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Sarah Kloth

In today’s modern era, where customer expectations are rising, new technology is coming out every day, and data is living among disparate systems, the key to achieving sustainable growth is proving to be about how your teams, data, and technology are connected and coordinated across the customer lifecycle. 

Why? Internal misalignment among people, processes, and technology creates leaky funnels, slows down pipeline, erodes customer trust, leads to churn, and decreases customer lifetime value. And when 80% of customers say that their experience is as important as the product itself (cropink.com, 2025), it’s clear that a negative customer journey will stunt your growth.

However, the challenge isn’t merely a “culture fix”. It takes strategic planning and coordinated execution to align your marketing, sales, and customer success teams across their processes, data, technology, and analytics through a customer-first lens.

To capture the state of this challenge, the 2025 Trilliad Sustainable Growth Study surveyed 350+ senior growth professionals and provides a playbook for how top performers structure teams, connect workflows, and measure what matters. Below are the 12 most critical statistics that should inform how you consider shaping your strategy for sustainable growth in today’s market.

The 2025 Trilliad Sustainable Growth Study

Growth is challenging, but it’s easier for integrated teams

Let’s level set, growth isn’t easy. When asked to assess the current sentiment around growth, go-to-market (GTM) leaders expressed that it’s becoming more challenging, but the ones who did find it to be easier were the ones who had integrated or joint leadership among their GTM teams.

  • 62% of leaders say growth is getting harder.
    • This feeling is widespread, but the study shows the problem isn’t just external. The single greatest internal roadblock is the lack of coordination between Marketing, Sales, and Customer Success, cited by 44% of respondents. Confirming that alignment is a key determining factor of your growth.
  • Organizations with “Integrated Leadership” are 3x more likely to find growth easier.
    • Integrated leadership means your Marketing, Sales, and CS functions are managed jointly around a single set of KPIs. Only 22% of organizations have adopted this high-performing model. If your leaders are held accountable to siloed metrics, rather than a shared goal, your teams will be driven toward optimizing in service of their own function, rather than in service of their customer, or to each other.

This is a mindset shift that needs to happen internally. Aligning around a shared vision of what the ideal customer experience should look like, around your revenue goals, and around the key metrics to be tracking to get there, becomes the north star that all three teams are marching toward to drive growth easier.

Each department may have its own alignment blind spots

Having cross-team alignment is critical to your growth, but a part of what might be standing in the way of getting aligned in the first place is that some teams may be feeling the disconnects more than others and therefore may not be seeing it as a priority.

  • 54% of Sales teams reported that they feel coordination pain, while only 33% of Customer Success (CS) teams feel the same.
    • This “pain gap” points directly to a process problem. The broken customer handoff occurs within your systems, and Sales, as the team closest to customer revenue expansion, is on the front line of that failure.
  • CS teams rate their organizational coordination significantly higher than other functions (8.33 vs. 7.36 for Sales).
    • This finding suggests a potential cross-team collaboration blind spot. CS teams may be achieving high internal cohesion, but this often happens in isolation from broader GTM processes. 

Marketing, sales, and customer success may all have their own internal thoughts on how well aligned they are cross-functionally, but this can lead to pain for the other departments, and worse, for your customer. Therefore, it’s critical when approaching alignment conversations to get all three teams in a room to think holistically about the customer experience and the shared metrics to track performance.

The customer isn’t thinking to themselves: Am I in a marketing experience, a sales, or a customer success experience? They just know that they’re having an experience with the brand as a whole. Therefore, if customers aren’t thinking about your organization in terms of siloed departments throughout their journey, you shouldn’t be either.

The alignment differentiator: going beyond planning

When it comes to aligning marketing, sales, and customer success, these teams may be strategically aligned, but the question is, are they actually executing it? The data shows that talking about alignment isn’t the same as doing it.

  • Only 27% of organizations say their teams are “fully integrated” across strategy, KPIs, planning, and execution, and 1 in 3 admit that their alignment stops at the planning phase.
    • Meaning the other 70%+ have gaps in how they are making alignment happen in their organization. Getting all your growth teams in a room to talk holistically about the customer journey and align on shared metrics is critical, but then there needs to be the next step of actually acting on the alignment strategy. Bringing this alignment into the technology that your GTM teams use daily is critical to going beyond the planning phase and achieving sustained collaboration.
  • Twice as many high-performing organizations as opposed to struggling ones (48% vs. 23%) are actually acting on their alignment strategy.
    • The key differentiator is action. High-performing organizations prioritize going beyond the planning phase and actively executing it. True integration is a unified process and a single source of truth built into your technology, not a recurring meeting.

Full customer journey data visibility is a must for seamless experiences

One of the ways to gauge your level of alignment is to approach the buying process through the eyes of your customer. If your customer is having to repeat themselves, waiting to be responded to, sharing their frustrations, or not being guided toward the best purchase, or their next best purchase, chances are there’s misalignment in your organization. A big piece of this is your data. Disconnected data prevents seamless experiences.

  • Only 12% of organizations rate their Customer Experience (CX) maturity as “Advanced.”
    • When your data is living in different systems and no one has a complete view of the customer journey, it can seem impossible to have an advanced CX—and with customers now rating the experience to be just as important as the product itself, teams can’t afford anything less than an advanced experience.
  • High-growth organizations are 50% more likely to use data across the “full customer journey.”
    • While 40% only use data for acquisition. The best teams are building their strategy around retention and expansion, not just new logos. To do this, marketing, sales, and customer success need visibility into the critical touchpoints happening throughout the entire customer journey.
      • How else is marketing supposed to know when to tee up a cross-sell campaign that triggers the customer to raise their hand and expand their relationship?
      • How else is sales and customer success supposed to know when an account is at risk and act proactively to ensure retention and reduce churn?

