Editor's note: Ali Powell is an inbound marketing specialist at HubSpot. She originally published this article onLinkedIn，并在此处重印。
Sometimes people from other departments in my company will ask me to meet with them.它可能是一个产品经理，他正在为进行研究的营销团队中的某人创作特定功能。无论请求来自何处，我都乐于提供一些警告。
Any time someone from another team asks to meet with me, I try to give the person feedback as to how to most effectively work with sales reps. I thought it might be helpful to write a post on the things I typically tell my colleagues in other departments to keep in mind. I hope this list will be useful to you at your own company.1) Never book time with a sales rep on the last day (or week, for that matter) of the month.
销售代表通常在一个月的最后一天最忙。我们正在努力获得交易，我们有时间要做的最后一件事就是与不是潜在客户的人见面。我们的大脑专注于一件事和一件事 - 带来交易。
This rule also holds for the last week of the month. We are concentrating on making our number, and anything else is probably something we don't have time to do. We want to help you, but be sensitive to the date when you ask for a meeting.
2) Explain what you want so the rep can come prepared.
Be specific in your ask. Bullet out what you would like from the rep. This allows them to brainstorm how they can help beforehand so they aren't thinking through it for the first time in the meeting. This will make the meeting more productive for each of you.
The more specific you can be in your desired outcome of the meeting, the better. What is in it for the sales rep and what's in it for you? How will this meeting help both of you? Define these objectives in advance.
3) Ask the sales rep when they like to meet.
询问销售代表，他们是否希望在某些日子或一周中的某些时间开会。它有助于解决他们的销售时间表。如果他或她想在一天结束时见面，请尝试让自己有空。
4) Have an agenda.
销售代表是谈话者。销售代表可能想谈论他们的想法，这没关系。只是确保开始与议程的会议，以防止其偏离轨道。Let the sales rep explain their ideas, but continuously guide the conversation back to the goal of the meeting.
与销售代表的会议可能有助于了解市场变化以及潜在客户如何进入产品的某些部分。Above all, know what you are trying to learn from the sales rep and guide the conversation to get the insights you need.
5) Follow up.
If a few action items result from the meeting, follow up, and tell the rep what you need from them. They'll probably appreciate the reminder.
All departments can learn from each other. Start cross-functional conversations, and you will improve the communication between teams and strengthen the company as a whole.
![销售营销一致性将收入增加208％[信息图]](http://www.eigoj.com/hubfs/00-Blog_Thinkstock_Images/smarketing-alignment.jpg)
