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You’re at your desk.
So you turn to the almighty Google…
And you’re flooded by thousands of options, you can’t seem to make sense of where to start. There are offers for trials everywhere, coupled with insane amounts of advice and you haven’t even figured out exactly what your team needs let alone looking at how much this tool is vs another…
*Insert panic screaming here*
Breathe, you got this. And if you don’t, well, this blog post will help get you through. You’ll learn how to:
Don’t just start Googling.
Diving right into the research phase of your marketing tool selection process can quickly become overwhelming.
Just look at the first page of results when you type “marketing tool” into Google.
Don’t even get me started on the ads that will surface on your Google searches as well.
You’ve got advice coming at you left and right, and while that is great, it doesn’t necessarily give you the jumping off point you need to start making decisions about a potential tool.
There is a way to fix this.
Before you start your research, sit down and prioritize what your team needs in order to be successful.
It’s really that simple.
By knowing what your team needs to fix a broken process, or automate it so it goes faster, you’re able to walk into your search knowing what you’re looking for.
So how do you create that list?
Open a document or download Marketing Tool template.
Once you’ve downloaded the template, click the second tab at the bottom:
Here’s what you’ll see next:
Begin to write down and prioritize what you think your team would need to be successful.
And now you’re staring at a blinking cursor wondering what to write.
Here are some prompts that may help you begin your list:
From the answers you write down, you can identify what qualities you are looking for in a marketing tool.
These are features that absolutely must be a part of the tool that you select.
They are you non-negotiables.
Your top ten list could include things like.
I could keep going with this list but I don’t want to bore you.
Your list may look a bit different from the one above and that’s okay. Every marketing team is different, which means the end goals you have may be different then the end goals the team at CoSchedule has.
Now you have your must have criteria. You can start searching NOW right?
Sorry, I promise, we’re almost there.
Because you’re going to be researching a lot of tools. Those nice-to-haves could be the determining factor between one tool and another.
Your initial list could look something like this.
Again, your specific list will depend on what type of tool you’re looking for.
Yes, we finally got to the research phase.
But I’m not unleashing you on to Google just yet.
There’s a good reason I promise.
How you research is just as important as what you research.
Having only one researcher pays off for a number of different reasons:
Okay, open up your browser.
You can finally start searching for your marketing tool.
You’re going to have a lot of options and that’s ok.
That’s why we made your checklist.
As you go through the endless pages of tools, document them in your top ten in your spreadsheet that you downloaded earlier.
Get that done?
Ok, let’s keep going.
Add up the totals in your spreadsheet and narrow them down to your top three.
Look for tools that:
Why three you ask?
First, Second, and Third.
Father, Son, and Holy Spirit.
Yours, mine and ours.
Lots of things come in threes.
Because repeating a message three times helps stop the internal noise and distractions going on around you.
Having three similar tools that meet your expectations will help solidify, in your mind, what tool you need.
So you’ve narrowed in down to your top three tools.
Check your point system again. Did one edge out over the others?
If so, there is your winner.
That was easy, wasn’t it?
You did all that work and you finally have the results of all your labor.
This is the tool that you believe will revolutionize the way your marketing team works.
Now you just have to convince your boss to believe that too.
What if I told you I outlined your entire presentation for you? You can download the whole thing right now.
However, if you want to take the time to build your own presentation here’s some things that you’re going to want to cover.
Depending on what your boss wants to see in your presentation, your list may vary. However, if it was me, this is what I would cover.
You convinced your boss.
They gave you the green light to move forward. Now the task lies on you convincing your team that they need this tool.
Convincing your team may be the hardest part of this process.
You work with these people everyday and you don’t want to hurt anyone’s feelings, but it’s time to get brutally honest.
Change is hard for any team but with the right information you can smoothly guide your team where they need to go.
If you want a full process of how to handle change management check out this recent blog post.
You have the tools.
You have the plan.
Now go forth and research!
I’m not gonna lie, finding the right tool for your team will take some time.
See if CoSchedule could be the right fit for your team and schedule a demo today.
May 24, 2017
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