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Email Platform Requirements & RFI Template for Buyers

TrustRadius Marketing

Here is a sample list of requirements for an organization with 1,001-5,000 employees in the Information Services industry, which is an affiliate of a company with over 10,000 employees in the Financial Services industry. RFI Template for Email Platforms. Download a free copy of the email platform RFI template here.

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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. For more detailed information and additional questions to ask, you can refer to the post on martech.org titled “ 30 questions to ask a digital events platform vendor.

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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.

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20 questions to ask marketing automation vendors during a demo

Martech

But since these systems often come with hefty price tags, it’s important to cover all of your bases when navigating the purchase or upgrade process. What is the onboarding process? Don’t hesitate to ask for a demonstration of the specific capabilities that you have identified in your RFI/RFP. Import and segment data.

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Questions to ask vendors before buying a customer journey orchestration solution

Martech

The MarTech website is a great resource for advice and information on vendors. Decide whether or not you need to engage in a formal RFI/RFP process. If you run a formal process, be sure to give the same list of capabilities to each vendor to facilitate an apples-to-apples comparison. This is an individual preference.

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24 questions to ask ABM vendors before signing the contract

Martech

There are a range of ABM technology solutions available to support this strategy, but selecting and implementing one can be a fraught and expensive process. Decide whether or not you need to engage in a formal RFI/RFP process. How easy was the set-up process and how long? Your vendor shortlist. Did the vendor help?

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24 questions to ask identity resolution vendors during a demo

Martech

Decide whether or not you need to engage in a formal RFI/RFP process. One-size-fits-all marketing doesn’t work; buyers know what information sellers should have and how they should use it. Many of the vendors profiled in this report also provide blogs, e-books and interactive tools that can help. Why it’s hot now.