the best email platform: 20 questions you should ask

After receiving RFP responses, if your team decides that an enterprise email platform is the right choice for your brand we recommend scheduling demos within a short period of time to find the best platform.

Pay attention to these points:

• How easy is it to use the platform, particularly when it comes down to designing, previewing, and collaborating?
• Does the vendor appear to understand our business needs and marketing?
• Do they show us the features we “must have”?
• Are the reports actionable? Can we extract meaningful insights from the data using the available human resources?

Other important questions you should ask vendors

1. What is your philosophy on list management and hygiene?
2. How can you verify the accuracy of data appends, matches and synchronization?
3. How can you ensure that your business is compliant with consumer privacy and choice regulations?
4. How flexible and robust are your reporting tools?
5. Can reports be automatically customized and delivered in the preferred format to different users or types of users?
6. Where are the reports that can be used to take action?
7. Is there a workflow that allows for the coordination of marketing, content, and design teams as well as brand compliance and regulatory compliance built into it?
8. Can we work within the platform with franchisees or internal operations across different geographies to ensure consistency and conformance?
9. How is the platform integrated with martech platforms? (i.e. CRMs DSPs CDPs).
10. Is there any data activation capability built into the platform beyond email (i.e. display ad campaign or social media marketing).
11. What reports do you provide to document our ROI?
12. How long does it take to complete the onboarding?
13. What training options are available, i.e. is it only online…or do you send someone to our site to train us?
14. What type of customer service is included? What is the customer service number?
15. Were we going to have a dedicated Account Manager and technical support for our account?
16. Are you able to provide a proof of concept that measures potential performance and scales?
17. What professional services are offered? What are the costs?
18. What is the company’s policy on product modification requests?
19. What new features do you have in mind?
20. When are the features scheduled to be released?

After the vendor has answered your questions, if the platform appears to be a good fit for your business, you should start checking references and speaking to existing customers. You can also negotiate the contract.

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