Greetings, Marketer-

Choosing a new marketing automation platform can feel like a massive, headache-inducing task.

Beginning and managing this process may seem daunting, but fear not! Our 52-page guide B2B Marketing Automation Platforms: A Marketer's Guide is here to help you along the way. Start with our guide, and when you’re ready, follow these four key steps to help stay on track:

Step 1: Establish your reasons for needing a platform.

With your team, write down your organization's reasons for wanting a marketing automation platform.
Consider all direct and indirect costs.
Establish goals and consider what success will look like for each.

Step 2: Identify and contact appropriate vendors.

Make a list of all the automation capabilities you currently have and those that you want.
Ask other stakeholders to rank-order their desired features.
Begin research (using our guide!).

Step 3: Schedule demos with your top vendors.

Gather questions from all teams and have them ready for your vendor representative.
Schedule a demo that can be attended by all teams involved.
Ask about specific use cases, troubleshooting and data security efforts.

Step 4: Check references, negotiate a contract.

Research reviews from your chosen platform from trusted sources.
Get all services, support levels, fees and onboarding processes explicitly lined out in the contract.
Sign the contract and start automating!

For a further breakdown of these steps, as well as for a detailed look at detailed vendor profiles, common features to consider, mistakes to avoid that could end up costing you money, and more, grab our free 52-page guide now!