Streamlining Your Marketing Workflow: Essential Tools for Efficiency

Imagine launching a marketing campaign without a hitch: every task on schedule, every team member in sync, and every strategy optimized for impact. This level of efficiency isn’t just a pipe dream; it’s achievable with the right organizational tools and strategies.

For businesses in dynamic sectors like home building and service-based industries, where competition is fierce and the landscape constantly evolves, these tools aren’t just helpful—they’re crucial. When we rush into campaigns, we often drop balls, and that can be the difference between a prospect developing a connection with your competitor instead of you.

Fortunately, good planning combined with essential tools and techniques can empower both outsourced and in-house marketing teams to execute flawless campaigns, ensuring your marketing operates like a well-oiled machine.


Master the Art of Advance Planning

One of the benefits of small businesses is the ability to pivot and move quickly as new technology comes along or your team comes up with a home-run offer. (“Small business” in this context is any business with fewer than 500 employees, according to the SBA, and less than $45M in turnover for the home building industry.) This can be a superpower, but it can lead to rushing into a campaign to get there before the competition.

Mastering the art of advance planning for your marketing does not mean you have to move at a snail’s pace. It does, however, mean that you need to be methodical about how you plan to execute a campaign and, ideally, have a template for your strategic plan you can plug-and-play with each new idea and offer.

At Shared Drive, we advise our clients to start planning for major events and campaigns 60-90 days in advance. This not only ensures you have time to work out any unforeseen challenges but also gives you a strategic advantage, as you have ample time to refine your approach based on evolving market insights and testing.


Our Essential Tools for Project Management & Communication

Optimize Workflow with Asana

Whether you’ve got a one-person marketing team or a team of twenty, Asana is our go-to recommendation as a task management tool. We use it at Shared Drive to organize tasks, delegate, track progress, and ensure all deadlines are met both in-house and for our clients.

For many of our clients, this can be as simple as integrating us into your Asana setup so we can assign and be assigned, so we can manage and oversee your marketing tasks directly, ensuring that every piece of your marketing puzzle is placed correctly and on schedule.

While we love Asana for us and our clients, there are other similar tools (Monday.com, Trello, Clickup, Basecamp, and so on) that will integrate seamlessly into your processes and ensure that each campaign element progresses smoothly from concept to execution.


Streamline Communication with Slack

When it comes to marketing, every detail counts, and every miscommunication can be a setback. While emails are beneficial and there are various instant messaging apps your team may use to talk to one another in real time, we’ve found that Slack is the best communication tool for our business and for communication when we’re working with clients.

Slack gives you a digital space for instantaneous dialogue, brainstorming, and decision-making. You can create channels (each dedicated chat space) for each team, topic, or collaboration. Better still, it’s not insular – you can work with other businesses within your Slack channels.

When our clients include us in their Slack channels, they ensure that their outsourced marketing team is just a message away, ready to receive feedback or provide updates. This continuous, transparent communication fosters a dynamic collaboration environment, crucial for adapting quickly to new information and reducing back-and-forth communication time.


Leverage Your CRM for Precision Marketing

A Customer Relationship Management (CRM) system is not merely a tool for tracking sales—it’s a powerhouse for marketing intelligence. Integrating your CRM with your marketing strategy allows you to harness detailed customer data, tailoring your campaigns for maximum relevance and impact. Beyond personalization, your CRM can serve as an operational hub for automating marketing tasks and tracking campaign progress, providing a panoramic view of your marketing effectiveness and facilitating data-driven adjustments.


Conduct Monthly Marketing Audits

The dynamic nature of marketing demands not only proactive strategy but also reactive adaptability. Monthly audits are vital, serving as a diagnostic tool that reviews the health and outcome of your marketing activities. These audits assess task completion, measure campaign ROI, and ensure strategic alignment with your overall business goals. By regularly scrutinizing your marketing efforts, you can identify opportunities for optimization, redirect resources more effectively, and keep your strategy agile in a fluctuating market landscape.


Your Path to Unmatched Marketing Efficiency

Achieving and maintaining marketing efficiency is an ongoing challenge that requires the right tools and a strategic mindset. Tools like Asana and Slack facilitate flawless operational flow, while CRM systems provide the analytical backbone necessary for targeted marketing efforts.

At Shared Drive, we specialize in harnessing these tools to not only streamline your marketing operations but also amplify their effectiveness. Whether you’re steering the marketing ship yourself or collaborating with our expert team, embracing these practices and tools will transform your marketing approach and ensure you stay ahead in the competitive race.

You don’t have to figure this out alone – we’re here to help. Whether you want to lean on us to outsource your marketing, simply need some advice, or want us to help you implement a CRM that is entirely tailored to your needs, we’d love to help you get ahead.


Written By

Sarah Haynes

Shared Drive | CMO