The list of marketing technology and tools is ever-growing, and it can be an intense process to uncover which tools are actually necessary to boost your business results. In this #ContentChat community conversation, we exchange ways to find new tech options, discuss whether free trials are worth your time, and share our favorite content marketing tools.
Q1: How do you make the decision to add a new tool or piece of technology to your content marketing tech stack? What evaluation criteria do you use? Where do you go to research?
The decision to add a new tool should be grounded in a business need or to increase productivity and efficiency. Conduct an audit of your existing stack to see what features you are/are not using, and what you need but don’t have access to.
A1] Before adding to your #MarTech stack reassess your overall #marketing strategy and specific plans to determine:
1] What tools do you have that you use,
2] What tools that you have but don’t use or don’t use effectively, &
3] Where need tools #contentchat— HeidiCohen #CMWorld 2019 Speaker (@heidicohen) September 16, 2019
A1a: When I keep doing something manually that I *know* must have a technology that can do it for me, I start looking for a new piece of tech. Most recently, it’s been looking for a new keyword research tool. #ContentChat https://t.co/kYjbot0y0M
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A1b: When evaluating a new tool, I want to establish that it 1) saves me time versus my manual process 2) doesn’t cost me more than my hourly rate for that saved time and 3) will help me give my clients an exceptional experience. #ContentChat https://t.co/C0w0fOD6IW
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A1: When adding new tools, there is usually a defined business need and problem statement. We work closely with our engineering team along with Forrester and Garnter reports for initial recommendations. #ContentChat
— Bernie Fussenegger #Digital360Chat (@B2the7) September 16, 2019
A1: The need for new technology usually stems from a current inefficiency or a new goal! With social advocacy becoming a bigger focus for our team, we are looking to add an employee advocacy platform to our tool kit. Any suggestions? #contentchat
— Brandpoint (@brandpointco) September 16, 2019
There are plenty of ways to research new content marketing software options. Professionals have a natural tendency to look at what their competitors are doing, but don’t make a decision solely based on this. It is valuable to understand what tools the competition is working with, but any tech you adopt needs to address your own unique needs and requirements (i.e. budget, integrations, etc.).
It’s a bummer that too often the rationale seems to be “our competitor is using it/doing this” #ContentChat
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
As an agency, we face this problem a lot with our clients. It’s not so much “our competitor uses it,” but more so “but our last agency used it!” Tools are not a one size fit all, so we definitely work hard to find the right ones for our specific clients and needs. #ContentChat
— Brafton (@Brafton) September 16, 2019
Other ways to research new content marketing technology options? Explore review sites and analyst reports….
A1c: I typically do a Google search for company reviews and read the aggregated reviews at G2 Crowd, then I ask people I know what they’ve used to address their own similar challenges. #ContentChat https://t.co/tj9y0OYlil
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A1: Any new tool must save me time. Typically, to research tools, I might ask the twitterverse or review sites like G2. #ContentChat
— Amy Ahrens (@AmyAhrens12) September 16, 2019
Join online communities and Twitter Chats….
The twitterverse is a great way to validate tech decisions for sure. That’s why in many of our #ContentChat sessions I ask folks to share the tools and resources they’ve used to tackle the content marketing topic we’ve addressed. SO helpful to hear what our peers are using.
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A1: If there’s a need for a new tool or it provides the opportunity to simplify a certain job, it’s worth checking out.
I think one of the best ways to research is to ask other colleagues if they’ve used the tool to get their experience before diving in. #ContentChat
— Express Writers | Your Content Writing Team (@ExpWriters) September 16, 2019
Ask your network for their favorite content marketing tools….
A1: I like to ask people in my field that I know and trust for recommendations. I also like really in-depth reviews from people on blogs over like Trustpilot or any of those sites. #ContentChat
— Leah Ryder (@leahryder) September 16, 2019
Simplification is the key! Asking your colleagues for a review is a great idea. The questions to ask are; Does it make your life easier (now, and in the future)? And, Is it teaching you how to improve? #ContentChat
— Kathy Kopacz MS (@kkopacz1) September 16, 2019
Or attend an industry conference to explore the vendors and network with other pros.
