Six Mistakes to Avoid In Selecting a Marketing Automation System

Six Mistakes to Avoid In Selecting a Marketing Automation System
Savvy Guest - Mon Feb 28, 2011 @ 07:00AM
Comments: 18

We're pleased to present this guest post by David Raab, who specializes in marketing technology and analysis. Read on for insights into the right way to choose a marketing automation system.

Marketing automation systems have reached that magical moment when people start to want one without knowing exactly how they’ll Choicesuse it.  That’s largely a good thing: most marketing departments can indeed benefit from the broader capabilities, higher productivity, and more precise measurement that marketing automation provides. But it also means that many buyers are moving toward a purchase decision with little concrete guidance. Here are some errors to avoid along the way.

1. Buying Because Everyone Else Is. As your mother said at some point: You wouldn’t jump off a bridge just because everyone else did, so why should you buy a marketing automation system just because they do? (Ok, maybe not in those exact words.) But Mom was right: the reason to buy a marketing automation system is because you know you need it. This means you must define how you’ll use it, what benefits you’ll get, and what financial value those benefits provide. Some possibilities include:

  • Generate more leads by allocating your budget to more productive channels
  • Identify the companies of anonymous Web site visitors and reach out to likely contactsS
  • Save Web production costs by creating your own landing pages and surveys
  • Send better-qualified leads to sales by using nurture campaigns to prebuild relationships and lead scoring to decide who is ready for sales contact

2. Choosing the System with the Most / Best / Coolest Features. We all love bells and whistles and flashing lights. But a feature you don’t need is worse than useless: it adds cost and complexity that actually reduces the value you get from a system. The trick, of course, is figuring out which features you do need. That requires understanding how you’re going to use the system, which you hopefully figured out as part of your purchase justification (see above, and, to quote Mom again, I’m not nagging; some day you’ll thank me for this).

3. Considering Only the Industry Leaders. If there’s one thing everyone loves as much as bells and whistles, it’s an industry landscape chart with the leaders in the upper-right quadrant. It seems so logical to simplify your search by limiting it to a few leaders: after all, they must be the best choices, right? Not really. There are lots of ways for companies to become leaders, and having the best product is only one of them – and probably not even the most common. But even if the industry leaders really do have the “best” product for some mythical average user, they may not have the product that’s best for your own, non-mythical requirements. The good news is that once you’ve actually defined those requirements, it’s not all that hard to build a checklist and assess a large number of vendors against them. You can do that through a brief, written Request for Proposal; through a quick phone interview and online demo; or by looking up the answers in a report like Raab Associates’ B2B Marketing Automation Vendor Selection Tool.  Guess which option I recommend?

4. Saving Time by Skipping Scenarios. Let me make this perfectly clear: there’s just one right way to select software, and that’s to have vendors walk through scenarios based on how you plan to use it. That is, you need to design some sample campaigns or other processes and watch the vendor execute them. That way you get to see the features you really need and not be distracted by the ones you don’t. Building those scenarios is time consuming but remember that you’ll run these campaigns anyway once the system is installed. So you’re actually doing the same work, only a little bit sooner. This will ultimately speed your implementation as well as helping to ensure you select a system that actually does what you need.

5. Ignoring References. Lots of buyers don’t bother to actually call vendor references on the theory that they’re all hand-picked fans who won’t say anything bad under any circumstances. That’s probably true, unless the vendor’s sales team is outstandingly inept.  But references tell you what kinds of companies have previously succeeded with the system – so they’re important evidence in assessing whether the vendor is a good fit for you. And even happy references can provide concrete information about what worked well and not-so-well, how long it took to implement and what preparations were required, what kinds of surprises they had, and what they’d do differently. This is all helpful both in your general planning and in forming a judgment of whether you’re equipped to succeed with their particular vendor.

6. Spending Too Little. I’m not talking about the price of your system: by all means, find the lowest-cost option that meets your needs and then haggle if you wish. But don’t save money by not training your staff, prepping your data, designing sound programs, or creating strong content. Those investments are what will really determine whether you get value from your marketing automation system. If you skimp on them, your project will fail regardless of how much or how little you spent on the software itself.

About the author: David M. Raab is a Principal of Raab Associates Inc., a consultancy specializing in marketing technology selection and analytics. His firm publishes the B2B Marketing Automation Vendor Selection Tool, an interactive workbook that includes selection advice and a database with answers to nearly 200 questions for 18 B2B marketing automation systems. See for details.

Comments: 18


1. Mark Stonham  |  my website   |   Tue Mar 01, 2011 @ 06:11AM

Six excellent mistakes to avoid.
#4 Scenarios is particularly interesting as someone new to email marketing automation will need guidance to create scenarios that fit their business, not just based on what they do now but what they would find beneficial in the future.
Mark Stonham Business Development Director Wurlwind

2. Jeff Barnes  |  my website   |   Tue Mar 01, 2011 @ 10:14AM

I would also think it would be worthwhile checking that the company you select can provide the support and services you need to ensure your MA implementation goes well. Also if you are in Europe do they have a European office?

3. David Raab  |  my website   |   Tue Mar 01, 2011 @ 04:25PM

Thanks Mark and Jeff. You both point to the importance of services and support, especially for companies that are new to marketing automation. Service and support are always a challenge to assess accurately, but that's where your reference checking and relationship with the vendor's staff really come into play.

4. David Thompson  |  my website   |   Thu Mar 03, 2011 @ 12:12PM

David, a great piece. Thanks for this. We see excessive "feature creep" both in users and vendors over and over again in this space. ( We are marketers after all!) We're good at making bullet pointed lists of features, while not so good at practically, and realistically thinking through our actual today vs. tomorrow vs. next year usage scenarios and planning/buying appropriately. We've seen far too many failed marketing automation deployments because of over-architected, unrealisitic initial RFPs. What do you really need to accomplish in the short term? Long term? and how do you define each of those specifically? What resources do you actually have available to you to execute? What are the top 3 most important things your Sales department needs from you NOW? Getting down to brass tacks with this kind of analysis will serve you far better than just looking at features.

And for you readers, I highly recommmend David's Vendor Selection Tool. It is awesome.

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