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Email Marketing Vendor Evaluation

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Email Marketing Vendor Evaluation

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  1. Email Marketing Vendor Evaluation Email Marketing Vendor EvaluationBusiness Requirements Necessity Vendor 1 Vendor 2 Vendor 3General RequirementsPrice Falls within Budget Must Have 1 1 3Secure Web Access for Remote Users Must Have 2 1 3Easy & Intuitive User Interface Must Have 1 3 3No I/T Staff Required for Set-up or Maintenance Must Have 1 2 1Shared Access (Multiple Log-ins) Must Have 1 1 1Free Trial is Available to Test-Drive System Must Have 1 3 2Microsoft Outlook Email Integration Must Have 1 1 2Bonded Mail Servers Available Nice to Have 1 2 2High Volume Servers Available Nice to Have 1 1 3General Requirements Total (27) 10 15 20Contact Management RequirementsLists can be Imported, Updated, and Segmented Must Have 1 2 3Microsoft Excel Import/Export Must Have 2 1 3Automatic Removal of Unsubscribed Contacts Must Have 3 1 2Automatically Detect Duplicate Emails Must Have 3 1 3Add Custom Demographic Fields Nice to Have 2 1 3CAN SPAM Compliant Must Have 1 1 3Contact Management Requirements Total (18) 12 7 17

  2. Email Creation RequirementsEmail Setup Wizard Must Have 2 2 2Add Images and Hyperlinks into Email Must Have 1 3 3Import Web Pages Must Have 2 1 2Easy-to-use, robust WYSIWYG HTML editor Nice to Have 3 1 2Create Messages from Template Nice to Have 2 3 3Custom Order Design from Service Nice to Have 1 2 3View Overall Preview (WYSIWYG) Nice to Have 2 3 3View HTML Source Code Program Nice to Have 1 2 3Add Email Footer (Unsubscribe Link) Must Have 2 2 3Email Personalization (Greeting = Name) Must Have 1 2 3Create Web Forms Must Have 1 1 2Rich Media can be Incorporated into Email Must Have 2 3 2Create Auto Response Must Have 3 3 2Create Surveys Nice to Have 3 3 2Multiple Languages Available Must Have 3 1 1Email Creation Requirements Total (45) 29 32 36Email Sending RequirementsEmail Job Scheduling Must Have 1 2 3SPAM Test (Make Sure your Emails Arent SPAM) Must Have 2 2 2Create Email Address Must Have 3 3 1Test Email Nice to Have 2 1 3 Email Creation RequirementsEmail Setup Wizard Must Have 2 2 2Add Images and Hyperlinks into Email Must Have 1 3 3Import Web Pages Must Have 2 1 2Easy-to-use, robust WYSIWYG HTML editor Nice to Have 3 1 2Create Messages from Template Nice to Have 2 3 3Custom Order Design from Service Nice to Have 1 2 3View Overall Preview (WYSIWYG) Nice to Have 2 3 3View HTML Source Code Program Nice to Have 1 2 3Add Email Footer (Unsubscribe Link) Must Have 2 2 3Email Personalization (Greeting = Name) Must Have 1 2 3Create Web Forms Must Have 1 1 2Rich Media can be Incorporated into Email Must Have 2 3 2Create Auto Response Must Have 3 3 2Create Surveys Nice to Have 3 3 2Multiple Languages Available Must Have 3 1 1Email Creation Requirements Total (45) 29 32 36Email Sending RequirementsEmail Job Scheduling Must Have 1 2 3SPAM Test (Make Sure your Emails Arent SPAM) Must Have 2 2 2Create Email Address Must Have 3 3 1Test Email Nice to Have 2 1 3

  3. Multi-part auto detection (deliver email HTML/Text depending on recipient) Nice to Have 2 1 3"Send to a Friend" Option can be Enabled Must Have 2 1 3Email Sending Requirements Total (18) 12 10 15Email Reporting RequirementsClick-Through Tracking Must Have 1 2 3Conversion Tracking Must Have 2 2 2Sent Emails Must Have 3 3 1Delivered/Undeliverable Must Have 2 1 3Bounced Emails Must Have 2 1 3Opened Emails Must Have 2 1 3Forwarded Emails Must Have 2 1 3View Unsubscribed Contacts Must Have 2 1 3Unsolicited Email Complaints Must Have 2 1 3Compare Message Reports Must Have 2 1 3Export/Download Reports Must Have 2 1 3Email Reporting Requirements Total (33) 22 15 30Technical Support RequirementsEmail/Online Forms Must Have 1 2 324/7 Phone Support Must Have 2 2 2FAQ Section Must Have 3 3 1Help Documentation Must Have 2 1 3Demo/Tutorials Nice to Have 2 1 3 Multi-part auto detection (deliver email HTML/Text depending on recipient) Nice to Have 2 1 3"Send to a Friend" Option can be Enabled Must Have 2 1 3Email Sending Requirements Total (18) 12 10 15Email Reporting RequirementsClick-Through Tracking Must Have 1 2 3Conversion Tracking Must Have 2 2 2Sent Emails Must Have 3 3 1Delivered/Undeliverable Must Have 2 1 3Bounced Emails Must Have 2 1 3Opened Emails Must Have 2 1 3Forwarded Emails Must Have 2 1 3View Unsubscribed Contacts Must Have 2 1 3Unsolicited Email Complaints Must Have 2 1 3Compare Message Reports Must Have 2 1 3Export/Download Reports Must Have 2 1 3Email Reporting Requirements Total (33) 22 15 30Technical Support RequirementsEmail/Online Forms Must Have 1 2 324/7 Phone Support Must Have 2 2 2FAQ Section Must Have 3 3 1Help Documentation Must Have 2 1 3Demo/Tutorials Nice to Have 2 1 3