Attending events like #CMWorld are a great way to see what tools/technology are out there and what other professionals in your field are using! #contentchat
— Brandpoint (@brandpointco) September 16, 2019
I have to say most of the content marketing software free trials (and many of my final purchases) I’ve done in the past 5 years have been thanks to having a hands-on demo at #CMworld! #ContentChat https://t.co/XWqhPG8KV9
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
Agreed! Expo Halls give you an opportunity to talk one-on-one with tech providers. Hands-on testing is always a plus. Added bonus: swag! #contentchat
— Content Marketing Institute (@CMIContent) September 16, 2019
Regardless of how you find your new content marketing software options, be sure to loop multiple team members into the decision-making process to ensure everyone’s needs are at least considered.
I recently evaluated marketing automation providers & let my team develop the criteria list since they would be using it most. Then, involved them in evaluating providers. We all came to the same decision, for somewhat different reasons.
— ginarau (@ginarau) September 16, 2019
Develop a regular content marketing tool and tech assessment cadence so your team can get ahead of any tech needs before they are urgent.
A1] Don’t wait until tool &/or process doesn’t work to decide you have a problem. Instead, establish regular tool & tech assessments. Include employees across disciplines. Discovering new tools & processes is a good reason to attend #marketing conferences. #contentchat #cmworld
— HeidiCohen #CMWorld 2019 Speaker (@heidicohen) September 16, 2019
Q2: What about free trials? Are they worth doing, or are they more hassle than it’s worth?
Generally, trials are a low-risk way to get a feel for a product, especially when comparing multiple products.
A3: Free trials are an opportunity to see if you like the tool! I think they are definitely worth trying before you put dollars into a product. #contentchat
— Brandpoint (@brandpointco) September 16, 2019
A2b: However, if I am on the fence about choosing one provider over another, I will sign up for a free trial where I can work through the same use case on two separate platforms and see which one was easier to use and provided the most value. #ContentChat https://t.co/dsbAYiRZ5Q
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A2: A free trial is a must! If a company doesn’t offer one, they’re suspect to me. #contentchat
— Amy Ahrens (@AmyAhrens12) September 16, 2019
A2: I personally enjoy free trails. It shows you a preview of the tool and everything it offers for free for a short period of time. And with the adequate free-trail time, you can determine if the tool is worth it or not. #contentchat
— Synthesio, an Ipsos company (@Synthesio) September 16, 2019
That said, “free” trials aren’t always free. Get as many details from the representative on what the trial entails.
A2: I usually don’t mess with free trials as they end up having some strings attached and end up being more of a hassle…with that said, I do like to participate in beta programs because I feel I can provide more feedback to help guide the product or solution. #ContentChat
— Bernie Fussenegger #Digital360Chat (@B2the7) September 16, 2019
A great waste of time or a great opportunity. Be careful with those that have to collect credit cards! They WILL charge if you forget. #ContentChat
— David Perez (@njbranding) September 16, 2019
With the above in mind, ask how long a trial lasts. If you don’t have the time to actually try it out, it is not worth your time. Remember that more complex technologies or trials for large teams typically need a ramp-up period before a trial is even valuable.
A2: Free trials are a great stepping stone if you schedule time to take advantage of them. If you can’t commit to experimenting for 15 minutes a day to see if it’s for you, skip it. You’ll run out of time and have wasted opportunity. #ContentChat pic.twitter.com/s8bNlUs7w8
— Rachel Wendte (@rkwendte) September 16, 2019
This is a great point. If you sign up for that free trial and don’t look at it until the final day, you’ve missed out on its value. That’s also where a great email onboarding series comes in. Chip away at getting folks started with your product! #ContentChat
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
While free trials are a great way to “test drive” new tech and other products, you must include time to actually USE the product, READ the manual & other content, & monitor results including checking with your tech & other teams. #contentchat
— HeidiCohen #CMWorld 2019 Speaker (@heidicohen) September 16, 2019
A2: Free trials CAN be super helpful, but it can be hard to do with a whole team. Sometimes it’s not worth the onboarding, and trying to consolidate everyone’s individual evaluations of the product. #contentchat
— Brafton (@Brafton) September 16, 2019
A2. Free trials are only worth it if you get a month out of it. You cannot thoroughly evaluate the data without a month of knowing that it works because the first few trials and errors in the beginning. #contentchat
— SL Thomas (@iamslthomas) September 16, 2019
Trials may not always be the best way to go, and that’s OK. Ask the vendors for case studies to further assess applications of the product, and check if there is a money-back guarantee in place of a free trial.
