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Buyer’s Checklist for Marketing Automation
Are you looking to invest in marketing automation software, but not sure where to start? Look no further than this buyer’s checklist!
It requires more than just a feature comparison to help make the right decision for your business. Your selection should be based on the following:
- Your business processes
- Available resources
- Company goals
- Integrations with your CRM and other key software
Buyer’s Checklist for Marketing Automation:
Can the platform help you get from A to B? And then to C?
How quickly can you get from start to value?
Ease of Use
Is the platform intuitive and easy to use?
What will it cost for strategic planning and implementation?
How difficult will the integration be? Is it native or an API? Or is it development intensive? Will it take more than one day? One week?
Does the data sync automatically between the two systems, or must you do it manually?
Does the vendor’s onboarding program look appropriate for your team? Do they provide a dedicated team to help you?
How much support is included, and for how long? What happens when it ends?
Does the platform have native integrations with Microsoft Power BI, Cisco WebEx, Litmus, and many more marketing tools?
Does the platform support account profiles that roll up all contact-level engagement data?
Some platforms require a full-time dedicated resource to keep the gears turning.
Your IT Access
Some platforms require ongoing attention from your IT department or other development resources.
So, You Think You Are Ready for Marketing Automation?
Sonja is very active in architecting CRM, ERP and marketing automation solutions for clients across North America. As an ex-journalist, she is adept at exploring a client’s needs and coming up with cutting edge, elegant solutions that fit, drive adoption, and create real results.view all articles
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