Marketing Automation Checklist

Use this checklist with over 250 criteria to choose the right marketing automation tool!

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 template for a request for information (RFI) on marketing automation
  • Over 250 criteria for choosing the right marketing automation solution
  • Including CRM matching criteria, like SugarCRM, Salesforce, HubSpot CRM and Microsoft Dynamics

Download the checklist here (version Q4: updated with AI criteria)