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Email Platform Requirements & RFI Template for Buyers

TrustRadius Marketing

Whether you want an email marketing tool, or a fully-fledged marketing automation system, the TrustRadius community’s insights will help you find the right email service provider (ESP) for you. The list includes all of their must-haves and a few nice-to-haves for a new email marketing or marketing automation system. How an RFI helps.

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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. Explore marketing automation solutions from vendors like Marketo, HubSpot, Salesforce and more in the full MarTech Intelligence Report on marketing automation platforms.

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

Martech

Decide whether or not you need to engage in a formal RFI/RFP process. Are native integrations with our CRM and/or marketing automation platform available, so we can utilize historical data? Narrow your list down to those vendors that meet your criteria. Does the tool provide summary and/or detailed views of account data and insights?

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Questions to ask about conversion optimization platforms

Martech

Finally, decide whether or not you need to engage in a formal RFI/RFP process. CDPs, marketing automation platforms, CRMs, DSPs, DAMs)? Submit a list of the requirements you’ve identified to each potential partner and set a timeframe for them to reply. This is an individual preference. What is involved in the set-up?

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Cleaning up the confusion in marketing ops job postings

Martech

In some cases, a posting for a marketing operations position had the typical marketing automation callouts but also covered a whole host of other disciplines ranging from analytics to UI/UX design to technical strategy. There were also marketing technology positions that were almost exclusively marketing automation and CRM administration.

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24 questions to ask ABM vendors before signing the contract

Martech

Decide whether or not you need to engage in a formal RFI/RFP process. Are native integrations with our CRM and/or marketing automation platform available, so we can utilize historical data? Narrow your list down to those vendors that meet your criteria. Questions to ask at the demo. Does the tool measure account engagement?

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[Book Review] "The Right Way To Select Technology"

B2B Marketing Directions

Part IV (Chapters 10-12) - Chapters 10 and 11 discuss how selection teams can interact effectively with prospective vendors, including how to create RFI's/RFP's/RFQ's that actually work and how to respond to vendor questions.