How to pick the *right* social media monitoring tool for you

by Antonia on February 28, 2011

I’ve been working for a few weeks now and one of my tasks was to find a social media monitoring tool that we can use to monitor online activity for our clients. Easy peasy, right? Yah, I wish. It’s not as easy peasy as I would have liked it to be. It doesn’t start with picking a tool that has pretty colours and ends with actually understanding what it does, although that is of course part of it. Over the last few weeks I’ve spent countless hours on demos, trials and on the phone to account representatives.

To be totally honest, I was pretty clueless in the beginning. I mean lets face it, most people are when it comes to social media monitoring and even after all of those hours I only understand a fraction of this side of social media. And you can imagine how frustrating that is for someone who’d like to know it all but never really does. So, before boring you to sleep, here’s a short guide on how to choose a social media monitoring tool. For dummies. Like me.

What do you need to achieve with the tool? What questions are you trying to answer?

If you are at this stage, trust me, you are a long way from typing “social media monitoring tool” into Google. I mean, yes you can of course, but it’s not going to get you anywhere because every single tool is different. Every tool does something different. Some of them do it all. Some of them do a fraction of what you need them to do. So what are the questions you need the tool to answer?

  • What are people saying about me and my product/service online?
  • Where do they say it?
  • Who says it?
  • How do I measure up to the competition?
  • How do people talk about my industry and who influences who?

There’s an endless amount of questions you can ask. The question is, are those the questions you should be asking to get the results you truly need? So before you rush things, take a step back, do some brainstorming, start a list, narrow down the list.. You see where I’m going with this, don’t you? In short, make sure you know what you want from a tool.

What types of information do you need?

This one goes hand in hand with the first one and yet I thought it may be worth pointing out because not every tool will allow you to narrow down your results by country, language, demographics, etc. Another question you need to answer is how specific you need to be. Region? State? Country? Continent? Do you want to know if the writer of the content is male or female? Sentiment? Do you need to know whether the result is positive or negative? For sure helpful. Do however note that measuring sentiment is very difficult and the results are not always accurate which leads me to the next point. Do you want to be able to change the sentiment, influencing the results in the long-term?

Who will be responsible for the monitoring? How will you handle the monitoring?

I’ve tested a lot of tools and some are more difficult to use than others. This is an important question to be asking yourself because if you have someone do the monitoring who doesn’t know a lot about search or is generally not very computer savvy (you never know!) you need a tool that is easy to use. And some of them aren’t even though their account representatives like to say otherwise.

Additionally, you need to find out how easy it is to assign someone to a mention within the tool, how easy/difficult it is to pull a report, and how much control you have over queries and tags. Do you even want the control? (Note: The more control you have over the tool the less trouble you are going to have when you need to change something quickly!)

Price. Price. AND Price.

You wouldn’t think that this is an issue but boy oh boy some of those tools are expensive. Sometimes you’ll ask yourself how they even justify such an enormous price. Pricing models are usually different from tool to tool. Some depend on volume. Some on logins. Some on queries. Some on clients. It really does make your head swirl but it’s important to know that you don’t always need to pay for a Ferrari when you can get similar results with a Cadillac. (I’m not even sure if that’s an appropriate comparison as I know F all about cars but it proves the point.)

At the end of the day, choosing the right social media monitoring tool is equal to asking and answering a whole lot of questions. Once you have answered all of those question you can start looking at monitoring tools. What I’ve done and found extremely useful along the way is to start a chart. After each demo I’d fill it in, including details about price, how easy it is to use, the functionalities of each tool, etc, etc.

I’m not saying this approach is helpful for everyone, but what it does do is give you a nice overview at the end when it actually comes down to deciding on a tool. Tip: Always ask for demos & trials. Do NOT sign anything before you haven’t worked with the tool for a little bit. That would just be foolish. You need to understand how the tool works, what it does and most importantly if you can work with it. I’ve tested a couple of tools that did exactly what I wanted them to do but they were too complex and not nice to work with.

