Define Your Current Processes....Before You Login To a Dozen Demos and End Up With a Tech Stack
Trying and buying software when you're frustrated, confused, or rushed is like going grocery shopping when you're hungry...
You end up with indigestion and a big credit card bill.
Before you do either, sit down and make a list. Document both your CURRENT processes and your IDEAL processes, then RANK them in order of importance.
When you do so, you'll know where the true gaps and pain points are, which will guide your software investments.
(Clients with one of my marketing automation experts going "old school" to document their process before login during one of my Implementation Acceleration workshops.)