15 questions to ask marketing automation vendors

1 year ago 67

hat your enactment needs a selling automation solution — oregon needs to alteration oregon upgrade its existing solution. The adjacent measurement is to research vendors and their offerings.

Our caller report, “B2B Marketing Automation Platforms: A Marketer’s Guide” is present disposable for escaped download.

If you already person a selling automation solution, marque a database of each the capabilities you presently person (i.e., email run sending), those you would similar to person (i.e., predictive scoring oregon recommendations) and those you can’t unrecorded without (i.e., plug-and-play CRM integration).

Research vendors utilizing that database to spot which ones tin conscionable your needs. Then nonstop them the database of what you request and acceptable a timeframe for them to reply. Also, determine whether you request to prosecute successful a ceremonial RFI/RFP process.

Before deciding connected a vendor, cheque retired its online assemblage and reappraisal sites, and talk with 1 oregon 2 lawsuit references, preferably idiosyncratic successful a concern similar yours. The vendor should beryllium capable to proviso you with references, but you should besides inquire astir successful nonrecreational treatment forums oregon astatine in-person conferences and networking events.

Here are the basal questions to inquire of each vendor.

  • How casual is the level to use?
  • Does the vendor look to recognize our concern and our selling needs?
  • Are they showing america our “must-have” features?
  • If we inquire a circumstantial question, tin they show the reply connected the demo call?

Those questions are array stakes. Dig deeper with questions similar the following.

  • How casual is it to integrate this bundle into my organization?
  • What is the onboarding process?
  • How agelong does implementation take?
  • What benignant of enactment and grooming are included successful the basal price?
  • What does your spouse and developer assemblage look like?
  • How bash I maximize adoption successful my organization?
  • Will we person a dedicated relationship rep disposable to us?
  • Do existent customers utilize the afloat functionality?
  • What caller features are you focusing connected for the coming year?
  • Can we bash a trial tally for a fewer days connected our ain (i.e., a escaped trial)?
  • How bash you support and unafraid lawsuit data? Do you person a roadmap for what you would bash successful the lawsuit of a hack?
Features offered by selected MAP vendors.

Don’t hesitate to inquire for a objection of the circumstantial capabilities that you person identified arsenic must-haves. Consider requesting merchandise demos showing basal tasks and demonstrating halfway reports specified as:

  • Create and edit a caller email from scratch.
  • Import and conception data.
  • Base information management, cleansing and enrichment options.
  • Create and edit a caller landing leafage from scratch.
  • Execute a elemental run with an email, mailing database and landing page.
  • See a study showing email opens, clickthroughs and landing leafage conversions.
  • See a study showing web postulation and/or circumstantial leads from an email campaign.
  • ROI dashboards and reports astatine the enactment and run levels.
  • Campaign attribution options and capabilities.

This is an ongoing relationship; it’s important to consciousness that your questions are being answered.

For overmuch much item astir choosing a B2B MAP vendor, download the latest variation of our escaped report, “B2B Marketing Automation Platforms: A Marketer’s Guide.”


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Marketing automation: A snapshot

What they are. For today’s marketers, automation platforms are often the center of the selling stack. They aren’t shiny caller technologies, but alternatively dependable stalwarts that marketers tin trust upon to assistance them stand retired successful a crowded inbox and connected the web amidst a deluge of content.

How they’ve changed. To assistance marketers triumph the attraction battle, marketing automation vendors person expanded from dependence connected static email campaigns to offering dynamic contented deployment for email, landing pages, mobile and social. They’ve besides incorporated features that trust connected instrumentality learning and artificial quality for functions specified arsenic pb scoring, successful summation to investing successful the idiosyncratic interface and scalability.

Why we care. The increasing popularity of account-based marketing has besides been a unit influencing vendors’ roadmaps, arsenic marketers question to service the buying radical successful a holistic mode — speaking to each of its members and their antithetic priorities. And, ideally, these tools fto marketers nonstop purchaser accusation done their choky integrations with CRMs, giving the income squad a limb up erstwhile it comes to closing the deal.

Dig deeper: What is selling automation?


About the author

Pamela Parker

Pamela Parker is Research Director astatine Third Door Media's Content Studio, wherever she produces MarTech Intelligence Reports and different in-depth contented for integer marketers successful conjunction with Search Engine Land and MarTech. Prior to taking connected this relation astatine TDM, she served arsenic Content Manager, Senior Editor and Executive Features Editor. Parker is simply a well-respected authorization connected integer marketing, having reported and written connected the taxable since its beginning. She's a erstwhile managing exertion of ClickZ and has besides worked connected the concern broadside helping autarkic publishers monetize their sites astatine Federated Media Publishing. Parker earned a master's grade successful journalism from Columbia University.


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