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Email Platform Requirements & RFI Template for Buyers

TrustRadius Marketing

The templates in this post will give you a head start on formulating your requirements and your questions for vendors. Here is a sample list of requirements for an organization with 1,001-5,000 employees in the Information Services industry, which is an affiliate of a company with over 10,000 employees in the Financial Services industry.

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Digital events platforms: Best of the Bot

Martech

This research will help you narrow down your list of potential vendors. 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.

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20 questions to ask marketing automation vendors during a demo

Martech

If we ask a specific question, can they demonstrate the answer on the call? Once you get to demo day, it’s important to have your list of questions prepared. Use the following list to help you. Use the following list to help you. Execute a simple campaign with an email, mailing list and landing page.

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

Martech

For starters, once you have determined that ABM software makes sense for your business, spend time researching individual vendors and their capabilities by doing the following: Make a list of all the ABM capabilities you currently have, those that you would like to have and those that you can’t live without.

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Questions to ask about conversion optimization platforms

Martech

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. Submit a list of the requirements you’ve identified to each potential partner and set a timeframe for them to reply.

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24 questions to ask identity resolution vendors during a demo

Martech

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.

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Questions to ask vendors before buying a customer journey orchestration solution

Martech

Make a list of current capabilities. Make a list of all the CJO capabilities you currently have, those that you would like to have and those that you can’t live without. Take your list of capabilities and then do some research. Narrow your list to those vendors that meet your criteria. Questions to ask vendors.