SpotMe Blog

OCTOBER 20, 2022

In this article, we outline the features you should look for in a medical event management platform, list the 9 best event platforms out there for HCP events, and provide an RFP template to help you compare vendors. We’ve updated our annual RFP template with all the latest features you should look for to help you reach your goals in 2023.

Enterprise Management 52

Enterprise Management Work Management Marketing Management RFP 52

Engagio

OCTOBER 16, 2017

The best place to start is with a Request for Proposal (RFP). View the ABM RFP template. Now, let’s dive into the components of an RFP. In fact, you should use your readiness assessment results to help you determine what is important for your organization in each section of the RFP.

Work Management 54

Work Management Marketing Management Marketing Automation Services Account Based Marketing 54

ClickZ

OCTOBER 1, 2020

Often, the decision to begin offering subscription sales triggers an RFP (request for proposal) for software vendors, or for smaller companies – research and direct outreach to vendors. happens in your CRM tool – often making ERP tools built to manage subscription irrelevant.

Enterprise Management 122

Enterprise Management Work Management Marketing Management Budget Programs 122

Strategic-IC

FEBRUARY 16, 2021

And then analytics, CRM, Database those kinds of people that we’re after. Jo: We recently had this question from our New Logo team who were actually answering an RFP, so already in that process. Audience: What were the title levels you were targeting? E.g., C-Suite, Sales Director, etc.? Jo: Below C-Suite.

Account Based Marketing 71

Account Based Marketing ABM Ideal Customer Profiles Demand Generation Agencies 71

Martech

SEPTEMBER 8, 2021

There were also marketing technology positions that were almost exclusively marketing automation and CRM administration. 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.

Marketing AI 82

Marketing AI Work Management Marketing Management Marketing Automation Services 82

DemandBase

MAY 28, 2020

Basically, the data that lives in your customer relationship management (CRM) system. Have multiple users in the account have downloaded an RFP template? And if you have something to sell to seven different industries, focus on your top three or four and deliver customized, relevant, and timely messages and experiences to them.

Efficiency 71

Efficiency Account Based Marketing Sales Qualified Leads DemandBase 71

SpotMe Blog

FEBRUARY 2, 2022

We published a free RFP template for you. Integration exist for CRM, marketing automation systems, and other event registration systems. ON24 offers integration to CRM and marketing automation solutions, and an API. They offer a range of integration with CRM and marketing automation solutions. RFP guide and free template.

Comparison 52

Comparison Marketing Automation Services Enterprise Management Webcast 52

Litmus

OCTOBER 1, 2018

What ESPs advertise and what they deliver (pun intended) can sometimes be very different, so talking to people that use, or have used, a particular ESP is a great way to learn more before starting the RFP process. Some ESPs are part of a CRM suite, while others are focused on working with third-party CRM suites. Any surprises?

Marketing Automation Services 40

Marketing Automation Services Webinar Metrics Marketing Budget RFP 40

DiscoverOrg

AUGUST 17, 2016

Enter the leads into your CRM and make sure add all relevant notes. This real-time data is key to identifying interest prospects have in a particular category (like cybersecurity, lead generation, big data, etc…), even if the company hasn’t released an RFP for that solution. Problem #3: Ineffective or Minimal Follow-Up.

Trade Show 120

Trade Show ROI RFP Work Management 120

Aberdeen

APRIL 13, 2020

When a project, initiative or RFP is kicked off, you will generally see a good amount of research happening over a few weeks time which is then followed by a lull. All based on the behavior of known accounts that have actually become qualified opportunities in your CRM. The Calm Before the Storm. It also has its acceleration points.

Lead Ranking 98

Lead Ranking Marketing Qualified Leads MQL Intent Data 98

Martech

FEBRUARY 1, 2022

You went through an RFP, you evaluated what the ESP brings to the table and you selected a winner. You might as well fix things while the hood is open through program audits, CRM audits and anything else that can help you improve. Now your priority has to be moving to this new platform because time is of the essence.

Enterprise Management 102

Enterprise Management Work Management Marketing Management Service 102

Vidyard

MARCH 5, 2021

The best part of using an online video platform for sales is having a direct correlation to revenue by integrating view data with your CRM. Pro Tip: If your company requires you to go through the formal RFP process, we still highly recommend writing out a requirements document so that you clearly understand what you need from a vendor.

Enterprise Management 155

Enterprise Management Work Management Video Marketing Marketing Management 155

DealSignal

NOVEMBER 1, 2022

Make your RFP process faster and easier with our comprehensive checklist on what to ask vendors. If your team has a CRM, website cookies enabled, email tracking, marketing automation, or social listening tools, you’re collecting first-party intent data. The Ultimate Checklist: Questions to Ask B2B Data Vendors. GET THE CHECKLIST.

