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20 questions to ask marketing automation vendors during a demo

Martech

Marketing automation platforms often play a central role in marketing technology stacks, especially given the importance of email as a marketing channel. 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.

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Questions to ask about conversion optimization platforms

Martech

Of all of the different types of marketing software, conversion optimization platforms are perhaps the easiest to justify. Dig deeper: What is a conversion optimization platform? Once you’ve determined a COP makes sense for your business , spend time researching vendors and their capabilities by doing the following.

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

Martech

ABM enables marketers to focus their efforts on accounts with the greatest ROI potential through insightful and personalized marketing programs. But how do you make sure you are choosing the right platform for your organization? If you find that one vendor doesn’t offer this “must-have” capability, it’s obviously not a fit.

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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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Optimizing Event Planning: 7 Ways Event Technology Eases The Process

Marketing Insider Group

To take care of this, consider simple productivity tools like: Evernote – For notes and tasks. For complex requirements involving multiple teams, consider full-scale project management tools such as: Basecamp. You may also consider using event-specific planning software like the ones offered by Aventri and Bizzabo.

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150+ Questions for Your Marketing Automation RFP

Customer Experience Matrix

Summary: I've posted a list of nearly 200 RFP questions that I hope many people will adopt to their own needs. If it's used widely, buyers and vendors both benefit. Death, taxes and RFPs. For business software vendors, all three are equally inevitable – and it's not clear which they dislike most. So bring it on. -

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Email Platform Requirements & RFI Template for Buyers

TrustRadius Marketing

The software you use to power your email strategy makes all the difference— not only in what kinds of communication, personalization, and reporting you can set up, but also how easily you can do it. If you’re researching, evaluating, and/or implementing a new email platform, make sure you have a handle on your organization’s needs.

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