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Email Platform Requirements & RFI Template for Buyers

TrustRadius Marketing

The software you use to power your email strategy makes all the difference— not only in what kinds of communication, personalization, and reporting you can set up, but also how easily you can do it. RFI Template for Email Platforms. Download a free copy of the email platform RFI template here. How an RFI helps.

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Digital events platforms: Best of the Bot

Martech

RFI/RFP Process: Decide whether you need to engage in a formal Request for Information (RFI) or Request for Proposal (RFP) process. Training and Support: Inquire about the training required to use the software and the available customer support. Context) I’m a director of events for an enterprise software company.

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The Straightforward Guide to RFIs

Hubspot

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.

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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. 24/7 vs. 8/5)?

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Questions to ask about conversion optimization platforms

Martech

Of all of the different types of marketing software, conversion optimization platforms are perhaps the easiest to justify. Also, document the capabilities of your current conversion optimization software, the new capabilities you would like to have, and those you can’t live without. How long did the software take to implement?

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20 questions to ask marketing automation vendors during a demo

Martech

How easy is it to integrate this software into my organization? Don’t hesitate to ask for a demonstration of the specific capabilities that you have identified in your RFI/RFP. Click here to download! Once you get to demo day, it’s important to have your list of questions prepared. Use the following list to help you.

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Questions to ask vendors before buying a customer journey orchestration solution

Martech

Once you have determined that customer journey orchestration (CJO) software makes sense for your business , spend time researching individual vendors and their capabilities. Decide whether or not you need to engage in a formal RFI/RFP process. How much training will we need to use the software, and what kind of training is available?