![\"CoSchedule](\"https:\/\/media.coschedule.com\/uploads\/2019\/03\/Blog_How-to-convince-your-team-to-use-and-love-coschedule-1.png?w=3840&q=75\"\/)
<\/span>Your team needed a solution to help organize your marketing projects, processes, & team. Lucky for you, you\u2019ve found the perfect solution – CoSchedule Marketing Suite.<\/a><\/p>\nBut now comes the hard part: helping your team successfully adopt your new software.<\/p>\n
This blog post is packed with actionable tips to help your team adopt this new software in no time.<\/p>\n
By the end of this post, you will be equipped with a plan to help you sell your team on using CoSchedule Marketing Suite for the long run.<\/p>\n
Part 1: Become The Expert<\/p>\n
To convince your team that this tool is the answer, you will need to become an expert in everything CoSchedule Marketing Suite offers.<\/p>\n
Humans are naturally adverse to change<\/a>,\u00a0so you will most likely encounter resistance when presenting this tool.<\/p>\n This is where your expertise in Marketing Suite will come in handy. Your team will respond with questions, and you\u2019ll know how to answer them.\n<\/p><\/div>\n One of the first questions you\u2019ll get is, \u201cWhy are we switching to CoSchedule Marketing Suite?\u201d<\/p>\n There\u2019s a tool problem with marketers, and it\u2019s called makeshift marketing<\/a>. Organizations are getting stuck using multiple different tools that don\u2019t work well together.<\/p>\n Highlight the frustrations and challenges with your current tool stack. Why is this approach so painful?<\/p>\n
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\n<\/ul>\n CoSchedule Marketing Suite is the tool that will ease all of this pain. Show your team how it will help them do more marketing in less time. With a user-friendly calendar, your team can visualize your entire marketing strategy in real time.<\/p>\n You can also quickly export your existing project data from another tool with a bulk-import<\/a>\u00a0to make the transition a breeze.\n<\/div>\n Like many other marketing teams, you\u2019ve probably tried planning your work using spreadsheets or a multitude of other project management software. This often leads to missed deadlines, outdated documents, broken workflows, roadblocks, wasted time, and lower-quality work.<\/p>\n You and your team have tried to be proactive planners, but the tools in your arsenal limit your capabilities.<\/p>\n When you plan ahead with CoSchedule Marketing Suite, you can ensure your entire team has enough work<\/strong>, enough time<\/strong>, and enough flexibility<\/strong>\u00a0to successfully execute project requests alongside campaigns.<\/p>\n Marketing Suite\u2019s robust task management tools<\/a>\u00a0will help you manage your team and their projects. These capabilities will help you develop a high-performance team that completes projects on time by balancing the predictability and flexibility of their work.<\/p>\n Now, let\u2019s look at the features that will help you achieve all these things.<\/p>\n Manage Team Resources With Ease<\/strong><\/p>\n The Team Management Dashboard<\/a>\u00a0allows you to easily delegate, assign, & reassign work to manage your team\u2019s priorities effectively.
This view gives managers visibility into what you and your team are doing this week (and beyond). At a glance, you can check in to see how employees are handling their workloads. This helps you prevent overloading your team when things are busy while keeping them productive when work is light.<\/p>\n Work Management <\/strong><\/p>\n One of the best ways Marketing Suite is great for your team is that it sets up every employee for success. They will consistently be focused on the right work at the right time.<\/p>\n Each team member can easily see to-do lists and upcoming tasks with the Home Dashboard<\/a>. This gives your team clear timelines & due dates so that they meet deadlines every time.
