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Do Your Homework Before Searching for Automation Vendors - CMI

Do Your Homework Before Searching for Automation Vendors - CMI | The MarTech Digest | Scoop.it
From contentmarketinginstitute.com - September 6, 2017 11:00 AM
1. Is there an internal team set up to manage the evaluation and eventual implementation?

2. What internal and third-party tools does your company use? Which ones must remain? Which ones can you live without? Which ones would be nice to add?

3. How large is your contact database across all internal systems?

4. How clean and accurate is your internal database?

5. Do you have a standard set of fields and values for which you collect data?

6. Have you created an inventory of all your internal offer assets, forms, landing pages, email templates, etc.?

7. What is your budget for this project and does the platform build in flexibility for potential year-over-year price increases?

8. Do you know what vendor questions to ask?

9. What browser(s) does your internal IT team support?

10. Did you create a wish list?
Joemktg's insight:

A great list, and spot-on. Many other questions, but start with these.

 

Not having a fun time with IT? Contact marketingiIO: we can act as your buffer to get the job done. #MarTech #DigitalMarketing

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Don't Panic! The Ultimate Guide to Picking a Marketing Automation Tool. | CMS Critic

Don't Panic! The Ultimate Guide to Picking a Marketing Automation Tool. | CMS Critic | The MarTech Digest | Scoop.it
From www.cmscritic.com - February 13, 2017 11:00 AM
Find a vendor and schedule a demo for your team. Things to consider are:

  • How easy the marketing automation solution is to use. Does it take a lot of time to learn, or is it basic and straightforward?
  • Your marketing needs, and whether or not the vendor is offering a solution that aligns with these needs and goals
  • The key features – Will they make a significant difference, or do they simply amount to expensive upsells you could do without?
  • How difficult or easy it would be to implement the new software within your company. Will it integrate well, or will it be too hard to get everyone on the same page?
  • The amount of time it will take to implement
  • Whether or not the vendor offers free trials – You should always test a new business tech before investing in it
Joemktg's insight:

A compass in a nutshell: meet with all of them. See what they present, and compare to what the other's don't.

 

Visualize your Marketing Stack. marketingIO will analyze your marketing technology and deliver a visual of your MarTech Stack. Free. Go here.

 

marketingIO: MarTech for B2B Marketers. Strategy, Software, Services, Support, Staffing.  Go here to submit RFQs. #MarTech #DigitalMarketing

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