Being Prepared in a Marketing Automation Demo: Finding a Partner

This is the second post in the series Being Prepared in a Marketing Automation Demo

Being Prepared in a Demo

One of the most important questions you can ask in a marketing automation demo is, “What processes does your company have in place to make our relationship feel more like what it should be: a partnership?” Once you ask the question, there are three things you need to look for in the answer. That will let you know if the company will truly partner with you.

Support Staff

Excellent support is a key to creating a partnership. The support should be readily accessible when needed and easy to access. Features like live chat make it easy to reach the support team. Support should begin as soon as you get the software. You will need help with training and implementation in order to get the most out of the software. Then, the support should continue for as long as you hold a license.

Explore Your Goals Together

Partners also explore goals together. If you team up with a marketing automation company, you should be able to go over your goals, such as increasing your conversions or improving your lead scoring system to make it easier for your sales team. When you go over these goals with a marketing automation company, it is much easier for you to reach them. The company is able to configure the software to help you reach all of the goals you have set forth. Then, once you reach your goals, you can discuss new goals with your partner.

Your Own “Client Happiness Manager”

Companies that have a “Client Happiness Manager” go the extra mile in regards to forming partnerships with their clients. The manager touches base with you on a regular basis to make sure you are achieving your goals. If you aren’t, the manager discusses options to help you get on track. This type of one-on-one attention is essential if you’re going to be a partner in the process.

Forming partnerships is key to having success with marketing automation software. Your partner will keep you on track and help you achieve everything that you want to accomplish with the software. Be sure to ask this question during your next demo so you will know if the company is the right choice for you.

Interested in putting your questions to the test?