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Choosing the Right Tools for Your Marketing Tech Stack: A Step-by-Step Guide

Megan Oosthuizen |5 min Read

Choosing the Right Tools for Your Marketing Tech Stack: A Step-by-Step Guide

Did you know that marketers are leaving 58% of their martech stack capabilities untapped, according to a Gartner survey? It's time to turn the tables and make your tech investments work for you, not against you.

We'll walk you through a proven, process-driven approach (we're all about formulas here at Möve) to help you choose the tools that will supercharge your marketing efforts and drive real results.

1. Assess Your Current Tech Stack

Before you go on a tech stack shopping spree, let's take stock of what you're already working with. This is like Marie Kondo-ing your marketing tech stack - if it doesn't spark joy (or conversions!), it's gotta go!

  • Audit Your Toolbox: Write down every single marketing tool you're paying for, from your trusty email platform to that social media analytics tool you logged into twice. (Need a refresher? Check out our previous blog post on conducting a tech stack audit.)
  • Spot the Gaps (and Overlaps): Picture your ideal customer journey - what steps do they take before hitting that "buy now" button? Now, see which tools are supporting each stage and identify any gaps where you need some extra firepower. And be honest—are there any tools doing double duty?
  • Effectiveness Check: It's not enough just to have tools; they need to be pulling their weight! For each tool, ask yourself, "What am I hoping to achieve with this?" Then dive into the data and see if the reality matches your expectations. If a tool isn't moving the needle on your goals, it might be time to give it the boot.

2. Identify Your Specific Marketing Needs

Now that your tech stack is clutter-free, let's figure out what's missing. What marketing tasks make you cringe? What would make your life easier and help you hit those marketing goals?

  • Map Out Your Marketing Journey: Picture your ideal customer's journey, from the moment they first hear about your brand to becoming a loyal advocate. What touchpoints do they encounter? What actions do they take? Visualize this journey, and you'll start to see which tools are crucial for guiding your customers toward that coveted conversion.
  • Determine Your Must-Haves: Now that you know the lay of the land, it's time to get specific. What features and functionalities are non-negotiable for each stage of the customer journey? Need top-notch email automation? Seamless CRM integration? 
  • Future-Proofing: Don't just think about where you are now, think about where you want to be in the future! Choose tools that can grow and scale with your business so you're not stuck playing tech stack Tetris a year from now. And remember, integrations are key! Make sure your tools can play nicely together to avoid any workflow headaches down the line.

3. Research and Compare Available Tools

Now for the fun part - exploring the vast landscape of marketing technology!

  • Curate Your Options: Remember those must-have features you identified? Now it's time to see which tools fit the bill. Browse industry blogs, read reviews, and ask for recommendations from fellow marketers. Create a shortlist of contenders that pique your interest and seem like a good fit for your needs. 
  • Compare and Contrast: Once you've got a shortlist, it's comparison time! Dive deep into feature lists, pricing plans, and user reviews. And look for those deal-breakers – maybe it's failure to integrate with your existing tools, or perhaps a tool’s customer support isn’t up to par.
  • Learning Curve: Not all marketing tools are created equal when it comes to user-friendliness. Some are as intuitive as a simple drag-and-drop, while others require a PhD in tech to navigate! Look for tools with free trials or demos so you can take them for a spin before committing.

4. Prioritize and Select the Right Tools

Decision time! You've researched and compared, now it's time to choose the tools that will make up your ultimate marketing tech stack. Remember, it's about quality, not quantity.

  • Ranking the Contenders: Remember that list of must-haves and nice-to-haves you carefully crafted? Now's the time to use it! Evaluate each tool based on how well it meets your specific requirements. Be thorough and consider factors like key features, integrations, ease of use, and even how much you enjoy the user interface.
  • Test Drive Before You Buy: Before committing, take your top contenders for a spin. Most tools offer free trials or demos – this is your chance to get hands-on experience and see if the tool lives up to the hype. Explore the features, test the integrations, and see if it feels like a good fit for your marketing tech stack.
  • The Final Cut: You've done the work, and now it's time to make a decision. Choose the tools that best meet your needs, budget, and overall marketing goals. Trust your instincts, and don't hesitate to refer back to your research if you need a little extra reassurance.

5. Implement and Integrate Your Chosen Tools

You've assembled your dream team of marketing tools – now it's time to bring them to life! This stage is all about seamless implementation and integration to ensure your new tech stack hits the ground running.

  • Setting the Stage: Don't just wing it – create a strategic implementation plan that outlines the steps, timelines, and responsibilities for setting up each tool. This will ensure a smooth transition and minimize disruptions to your current marketing momentum. 
  • Connecting the Dots: Your marketing tools are more powerful when they work together harmoniously. Focus on integrations that streamline data flow, automate key processes, and eliminate those pesky data silos. 
  • Empowering Your Team: Give your team the knowledge and confidence they need to navigate your new tech stack like pros. Provide comprehensive training, create easy-to-understand documentation, and offer ongoing support to address any questions or challenges that arise.

Final Thoughts