Say goodbye to roadblocks in your marketing process. With Marketing Suite, your entire team can spend less time on project handoffs and following up for project approvals.<\/p>\n Apply Task Rules<\/a>\u00a0to build out intelligent triggers that seamlessly move your projects through each stage of your team’s workflow. Add required approvals for compliance and legal review to ensure every project meets industry and company standards before publishing.<\/p>\n Apply Repeatable Workflows In Seconds <\/strong><\/p>\n If your employees need to get a new project moving forward, you can automatically assign tasks in seconds.<\/p>\n Instead of manually adding and updating tasks for recurring projects like blog posts, social campaigns, email newsletters, or monthly performance reports. Use Task Templates<\/a>\u00a0to map out reusable workflows to intelligently assign tasks with relative due dates to ensure projects get completed on time.<\/p>\n Stay Flexible When Plans Change <\/strong><\/p>\n Your entire marketing team knows that priorities can change in a second.<\/p>\n Highlight how easy it is to pivot using Marketing Suite. Marketing Suite makes rescheduling flexible with automated workflows and rescheduling features<\/a>.\n<\/div>\n Simply drag and drop projects to their new publish date, and all the connected tasks and projects will reschedule along with it.\n<\/p><\/div>\n Communication is obviously important, but what if you could eliminate unnecessary communication that slows down productivity?<\/p>\n Communication is only a good thing when it\u2019s effective. Right now, your team is probably commonly confused about their tasks and projects. So what do they do? They drop by your desk to ask questions, send emails that won\u2019t get replied to, or waste time trying to figure it out themselves.<\/p>\n Questions are great for clearing up confusion. But what if we eliminated that confusion in the first place?<\/p>\n Demonstrate how your team can eliminate this confusion by providing team members with all the information and resources needed to succeed.<\/p>\n Working on projects together is increasingly easy with the discussion tab and functionality within projects.<\/p>\n Discussions<\/a>\u00a0are available in projects and are a great way to collaborate. You can also share files directly in a discussion, like images, new text changes, or any document that pertains to the project.<\/p>\n This way, anyone working on the project can jump in and have everything they need to do their work.<\/p>\n Have team members that work with stakeholders, vendors, agency partners, or leadership?<\/p>\n Marketing Suite allows you to share a read-only version of your calendar, a filtered calendar view, or an individual project.<\/p>\n Read-Only Views<\/a>\u00a0are valuable if you need to:<\/p>\n
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\n<\/ul>\n The custom-filtered views of your calendar are interactive, update in real-time, and give stakeholders the details they want.<\/p>\n Instead of spending time replying to emails or following up with updates, you can provide stakeholders with a read-only link, so they can check in on progress any time they want.\n<\/p><\/div>\n
Even better, all of your assets and final deliverables can be stored in the Asset Organizer.<\/p>\n The Asset Organizer<\/a>\u00a0is a digital asset management software where your team can store, index, and share your content.<\/p>\n The Asset Organizer will ensure your team never loses track of assets. Instead of assets being scattered across multiple tools, they are easily accessible in one place.<\/p>\n Quickly Find The Files You Need To Get Work Done<\/strong><\/p>\n Use labels<\/a>\u00a0and tags<\/a>\u00a0to organize assets by topic, team, or audience. Your team will find the files they need in just a few clicks instead of scouring their entire computer. Your team creates incredible marketing assets; shouldn\u2019t you be able to find them?<\/p>\n Maintain Control Over Brand Assets <\/strong><\/p>\n Easily update existing resources and keep track of previous versions so they aren\u2019t lost forever. A content audit<\/a>\u00a0will help ensure that all your files, content, and design are up to date.<\/p>\n Share Project Deliverables With Stakeholders<\/strong><\/p>\n Give stakeholders and internal teams secure, direct access to the content you create for them. Securely share folders and specific files using custom sharing links. Your team can easily replace outdated files as you make updates, so everyone has the most recent versions.<\/p>\n However, you have multiple social media platforms, and keeping up is becoming increasingly difficult.<\/p>\n These next tools are for your team members that work on social media strategy.<\/p>\n Trying to manage your social media presence can sometimes feel like repetitive busywork. Switching in and out of social profiles to manually post singular messages is a tedious and unnecessary task.<\/p>\n Even more, tracking your social media publishing in a spreadsheet isn\u2019t sufficient anymore.<\/p>\n It\u2019s time to accelerate\u00a0your social media strategy by simplifying these painstaking processes.<\/p>\n Marketing Suite centralizes your social strategy, so you can create more messages, publish them at the right time, and prove the value of social media to stakeholders.<\/p>\n Write, schedule, and publish all your social messages in the same place. Having it on a unified calendar makes it easy to visualize your entire social media strategy and align it with company goals.<\/p>\n Social Campaign<\/strong><\/p>\n A Social Campaign<\/a>\u00a0allows you to create, organize, and track multiple messages. You no longer need to go in and out of different social profiles. Instead, you can write, schedule, and post to your social profiles with just a few clicks.<\/p>\n Stay in control of your social media strategy by seeing exactly where posts are going and when.<\/p>\n When creating social messages, you have direct access to a built-in social message optimizer that helps you write more engaging social messages.<\/p>\n Social Templates<\/strong><\/p>\n With Social Templates<\/a>, your team can create the perfect social sharing plan, fine-tune your messages, and apply a reusable template to any content or social media campaign.<\/p>\n Benefits of social templates:<\/p>\n
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\n<\/ol>\n<\/div>\n<\/div>\n Wouldn\u2019t it be nice to drive more traffic, boost engagement, and have an awesome social media presence while doing no work at all? ReQueue<\/a>\u00a0does all the work for you so you can spend time on other, non-tedious tasks.<\/p>\n ReQueue\u00a0is a social media automation tool that automatically reshares your best social messages for you, so you can get more results from social media with less effort.<\/p>\n Your social media strategist can find your best evergreen content and add it to ReQueue to get more leverage out of the social messages your audience already loves weeks, months, and even years down the road – with zero manual effort to fill your social media calendar.\n<\/p><\/div>\n You know measuring success<\/a>\u00a0is essential to any campaign or project. However, presenting this information effectively to stakeholders and higher-ups can be difficult. Tracking projects, campaigns, & status updates can take forever to put together manually.
