There are several reasons why you start searching for new promotional review software. You could be looking ahead to commercialization, experiencing an increase in content production, or simply need different tooling to help you operate efficiently in a remote work environment. 

Whatever the case may be, searching for new promotional review software is only part of the process. Once you find a shortlist of software options, you then have to convince your internal stakeholders of the value of this software and how it will fit into your existing tech stack. Hey, we never said being a change agent was easy. 

However, with the right mindset and tools at your disposal, you can effectively find promotional review software that is a good fit for your organization and secure the buy-in you need to move forward. In our experience, this process takes nine simple steps:

  1. Find internal allies
  2. Identify your pain points
  3. Research software options
  4. Calculate the cost of your current process
  5. Understand your organization’s process for purchasing new software
  6. Determine the best time to present your case
  7. Know your audience
  8. Focus on building consensus
  9. Identify next steps & follow up

We’ve broken down each of these nine steps in our new business case toolkit, which contains two templates and a step-by-step guide you can use to build and present a solid business case for bringing modern promotional review software to your organization. Ready to get started?

Download the Toolkit