To Increase Your Sales and Marketing ROI, Do These 3 Things

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A brand that drives sales is working before the first cold email lands.

How Payments Companies Can Increase Sales & Marketing ROI
Lindsay Lehr

Lindsay Tutson

Managing Director

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The quick take

Why this matters Payments companies spend heavily on booths, sponsorships and outreach that build visibility, not credibility, and don’t produce the expected commercial results.
Who it matters to Established payments brands entering a new market or product line, and emerging brands trying to establish themselves for the first time.
What to do about it Build a specific brand identity, teach the market with leadership messaging, and back it with data nobody else has.
How to do it Contact PCMI to design the brand narrative and data assets that make your sales team’s job easier.

A booth at a major industry conference can cost six figures. It buys a logo, a spot on the show floor, and a stream of passersby who may or may not be your buyer. A sponsored newsletter blast, a cold outreach sequence, and a stack of AI-personalized emails promise the same thing. 

None of it is branding that impacts widely or deeply—nor does it differentiate you from competitors.  

It is renting attention. Attention rented by the day does not build the one thing that actually shortens a sales cycle: a specific, credible brand the market already recognizes, and a narrative that frenetically attracts your ideal customers.

The noise is only getting louder 

The business outcome clients are most often trying to achieve when they approach us is to Drive Commercial Growth and Market Engagement. In other words: help me sell more effectively, to the right people, and with a higher ROI than I am currently getting. In the past two years, PCMI has executed 32 Sales and Marketing Acceleration projects for global clients, making it our single-most sought-after service line.

Clients come looking for support in this area when they are doing one of three things:

  • Entering a new region 
  • Launching in a new product segment
  • Pioneering a category with no established leader yet, something like crypto-backed payments or agentic commerce

In each case, the company already has the product, the distribution, and the fulfillment systems in place. What they need is brand differentiation, which is getting harder for three reasons: 

  • Increasing competition 
  • Increasing industry complexity, making it harder to know where a specific brand fits  
  • AI-fueled automation is crowding the market with an unbelievable volume of daily outreach

I get approached by at least 20 B2B vendors a day through email and LinkedIn. By my own estimate, 99.9% of them are irrelevant to me.  

That noise doesn’t just waste my time.  

It makes it harder for the handful of vendors I might actually want to work with to break through.

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Brand equity in payments does not travel between segments. It has to be rebuilt every time a company crosses into new territory.

At industry events like Money 20/20, I routinely ask companies working in the same space, (cross-border payment processing, for example), how they differ from the five other vendors within a stone’s throw. Untrained marketing and sales teams often can’t answer this. The result? A prospect walks away.

What it costs to get this wrong 

Left unaddressed, the consequences compound, and CROs come to me asking for support. 

In the near term, marketing budgets go toward the booth, the sponsorship, the automated outreach tool, none of which build lasting credibility. Worse, they produce unqualified leads that a sales team then has to laboriously qualify one by one. 

In the medium term, companies moving into a new segment or market discover that whatever trust they built in their core business doesn’t come with them. A global PSP that is well known in retail and travel may have difficulty winning the business of SaaS companies; a crypto infrastructure company must educate an entire customer base about its brand and the promises it represents. A company launching in a brand-new category starts from zero, regardless of how well known its core brand already is. 

In the long term, sales teams stay dependent on volume over quality: more outreach, more automation, more headcount, to compensate for a weak brand that was never built to do the selling itself. 

As a result: 

Cost of acquisition rises. 

Sales cycles stay long. 

And the companies that did the work of building a specific, differentiated brand keep winning the deals that could have been yours.

So how do you get this right?
3 focused fixes:

  1. 1 Brand before product
  2. 2 Teach the market before you pitch it
  3. 3 Data is the hook

1. Brand before product

Most companies entering a new market or segment start with product-market fit: what do my target users need, and what product satisfies that need? It’s a lazy exercise, and the results of this produce almost no brand differentiation, especially in blue-ocean segments like cross-border payments, where dozens of competitors are asking the same question and landing on similar answers.

PCMI recommends the reverse: brand-then-product-market-fit. Before building or selling anything, a company needs to answer three questions:

  • Where do I already have brand equity, and with whom?
  • What relationships am I already building on?
  • What part of this market do my existing brand attributes speak to, and just as important, what part do they not speak to?
“

That last question, knowing what you are not, does more to sharpen a go-to-market strategy than any list of features. It defines the segment worth pursuing and, just as importantly, the segment not worth chasing.

For an established company, this means separating core business reputation from new services reputation, and then deciding whether to extend the existing brand or build something new. For a startup with no equity to draw on, the question is simpler and harder: what do we want to be known for, from day one?

2. Teach the market before you pitch it

After 15 years of producing thought leadership for global clients, I have learned that very little content marketing is done well—and with the intention to actually lead thought. 

Once a company knows what its brand stands for, it has to earn a position as a leader in that space. This is where Leadership Messaging departs from conventional thought leadership. Content built around a prospect’s pain points is old and played out. Every buyer already knows their own problems. Naming them again teaches nothing. 

The traditional model told clients about their problems. PCMI’s model shows them who they could become.

A recent PCMI whitepaper for a card network client skipped the legacy infrastructure diagnosis and went straight to painting a vision of agentic commerce, cloud-based processing and hyper-personalization tailored to the individuals it wanted to sell to: here is the future you want, and here is how to get there.

3. Data is the hook

None of this works without proof. Aspirational messaging alone risks sounding like motivational coaching dressed up as strategy. What grounds it is data: credible, rigorously researched, and ideally something the buyer has never seen before. This is what most clients specifically seek out PCMI to achieve for them. 

This is the actual hook behind most of our thought leadership. The PCMI Intelligence Hub holds more than one million discrete data points, combining official sources like central banks with proprietary indices PCMI has spent years building. When a buyer sees a brand publishing data that helps them run their own business, credibility follows immediately, and a wider sales conversation opens. It shows your clientele you are a “company of increase,” an entity that adds value on an increasing scale as the engagement deepens.

How PCMI helps 

In our experience, unique data combined with a human-resonating narrative is the winning combination to a more productive sales system. PCMI builds the diagnostic, the data-backed narrative, and the assets that carry it to market.

A typical engagement runs in three phases: 

  • First, four to six weeks of research and narrative development: mapping existing brand equity, defining the ideal customer, and identifying the data that will serve as the hook.
  • Second, four to eight weeks of asset creation: the reports, webinars and infographics that carry the narrative to market.
  • Third, launch, where the goal is buzz on day one, since assets grounded in original data tend to generate press and attention immediately.
Metric to measure PCMI framework Decisions enabled
Existing brand equity and market perception Brand-then-product-market-fit diagnostic Which segment to enter first, and which to deliberately walk away from
Buyer aspirations and language Leadership messaging framework How to shift content and sales conversations from pain points to a vision of success
Market and industry data PCMI Intelligence Hub and proprietary research Which proprietary data can serve as the hook that opens the funnel and pre-educates buyers

Build a brand that sells before your sales team ever picks up the phone.

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author avatar
Lindsay Tutson Managing Director
Lindsay Lehr is Co-Founder and Managing Director of PCMI, a global payments consultancy. She has led 400+ engagements, helping companies grow, measure, and protect their business.
Lindsay Lehr
Lindsay Tutson
lindsay@paymentscmi.com

Lindsay Lehr Tutson is the Co-Founder and Managing Director of PCMI. With 15 years’ experience, Lindsay is specialized in the region of Latin America, executing over 400 consulting engagements for Fortune 500 clients in the region.