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\n<\/ul>\n Best of all, you can export these reports and send them directly to anyone requesting them.<\/p>\n Convince Your Team<\/p>\n Hooray! You are now equipped with some bullet-proof talking points on why CoSchedule Marketing Suite is the perfect solution for your team. Your team cares about one thing: how will this make my life easier? You COULD spit out facts about how much more organized and effective the team will be\u2026 but let\u2019s save that for when you try to convince your boss. The individuals within your team care about those things too, but they ultimately want to know if this change will make their lives easier or harder.<\/p>\n Therefore, your presentation will revolve around how CoSchedule Marketing Suite will benefit the team collectively and individually.\n<\/p><\/div>\n You\u2019ve already learned about all the benefits; now, let\u2019s align those benefits with the problems your team hates.<\/p>\n Your team will love Marketing Suite if it makes their lives easier and solves their problems. So ask yourself, how will this solve a problem for them? Think about all the times you\u2019ve heard disgruntled co-workers complaining about certain things.<\/p>\n Here are some examples:<\/p>\n
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\n<\/ul>\n Identify your team\u2019s problems and align the solutions you\u2019ve learned from this post.<\/p>\n Once you feel completely prepped, create a meeting with everyone who will be impacted by the new tool.<\/p>\n If you\u2019re actively in the Sales Process, your Sales Exec will provide you with a pitch deck to get your team on board. Share this during the meeting, and be ready to answer any questions they may have about CoSchedule Marketing Suite.<\/p>\n Remember, people are naturally adverse to change, so you will get pushback at some point. Here are common reasons why your team may resist adopting Marketing Suite:<\/p>\n
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\n<\/ol>\n These are the underlying reasons which will lead to team members objecting to change.<\/p>\n Make sure to predict objections and prepare for how you will refute them.<\/p>\n Now, it\u2019s time to implement the tool you\u2019ve worked so hard for.<\/p>\n CoSchedule works hard to make the onboarding process as simple and painless as possible; so that your team can start finding value immediately.<\/p>\n The Customer Success\u00a0Team at CoSchedule will take you through our proven onboarding process. During onboarding, your CSM will help you set up your Calendar and train your entire team on your new CoSchedule Marketing Suite quickly and effectively.<\/p>\n Your team will get a Customer Success Manager available for ongoing training and support whenever you need it.<\/p>\n Your CSM will provide:<\/p>\n
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\n<\/ul>\n In addition, everyone on your team will have access to on-demand training courses<\/a>\u00a0and guides<\/a>. Teams that sign up for Marketing Suite successfully onboard their entire team in 60 days or less.<\/p>\n Plus, if you already have projects and content in a different platform, you can bulk import<\/a>\u00a0this content to your Marketing Calendar. This speeds up timelines as you transition to Marketing Suite.<\/p>\n Haven\u2019t scheduled a demo of Marketing Suite yet? Schedule a free demo with a CoSchedule<\/a><\/span>\u00a0expert.<\/div>\n<\/div>\nHighlight 1: Consolidation (AKA Your One-Stop Marketing Shop)<\/h2>\n
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\nThere will be no more disconnected workflows. No more digging through an endless amount of open tabs. Your team\u2019s projects, assets, communication, deadlines, tasks, & details are in one place.