It’s important to understand that you’ll be using your monitoring tool every day and if you don’t like it, it will make the whole process painful. Very painful. Also, there’s no shame in asking for training to make sure you are using all the features in the best possible way.

So, that’s basically how I chose a tool for our company. What about you? What do you pay attention to? Leave your thoughts/ideas in the comments. I LOVE reading them. If you have questions, please post them in the comments too. I’ll try my best to answer them.

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Hi Antonia, thanks for sharing. It's always interesting to see how people are choosing their social media monitoring tool and what their "boxes" are that need to be checked :)

Michelle, glad you liked the post. I think the "boxes" that need to be checked are different from user to user so it's very difficult to give advice on how to best choose a tool but I think guidelines always help. :)

Definitely ! I work with Synthesio which is a paid tool, but I'll be one of the first to say that trying some of the free tools is the best way to start. It helps, as well, to find others that have already tested a bunch of tools and can tell you which ones are best for what (Marshall Sponder - @webmetricsguru, Fresh Networks, and Nathan Gilliatt are a couple of great resources off of the top of my head!)
Happy monitoring :)

Great post, A. Yep, monitoring - esp when it involves looking at 'everything', influence, reach....knowing what to prioritise over what...takes crazy amounts of time to just use free tools..especially if you are looking at a high profile organization. I've never had to deal with the level of volume I'm dealing with now. I saw a Sysomos presentation and I'm def more curious now

Hassan, glad you liked the post. Using free tools is fine to a certain point but it takes up way too much time and at some point you can't really consider them free anymore, especially when they take up so much time from the employee. Sysomos is definitely worth checking out. I like that it's so easy to use and very easy to understand. However, it may not suit all your needs. But I'd definitely recommend trailling it.

We are only using their HB product in combination with some other tools. There are definitely some more sophisticated solutions on the market. In the beginning I was not fully satisfied with the accuracy of the tool, I somehow expected more from it. But I still think it is the one that most suits our requirements and the best value for money from all the tools I tested.

Peter, we also chose the HB product. I'm curious to see how accurate it is. I think it mainly comes down to the setup of queries. I agree when it comes to best value for money. Some of the others may be much more sophisticated but sadly they are also completely overpriced.

I agree that many tools are overpriced. Accuracy can definitely be improved by playing with the queries. It takes some time till you find the best way to set it up. I, for example, discovered after some weeks of use that our brand means something else in Indonesian and it biased the results considerably when comparing to competitors.

Interesting to read. I had the same dilemma a few months ago and after a thorough research decided for the same tool you did :).

Peter, that's a funny coincidence. How are you liking the tool? :)

Choosing the right tool has to be one of the most daunting tasks in social media, seriously. First of all, there are tons of them. Second, it's not even easy to actually realize what you need in first place.
Since my business isn't depending on social media in an excessive way, we have settled for a combination of paid and free tools for our SM needs, but of course I agree that for more serious situations a paid tool is the only good choice to go for.

Gabriele, I agree. We've worked with a lot of free tools and continue to do so. Sometimes they are pretty awesome but if you try and do something on a more regular basis and also more in depth, it becomes troublesome. There's only so much these tools can do.

What tool did you ultimately decide on?

Shelly, we've decided on Sysomos as it ticks all the boxes.

Hmmm, I can't replicate the problem again, either, which is weird! It was super jumbly last time, but don't worry, I was just leaving a comment in case this was an issue with the layout, etc.

What Social Media Monitoring tool did you end up going with?

Hey Brennan, thanks for pointing it out. It may have been a glitch. The blog runs on Thesis which should be compatible across all browser. Very strange.
We ended up choosing Sysomos Heartbeat as it ticks all of the boxes for us. :)

Hey again,

it's that when I opened it from twitter, the picture and the tweet and SU buttons were all jumbled, even when I maximized the window. It's fine now, though.

Cheers,

Brennan

Antonia,

You have a great site, but it doesn't display very nicely in IE8.

Good article!

Hi Brennan,

Thanks for your comment.
I've just double checked the look of the site in IE8 and it looks fine on my end? Can you tell me what is out of place?

Thanks,
Antonia

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