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What do you wish you asked your marketing automation vendor before buying?

Guest post by: Jeff Ogden

Article Overview: Hindsight is 20/20 and buyers of marketing automation software are probably thinking “If I had only known what I know now.” Thankfully, our friends at Software Advice did a survey to ask exactly that question: “”What do you wish you asked your marketing automation vendor before buying?”

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What do you wish you asked your marketing automation vendor before buying?

At the B2B lead generation company Find New Customers, we believe it takes a lot more than software to have success withSalesman B2B demand generation. It also takes People and Process. For instance, Lead Nurturing and Scoring relies on Problem to Solution story-telling and great content, as well as well-thought out buying processes.

To read the full article, click on the Permalink.

But we will summarize what they concluded. (Please note that no vendor or customer names are used, as we do not see this as the fault of any single person or company.) Also, please note that Find New Customers shares our thoughts using “FNC comment.”

Questions revolved around four areas:

1. Clarifying Communication around Integration

(FNC comment: Marketing automation needed to “play well” with others. Assuming everything will work as the vendor promises is a common mistake.)

“Just knowing that a marketing automation system integrates with CRM isn’t enough. You have to understand specifically how the systems work together, especially with leads, campaigns, and opportunities.”

2. Getting the Service & Support You Need

(FNC comment: Implement marketing automation is hard work. Licensing software is easy. Take what the vendor suggests and multiply by 3-4 times.)



“You have to look under the covers and ask those hard questions about training. What’s really involved and how much will it cost? What’s the average time it takes for one of their customers to get up to speed? And then check it on your own because they’re going to tell you what you want to hear.”

“When you’re ready to send out a campaign and there’s a glitch, you really need someone to call you back in a timely manner. I don’t expect it to be 5 minutes, but I don’t expect it to be 2 days. So that’s another really valuable question that I didn’t ask: What’s your turnaround? They said in the beginning, for the implementation, that I would have an assigned account rep to help me bring up the system and do the integration, but once we turned it on, that person went away. So, I definitely would have had something put into the contract regarding customer service, or at least drilled down to question that component of it.”

3. Match the Product Roadmap to Your Goals

(FNC quote: Make sure the product you are shown is the product you are buying.)

“I went to [a conference] two years ago and was excited by the new interface/platform. To date, it still hasn’t been rolled out.”

“Understand the reality of what version of the solution is being sold versus what is available. We were surprised how much of the presentations we saw were coming soon or in beta and not functionality in production use today.”

4. Maintaining Your System

“[Systems] have maintenance windows, even though the vendors will say that they’re SaaS or cloud. When this certain marketing automation tool that I implemented had maintenance windows, all of my landing pages that were hosted by that tool went down. If I would have known to ask about downtime beforehand, I wouldn’t have picked that tool because being a demand gen expert, that’s where my core focus is. I can’t afford to have my landing pages go down.”

Before you start your selection of marketing automation, step back and ask yourself some questions:

  1. Is the system compatible with our existing CRM system?
  2. Is our data quality good enough to support the system?
  3. Is everyone on the same page – Sales has bought-in and so has Marketing?
  4. What insights can you get from social networks and thought leaders?
What has been your experience? Were there questions you wished you had asked? We love comments and those who share our content.

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Home > Marketing > Jeff Ogden > What do you wish you asked your marketing automation vendor before buying >
Article Tags: b2b demand generation, b2b lead generation, btob demand generation, btob lead generation, demand gen, demand generation, demand generation companies, demand generation company, find new customers, lead gen, lead generation, lead generation companies, lead generation company, sales lead generation

About the Author: Jeff Ogden
RSS for Jeff's articles - Visit Jeff's website

President of the B2B lead generation company Find New Customers. Also the host of the B2B marketing show, Mad Marketing TV. We help companies rapidly grow revenue by transforming the ways they attract, engage and win new customers.

With 8 out of 10 companies saying the lack of quality sales leads is their biggest problem, they need help. SiriusDecisions also found that fewer than 1 out of 10 companies that implement lead management software went beyond the basics. They need help.

We help companies implement world class lead generation programs. Companies need quality sales leads, so they need sales lead generation programs including social media marketing. They need to implement lead nurturing programs. We are considered one of the best leads generation companies in business today.

Click here to visit Jeff's website
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