Sustainable growth requires moving past a “first-half” strategy to a truly “full journey” approach and this includes with your data how your technology is integrated to support this.

The path forward: aligning for sustainable growth

The data from the 2025 Trilliad Sustainable Growth Study confirms that alignment across marketing, sales, and customer success is critical to driving sustainable growth. However, this cannot stop at the planning phase, but needs to be executed in your technology and data strategy throughout the whole customer journey, not just at the acquisition stage. 

Prioritizing aligning your people, processes, and technology will deliver a smoother customer experience, leading to stronger brand loyalty, increased retention, and ultimately growth for your business.

If you’d like support with aligning your marketing, sales, and customer success teams across your customer lifecycle, reach out to the Sercante team. Our experts will listen to understand your goals, discover your friction points, and help develop a strategy as well as set up scalable processes for successful execution inside your data, technology, and analytics.

Today marks a major milestone for Sercante. We are pleased to announce Sercante is the recipient of the SI Trailblazer fund from Salesforce Ventures, a fund to accelerate the growth of next-generation consulting firms. 

This funding opens new opportunities to amplify our partnership with Pardot and gives us the ability to expand our team across all departments, increase investment in R&D, and continue to grow our international footprint. 

“This additional funding comes at a pivotal time to fuel our accelerated growth plans, deepen our product development efforts with Sercante Labs, and overall support our clients as they navigate digital transformation, Pardot, and Salesforce.”

Andrea Tarrell, CEO & Founder of Sercante

As we look back, when Sercante was a small Pardot-focused blog and a handful of brilliant minds, we never imagined we would be here three short years later. We have now grown to over 40 full-time consultants, developers, designers, and architects spread across the United States, Canada and the United Kingdom to support businesses globally. See Our Journey This Far

Words can’t describe how much we appreciate the awesome people that have chosen to give their time and talents to Sercante, the amazing clients that continue to push this limits of the platform, the team at Salesforce who cultivate a strong ecosystem… and of course, the amazing Pardot community who constantly cheers each other on and has each other’s backs. You all have a part in Sercante’s growth and we know that we would not be receiving this honor without your support over the years. So we want to thank you and let you know that we are as dedicated as ever to making marketing & sales teams are wildly successful on the Salesforce platform. 

Bonus Points – We’re Hiring! 

We’re on a mission to grow. The most important ingredient in that is awesome people. This is an exciting time to join the team and embark on this journey with us as this is just the beginning of plenty more awesomeness to come. We are currently looking for talented individuals to join our team in various roles to help man our ship including Pardot Pros, Salesforce Developers, Copywriters, and Technical Leads. We’re moving really fast and have a pretty unique culture. It’s not for everybody — but for those that fit, it’s a growth opportunity like no other.  So, if you’re a Pardot pro who’s looking for a career shakeup… We’d love to chat.

Interested in joining the team but not seeing a role that calls to you? We are also non-specifically hunting for awesome people anywhere we come across them. So… let’s talk. Best way to get in touch is [email protected]

As Salesforce continues to rolls out Pardot SSO across all accounts, many Pardot users are now being greeted with the following error message when trying to login to Pardot:

“Can’t sign in: Salesforce single sign-on (SSO) is required to log in to Pardot. If you don’t have Salesforce login, contact your Pardot admin.” 

What does this mean? 

Back in June 2020, Salesforce announced they were discontinuing Pardot-Only Users & moving to SSO. Beginning on February 15, 2021 and coinciding with the Spring ’21 release, the Pardot user authentication system has been discontinued and all users will be required to use Salesforce single sign-on (SSO).

All Pardot users not enabled with Salesforce SSO by Spring ‘21 will lose the ability to log into Pardot until they are connected to a Salesforce user. This affects your users with Pardot-only access, your integrations that use the Pardot API, as well as the Pardot WordPress plugin. 

How to fix it & get back into Pardot

Simply put, in order to get back into your Pardot org, you will need to go through the process to setup Pardot Single Sign On for both human users and API users. To do this, you will need to connect all Pardot users to Salesforce users, enable SSO and configure User Sync. 

But wait, do I have to purchase Salesforce licenses? It Depends.

Salesforce provides 100 “Identity User” licenses that can be used to create Pardot-only Salesforce user records (those users not needing Salesforce access). If this number is not enough, additional licenses will need to be purchased.

Pardot user migration steps: 

  1. Identify Pardot only users
  2. Identify users that are tied to an API integration. Set aside temporarily. These users need to be managed differently.
  3. Identify users that do not have a Salesforce user record and create a record for them.
  4. Map each Pardot user to the corresponding Salesforce user
  5. Enable SSO for those users.
  6. Update API users to be SSO compliant (steps 3-5) and update API Integrations to use SSO users
  7. Enable Salesforce User Sync
  8. Confirm users can access Pardot via their Salesforce credentials

We can help with setting up Pardot SSO

If you need help with getting Pardot SSO setup, we would love to review the Pardot User Migration guide with your team, discuss any nuances specific to your org, and develop a plan to minimize impact on your plans this year. Let’s Get Started