Marketing Automation helps your organization build your brand, generate leads, improve the customer experience, and grow in revenue. But which tool is suitable for your organization?

This document is an Excel file which is ready to be used!

In the Excel file you’ll find:

• *New: we recognise that the use of AI is becoming increasingly important. That is why AI criteria have been added to this checklist. 
• A comprehensive checklist to get a good overview of your current marketing automation functionalities
• A template for a request for information (RFI) on marketing automation

 

With this checklist you can:

• Find out what features you already have, and what features are missing from your current marketing automation
• Get an overview of what features are available
• Request an audit so we can see what the possibilities are for your specific situation