Intent Data 52

Intent Data Intent Marketing Automation Services Ideal Customer Profiles 52

Circle Studio

SEPTEMBER 5, 2017

In the A/E/C industry, that means that up until the time a client is ready to issue an RFP, ask for a bid, or discuss the scope of their project, they’re not all that interested in being sold. Integrate your marketing automation with your CRM system to provide BD reps with the prospect intelligence inside their CRM console.

Work Management 68

Work Management Marketing Management Account Based Marketing Marketing Automation Services 68

SpotMe Blog

JUNE 30, 2023

Continually improve by gathering feedback from past attendees on what they valued most and want to see in future events through post-event surveys and by analyzing the event data you collect in your CRM / MAP during events. This promotes your event after it ends and builds excitement for next year.

Marketing Automation Services 52

Marketing Automation Services Enterprise Management Network Marketing Work Management 52

Hubspot

AUGUST 21, 2023

In a solicited business proposal, the other organization asks for a request for proposal (RFP). If they've sent you an RFP, make sure you read it carefully, so you know exactly what they want. Pro tip : Use contact segmentation and email personalization features in the HubSpot CRM to tailor your proposal to each recipient.

Template 69

Template CMS Development Examples Marketing Proposals 69

SpotMe Blog

JULY 21, 2023

The event registration software integrates seamlessly with CRM systems, enabling streamlined data handling and financial transactions. Furthermore, Splash supports robust integrations with various marketing, CRM, and communication tools, such as Mailchimp, Slack, and Zapier. Reviews G2 Score: 4.5 (249 249 reviews) Capterra Score: 4.7

Enterprise Management 52

Enterprise Management Work Management Marketing Management Budget Programs 52

Hubspot

SEPTEMBER 4, 2019

RFP response management. Salesforce -- CRM. CRM Perks WordPress Plugin -- form building. Account-based marketing tools. Call system integrations. Webinar production. SMS messaging. Accounting integrations. Interactive content. Loyalty program management. Influencer management. Content translation. Videoconferencing.

Marketing Automation Services 72

Marketing Automation Services Work Management Marketing Management Advertising Agencies 72

The Point

JUNE 18, 2013

But more than that, marketers need to make content discoverable in the tool that salespeople use every day – their CRM. One company we work with has used this approach to double their RFP win-rate to the tune of $7 million in incremental sales. Secondly: measurement. That same rigor needs to apply to messages and content used by sales.

Salesforce.com 100

Salesforce.com Work Management Marketing Management Content 100

TrustRadius Marketing

OCTOBER 21, 2022

You may be able to find HR tools with both these capabilities and customer relationship management software ( CRM ) to help you increase your return on investment (ROI). Someeven come with built-in apps for a request for proposal (RFP) software. When it comes to Bitrix24 , they’re categorized as a popular CRM solution.

Enterprise Management 75

Enterprise Management Work Management Marketing Management Budget Programs 75

QuanticMind

AUGUST 17, 2023

What are the data challenges from a CRM standpoint? Here are a few considerations for those looking into in-housing, whether they’re at the RFP stage or just the “I was thinking about…” first step: 1. What are the security implications, for example, from an IT perspective? How much budget is available for the required tools?

Advertising Agencies 57

Advertising Agencies Paid Search Agency Work Management Marketing Management 57

SpotMe Blog

NOVEMBER 29, 2022

Digital events have increased by 600% compared to pre-pandemic (Veeva CRM Engage for Events, April 2021–April 2022). Medical CRM integration (e.g. The platform must be integrated with a medical CRM to help you foster informed scientific engagement across channels.

Privacy Policies 52

Privacy Policies Work Management Terms and Conditions Rules 52

Adobe Experience Cloud Blog

OCTOBER 21, 2016

As much as two-thirds of B2B deals are lost before a formal request for proposal (RFP) process even begins. Marketing automation, paired with a customer relationship management (CRM) system, enables manufacturers to engage with customers and prospects throughout the entire sales cycle with relevant information at the right time.

Buying Cycle 48

Buying Cycle Buy B2B Thought Leadership Account Based Marketing 48

Vidyard

MARCH 5, 2021

The best part of using an online video platform for sales is having a direct correlation to revenue by integrating view data with your CRM. Pro Tip: If your company requires you to go through the formal RFP process, we still highly recommend writing out a requirements document so that you clearly understand what you need from a vendor.

Enterprise Management 65

Enterprise Management Work Management Video Marketing Marketing Management 65

thePoint

AUGUST 24, 2020

“Sales ready” leads are infrequent in the B2B world and when you do find one, you are late to the party as they are probably just wanting to talk about price and matching their RFP. They have already determined what features/functions they value and why. So what does marketing and sales alignment look like?

