Top 20 Tips To Find The Best Marketing Automation Tools - Part 2 - 47 Links

Top 20 Tips To Find The Best Marketing Automation Tools – Part 2

By Istvan Bujdoso | The 47 Marketing Show

Dec 02


Top 20 Tips To Find The Best Marketing Automation Tools – Part 2 

Marketing automation tools support you in your lead generation goals. Not to mention, they help you maximize your time so you could continue growing your business. 

With many tools for marketing automation on the market, it could get a little confusing to choose the right one for your business. And I totally understand that. I have been there. But I have created a process to help me choose the right marketing automation tools for my business. 

Today, I’d like to continue sharing my process with you and the things I look out for WHILE testing a marketing software. This way, you could make an informed choice and find the right match for your business. 

In the post, you’ll learn how to assess marketing uatom: 

  • The step-by-step process I use when testing a marketing automation tool 
  • The importance of reaching out to support during testing 
  • Why it’s important to engage with the community
  • How to evaluate features 
  • How to familiarize yourself with the tools 
  • How to do an actual test 

The secret to buying marketing automation tools that truly suits your business is making sure you’ve tested the tools in all aspect as it relates to your business and lead generation strategies. Don’t be blinded by promos, advertisements, and freebies. Test, Test, and TEST! 

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“Welcome, Freedom Hero!
In the previous episode, we started a series on talking about how to pick the best marketing tools specifically for your business.
We talked about 10 important things to check BEFORE trying out a marketing software.
And in this episode, you’ll find out about the 10 essential things to check DURING the trial. This 20-step framework served me really well over the past decade.
And I’m sharing it with you so you can find the best tools SPECIFICALLY for your business too that will REALLY help you instead of wasting your time and money.
My name is Istvan Bujdoso and this is The 47 Marketing Show.
Let’s continue where we left off in the previous episode. These are the 10 things that are important to check WHEN you’re testing a tool.
As most of the marketing tools are cloud based, I will refer to them that way.
Tip #11: Features.
Either you’re doing an actual trial or you paid for the tool that has a money back guarantee, this is the very first important thing to do after registration.
On your desktop, in the browser, go through every single menu one-by-one to get a bit familiar with the marketing software overall.
Then, the next step is to go and look at the specific features that promise to solve your problem or to help you to achieve your goals.
At this stage, you’re not doing a deep test yet. It’s more about playing around with those features and getting more familiar with them.
And later on, we’ll get back to the dedicated testing. Before that, there are some other things to check as well.
After you get familiar with the marketing tool on your desktop, if they have a mobile app, install that one as well and play around with it, get familiar with that one too.
See if it’s offering the same features, or different ones, or less or more features. Either you prefer working on your desktop or in a browser, or on your phone.
if the tool has cloud-based and mobile app versions as well then check out both of them to get a better big overall picture of the software.
Tip #12: User Friendliness.
Most companies aim to create user friendly tools, but this area is quite subjective. Depending on your past experiences and skills, a new software can be hard or really easy to use for you.
See it for yourself and feel how straightforward it is to use. Can you find your way around in it easily? Are the features obvious? Can you use it without any training? Or is it the opposite of that and you feel lost?
If you feel a bit lost at this stage, that’s okay, don’t throw the tool away yet. Obviously, every new thing in life has a learning curve. So keep going and check the following elements.
Tip #13: Training.
Either you find the software straightforward or feel lost when you use it check out the training the company provides. Look out for 2 types of training.
First one is the ‘Strategy’ type and the other type is ‘How To’. The ‘Strategy’ type training is more about a bigger picture.
Let’s say if the tool can be used to get leads, and sell digital products, and do ecommerce, and other things All of them need a different marketing strategy.
Depending on your specific situation, what you want to achieve, you’ll need the relevant strategy.
Check out if the company provides relevant ‘Strategy’ type training that shows how to use the software to carry out that specific marketing strategy.
The companies that really want you to succeed, they have ‘Strategy’ type training. At the same time, it’s not always included in the price of the software.
So have a look if the training would be an extra investment. The other type of training is the ‘How To’, which is more about the details of the marketing tool.
