Customer Experience Matrix

SEPTEMBER 16, 2010

Summary: I've posted a list of nearly 200 RFP questions that I hope many people will adopt to their own needs. Death, taxes and RFPs. In my on-going humble efforts to serve the industry, I’ve posted nearly 200 detailed questions that could serve as the backbone for many RFPs. If it's used widely, buyers and vendors both benefit.

RFP 120

RFP Marketing Automation Services Marketing Automation Automation 120

Customer Experience Matrix

OCTOBER 7, 2018

(This comes from vendors who are now receiving many poorly written CDP RFPs.) These questions are intertwined: use cases determine the capabilities users need; requirements are the heart of an RFP, and finding which vendors have which capabilities is the goal of vendor selection. Since it exists, you can leave it out of the RFP.

RFP 266

RFP Generation Vendors Ad Building 266

Customer Experience Matrix

NOVEMBER 15, 2011

19% of buyers do a formal needs assessment and Request for Proposal (RFP). Maybe some are just skipping the RFP, which isn't always needed. Software-as-a-Service makes it possible for marketers to purchase and deploy a marketing automation system without help from IT, but that doesn’t make it a good idea.

Marketing Automation Services 120

Marketing Automation Services Marketing Automation RFP Automation 120

Customer Experience Matrix

JANUARY 26, 2007

The traditional process for selecting software involves gathering requirements, embedding these in a Request for Proposal, sending the RFP to qualified vendors, and making a decision based on the replies. As someone who has written dozens of RFPs over the years, I sometimes think I should feel defensive about these criticisms.

RFP 120

RFP Vendors Marketing Proposals Sales Qualified Leads 120

Customer Experience Matrix

DECEMBER 27, 2010

I’ve finally had time to work up the vendor scores based on the 150+ RFP questions I distributed back in September. Summary: The first of three posts describing my new scoring system for B2B marketing automation vendors. The result will be one of those industry landscape charts that analysts seem pretty much obliged to produce.

Marketing Automation Services 120

Marketing Automation Services Lead Scoring Lead Ranking Vendors 120

Customer Experience Matrix

SEPTEMBER 23, 2010

Reminder: you can upload the 150+ questions for your own RFP from www.raabguide.com.) But larger firms need to be efficient too: so expect all marketing automation systems to eventually expand in similar ways. The replies are rolling in from the survey of vendor features that I mentioned last week.

Marketing Automation Services 120

Marketing Automation Services Small Business Marketing Marketing Management Marketing Automation 120