TrustRadius Marketing

JANUARY 15, 2020

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. RFI Template for Email Platforms. Download a free copy of the email platform RFI template here. How an RFI helps.

RFI 52

RFI Marketing Automation Services Template Work Management 52

Martech

NOVEMBER 20, 2023

RFI/RFP Process: Decide whether you need to engage in a formal Request for Information (RFI) or Request for Proposal (RFP) process. This is a personal preference, but ensure that each vendor receives the same list of capabilities for fair comparison. This research will help you narrow down your list of potential vendors.

Enterprise Management 117

Enterprise Management Marketing Management RFI RFP 117

Martech

FEBRUARY 2, 2023

Finally, decide whether or not you need to engage in a formal RFI/RFP process. What kind of professional services are available? Make sure that the person you’ve been referred to is a primary user of the platform. How responsive is customer service? This is an individual preference. And how much do they cost?

Marketing Automation Services 109

Marketing Automation Services Enterprise Management Work Management Marketing Management 109

Martech

JANUARY 21, 2022

ABM enables marketers to focus their efforts on accounts with the greatest ROI potential through insightful and personalized marketing programs. Decide whether or not you need to engage in a formal RFI/RFP process. Are professional services or support available for our transition to ABM? 24/7 vs. 8/5)?

Account Based Marketing 120

Account Based Marketing Marketing Automation Services Marketing Management Vendors 120

Martech

JUNE 17, 2022

Decide whether or not you need to engage in a formal RFI/RFP process. personalized email or ad campaign execution)? Do you provide a self-service option in which we can manage identity data? What kind of professional services are available? Make a list of the vendors that meet your criteria. CRMs , DSPs , CDPs )?

Enterprise Management 112

Enterprise Management Work Management Marketing Management Vendors 112

Martech

JANUARY 6, 2022

Decide whether or not you need to engage in a formal RFI/RFP process. personalized email or ad campaign execution)? Do you provide a self-service option in which we can manage identity data? What kind of professional services are available? Narrow your list down to those vendors that meet your criteria.

Enterprise Management 115

Enterprise Management Work Management Marketing Management Vendors 115

Martech

JULY 26, 2022

Decide whether or not you need to engage in a formal RFI/RFP process. Other questions to ask each vendor depending on the type of services they provide include: Data gathering. Are real-time or near real-time personalized or segmented campaigns feasible? Do you provide professional services or support for our transition?

Enterprise Management 90

Enterprise Management Marketing Management Vendors RFP 90