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Marketing Automation RFP Template

Evaluating marketing automation platforms (MAP) can be a daunting task and a decision you’ll want to make only after you know exactly what you’re looking for. But, with so many vendors out there, how do you know which is right for your organization?

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Ensure you’re selecting a vendor that has all the necessary features to provide you with a complete solution for marketing across the entire customer lifecycle – as you build your brand, drive demand, and expand customer relationships.

Evaluate vendor capabilities in each of the following areas:

  1. Attract/Capture: brand building, social marketing, digital channels (website, landing pages, forms, webinars, email)
  2. Nurture/Convert: demand generation: segmentation, ABM, personalization, lead nurturing, lead/account scoring, CRM integration, and sales enablement
  3. Post Sale Engagement (Expand): targeted customer communications
  4. The Core Marketing Engine: deliverability, reporting, storage, user access control
  5. Implementation and Support: on-boarding, support resources

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