How to streamline martech stack management using AirTable, Make and Slack

Keeping up with shiny new tools is one of the most demanding jobs of marketing professionals in the age of AI. 

• How do we keep up?
• How do we keep track?
• How do we keep our budget in check?
• How do we keep our sanity?

While there is no one-size-fits-all approach to managing martech in an age where the new tool spigot is wide open, one thing is obvious: If you don’t have a really good, easy-to-use system for evaluating, collaborating, deploying and managing your martech stack, you’re already falling way behind. 

But don’t stress out. I’ve got a solution for you.

This practical tutorial will introduce you to five tools that will help you manage the thousands of other tools you and your team are being inundated with. 

Why build a martech tracking system?

The great news about all the new tools hitting the market is that we can build an easy system to help us keep track of our stack. Here’s a snapshot of the benefits of a martech tracking system.

Organization

Putting a system in place helps your brain by storing less information. Organizing gives your brain the space to pay attention to the more critical parts of your job, without having to remember “that one tool we saw last week.”

Collaboration

Having a martech tracking system empowers your team to collaborate and give their input. It also gives your team visibility into your internal decision-making matrix so they know there is a method behind the madness of implementing new marketing technology.

Evaluation

Defining your stakeholder needs and keeping a central “fact sheet” of various tools under consideration will help you make logical decisions and keep everyone aligned with the adoption criteria.

Documentation

Keeping a documented system helps tremendously with onboarding new employees and also reduces the amount of time wasted on hunting down “that one tool that the web team likes.” Documenting the details of your martech stack keeps everyone on the same page and streamlines our decision-making process.

Dig deeper: How to effectively delegate tasks and manage projects

Key takeaways

After watching the video and seeing how Slack, AirTable, Make and AI create a robust system to manage your tech stack, what are your takeaways?

Here are a few to consider if you’re interested in creating your system:

• An organized system is key to your martech success. Take 60 minutes in the next few days to implement a system like the one shown here and see the benefits.
• Having a powerful “second brain” to house your technology solutions opens up a whole new way to collaborate with your team and stakeholders.
• Don’t try to reinvent the wheel. Use the resources shown in the video and jumpstart your martech system in just a few minutes.

Additional resources

• AirTable template access and Make.com blueprints access (Download required)

Dig deeper: Unifying projects and products: The power of program management in martech

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