eBook

A marketer’s guide to collaborating across the org

It’s time to reinvent cross-collaboration. If you’re under pressure to drive revenue and put customers first, the first step is to form true partnerships with Sales and Product.

A marketer’s guide to collaborating across the org

Leading companies using Airtable

  • AWS logo
  • Aetna logo
  • Walmart logo

You’ll learn:

  • Tactical ways to synchronize marketing efforts so your team can move quickly, together.
  • Tips for fortifying the Marketing and Sales connection, so you can drive more revenue collectively.
  • Examples of how to unify Marketing and Product, so you can create a delightful customer experience that’s sustainable over the long-term.

Friction-filled collaboration is usually a symptom of deeper organizational fractures — and the fix isn’t another meeting cadence or another collaboration tool. Leading enterprises are reinventing cross-functional work by connecting Marketing, Sales, and Product at the data level, so teams stop chasing status updates and start moving as one.

80%

of leaders call reducing silos and increasing connections between teams a high or critical priority (Forrester)

324

tools the average enterprise has scattered across its org — each one a potential silo trapping information (Forrester)

9 sources

the average marketing leader consults just to find up-to-date information on marketing activities

580 hrs/mo

BlackRock saved across the org after connecting 300+ global team members in Airtable

40,000

product pages Pottery Barn manages in Airtable, launching 1,000 new pages every season

Why collaboration is so hard to fix

Even with cross-functional tools, meeting cadences, and diligent status updates, teams don’t see the results they want because information stays siloed and everyone spins in different directions. When collaboration is this time-consuming, people default to “just doing it myself” — which deepens silos and further erodes trust.

The root causes are structural. Marketing leaders consult an average of nine sources to find up-to-date information on marketing activities, jumping between spreadsheets, docs, emails, project management tools, and legacy systems of record. Enterprises run an average of 324 tools across the org, each one trapping information and hiding critical insights. And when workflows aren’t connected, collaborating with a teammate down the hall is as hard as collaborating with someone outside the company.

An alternate approach: connect teams with data

Most “collaboration tools” are adopted team by team. They let you comment, brainstorm, and streamline a single workflow — but each one adds another veneer of collaboration that clogs inboxes and traps critical information. Airtable’s customers take a different path: they connect teams with data. When the marketing calendar syncs to Salesforce, or the product roadmap fuels the campaign schedule, deadlines and dependencies update everywhere automatically.

This is the idea behind a connected apps platform — technologies that facilitate workflows like marketing campaigns, product roadmaps, and content calendars, built on a single platform that syncs and shares data between them. It’s how companies like Pottery Barn, Dropbox, and BlackRock have reimagined cross-functional collaboration to improve time-to-market and align global teams.

Synchronizing marketing activities

When your team operates from multiple sources of truth, even collaborating within Marketing gets tricky. Creative time turns into “where is what?” status checks, and work becomes duplicative — or worse, competitive — as different functions struggle to align the initiatives they’re sending to market.

Airtable grid tracking event marketing and event planning campaigns as one source of truth

What a single source of truth did for Pottery Barn

At Pottery Barn — a revenue-driving leader in the Williams-Sonoma group — there was no clear process for organizing, planning, and approving product pages before they hit the website, which slowed production and approvals. By sharing data automatically between copywriters, ecommerce merchants, production artists, and designers, Creative Services director Angela Williams scaled the way product pages ship. “I manage 40,000 pages of product on our site, and we launch a thousand new product pages within a season. We manage all of those pages, assets, and copy in Airtable,” she says.

Connection means speed, it means efficiency, it means fewer mistakes. It means a nicer product at the end of the day for the customer.

— Angela Williams, Director of Creative Services, Pottery Barn

Get the complete playbook for a single source of truth — the exact setup that keeps every marketing function working from the same data.

Fortifying the Marketing–Sales connection

Marketing operates under constant pressure to drive revenue and prove value — which demands a strong link to Sales. Without a clear connection between marketing initiatives and revenue numbers in Salesforce, proving the value of campaigns is nearly impossible. And without a well-trodden feedback loop with Sales, it’s almost impossible to know which assets and messages are working best in-market, and which are falling short.

When Cory Shrecengost joined Dropbox through the 2019 HelloSign acquisition, Marketing and Sales were “producing separate content with separate processes,” and requests for content were “pretty much a black box” scattered across Slack, Jira, email, spreadsheets, and Google Docs. He built a content-production app in Airtable so Sales can request content through a form and receive personalized progress alerts — plus a weekly automated digest of everything recently published.

Airtable calendar interface giving sales tailored visibility into marketing's publishing schedule via two synced views

From visibility to a shared customer journey

Visibility is the first step: when Sales has no insight into upcoming content, events, or campaigns, reps can’t echo key messages to customers and prospects. But the bigger payoff is alignment. Sharing data between Salesforce and marketing calendars brings the customer journey into focus, so both teams are equipped to hit their numbers — and Sales can finally search and reuse the right assets instead of recreating them or sending prospects dated information.

Airtable DAM base where Sales can search and filter published content by use case, audience, and product

Get the full Marketing–Sales enablement playbook — the workflow that turns your content library into a two-way feedback loop tied to revenue.

Uniting Marketing and Product efforts

A strong go-to-market strategy rests on a partnership between Marketing and Product. Marketing needs to understand upcoming releases and the long-term roadmap; Product needs insight into the messaging that resonates with customers and the challenges bubbling up in-market. Aligning the two takes resourcing and coordination — but done right, it accelerates product adoption and bolsters brand awareness.

When BlackRock evolved its Aladdin Wealth™ software, Senior Director of Product Management Dan Cunningham needed to align internal communications across many teams and disparate sources of information. In Airtable, he brought transparency to the product roadmap, connected 300+ global team members, and saved 580 hours a month across the organization. “Since using Airtable to communicate our product updates, we’ve really seen faster time-to-market,” he says.

Airtable dashboard showing launch metrics and a shared calendar keeping marketing and product in sync

Turn marketing insight into better releases

The flow runs both ways. Marketing sits on valuable signals — how messaging lands with certain customers, which educational materials are gaining traction, and how customers respond to new features. Centralizing that feedback alongside product and customer data helps Product prioritize what to build next, and helps Marketing see exactly how campaigns influence adoption.

Airtable Interface Designer dashboard stacking campaign activity against outcomes to gauge product adoption impact

Get the Marketing–Product playbook — the exact way to sync the roadmap into your marketing base and feed insights back into future releases.

What sharing data looks like in practice

When apps are connected at the data layer, teams share the right data with the right people in real time — and the benefits compound. Faster business results, as trust in the data (and in each other) deepens and teams move without second-guessing direction. Enhanced efficiency, as employees stop sifting through spreadsheets and bouncing between tools. And mitigated risk, because decisions are made on accurate data, with enterprise-grade security and well-defined permission controls.

That’s the what and the why of collaborating as one. The full guide adds the how — the swimlane and taxonomy setup, the Sales enablement drumbeat, the Salesforce alignment, the DAM build, and the product-feedback loop — plus the complete Pottery Barn, Dropbox, and BlackRock playbooks and the shift from treating IT as gatekeepers to partners in innovation.

Get the complete guide to collaborating across the org — every framework, customer playbook, and step-by-step workflow in full.