How to Pick the Best (Cost-Efficient) Software For Your Needs
When it comes to software, "You don't know what you don't know" is an expensive oversight error. A simple discovery process can open your eyes to tools that will completely change your business.
August 11, 2024
5
min read
Takeaways
- Discovery: Hire 3 experts on UpWork for 30-minute consultations ($150 each). Repeat every few years to stay updated on new software for sales, marketing, and operations.
- Selection: Test 1-3 software options in a sandbox environment. Try setting them up yourself, then consult an expert for best practices. Solutions fall into 3 categories: cheap out-of-the-box, expensive out-of-the-box, or custom. Only go custom if absolutely necessary, as it can be costly without proper technical experience.
- Implementation: Use customer success managers for guided setup. Document everything for easy team training. Establish KPIs to track success.
- Recommended Picks:
- Sales/Marketing: HubSpot (if budget allows), or Pipedrive + ActiveCampaign, or Brevo.
- Operations: Jobber (small teams), ServiceTitan (large teams).
- Other tools: Loom, G-Suite, Webflow, Instantly.ai, Slack.