Marketing automation evaluation criteria
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Transcript of Marketing automation evaluation criteria
Criteria Weighting System 1 (e.g. Marketo)
System 2 (e.g. Pardot)
System 3 (e.g. Silverpop)
System 4 (e.g. Eloqua)
Implementation 50%Speed to market
Credentials
Case studies
Support provided
Documented and structured consultancy-led offer
Internal (client) resource requirements/expectations
Security 100%Data centre location and facilities (architecture)
Data hosting credentials and accreditations
Security documentation readily available
Clean data security record
Open to specific testing by client/third parties
Back-up and disaster recovery policies
Ongoing maintenance and monitoring
Regulatory compliance
Functionality 75%User interface usability/ease of use/intuitive
Workflows
Campaign management
Landing pages
Web forms
Email templates (design, build and management)
Email deliverability
Inbox and spam checking
Personalisation and dynamic content
Testing ability
Cont’d
Criteria Weighting System 1 (e.g. Marketo)
System 2 (e.g. Pardot)
System 3 (e.g. Silverpop)
System 4 (e.g. Eloqua)
Data management 75%Database management
Data integrity management
Lead scoring
Segmentation
Scalability (volume)
Marketing permission management (unsubscribes)
Subscription management
CRM integration 50%Ease of integration approach/technical requirements
Real-time integtration/flow of leads
Bespoke integration rules
User view of MA activity from within CRM
Contact history and engagement tracking
Campaign tracking
Lead and opportunity management
Sales integration
Additional 50%Future proofing/development cycle
Social media integration
Event management and webinars
SMS functionality
Ongoing support and training
Reporting 50%Campaign reporting
Multi-channel integration/closed loop
Dashboards
Delivery mechanisms
Format/look and feel
Ease of set-up and deployment
Cont’d
Criteria Weighting System 1 (e.g. Marketo)
System 2 (e.g. Pardot)
System 3 (e.g. Silverpop)
System 4 (e.g. Eloqua)
Technical 25%Technical resource/capabilities required
IP configuration
Reputation and credentials for B2B marketing
Cost 50%Implementation
Monthly running cost
Licencing
Contract terms
Additional/hidden costs
Overall
Adjust weighting percentages based on client priorities. All ratings are based on a 1-5 scale when comparing all systems (5 - Great, 1 - Poor)