If your data is not cleaned, standardized, prepped for segmentation, etc, (meaning you.ll be unable to target effectively) then all your work is for naught. What.s often overlooked in scoring and marketing automation is that the marketer often needs data from more than just the CRM system. For example, important data for identifying high value customers may reside in financial systems, or contract renewal data may reside in customer service systems, and so on. Find out your partner.s expertise in guiding the discussion on where all your data lives, and in integrating all of it into a contact database worthy of supporting your campaign efforts.
During demonstrations and interviews, make sure you get answers to high priority questions. Score each vendor on a scale from 1 (poor) to 5 (excellent) on each of your prioritized items. If a numeric result is useful to you, total up your ratings for each vendor for the high priority functions and lower priority functions to help make your comparisons
Vendor Assessment facilitates the annual data refresh by allowing vendors to review and update their information. Although the module can be used as a stand-alone tool, it integrates seamlessly with other CMS modules. Vendor ratings and other information are automatically incorporated in other elements of business continuity planning.