You've found this ✨amazing✨ software that’s going to make your work life easier, boost your productivity, and take your work quality to the next level, but your manager just isn’t as keen as you are.
Maybe that’s because:
- They don’t use the same tools as you do.
- Maybe they don’t understand the specifics of your role.
- They’re hesitant about spending the cash.
So, how are you going to make a case for this piece of tech you need?
🚦Don’t worry, we've made a handy guide to help you get that green light and secure the resources you need. Hooray! 🎉
Understand the tool’s value and benefits ⚖️
- Research: Find out the tool's features and benefits, and how it can solve the problems you're facing.
- Evidence: Look for case studies, testimonials, or stats that show the tool’s effectiveness. “30% of sales cycles will be managed through digital sales rooms by 2026—we need trumpet🎺 to stay ahead of the game.”
- Identify Pain Points: Clearly define the challenges you are currently experiencing that the tool would help fix.
Why it’s important: Having a thorough understanding of the tool will help you present a well-rounded case and answer any questions your manager may have.
2. Think in terms of business value 💰
- Focus on ROI: Highlight how the tool will lead to cost savings, increased efficiency, or improved results. E.g. “This tool could save us 5 hours a week, which translates to 20% more productivity!” 🎉
- Align with Goals: Show how the tool aligns with the company’s goals.
Why it’s important: By linking the tool to business outcomes, you make a stronger case.
3. Prepare a persuasive presentation
- Benefits Overview: Summarise the key benefits.
- Cost-Benefit Analysis: Include a comparison of the tool’s cost versus the potential gains.
Why it’s important: If it’s a big financial investment, a well-prepared presentation can make your request more professional and easier for your manager to consider.
4. Address potential concerns- stay ahead of the game! ⚽
- There might be kickback: Be ready to discuss budget constraints.
- Training: Assure your manager that you plan to integrate the tool without disrupting current workflows.
- Testimonials: Need some reassurance? Show some testimonials from others who have successfully implemented the tool. ⭐
5. Suggest a trial run - We love a freebie!
- If there’s a free trial, use it: Recommend starting with a trial or pilot phase before making a full commitment.
- Set Clear Goals: Define how you will measure the trial's success.
Why It’s Important: It’s a practical way to prove the tool’s benefits without a significant upfront investment.
6. Seek support from colleagues
- Part of a team? Find your allies: If you’re not the only one who would find it useful -share it with the team! Stronger in numbers! 👩🏽
7. The flexible role (We get that isn’t for everyone)
- Tag them in a post.
- Drop them a message. “Trumpet🎺 looks great, and it can save our sales cycle time by 28%. Can we get signed up?”
- Forward them the website— It's direct, we like it.
👍 A thumbs up is the green light. 🚦
A well-reasoned request not only increases your chances of approval but also shows your proactive approach to improving your work environment. Businesses love to see this!
![How to Get Started with Buyer Enablement [WITH EXAMPLES]](https://cdn.prod.website-files.com/65cf4fecbed2754c2236665d/65cf4fecbed2754c22366bdb_65a5af83e742f76e34ce06f3_Customer%2520Onboarding%2520_%2520Everything%2520you%2520need%2520(2).png)
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