Capterra wants to buy Marketing Automation software… no problem! For the past several years I’ve been showing people how to easily and effectively buy software, so this is the perfect opportunity to put all of that expertise to use.
According to Capterra’s Buyers Guide (which I have nearly memorized at this point), these are the simple steps to purchasing software:
- Articulate your software needs based on your business goals.
- Optimize your business processes before implementing new software.
- Identify ALL software options.
- Narrow these options to a short list of well- targeted alternatives.
- Compare the short-listed solutions and make a final decision.
It looks easy enough, but will it work? I certainly hope so. Otherwise, we really need to rethink our whole shtick.
We set a goal of 3 months to purchase marketing automation software, and we decided to chronicle our journey, here on this blog, for the world to see. In the words of our CEO, “we’re really showing our underwear with this one.” He’s right. I just hope we’re wearing cute, clean ones and not some ratty old underoos from the 80s.
As we walk down this path, I encourage you to let us know how you think we’re doing. Whether you’re a Marketing Automation software vendor, someone who uses Marketing Automation, someone who’s thinking about using it, or a supportive soul out there in the universe— we want to hear from you. We’ll share our lessons learned, what worked (hopefully) and what didn’t (hopefully not much!) in our expert process and our observations about everything from the products themselves to the sales people.
Strap on your seatbelts ladies and gentlemen. Here we go!