Tools and Templates

Marketing Automation Buying Guide

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Marketing Enablement 1. General Application 2. Technology Integrations 3. Configuration Management 4. On-going Maintenance 5. Scalability 6. System Administration 7. Error Handling 8. Security Sales Enablement Data Management 1. Batch campaigns 2. Nurture campaigns 3. Segmentation 4. Campaigns/Programs 5. Lead Scoring 6. Analytics Capabilities 7. Use of Microsites 8. Event Marketing 9. Activity by Lead/Contact 1. Sales User's View 2. Sales Alerts 3. Email Integration 4. Tasks In CRM 5. Activity View in CRM 1. Data Cleansing 2. Data Governance 3. User Preferences 4. Privacy Compliance 5. User Permissions 6. CRM Data Integration WWW.PEDOWITZGROUP.COM MARKETING AUTOMATION B U Y I N G G U I D E C H E C K L I S T How marketers will design and execute campaigns that will deliver higher quality leads. How sales will effectively prospect and engage in activities that lead to higher conversion rates. How data is handled in and out of the marketing automation system. Assess how the marketing automation system will support unique technology architecture requirements Tech + Infrastructure Vendor Support 1. Training 2. User Groups 3. Documentation 4. Community Portal 5. Templates 6. Thought Leadership Evaluate how your vendor will support adoption of their tool at your organization. NEED MORE HELP? TALK TO US. NEED MORE HELP? LET'S CHAT Sign up for a free marketing automation consultation session to craft your unique set of requirements. (855) 738-6584 info@pedowitzgroup.com Use this checklist as a guide to evaluate different marketing automation platforms for purchase.

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