Case studies of comparable businesses who’ve had success with the product is great, too! #ContentChat
— Rachel Wendte (@rkwendte) September 16, 2019
While case studies can be useful, understand that they often lack teeth in terms of buyer specifics and actionable tips. #contentchat #contentmarketing #cmworld
— HeidiCohen #CMWorld 2019 Speaker (@heidicohen) September 16, 2019
Agreed. I think this often has to do with the approach that was taken in the interview process. I have a very specific way I go about case studies that gets to more of those meaty responses that help buyers make their decisions. #ContentChat
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A2: Free trials are great if your product can be easily set up and properly used within that time period. If not, it’s better to offer a longer term “money back guarantee” and let people give it a real chance. #ContentChat https://t.co/SiXRSOVs12
— Leah Ryder (@leahryder) September 16, 2019
Q3: What are some pitfalls you’ve encountered when it comes to onboarding a new process/tool/technology to your content marketing team? And how did you resolve it?
It’s rare for a process/tool/technology onboarding to go smoothly. Often times, integrations are not as perfect as originally pitched.
The proof is always in the integration and implementation for sure. The worst is when something that was an advertised available integration is really just an API “your developers” can use to build an integration. #ContentChat
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A3: Some pitfalls that I have seen is the integration has not been as smooth as communicated and some of the featured didn’t work in real life settings. To resolve, it has taken more tech work and better communications between the vendor and business. #ContentChat
— Bernie Fussenegger #Digital360Chat (@B2the7) September 16, 2019
The UX can be a pain point for your team, which is why trials can be incredibly useful.
A3: Lack of a tool being user-friendly and/or horrific design for an interface for what is otherwise an immensely useful tool. Platforms/tools SHOULD be easy on the eye, not something that triggers everyone’s inner ADD. #ContentChat
— David Perez (@njbranding) September 16, 2019
A3: Also, make sure you’re not the only one evaluating the Ux. I’m really technical and learn new software quickly. Other users may not have that experience. #ContentChat
— John Cloonan (@johncloonan) September 16, 2019
Totally agreed. Everyone learns differently, and has different levels of software experience. It’s important to have multiple team members evaluate to make sure it’s a good fit before you sign on. #ContentChat
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
The product or vendor may not be the only issue. Getting team buy-in is a critical (and sometimes difficult) process, and your team should develop a rollout strategy including training sessions and walkthroughs.
A3: Biggest pitfall I’ve had after implementation (at client request) is lack of team buy-in. When that happens, I do 1:1 walkthroughs w/ people who will be using the software the most. That individual attention helps a lot of them get over the fear of new tools. #ContentChat
— Rachel Wendte (@rkwendte) September 16, 2019
A3: Sometimes you work with technology non-adopters who absolutely refuse to try something new. This is where it can be helpful to have a lunch and learn featuring your account rep to really show off how the solution will help the team improve their day-to-day. #ContentChat https://t.co/5UnUQGzz5S
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
There are a few ways to get ahead of these issues. First, ensure you have a cross-functional team collaborating on any potential tech purchases.
And it also hurts when the wrong people are included in the requirements, tech and user meetings in the early stages of evaluation #ContentChat
— Bernie Fussenegger #Digital360Chat (@B2the7) September 16, 2019
Useful point–When making a tech decision, include everyone in the process. This means end users, technology, data, finance, and anyone else who is relevant. #contentchat #martech
— HeidiCohen #CMWorld 2019 Speaker (@heidicohen) September 16, 2019
Next, be very clear with any sales reps on what capabilities your team needs and any restrictions you have.