Lead Ranking 52

Lead Ranking Marketing Qualified Leads Top of Funnel Sales Qualified Leads 52

Belkins

JANUARY 24, 2020

You can do it by conducting surveys across your databases, documenting your cooperation with your freshly converted clients within RFP or discussing your current cooperation, asking relevant questions at the right moment. Therefore, it makes sense to keep your sales funnel organized in your CRM. How do they find you? ?.

Sales Management 52

Sales Management Top of Funnel Work Management Lead Ranking 52

Hubspot

FEBRUARY 8, 2023

Data enrichment is the process of pulling data into an organization's database (typically a CRM) from third-party sources. Image Source Zoho uses AI to extract “meaning” from existing information in a CRM and uses its findings to create new data points, such as lead sentiments and topics of interest. Data enrichment.

Marketing AI 78

Marketing AI RFP Work Management Marketing Management 78

Hubspot

MAY 13, 2013

Not too long ago, my colleague Katie Burke wrote a great article, " The Right Way to Think About Your Marketing Software RFP ," and it got me thinking about my own experiences as a buyer of marketing technology. I think at one point I even put "drag and drop interface" in my RFP. They target a niche audience in the Fortune 1000.

Marketing Automation Services 28

Marketing Automation Services Marketing Automation Automation RFP 28

Hinge Marketing

DECEMBER 22, 2015

It is far too easy to get caught up in RFP responses, conference and awards submissions, and all of the other maintenance-oriented tasks that fall to the marketing department. The adage “If you fail to plan, you are planning to fail” is often misattributed to Benjamin Franklin.

Work Management 48

Work Management Marketing Management Planning Paid Search Agency 48

Martech

OCTOBER 7, 2022

Decide whether or not you need to engage in a formal RFI/RFP process. The most effective RFPs only request relevant information and provide ample information about your brand and its DEP needs. From the RFP responses, you should be able to narrow your list down to three or four solutions that you’ll want to demo.

Marketing Automation Services 98

Marketing Automation Services Enterprise Management Work Management Marketing Management 98

Strategic-IC

NOVEMBER 27, 2019

And then analytics, CRM, Database those kinds of people that we’re after. Jo: We recently had this question from our New Logo team who were actually answering an RFP, so already in that process. Audience: What were the title levels you were targeting? E.g., C-Suite, Sales Director, etc.? Jo: Below C-Suite.

Account Based Marketing 15

Account Based Marketing ABM Ideal Customer Profiles Demand Generation Agencies 15

SpotMe Blog

SEPTEMBER 22, 2022

Carry out an RFP. Integrate with a CRM. Ensure compatibility of solution with your tech stack and seek native integration with your CRM for bi-direction data flows. For example, most life science companies use Veeva CRM , Veeva Vault , and Veeva Network. Select a vendor.

Webinar Metrics 59

Webinar Metrics Enterprise Management Trends RFP 59

SpotMe Blog

MAY 31, 2023

Avoid manual data collection by getting it automatically fed into your CRM. To find the in-person event app that ticks all your boxes, download our comprehensive event RFP template to send to potential vendors and easily compare your options.

Planning 52

Planning Personalization Work Management Best Practices 52

Attendify

AUGUST 7, 2019

We’re reassessing things for next year, but this year after someone registered, that data would flow back into HubSpot and then would also flow into Salesforce , our CRM. For Empower 2020], we actually did an RFP for an event management firm. We hosted the actual web page within HubSpot, and used Eventbrite for registration.

Features 37

Features Work Management Marketing Automation Services Marketing Management 37

Martech

DECEMBER 30, 2022

You don’t have to be beholden to the platform — whether email, marketing automation, CRM or what have you — that you have been using. Is an RFP in your future? These companies are driven to change and need platforms that can keep up with them. This is a challenge to the existing ESP industry to do better.

Planning 24

Planning Work Management Paid Search Agency Marketing Management 24

SpotMe Blog

DECEMBER 27, 2022

But did you know that you can orchestrate and manage so many aspects of your events using your pharma CRM? In this article, we’ll show you exactly how you can make excellent use of your pharma CRM to manage events from start to finish. 5 event management-related things you can do with your pharma CRM.

CRM 52

CRM Work Management Marketing Management Allocation 52

Convince & Convert

MAY 4, 2010

For example, an organization that would have spent $5M over ten years on a traditional ERP or CRM application (bought from an on-premise vendor) may spend $1M on a SaaS alternative such as Workday or salesforce.com. Great question. The ROI of many Enterprise 2.0 technologies can be relatively easily derived. differs from its predecessor.

Social Media 116

Social Media Enterprise Management Media Webinar Metrics 116