  4. Live Chat Nice to Have 2 1 3Articles and Resources Must Have 2 1 3Online Community Must Have 2 1 3Technical Support Requirements Total (24) 16 12 21Advanced RequirementsEmail campaign scheduling & automation Must Have 1 2 3Bi-directional CRM System Integration (Salesforce.com, etc.) Must Have 2 1 3Email/Web Analytics Application Integration (Google Analytics, etc.) Must Have 3 1 2Closed-Loop Reporting and Real Time Stats Must Have 3 1 3Dynamic insertion of variables & tracked URLs Must Have 2 1 3Individual user behavior tracking (micro-analytics) Must Have 1 1 3Auto responder emails sent upon form conversion Must Have 1 2 3Leads are scored based on profile & activity history Must Have 2 1 3Leads routed based on lead assignment rules Must Have 3 1 2Prospects can be added to drip marketing campaigns Must Have 3 1 3Landing Pages & Forms - customizable fields Must Have 2 1 3Landing Pages & Forms - invalid/free email address blocker Must Have 1 1 3Landing Pages & Forms - form handler for existing web forms Must Have 1 2 3Landing Pages & Forms - personal URLs, landing pages, or hypersite Must Have 2 1 3Prospect Activity Alerts - sent to sales users based on automation rules Must Have 3 1 2Ability to View User Activities within CRM System interface (page views, etc.) Must Have 3 1 3Activity History - form submissions, email opens, web visits, downloads, etc. Must Have 2 1 3Prospects can be sorted based on lead score, recent activity, company, etc. Must Have 1 1 3 Live Chat Nice to Have 2 1 3Articles and Resources Must Have 2 1 3Online Community Must Have 2 1 3Technical Support Requirements Total (24) 16 12 21Advanced RequirementsEmail campaign scheduling & automation Must Have 1 2 3Bi-directional CRM System Integration (Salesforce.com, etc.) Must Have 2 1 3Email/Web Analytics Application Integration (Google Analytics, etc.) Must Have 3 1 2Closed-Loop Reporting and Real Time Stats Must Have 3 1 3Dynamic insertion of variables & tracked URLs Must Have 2 1 3Individual user behavior tracking (micro-analytics) Must Have 1 1 3Auto responder emails sent upon form conversion Must Have 1 2 3Leads are scored based on profile & activity history Must Have 2 1 3Leads routed based on lead assignment rules Must Have 3 1 2Prospects can be added to drip marketing campaigns Must Have 3 1 3Landing Pages & Forms - customizable fields Must Have 2 1 3Landing Pages & Forms - invalid/free email address blocker Must Have 1 1 3Landing Pages & Forms - form handler for existing web forms Must Have 1 2 3Landing Pages & Forms - personal URLs, landing pages, or hypersite Must Have 2 1 3Prospect Activity Alerts - sent to sales users based on automation rules Must Have 3 1 2Ability to View User Activities within CRM System interface (page views, etc.) Must Have 3 1 3Activity History - form submissions, email opens, web visits, downloads, etc. Must Have 2 1 3Prospects can be sorted based on lead score, recent activity, company, etc. Must Have 1 1 3

  5. Lead Qualification - leads only transferred when they reach minimum score Must Have 1 2 3Re-Assignment - leads can be re-assigned to new sales representative Must Have 2 1 3Profiling - sales users can update prospect profile to automate lead scoring Must Have 3 1 2Last Activity - sales users can view & sort prospects based on last activity Must Have 3 1 3Daily Visitor Activity Reports - automatically sent to sales/marketing users Must Have 2 1 3Lead Management - leads can be pulled back from CRM system if not active Must Have 1 1 3Advanced Requirements Total (72) 48 28 68Total for All Requirements (237) 149 119 207 Lead Qualification - leads only transferred when they reach minimum score Must Have 1 2 3Re-Assignment - leads can be re-assigned to new sales representative Must Have 2 1 3Profiling - sales users can update prospect profile to automate lead scoring Must Have 3 1 2Last Activity - sales users can view & sort prospects based on last activity Must Have 3 1 3Daily Visitor Activity Reports - automatically sent to sales/marketing users Must Have 2 1 3Lead Management - leads can be pulled back from CRM system if not active Must Have 1 1 3Advanced Requirements Total (72) 48 28 68Total for All Requirements (237) 149 119 207

  6. Email Marketing Vendor EvaluationBusiness Requirements Vendor 1 Vendor 2 Vendor 3 Vendor Fit DiamondGeneral 37% 56% 74% Vendor 1 Vendor 2 General 100% Vendor 3Contact Management 67% 39% 94% 80% Advanced 60% Contact ManagementEmail Creation 64% 71% 80% 40%Email Sending 67% 22% 83% 20% 0%Email Reporting 67% 45% 91% Technical Support Email CreationTechnical Support 67% 50% 88%Advanced 67% 39% 94% Email Reporting Email SendingVendor Rating (out of 100%) 62% 46% 86% Email Marketing Vendor EvaluationBusiness Requirements Vendor 1 Vendor 2 Vendor 3 Vendor Fit DiamondGeneral 37% 56% 74% Vendor 1 Vendor 2 General 100% Vendor 3Contact Management 67% 39% 94% 80% Advanced 60% Contact ManagementEmail Creation 64% 71% 80% 40%Email Sending 67% 22% 83% 20% 0%Email Reporting 67% 45% 91% Technical Support Email CreationTechnical Support 67% 50% 88%Advanced 67% 39% 94% Email Reporting Email SendingVendor Rating (out of 100%) 62% 46% 86%

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