From Sales Design to CRM
A company may spend months redesigning its sales strategy.
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10 min read
Susana Matamoros | May 29, 2025
10 min read
Susana Matamoros | May 29, 2025
At ICX Consulting, where we design sales and marketing strategies for B2B and B2C companies, we see sales teams close more deals with quality content when content becomes part of the sales process itself. That means opening conversations with it, nurturing relationships, feeding marketing with real objections, creating advocates and automating follow-up.
Believe it or not, closing a sale is an art of business relationships. Think about it. The salesperson must know the product, identify the potential customer and choose the exact moment to get the best deal for the business.
The marketing team, on the other hand, plans, writes and experiments with content. With these actions it seeks to grow the audience and attract more prospects for the sales team.
Although both teams share the goal of generating more revenue, they do not always work together. That is a serious mistake. Often the sales team does not know what content or promotion is running, or the marketing team does not know the Buyer Persona well because it does not hear the doubts prospects raise. That is why an alignment of both teams and content built around the Buyer Persona are essential to deliver quality leads to sales.
For a CEO or CCO this is more than coordination. Buyers now do much of their evaluation on their own. Gartner's March 2026 survey of 646 B2B buyers found that 67% prefer a rep-free buying experience and 45% used AI during a recent purchase. When buyers learn without a salesperson, content is the salesperson. In our experience, companies whose sellers use content well tend to shorten sales cycles and defend their margins, because the buyer arrives at the conversation already convinced of the value.
Read: How a Buyer Persona improves the Sales Process
Picture the quarterly pipeline review at a mid-sized software company. The VP of sales reports that three large opportunities stalled at the same point. In each case the champion liked the product but could not convince the finance leader, who wanted proof of return and found nothing persuasive to read. Meanwhile the marketing director points to a library of forty articles and a dozen webinars, none of which speaks to a finance leader weighing a purchase. Everyone worked hard, and the content still failed at the moment it mattered. The gap is rarely effort. It is that the content was built for the company's calendar and not for the buyer's decision.
The Inbound methodology explains the importance of creating content, but how do you use it to engage more prospects and help salespeople close? Quality content does three jobs in a sales process. It earns attention before the first call, it answers objections without pressure and it gives the buyer material to convince the other people involved in the decision. These are 7 ways to use content to close more deals.
| Stage of the sale | Content that helps | Who owns it |
|---|---|---|
| First contact | Articles, guides and short insights tied to the prospect's problem | Marketing creates, sales shares |
| Discovery and evaluation | Case studies, comparisons, webinars, personalized landing pages | Marketing with input from sales |
| Proposal and negotiation | ROI cases, implementation plans, testimonials, short videos | Sales with support from marketing |
| After the sale | Onboarding tips, best practices, community content | Customer success and marketing |
The right content looks different in each industry. A manufacturer selling industrial equipment wins attention with technical guides, maintenance checklists and total cost comparisons that an engineer can forward to a plant manager. A professional services firm earns trust with short analyses of a regulation change or a market shift that a prospect can use in their own meetings. A distributor serving contractors does well with product selection guides and quick reference sheets that save a buyer an afternoon. A healthcare supplier succeeds with clear documentation of compliance and clinical evidence, because the buyer must defend the choice to others. In every case the piece that opens the conversation solves a small problem before anyone asks for a meeting.
A good first impression keeps you in the game. Research has shown that people read at least five pieces of content related to a company or product before buying, yet only two out of ten salespeople use content to engage prospects.
Because you know which content the prospect consumed, you will have a clear idea of how to move forward after the first conversation without sounding too salesy. Once you have earned their trust and are seen as honest, the sale becomes more natural.
Keep your customers updated with content that helps them improve, whether by using your tools or products better or by learning about new products that may interest them. You can also invite them to help you create content and make them part of your achievements with videos or articles about their own success stories.
For new prospects, use what you built for your Buyer Persona and create personalized landing pages that quickly answer their specific questions. Webinars are another effective way to answer questions.
Do not limit yourself to what your company has produced. Check whether prospects publish their own content and read their most recent posts before you talk to them.
Get the most out of the marketing team. Tell them about the recurring doubts your prospects raise and that you solve every day. They can create content that answers those questions quickly and effectively. When it comes to personalized content, one study found that "61% of consumers feel better and are more likely to buy from a company that offers personalized content."
A simple routine makes this work. Once a month, sales lists the five questions and objections it heard most often, and marketing turns the top ones into short articles, one-page answers or videos that sellers can send the same day the question comes up.
It also helps to remember that most B2B decisions involve several people who never sit in the same room as the seller. The user wants to know whether the product will make their day easier, the finance leader wants to see the return, and the executive sponsor wants to be sure the choice will not embarrass them. A seller cannot be present at every internal conversation, but a well chosen piece of content can. A one page summary of the business case, a short customer story from a similar company or a brief video that explains the implementation plan lets your champion argue on your behalf with accuracy and confidence.
Think about your favorite brand right now. What drives you to recommend it to friends or on social media? Chances are you trust the brand, you have been made to feel valued or you have a special connection with the product.
Share relevant content that builds trust in the product or service customers purchased, such as tips or advice on how to use it. Imagine you sell leather bags. An article that teaches customers how to clean their bag properly so it lasts for many years builds exactly that trust. When you turn customers into brand advocates, you can close additional deals through case studies and referrals.
Other actions you can take are the following.
Review with your marketing team which content pieces are consumed most, through performance summaries that include the following.
Tools like HubSpot's CRM let you track every interaction with leads, prospects and current customers. With the full history of each potential customer in a single platform, you save time and improve productivity.