Where you can find features, which button is doing what, step-by-step guides of the features, and so on. Usually this is included with the software. So check out the ‘How To’ trainings a bit.
At this stage, just get a feel of them, see how easy to find them, if they seem to be good, if it seems like covering all areas of the tool.
Tip #14: Support.
Almost all of the marketing tools come with some sort of support. The BIG question is how good it is. See what type of support they provide: ticket based, email, chat, or phone support.
Check out what level of support is included. Sometimes, the premium support is an extra cost. Depending on what’s in it and on your needs it may be worth the investment.
A bit later in this episode, we’ll get back to the support.
Tip #15: Community.
Most tools will have an official community. If you haven’t joined it during your research, then do it now. Spend some time in the community. See how active it is.
What people are talking about in the community. Are they friendly, welcoming and helpful? Is there any official presence from the company in the community? Are they active, friendly, welcoming and helpful?
Tip #16: The Test.
Do an actual test of the marketing tool and the related elements. Set yourself a small goal that you want to achieve during the test. And work on that to have a more real experience.
Test a ‘Strategy’ training and any relevant ‘How To’ training. Pick the ones that will help you to achieve the goal that you want to reach during your test.
Ask help from the support, even if you don’t need any help at the moment. Test them. See how quick, helpful, precise, and polite they are.
It is important to test them now, because in the future, when you have problems, and you need support, they gotta be great. Ask help from the community as well.
Again, even if you don’t need any help at the moment. Test the community. Sometimes it’s quicker to get an answer and support from the community than from the official support.
So check out what you can expect from the community. Before you make a final decision, check out a few more things that can help you to decide if this is the right tool for you.
Tip #17: Hidden Golden Nuggets.
This is a bit deeper research in the universe of the marketing software. You can even ask the community about if there are any hidden golden nuggets you should know about.
This way you may find out about things like being able to access an extra video streaming service, full of amazing training videos you can watch…
… or find out about a special deal so you can get more value for your money or being able to get a free T-shirt or a free domain or find an extra hidden tool you haven’t known about yet, and so on.
You get the idea, right? With some research you may find some amazing hidden golden nuggets.
Tip #18: Affiliate Program.
Depending on your situation, this might not be a big factor in your decision, but it still makes sense having a look. So check out if they have an affiliate program.
If you will love the software and will recommend it to others, why not benefit from it financially. You may even get to the point when you get more affiliate commissions than you pay for the marketing tool.
Tip #19: Beyond The Tool.
Look and ask around what else the company does beyond the tool? See if they normally do live events. When there’s no global pandemic obviously.
It is a lot of fun to meet in person with people who are on a similar journey to you. See if the company does any webinars, podcasts, YouTube channel, books, and so on.
These can be awesome resources of information that can help you on your journey. So check how valuable those contents are. These are more of a plus to the big picture, not a deal breaker.
Tip #20: The Culture. By now, based on all your research, you should have a good picture of the culture of the company who creates the marketing tool.
Is there a face of the company? Is he/she a positive character? Or is the company radiating more of a corporate feeling? Are they giving back? Are they supporting any charities?
Do they have a positive overarching mission? Do they have a strong tribe or just a loose community? And think a bit about similar things and you can decide how much you factor this into your decision.
Through these 20 steps, you planned, researched, tested, and looked beyond the obvious elements of a marketing software.
Now, you have plenty of information to make an informed decision if the tool is RIGHT SPECIFICALLY for you and for your business needs.
Do the training and the software have a REAL POTENTIAL to solve your problems? Considering everything you found out, do you like the overall value you’ll get for your money?
Do you feel it is worth your time and money investment to give it a REAL GO? Are you excited and ready to use that marketing tool for REAL?
If you say yes to these questions, congratulations, you’ve found a great new software for yourself. Okay, this is the end of our series on the top 20 tips to find the best marketing automation tools for you.
Thank you for being here today. And let me share one more tip with you before you go.
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About the Author

Istvan Bujdoso (47istvan) - Helping entrepreneurs to automate their lead generation...