Marketing Automation Vendor Selection

Marketing Automation Vendor Selection

Are you embarking on a journey to implement new or replace an existing marketing automation tool?

Weighing requirements against costs along with figuring out best in class vendors in this space can be mind boggling.  We are experts at helping clients across the globe select the best tools for their needs.

Spoiler alert, this framework really applies to any MarTech Stack tool selection!

Here’s how we work hand in hand with our clients guiding them thru these steps in the selection process….

At a high level you’ve got:

• Cost and requirements gathering (discovery)
• Tool side by side compare
• Final recommendation/selection

After completing several of these types of engagements for global B2B businesses, we’ve mapped out these steps as a guide:

1. Gain executive sponsorship internally
2. Engage a non-bias 3^rd party to manage the process and guide you thru. This is where bautomated.com comes in!  Believe me this goes a long way with internal struggles between teams on who thinks which tool is best!
3. Map out your requirements – interview internal stakeholders. This must be documented to ensure the tool meets all needs.
4. Looks for best in class vendors in the space that can compete for your business, engage them with RFP’s and get demos.
5. Create a matrix of requirements against tool capabilities and score it.
6. Review scores and costs and create a case for which vendor/tool will suit your needs best.
7. Circulate this plan internally and gain cross functional team buy in.
8. Engage selected tool and move into migration/implementation phase (more on that to come in another blog…hint, we do this too)!

If you need assistance in this type of project, feel free to contact us for support.

Reach out to us for more info at https://bautomated.com/contact/