can use to evaluate their performance.
  3. Measure their success based on the stage of the funnel they are trying to impact. 

For example, let’s say you chose LinkedIn ads as your method to convert strangers into prospects. You look at the data and see they have brought 1,000 profile views but no leads. In that case, you need to reevaluate how you run LinkedIn ads or if they are the right way to bring leads.

12. Balance Short-Term and Long-Term Marketing Campaigns

Marketing campaigns positioned toward short-term results have their place. You can quickly move the needle if your team can attach a product or idea to trends and events.

But, as the name suggests, these campaigns can be unreliable and highly based on factors outside your control. If you were to rely on them exclusively, you would have to anticipate and jump from trend to trend.

Longer-term campaigns require more time and effort to set up and build, but their results tend to extend over longer periods more sustainably. Take this 2020 project. Intending to increase the number of inbound leads a particular business received, we realized that while paid ads could have earned some quick leads, we preferred to invest in a more long-term initiative: content marketing. We wrote, optimized, and distributed blog posts. While results took more than a few weeks, the business went from receiving 5,000 monthly visitors to 15,000, adding hundreds of leads yearly.

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It's recommended to include a variety of campaign types in your marketing strategy. Short-term campaigns can bring in revenue to support long-term initiatives. For example, you could run a temporary sale for an eCommerce business to generate quick sales and income. You can then use the profits to invest in your long-term goals to build brand awareness, increase traffic, and foster customer loyalty.

The revenue from your long-term initiatives is the lifebuoy for your short-term ones. It gives you the confidence to experiment with new short-term initiatives without fear of starting from scratch.


13. Make Sure You Have the Right Tools in Place

It is important for your marketing department to have access to the right tools to be successful. Without the proper tools, they may have to resort to manual and time-consuming approaches, which could ultimately waste valuable time and resources.

Access to innovative tools enables your team to stay agile, experiment with new marketing techniques, and adapt to the ever-changing marketing landscape. 

A lot of these tools fall into one of these categories:

Of course, tools require a financial investment. But most monthly cost is less than the daily rate of your average employee. Consider that and the time saved that these employees can now spend on more high-value tasks, and it’s hard to come up with an objection to buying these.

14. Think Outside of the Box

At the end of the day, one of the best ways to improve your marketing department is to be remarkable in your industry. If your company is the first one that comes to mind when your target market needs the products or services you offer, you won’t need to do nearly as much work to generate new business.

This could mean deciding on one or a few things and doing it better than anyone else. It could also involve taking customer pain points or common agency pitfalls and putting them at the forefront of your approach. For example, many people believe marketing agencies need to be more transparent with their customers and do more work. At O8, we asked ourselves, “What’s the opposite of that?” Transparency. So we report every minute we spend on every task and the financial results they bring. 

Reversing assumptions works beyond value propositions. If your lifelong dream is to launch a dating app, a few of the assumptions to reverse are, “Why an app and not something else?” “Why for humans?” “what do people expect from dating, and how do I deliver the opposite?”


Lessons Learned from Marketing Department Optimization

Now, with a complete picture of what facilitating a marketing transformation looks like, let's dive into several key takeaways we've seen repeatedly in our work. 

Marketing Isn't a Separate Process

The best marketing strategies incorporate every key department, including sales, product engineering, technical support, marketing, and human resources. Treating your marketing as separate can lead to mixed customer messaging, poor out-of-the-box experiences, and product development that misses the most-requested features.

Don't Overthink Your Marketing

Your team might want to target every possible marketing channel — Search engine optimization (SEO), social media, content marketing, email marketing, partnerships, etc. Trying to do them all at once usually ends up with none working as well as they could. Start simple and get one channel working before you add another. Spend some time optimizing a specific strategy or approach to maximize ROI. That will scale back the time spent on it while rolling out the next channel.

Market Research Is an Ongoing Process

Creating customer personas and conducting market research is not a one-and-done task. Markets are dynamic, and customer needs can evolve over time. To ensure effective marketing, make market research an ongoing process. Use the data you gather from your marketing funnel to identify areas showing a downward trend and dig into those more. This iterative approach lets your team stay attuned to a target audience's changing preferences and adapt strategies accordingly.

Systematize Your Processes

Turnover is inevitable. You will lose staff at some point or another. Having documented systems in place for all your ongoing processes and workflows will make it easier for someone else to take over or train a new employee when the time comes. Systemization is useful even if you're a small business and outsource your marketing work to an agency. A good agency can work within your existing processes and suggest ways to improve them. Having good documentation in place will make it easier for everyone involved.

Work With a Marketing Team That Ticks All These Boxes

When your team is knee-deep in the day-to-day marketing operations, it's natural to focus on the immediate tasks and challenges. This narrow focus can sometimes prevent them from seeing the bigger picture and identifying underlying issues or opportunities.

The team at O8 has had the opportunity to interact with hundreds of marketing departments. We've repeatedly seen how neglecting any of these activities can prevent or diminish results. However, it's also true that you can't magically show up tomorrow at work and change everything in tandem.

You can overcome your challenges by working with O8. We've helped hundreds of companies implement these steps. More importantly, they are a core part of our fractional marketing team. 

Instead of spending months hiring, screening, and training full-time employees on these steps, fill up every marketing position with veterans who live and breathe these steps for half the cost.

Book a call with us or fill out a form to learn how we can bring measurable growth to your company.

About Seth Viebrock

In no particular order, Seth has built websites for famous artists like Justin Bieber and Mariah Carey, led a team as CTO at a social network startup company, co-presented at Stanford and the International Society for Neuronal Regulation Conference on an EEG study in consciousness, traveled to Tokyo for data center network security assessments, worked on world-class e-commerce software as a software engineer, and provided Drupal expertise for Estee Lauder and their many international brands. Seth grew up with the web, starting his first web design company at the age of 16, and this company in...
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At O8, a global digital agency based in Minneapolis, MN, USA, we specialize in delivering measurable growth on demand for marketing and sales teams. We pride ourselves on our transparency, agility, and deep technical expertise. In a world that's often stressful and chaotic, we offer experienced, actionable guidance to help you achieve your goals. Our approach is professional, clear, and authentic, ensuring you receive customized, data-driven solutions that drive results.