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Marketing Automation Vendor Selection Pack

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13 July, 2017

Marketing Automation Vendor Selection Pack

Digital Doughnut

Marketing automation software can yield a significant return on investment, helping to increase revenues and decrease costs, while also improving customer experience. Your choice of provider is crucial for ensuring that you get maximum value from your chosen platform.

The Digital Doughnut Marketing Automation Vendor Selection Pack aims to clarify the overall process and the individual stages you need to go through before you agree terms with your chosen provider.

This bundle of four documents will help you to ensure that you find the vendor best suited to your requirements as an organisation, however large your business.

The pack contains:

  • Marketing automation vendor selection overview document. This 14-page PDF document outlines seven key stages of the selection process, equipping you with the framework you need to choose a supplier confidently.
  • Business case template. Building on the summary of the benefits of a strong marketing automation platform contained in the overview document, this Word document provides more detailed information about a range of software benefits, and some high-level stats to help make the case for investment internally. We have also outlined some of the key trends that are continuing to drive growth in marketing automation. 
  • Request for proposal (RFP) template. The RFP is the cornerstone of the vendor selection process. As with the business case template, we have provided this document in Word format, so you can easily adapt it for your own requirements. The template contains the headings and sub-headings you need for your own marketing automation RFP, including brief descriptions of what should go in each section. 
  • Vendor-scoring matrix. You can use the vendor-scoring matrix, provided as an Excel spreadsheet, to assess your shortlisted vendors against 10 core capabilities and associated attributes.

We firmly believe that different types of platform will suit different types of business. We can help you find the best match. While we don’t provide you with an evaluation of different vendors, we do equip you with the knowledge and tools you need to make the most well-informed decision.

This report is available free to members, either login to your account or register to download now. Free membership enables full access to our knowledge centre.

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