Read: Improving customer experience translates into business value
Content also needs governance, particularly in regulated industries such as financial services, healthcare or energy. Sellers should know which pieces are approved, which claims need legal review and which figures have an expiration date. Without that clarity, sellers either avoid sharing content for fear of making a mistake or improvise their own versions, and both outcomes hurt the brand. A simple approval flow and a single library with clear labels solve most of the problem, and they give sales leaders the confidence to encourage use instead of discouraging it.

Video is one of the most consumed types of content and therefore a crucial element to increase the closing of your sales. HubSpot's marketing statistics report that 89% of people say a video has swayed them to purchase, and 96% have watched an explainer video to learn about a product.
At the end of your first meeting, you can send a follow-up email with a 30-second video of case studies and testimonials to keep your lead excited about the product.
Read more: How to start using videos in your marketing strategy
On average only about 5% of the people in your target market are ready to buy at any given time, so it is important to identify them for accurate follow-up. Research by the LinkedIn B2B Institute with the Ehrenberg-Bass Institute, summarized in Marketing Week's explanation of the 95:5 rule, reaches the same conclusion for B2B, where the other 95% will not buy for months or years. Unfortunately, in most companies sales reps cannot sustain that level of outreach. That is where automation tools play a critical role.
A Customer Relationship Management (CRM) system lets you classify your leads. What comes next? I advise you to draft sets of email flows that are triggered automatically or can be triggered manually. Here are some examples that might help.
Read: Keep selling in your CRM even when you're too busy
Consider what a typical seller experiences without a system. A prospect asks about integration with their finance software. The seller remembers that marketing wrote something on the topic, searches the shared drive, finds three versions with different dates and sends the one that looks right. The prospect receives outdated information and the seller loses a day of momentum. Multiply that by dozens of conversations each month and the cost becomes clear. A curated library, organized by stage and objection and reviewed every quarter, is one of the most inexpensive improvements a sales organization can make.
We have covered seven ways to use content to close deals. Keep in mind, however, that the sales process does not rely only on emotions and feelings. Always measure the results of your strategies, apply continuous improvement to your follow-up process and see what is working and what is not.
Some of the factors we recommend measuring are the time it takes to answer a prospect, the number of prospects you receive per week and the email that generates the most responses. Set goals for these metrics and check every 30 days whether you are reaching them. If you are not, change your strategy or action plan until you see improvements.
At the leadership level, add two more indicators. The first is the share of won deals in which the buyer consumed sales content before or during the opportunity. The second is the win rate and cycle length of those deals compared with deals where no content was used. If content-assisted deals close faster or more often, you have the business case to invest further.
From the executive chair, the argument for investing in sales content rests on three observations. First, buyers form opinions before they speak to anyone, so the company that shapes that early learning has an advantage that no amount of seller charisma can replicate. Second, content scales while sellers do not, which means a good piece works for the whole team at no extra cost. Third, content produces data about what buyers care about, and that information informs product, pricing and positioning decisions beyond the sales department. Leaders who treat content as a shared asset between marketing and sales usually see the effect in cycle length and win rate within a few quarters.
Use these recommendations and implement them in your department as soon as possible. Remember that knowing your business and your customers is the guideline to optimize performance.

For a team that wants to start, a practical first quarter looks like this. In the first month, gather the questions and objections from the last ninety days and map them to the stages of your sales process. In the second month, produce or refresh the ten pieces that answer the most frequent and costly objections, and publish them in one place where sellers can find them in seconds. In the third month, set up one automated follow-up flow and begin tracking content use against deal outcomes. At the end of the quarter, review which pieces were used, which were ignored and what the data suggests for the next round. This cycle is modest in cost, and it builds the discipline that makes content a lasting advantage.
ICX Consulting aligns marketing and sales around the content buyers actually need. Our sales enablement work builds the content library and playbooks sellers use at each stage, our content marketing team produces the pieces, and our lead nurturing and inbound sales services automate follow-up in the CRM, implemented on platforms such as HubSpot and Salesforce.
Before you create more content, sharpen the message it must carry with our Value Proposition toolkit and make sure every piece answers why buyers should choose you.
Sales content is any material a seller uses during the buying process to inform, persuade or reassure a prospect. It includes case studies, comparison sheets, ROI calculators, proposal templates, short videos and answers to common objections. Unlike top-of-funnel marketing content, it is designed for a specific stage, role or objection and is shared directly by the seller.
Less than most companies produce. A focused library that covers each main buyer persona, each stage of the sale and the top objections is usually enough. A small set of well-maintained pieces that sellers trust and use is worth more than hundreds of assets no one can find. Review usage every quarter and retire what is not used.
Both, with clear roles. Marketing owns production, brand consistency and measurement, while sales owns the input on buyer questions and the decision of what to send and when. Many companies formalize this through a sales enablement function or a shared service agreement between both teams, with a monthly meeting to review usage and gaps.
Involve sellers in deciding what gets produced, make the library easy to search and show them how a piece helped a colleague win a deal. Sellers adopt content that saves them time or answers a question they hear every week. They ignore content that arrives without context or feels like marketing talking to itself. Recognizing and sharing real examples of content that moved a deal forward does more to change behavior than any mandate.
Yes, and often with faster results. A small team can start with the five most common questions customers ask, turn each into a short written answer or a two minute video, and share them through email and the CRM. The key is consistency and relevance, not volume. One well made case study from a satisfied customer can be worth more than a dozen generic articles, because it gives prospects a story they can recognize as their own.
If your marketing team produces content that sales rarely uses, there is revenue waiting in that gap. Request a diagnostic with an ICX consultant and discover how to turn your content into a tool that closes deals.
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