Evaluation Criteria for Marketing Automation
Companies providing marketing automation solutions provide various services and features to track leads, contacts, and potential opportunities. Automation provides increased productivity for sales and marketing teams looking to obtain insight into their campaigns.
Many companies use marketing automation software to handle tasks that would otherwise be handled manually to allow team members to spend less time tracking and more time closing sales.
We rank marketing automation software providers based on our evaluation criteria specifically designed to assess these features and processes. At least three users will be contacted for feedback to better understand performance of the software.
A few questions that we may ask clients of marketing automation software providers that we are evaluating might be:
General Queries:
• What type of needs analysis was conducted before work initiated?
• What type of a ROI were you anticipating, what was achieved and in what time frame?
• What would be 3 things you would change about your experience?
• What was your total investment?
• Rate your overall experience (1-10; 10 being the highest).
Project Specific Queries :
• How much time did it take to set up your campaign?
• Does the software support integration with other applications?
• Does the software provide flexible reporting methods?
• How much support and how quick was support able to respond to queries?
• What types of features are included in both entry and premium levels of the software?
