TrustRadius Marketing

JANUARY 15, 2020

The templates in this post will give you a head start on formulating your requirements and your questions for vendors. That way, she could make an effective case for the budget they needed to meet all of their needs. RFI Template for Email Platforms. Download a free copy of the email platform RFI template here.

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. For more detailed information and additional questions to ask, you can refer to the post on martech.org titled “ 30 questions to ask a digital events platform vendor.

Enterprise Management 104

Enterprise Management Marketing Management RFI RFP 104

Hubspot

APRIL 13, 2021

In many cases, that research will start with a Request for Information (RFI). Not sure what an RFI is? What does RFI mean? An RFI or Request for Information is an educational tool used by procurement teams to understand the options available for solving a problem or completing a task. RFI vs RFP.

RFI 80

RFI RFP Marketing Proposals Vendors 80

Martech

FEBRUARY 2, 2023

Create use cases describing them. Then develop the questions you’ll need to answer when researching solutions and talking to vendors. Narrow your list of prospective vendors by evaluating their platforms based on your use cases. Finally, decide whether or not you need to engage in a formal RFI/RFP process.

Marketing Automation Services 95

Marketing Automation Services Enterprise Management Work Management Marketing Management 95

Martech

JUNE 17, 2022

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.

Enterprise Management 98

Enterprise Management Work Management Marketing Management Vendors 98

B2B Marketing Directions

JULY 9, 2022

They argue that a realistic business case is needed for prospective technology acquisitions, they describe the importance of choosing an appropriate selection team, and they explain why the selection team needs to determine how decisions will be made before the selection process begins.

Enterprise Management 52

Enterprise Management Work Management Marketing Management Marketing Automation Services 52

Hubspot

JANUARY 19, 2018

In HubSpot’s case, I check for previous purchases of enterprise software. This question is crucial. Below are the questions I ask when creating a deal plan to make sure I’m covering all the bases. Goal-Related Questions. I ask this question to get my prospect to look ahead. Process-Related Questions.

Budget Programs 92

Budget Programs RFI Enterprise Management Work Management 92