Best Practises When Buying Marketing Automation Software

If you’re searching for a business to provide you with marketing automation software, then you’re probably wondering where to start. What type of company should you sign with, and
what should you plan ahead for before signing the contract?


Our first piece of advice? Know what you need, and what you don’t need.

Don’t see yourself increasing your customer base by millions in the next fiscal year? Then you
don’t need software that promises the ability to manage millions of customers in the system.
It’s important to understand the logistics of your business, and be able to take a realistic step
back and analyse exactly what you currently need, and then what you expect to need in the
next fiscal year, allowing for some growth or loss. Committing to a company for this type of tool
is a big commitment, and one that you don’t want to pay too much or too little for, based on
what they’re offering you.


Don’t commit to something that’s too much for your team to handle.

Assuming marketing automation software is going to make your team’s job easier is a pretty
accurate assumption to make. But, you have to allow for a significant learning curve when
signing on with the software as your team adjusts to the entirely new system and way of doing
things, and making sure that everyone is on board with the switch.

Before choosing a company, you’ll want to analyse the user-friendliness of the tool. Is it going
to take months for your team to understand how to use it, and how it applies to each of their
roles? Are you going to lose team members in the process if the going gets too complicated?
Make sure that you choose a tool that’s easy to use, that provides on boarding and training for
your team (at no cost, or at a cost that you’re aware of before committing), and a company that
offers ongoing customer support services. Otherwise, you may find yourself losing valued
members of your team because you signed on for something that’s over your head.


Shop around

Yes, the big companies seem really enticing when you’re hunting for software to implement. But, do they offer you what you really need? Are they going to give you a product that works for your business?

The answer might be a solid yes. But, you won’t know whether or not you’re getting something
good if you don’t check out other software products to compare them to. So, shop around, ask
questions, see how the customer service compares with different services, and don’t make a
snap decision when you’re planning your purchase of marketing automation software.


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