A3: We were onboarding a new social media management tool, and in the first call discovered that without significant investment, we weren’t going to be able to do what we wanted. I canceled the contract immediately. #ContentChat
— John Cloonan (@johncloonan) September 16, 2019
And, as always, do your homework and keep an eye out if anything feels off or like you’re being overpromised. Work with your legal team to review any contracts and commitments.
A3: Another one – make sure there’s an out-clause in the contract. Sometimes the demo or trial version is vaporware. #ContentChat
— John Cloonan (@johncloonan) September 16, 2019
Right—like a platform that advertises functionality as AI and machine learning that actually has humans manually pushing buttons on the back end. #ContentChat
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
Q4: What are the content marketing tools and technologies you use every day, as part of your regular content marketing and content creation process?
Check out the top picks from our community below. Comment below if we missed any of your favorites.
I’ve found that @SproutSocial has the best reporting of any social media platform I’ve used. So helpful for figuring out what you need to do more of, and where you need to tweak your social strategy. #ContentChat
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A5: For content marketing planning, I use @googleanalytics + @Moz + @followerwonk + @buzzsumo + @semrush (a new addition to my stack) #ContentChat https://t.co/DxT18FFVTJ
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A5b: In the past, I was also lucky enough to be able to use @kapost and @TrackMaven as part of my content strategy process. #ContentChat https://t.co/GoELbl3eqM
— Erika Heald | Marketing Consultant (@SFerika) September 16, 2019
A4: A couple of our favs are WordPress, Google Analytics, Pardot, Salesforce, Brandpoint HUB, and Asana. #contentchat
— Brandpoint (@brandpointco) September 16, 2019
A4: and ALL @Adobe Products 😍
— Brandpoint (@brandpointco) September 16, 2019
A4: @WordPress, @AdobeSuite, @canva, @teambiteable, @marketo, @HubSpot, @semrush, @MarketMuseCo, @ahrefs (and others) are all tools involved in our content creation and content strategies. #contentchat
— Brafton (@Brafton) September 16, 2019
A4: Salesforce and Marketo are used hand in hand for us. And we even use our social listening and audience insight tools to help us. For content, photoshop, WordPress and bitly are all great #contentchat
— Synthesio, an Ipsos company (@Synthesio) September 16, 2019
We use @NotionHQ @SlackHQ @VismeApp (to create visual content!) @ahrefs @googledrive ….
— Visme (@VismeApp) September 16, 2019
A4 @buffer and @AdobeSpark are the main 2 I use. #contentchat
— Hannah Richards (@actPRHannah) September 16, 2019
A4. Lately it has been just me thinking of content the moment it comes in my mind. I am in the beauty industry and I want to work with new brands or minority owned brands so I follow those hashtags and share their content if it is related to a topic I’m discussing #contentchat
— SL Thomas (@iamslthomas) September 16, 2019
A4: We’re a Marketo shop, and I’ve implemented SproutSocial as well. I also use Crowdfire and Triberr for my personal stuff. We’ve messed about with Mailjet, too. #ContentChat
— John Cloonan (@johncloonan) September 16, 2019
A4: @airtable is a must for us right now! It’s how we organize our blog content and keep the entire team in the loop on the content that’s being published. #ContentChat
— Express Writers | Your Content Writing Team (@ExpWriters) September 16, 2019
A4b. Not to mention WordPress, Google Analytics, Salesforce. I’ve also started building dashboards in Google Data Studio. #ContentChat
— John Cloonan (@johncloonan) September 16, 2019
A5. I stick with the basics with is hootsuite, buffer and analytical insists from Instagram, Pinterest and Twitter however I do incorporate a quarterly marketing calendar with goals. #contentchat
— SL Thomas (@iamslthomas) September 16, 2019
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