To respond or not to respond is always the question. Some marketing automation platforms have taken the position that they will not respond to RFPs during the sales process because it is not the best use of their time. However, I believe that RFPs can be highly informative and useful during the procurement process as long as they are written with intention. As RFP season begins to wrap up, I took stock in the different RFPs that crossed my desk. I reviewed countless RFPs this quarter, some good, some bad, some 125 pages long and I realized that many brands have no idea how to write an RFP for a marketing automation platform, so a generic procurement RFP template is wordsmithed to reflect marketing automation language. Below are some surefire tips to make sure that a salesperson does not fall asleep reading your RFP.
It never fails that a few months before a brand marketer is due to renew their marketing automation contract, they reach out to tell me that they are secretly looking to switch to a new platform and want my opinion. After we have spent a little time talking about their current state, what they want out of their future state and the business goals they are looking to accomplish, we usually determine that their current platform meets their needs. However, one thing always stands out, they typically need what I refer to as a “Marketing Automation Tune-Up,” which, simply put, is just recalibration and adjustment to what they are currently doing.
As the tech industry takes a step forward in actively recruiting more female talent, it often takes two steps back when we hear about Ellen Pao’s lawsuit against Kleiner Perkins or Susan Fowler’s blog post about her very strange year at UBER. While they sympathize and often empathize with these all too common tech stories, women in email marketing often find themselves caught in the middle of this discussion because they straddle the line between marketing and IT. They need to be both technical and creative to effectively do their jobs, and that becomes even more daunting if they have executive management who have little knowledge about their role or who aren’t as supportive as they could be.