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Email Platform Requirements & RFI Template for Buyers

TrustRadius Marketing

It covers: User requirements Volume requirements Tracking/Forms requirements Email functionality requirements API requirements Reporting requirements Integration requirements Customer support requirements Testing environment requirements WYSIWYG editor requirements SLA requirements Workflow/Segmentation requirements. How an RFI helps.

RFI 52
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Digital events platforms: Best of the Bot

Martech

RFI/RFP Process: Decide whether you need to engage in a formal Request for Information (RFI) or Request for Proposal (RFP) process. Training and Support: Inquire about the training required to use the software and the available customer support. This research will help you narrow down your list of potential vendors.

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The Straightforward Guide to RFIs

Hubspot

In many cases, that research will start with a Request for Information (RFI). Not sure what an RFI is? What does RFI mean? An RFI or Request for Information is an educational tool used by procurement teams to understand the options available for solving a problem or completing a task. RFI vs RFP.

RFI 80
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Questions to ask vendors before buying a customer journey orchestration solution

Martech

Once you have determined that customer journey orchestration (CJO) software makes sense for your business , spend time researching individual vendors and their capabilities. Researching customer journey orchestration. Decide whether or not you need to engage in a formal RFI/RFP process. Training and customer support.

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20 questions to ask marketing automation vendors during a demo

Martech

Do current customers utilize the full functionality? How do you protect and secure customer data? Don’t hesitate to ask for a demonstration of the specific capabilities that you have identified in your RFI/RFP. How do I maximize adoption in my organization? Will we have a dedicated account rep available to us? a free trial)?

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Questions to ask about conversion optimization platforms

Martech

Finally, decide whether or not you need to engage in a formal RFI/RFP process. What kind of customer support is included? Questions for other companies using the technology Before deciding on a vendor, take the time to speak with several customer references, preferably individuals in a business similar to yours. If so, how much?

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24 questions to ask account-based marketing vendors during a demo

Martech

Decide whether or not you need to engage in a formal RFI/RFP process. If not, is an API available for custom system integrations? Training and customer support: How much training will we need to use the software, and what kind of training is available? What level of customer support is offered, and when is it available (i.e.,