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Platform Evaluation Checklist

Use this checklist along with the Platform Evaluation Guide to discover what to look for in a new software platform, strategic ways to evaluate your needs, and how to ensure your whole team is on board.

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Consider every possible option before investing in a new platform.

The average enterprise company uses 91 cloud services or software applications...for marketing alone. Not to mention another 70 for collaboration, 43 for CRM and Sales, and 37 for productivity.

With software becoming an integral part of cost-saving, ROI tracking, and showcasing your business online, it’s important to make sure that what you’re using works together and works at all.

While it seems like it could be as simple as cross-referencing features, asking around for some opinions, and choosing what seems like the best fit, software is too expensive and integral to your team’s success to leave it up to that much chance.

That's why we’ve created a template to help you consider every possible option before investing in a new platform and its integration ecosystem. 

What's Inside?

  • Platform Evaluation Checklist

    • Tips for starting the software search
    • How to consider stakeholders across teams (Sales, Marketing, Service, etc.)
    • What tools, systems, and skills are required to use the software you choose
    • Pros and cons to help you decide

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    Frequently Asked Questions

    An online platform evaluation is not as simple as looking at features and asking around for opinions. Platforms can be expensive, but also integral to your team's success. That's why we created this template that will help you consider every possible option before investing in a new platform and its integration ecosystem.

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    Before investing in a new platform, consider the following:

    • The platform's mission and values
    • What problem is it solving?
    • How will you measure success with this product?
    • Who are your competitors and how does this stack up against them?

    It may seem like these are all things that should be considered before choosing a new software, but we've found many organizations don't take the time to ask themselves these questions.

    Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

    There are so many options when it comes to choosing a new online platform. It's not as simple as looking at features and asking around for opinions. Platforms can be expensive, but also integral to your team's success. That's why we created a platform evaluation checklist that will help you consider every possible option before investing in a new platform and its integration ecosystem.

    The way to evaluate digital solutions is by understanding the organization and their staff, assessing for digital literacy, reviewing current use of digital tools, and identifying tools that can make an organization more efficient or increase effectiveness.