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\nIn addition, your team can still use your go-to tools with integrations<\/a>\u00a0like WordPress, Google Analytics, MailChimp, Google Drive, Microsoft Office, social media platforms, and much more.<\/p>\nHighlight 2: Plan Your Work To Improve Productivity<\/h2>\n
![\"CoSchedule](\"https:\/\/media.coschedule.com\/uploads\/2019\/03\/Blog_How-to-convince-your-team-to-use-and-love-coschedule_inline1.png?w=3840&q=75\"\/)
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\n![\"The](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/team-management-dashboard.png?w=3840&q=75\"\/)
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\nThis home view makes it easy to understand their priorities and get real-time updates on communication-related to their work-in-progress via notifications.
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\nAutomate Complex Processes<\/strong><\/p>\n![\"Task](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/task-rules-marketing-suite.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"Task](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/task-templates.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"Easily](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/rescheduling-features.png?w=3840&q=75\"\/)
<\/span><\/h3>\nHighlight 3: Easily Communicate With Your Team & Stakeholders<\/h2>\n
![\"Quote](\"https:\/\/media.coschedule.com\/uploads\/2019\/03\/Blog_How-to-convince-your-team-to-use-and-love-coschedule_inline2.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"You](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/discussion-blog-post.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"Read](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/read-only-marketing-suite.png?w=3840&q=75\"\/)
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![\"Quote](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/bri-gore-social.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"You](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/custom-filtered-view.png?w=3840&q=75\"\/)
<\/span><\/p>\nHighlight 4: Easily Find And Share Projects Or Files<\/h2>\n
\nWhen we say, \u201cBring together all your projects, processes, & team into one place,\u201d we mean it.
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\nRight now, essential aspects of your projects are scattered throughout multiple tools. Your team works on so many projects that half the time, they don\u2019t even remember where certain things are.
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\nEven worse, only certain people know where these project assets are, so it\u2019s impossible to find them if you haven\u2019t worked on them since day one.
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\nLet\u2019s not forget your team’s frustration when a file is saved locally instead of on a shared team drive.
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\nIn Marketing Suite, your Projects combine all your processes and assets into one area so there\u2019s no confusion. There is no need to dig through old messages or email threads to find \u201cthat one thing\u201d that will help you complete your project.
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\nUtilize project attachments<\/a>\u00a0to stay organized, find the correct files fast, and keep your projects on track. That way, people working on a project will have all the resources they need in one place.<\/p>\n![\"See](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/attachments-newsletter.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"View](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/asset-organizer-1.png?w=3840&q=75\"\/)
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<\/span><\/p>\n![\"An](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/stakeholder-custom-links-1.png?w=3840&q=75\"\/)
<\/span>\n<\/div>\n![\"View](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/marketing-suite.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"A](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/social-campaign.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\"Example](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/social-messages.png?w=3840&q=75\"\/)
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ReQueue<\/h4>\n
![\"The](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/reque-benefits.png?w=3840&q=75\"\/)
<\/span><\/p>\nHighlight 6: Prove The Value Of Your Work<\/h2>\n
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\nIf you have team members that spend time putting together presentations or reports for stakeholders, these reports are for you!
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\nMarketing Suite compiles these reports for you, so you don\u2019t need to spend hours collecting, analyzing, and organizing data.
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\nProject Reports<\/a>\u00a0& Campaign Reports<\/a>\u00a0can help your marketing team:<\/p>\n
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![\"View](\"https:\/\/media.coschedule.com\/uploads\/2023\/05\/marketing-suite-analytics.png?w=3840&q=75\"\/)
<\/span><\/p>\n![\""when](\"https:\/\/media.coschedule.com\/uploads\/2019\/03\/Blog_How-to-convince-your-team-to-use-and-love-coschedule_inline2-copy.png?w=3840&q=75\"\/)
<\/span><\/p>\nHighlight The Benefits<\/h2>\n
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![\"CoSchedule](\"https:\/\/media.coschedule.com\/uploads\/2019\/03\/Blog_How-to-convince-your-team-to-use-and-love-coschedule_inline2-copy-2.png?w=3840&q=75\"\/)
<\/span><\/p>\n<\/div>\nShare With The Rest Of Your Team<\/h2>\n
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![\"CoSchedule](\"https:\/\/media.coschedule.com\/uploads\/2019\/03\/Blog_How-to-convince-your-team-to-use-and-love-coschedule.png?w=3840&q=75\"\/)
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