1. Unification of concepts. In order to reach your goal it’s essential to speak the same language. Both teams must compare the information with which they work, unify concepts, or explain to each other what they mean. Ideally, everyone involved will know exactly what their role and responsibilities are.
2. Regular meetings. Even if agreements are reached and concepts are unified, regular meetings are necessary to update processes, voice concerns, clarify doubts and improve teamwork. Feedback between teams is essential for integration.
3. A unified service approach. Departments should agree, according to their own data and objectives, on how they are going to approach the next steps. They should aim for a consistent consumer experience, from start to finish. If their focus is on customers, here are some keys to achieving unforgettable experiences.
4. Same objectives. The unified team should set its objectives (short, medium and long term) according to the results record so far. This way, all efforts will be focused on the same thing. While each department may have specific goals, it is important that they share core conversion goals.
5. Create common reports. Although each department issues its own reports, working together will allow them to evaluate their work as a team, detect problems and optimize processes. It is also a motivation to analyze their results looking for improvement.
6. Open communication channels. In order to avoid waiting for a meeting or writing hundreds of emails, copying the whole team, it’s advisable to keep a single communication channel always open. Either an email for the team, where files are stored and everyone can edit and view at any time, or a workspace dedicated to both departments in digital organizational tools such as Trello, Slack or Monday. This way they will feel free to add valuable information that happens in their processes, tips or relevant data that help the other department.