How to bring new technology and digital solutions into your marketing plan!

1. Adopting New
Technlogy
A Cautionary Tale

2. It’s Hard To Get This Right!

3. Is This Going to Work For You?

4. Three Simple Rules for Dating
My Shiny New Tech
 Take It Slow – My Tech Is NOT Easy
 Don’t buy the Cow When You Can Get
the SaaS for Cheap
 No cheating! Either you’re with me, or
you’re with Excel!

5.  Talk, solicit
feedback, invite
questions –
BEFORE you buy!
 Training. At least
twice. Even for
the most
intuitive tool.
 Roll out new
policies and
features over
time.

6. Get SaaSy!

7. SaaS Benefits
 Low Cost
 Scalable across many users
 No Hardware or Software for you to
manage
 Short Contract Terms
 Upgrades happen automatically

8. “Development here – we’re
not sure about this Salesforce
thing… Could you just dump
it all into Excel for us?”

9. Back Away From the
Spreadsheet
 Excel is a sandbox, not a sculpture
 Make a data wish
 Online Docs (Google, Office 360, etc.)
 Get help right at the start

10. Isaac Shalev
isaac@sage70.com
(917) 859-0151
Need more help?
Get an hour of tech
consulting, on us.