Guide to choosing the right online collaboration tool for marketing agencies
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Guide to choosing the right online collaboration tool for marketing agencies

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This guide is essential reading if you’d like to: ...

This guide is essential reading if you’d like to:
• Implement an online collaboration solution
• Get advice on what criteria is important when
evaluating different online collaboration tools
• Ensure you chose the right solution for your
business; one that is cost effective, ticks all the
boxes in terms of requirements and is easily
adopted by your colleagues and clients.

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Guide to choosing the right online collaboration tool for marketing agencies Guide to choosing the right online collaboration tool for marketing agencies Document Transcript

  • A MARKETING AGENCY GUIDE Choosing the right online collaboration tool Your essential checklistA MARKETING AGENCY GUIDE If it’s collaborative, it’s in Kahootz 1
  • ContentsAbout this guide 3Ease of use 4Agility 4Scalability 5Low, flexible pricing 5Adaptable contexts 5Security 6Support 6A MARKETING AGENCY GUIDE 2
  • About this guideThis guide is essential reading if you’d like to:• Implement an online collaboration solution•  et advice on what criteria is important when G evaluating different online collaboration tools•  nsure you chose the right solution for your E business; one that is cost effective, ticks all the boxes in terms of requirements and is easily adopted by your colleagues and clients.A MARKETING AGENCY GUIDE 3
  • Choosing the rightonline collaboration tool— the seven key criteriaPutting online collaboration at the heart 1. Ease of useof your work can help you deliver better Some collaboration software is muchservice, create efficiencies and grow easier to use than others. Ease of use isyour business. essential if you want employees to embrace collaboration and if you want to keepIn our earlier guide, How to turbocharge training costs as low as possible.your marketing agency’s performance, yousaw which tools agencies like yours need Don’t take a software provider’s wordfrom their cloud collaboration software — that their solution is simple to use — theywhether you’re using it to manage clients, haven’t tried using it in your agency. Lookinternal processes or both. for a package that offers you a free trial, allowing you to put the software through itsBecause you’ll be using these tools on a paces with a small team of colleagues.daily or near-daily basis, it’s important tochoose well — otherwise you can endup going down the expensive route of 2. Agilitybuying different software packages to One size doesn’t fit all, so opt for ando different things. agile collaboration system that allows you to tailor your workspace to you and yourSo before you do choose any software clients. Some systems allow you to applyfor your agency, be sure to consider all your clients’ corporate branding andof the following points. They’re important instantly create templated workspacesin terms of staff adoption, cost and with functionality and layouts that areoverall effectiveness. most commonly used by marketing agencies. Again, look for software that offers you a free trial, allowing you to deploy it in a number of different ways before committing to it.A MARKETING AGENCY GUIDE 4
  • 3. Scalability 5. Adaptable contextsIn the agency world, the number of clients Throughout our guide series, you’veand projects you service at any one time is seen that different uses of collaborationlikely to fluctuate. That means you will need software require different tools. Forcollaboration software that easily allows you example, you need a wider set of toolsto add extra users as and when you need for full project management than you dothem — and to remove them when they’re for campaign management.no longer necessary. To help keep the software simple to use,4. Low, flexible pricing you need the facility to create online workspaces that give users only the toolsSometimes scalability comes at an they need for that particular context. Andunnecessary cost. If possible, avoid if possible, opt for software that allows yousoftware providers that want to lock you to create templated workspaces with theinto long-term contracts based on the right tools for common usages — such asmaximum number of users you are likely to intranets, client extranets and asset librariesrequire. or online project management.This can be extremely expensive andwasteful, especially if you only rarelyneed the peak number of users.Instead look for software that gives youan affordable per-user cost, ideally on apay-as-you-go basis. This will allow you to An idea to getrespond to new projects as they occur, and you started…cut your costs back when you don’t need Claim your free trial of Kahootzthe additional users. online collaboration software. You could start putting it through its paces today. See overleaf for details.A MARKETING AGENCY GUIDE 5
  • 6. Security Claim your free trial!Simple advice, but important. Your clients’ Enjoy a free trial of Kahootz — it’s onlineinformation and your own files need to be collaboration software that helps marketingkept secure. Choose a solution with proven agencies deliver more for their clients on asecurity and a full audit trail of activity. daily basis.7. Support Simply log on to kahootz.com to claim your no-obligation trial. It gives you full-featuredNo matter how simple your chosen access for up to 10 people, allowing you tocollaboration software is, things do immediately try out the software in a largesometimes go wrong. For that reason, it’s number of real-world situations.a good idea to check out your potentialprovider’s support package. Is there a Need help or advice? We’re here tofriendly and helpful voice at the end of a answer your queries.support line? Can the company make sitevisits if you need them?  Also, in a fast-growing sector of thesoftware market, you’ll find some onlinecollaboration packages are sold by relatively  young companies. This is a risk you need toconsider — will that company be around tooffer support in 1, 3 or 5 years’ time?If you’d prefer not to take the risk, opt fora software provider that has been tradingsuccessfully for a number of years andwhich you feel is likely to thrive in the future.A MARKETING AGENCY GUIDE 6
  • 1 Weston Court, Newbury Road, Weston, Berkshire RG20 8JEt. +44 (0)1488 648 478 e. info@kahootz.comkahootz.com @KahootzFor more information about Kahootzand to sign up for a FREE trial please visit:kahootz.comA MARKETING AGENCY GUIDE If it’s collaborative, it’s in Kahootz 7