Information is power.
Data gatekeeping exists because it allows teams to control narratives around performance. Sales directors may be reluctant to share data that exposes follow-up gaps, whilst Marketing teams might hesitate to reveal campaign performance issues.
Picture this: you’re a Sales Director who knows your team hasn’t properly followed up on 50 leads from Marketing. Are you really going to share data that exposes this failure? Of course not. It’s far easier to deflect with “that’s sales” business, not yours.
This territoriality works both ways of course, and we’re not saying that marketing teams don’t have their own fiendish ways of limiting transparency or (heaven forbid) embellishing results. What we are saying is that a culture of selective data sharing protects departmental reputations at the expense of organisational growth.
False economics.
Some businesses restrict CRM access to save on licensing costs – let’s say £100 per user per month. So they limit licenses to Sales and ask them to manually share data with Marketing.
But here’s what actually happens: A sales exec on £45k spends 2-3 hours weekly compiling reports instead of selling. That’s £540-£800 monthly in wasted salary. Meanwhile, your marketing director spends hours chasing this data. Combined, you’re burning £1,000+ monthly in professional time on manual data transfer.
The real kicker? Without proper access to conversion data, Marketing keeps generating leads that don’t convert. That £1,200 annual saving on a CRM license? It’s costing you tens of thousands in wasted spend and lost revenue.
Knowledge gaps.
The simple truth is that many organisations (and agencies) don’t know:
- Which metrics matter most for their business.
- How to set up proper tracking and attribution.
- What reports to pull or how to interpret them.
- How to translate the findings into actions that influence performance.
- How to integrate their various data systems.
The modern marketing technology landscape can be daunting, with potentially thousands of data points over multiple platforms going into each customer journey. Without specialised knowledge, teams struggle to identify which metrics actually drive revenue growth for their specific business model.
Even with the right tools in place, extracting actionable intelligence requires understanding how to build meaningful reports and dashboards. Many marketing teams lack this analytical expertise, leaving valuable insights buried in raw data.
Inconsistent definitions.
Without standardised definitions of what constitutes a “marketing qualified lead” or “sales qualified lead,” teams end up speaking different languages when discussing performance, making data sharing even more challenging.
At Invanity, we always address this challenge by establishing clear definitions early in our client partnerships. We recognise that each company has unique terminology and processes – what counts as “sales qualified” can vary significantly across organisations and industries. These definitions are then mapped into the CRM system, creating a framework that both marketing and sales teams recognise and trust.
