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Email Platform Requirements & RFI Template for Buyers

TrustRadius Marketing

The templates in this post will give you a head start on formulating your requirements and your questions for vendors. 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.

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20 questions to ask marketing automation vendors during a demo

Martech

To start, set up demos with your shortlist of vendors within a relatively short timeframe after receiving the RFP responses to help make relevant comparisons. Does the vendor seem to understand our business and our marketing needs? Does the vendor seem to understand our business and our marketing needs? Click here to download!

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24 questions to ask identity resolution vendors during a demo

Martech

For starters, once you have determined that enterprise identity resolution software makes sense for your business, spend time researching individual vendors and their capabilities by doing the following: Create and prioritize your list of identity resolution use cases, from essential to not necessary. Why it’s hot now.

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24 questions to ask ABM vendors before signing the contract

Martech

Once you’ve gone through the checklist to determine if you need — and are ready for — an ABM solution, the next step is to identify and contact vendors. Your vendor shortlist. For example, if enriching your ICPs with deeper technographic data is important, be sure to ask about it during vendor interviews and demos.

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23 questions to ask identity resolution vendors during a demo

Martech

Many of the vendors profiled in this report also provide blogs, e-books and interactive tools that can help. Narrow your list down to those vendors that meet your criteria. Decide whether or not you need to engage in a formal RFI/RFP process. Decide whether or not you need to engage in a formal RFI/RFP process.

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Digital events platforms: Best of the Bot

Martech

This will help you avoid choosing a vendor that doesn’t offer the critical features you need. This research will help you narrow down your list of potential vendors. RFI/RFP Process: Decide whether you need to engage in a formal Request for Information (RFI) or Request for Proposal (RFP) process.

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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. Completing this research will better prepare you for when the time comes to select a specific vendor. Narrow your list to those vendors that meet your criteria.