Training and technical support

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Integration with other tools
Just as it is important to integrate your automation tool with a CRM tool, there are other software programs that can be essential for your company.

Before making your decision, make sure the tool allows integration with other platforms and see how it works in practice. If the process is too complex or imperfect, you may need to consider another option.

Analysis and reports
What numbers are important for your business?
How will you accompany them?
Is it possible to cross-reference data from different platforms?
Does the tool automatically create graphs and comparisons?
Can you download this information and keep a data history?
All of this should influence your evaluation. If the automation tool does not provide job seekers data relevant information, it is difficult to track the performance of the actions you perform in it.


Going through an onboarding process and having easy access to technical support are essential attributes for success with your tool.

In this case, be sure to examine the duration of the training, the knowledge that will be shared, the hours of operation of the technical team and the deadline for responding to support tickets.

At the time of hiring this may not seem so relevant, but when problems arise on a day-to-day basis, you need to be sure that you will be well supported.

Total costs
In addition to everything we have already mentioned, it is inevitable to mention the costs of the tool. Some work with a fixed price for the functionalities and a variable value in relation to the number of stored contacts, while others offer packages according to the number of employees who will use the tool and the number of contacts in your database.

When evaluating your options, be sure to forecast your return on investment ( ROI ) and consider how much these values ​​increase with the growth of your company and your contact base. Trust me, this will prevent future problems!