Executive Summary This How-To Guide outlines Raab Associates’ methodology for selecting a marketing automation vendor and it provides a set of tools that you can use to ensure that the vendor selection process goes smoothly. Read this brief 6-page guide to learn about: The benefits of marketing automation, demand generation, lead generation, inbound marketing The eight step action plan for selecting the right vendor How you can use the Demand Metric Lead Generation Tool-Kit to get started! Read this report to learn about the marketing automation vendor selection process. Use our Marketing Automation ROI Calculator to measure the overall financial impact that Marketing Automation can have on your business. When it comes to selecting the right vendor for your business, Demand Metric encourages you to use the 2012 B2B Marketing Automation Vendor Selection Tool (VEST) (link is external) during the vendor selection process. Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.

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© 2012 Demand Metric Research Corporation. All Rights Reserved.1
Marketing Automation Software
Executive Summary
Marketing automation refers to software platforms that replace high-touch, repetitive
manual processes like email marketing with automated solutions.
According to the 2012 Lead Generation Marketing Effectiveness Study, marketers report an
increase in the following key outcomes as a result of implementing marketing automation:
 Total Marketing Revenue Contribution
 Lead to Closed Sale Conversion %
 Quality of Leads Passed to Sales
 Revenue Per Sale
 % of Leads Accepted by Sales
 Quantity of Leads Generated
With revenues for business-to-business (B2B) marketing automation systems closing in on
$525 million this year, selecting the best vendor for your business in this growing market is
a critical task. Lack of attention to detail during the selection process can waste time and
resources during implementation and produce a sub-optimal outcome. Therefore, a
disciplined selection process is essential to ensure that your marketing automation project
starts off on the right foot.
This How-To Guide outlines Raab Associates’ methodology for selecting a marketing
automation vendor and it provides a set of tools that you can use to ensure that the
vendor selection process goes smoothly.

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© 2012 Demand Metric Research Corporation. All Rights Reserved.2
Benefits of Marketing Automation
Fully developed marketing automation systems provide information across all phases of the
marketing process, including:
 Demand Generation  Lead Management
 Lead Scoring  Lead Nurturing
 Lead Generation  Campaign Analysis
 Lead Qualification  Sales Effectiveness
Implementing an integrated Marketing Automation infrastructure composed of skilled
people, automated processes, and integrated technology provides numerous benefits,
including:
 Alignment of Sales & Marketing: alignment occurs when sales and marketing can
agree on the definition of a qualified lead; systems are integrated to provide
visibility into activities and results; and the loop is closed between lead source and
revenue generated.
 Increased Win Rates: leads that are scored and nurtured before being handed off
to sales close at higher win rates as purchasing & sales cycles are more aligned.
 Reduced Cost per Lead: when key marketing processes such as lead scoring, lead
nurturing, and lead assignment are automated, fewer resources are required to
manage new opportunities. Additionally, the use of a web/email-based approach can
drastically reduce acquisition costs for new prospects and opportunities.
 Improved Accountability & Credibility: marketing leaders can provide accountability
for their spending once they are able to quantify the impact of their investments.
When deployed properly, Marketing Automation solutions increase credibility by

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© 2012 Demand Metric Research Corporation. All Rights Reserved.3
providing a system of record that tracks and measures marketing activities and
associated business results.
 Better Allocation of Resources: having detailed analytics on prospect behaviors
and campaign ROI provides marketers with the insight needed to optimize spending
on the most profitable marketing programs.
Marketing automation systems make marketers more effective. For B2B marketers, the
systems support the primary marketing department activities of generating leads, nurturing
them, and transferring qualified leads to sales.
Action Plan
1. Define Requirements - Create a list of your goals in buying the system. Relate these
to financial values when possible. Then define how you’ll use the system to meet
these goals, being as specific as you can about the actual processes involved. Be
sure to include processes beyond what you do already: one of the reasons you
should consider marketing automation is to expand what your department can
accomplish. Your requirements are based on the tasks you must perform to meet
your goals. Use Demand Metric’s Marketing Automation Business Case document
to get approval for your marketing automation project and share your goals &
objectives with the rest of your team. If you want to measure the overall financial
impact that Marketing Automation can have on your business use our Marketing
Automation ROI Calculator.
2. Research your options – Demand Metric’s Marketing Automation Vendors Matrix
provides a good starting point for matching possible vendors to your requirements.
For a more detailed analysis use the Raab Associates’ Vendor Selection Tool to
match the scale and sophistication of your marketing operations to the different
buyer segments used in the report. Keep in mind that company size alone doesn’t

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necessarily predict the depth of your requirements: small companies can run
complex marketing programs, and large company programs may be simple.
3. Test vendors against scenarios - Develop scenarios that describe actual marketing
projects you expect to run through the system, and have the most promising
vendors demonstrate how they would execute them. Scenarios based on your own
needs are critical for understanding how well each system will function in your
environment. Be sure that some scenarios describe your more complicated
processes, since these are most likely to highlight differences among systems. If
vendor staff executes the scenarios for you, make sure to understand how much the
vendor built in advance. This ensures that you get an accurate sense of the total
work effort involved.
4. Talk to references - This is an often overlooked source of insight. The question isn’t
whether the references are happy, but whether your situations are similar enough
that you’re likely to be happy as well. Find out whether the reference is using the
system functions you care about, how long they took to get started, the amount of
training and process change required, what problems they had, and how the vendor
responded.
5. Consider a trial - Nearly all marketing automation vendors will let you try their
system for a limited period. Trials are a great way to learn what it’s really like to use
a system, but only if they are managed effectively. This means you need to invest in
training and then set up and execute actual projects. As with scenario
demonstrations, you may still rely on the vendor to handle some of the more
demanding aspects of the project, but, again, make sure you know how hard it will
eventually be to do it yourself.
6. Make a Decision - Don’t let the selection process drag on. Selection is a means to
an end, not a goal in itself. Unless you have very specialized needs, there are

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probably several marketing automation systems that will meet your requirements.
Once you’ve found one that you are confident with, go ahead and buy it. Then you
can start on what’s really important: better marketing results. Use Demand Metric’s
Marketing Automation Vendor Evaluation Tool to show due diligence by
conducting an apples-to-apples comparison of your top three vendors.
7. Invest in deployment - Invest in deployment. Marketing automation systems allow
major improvements in marketing results, but those improvements require more
than just a new system. If you don’t already have a formal description of the stages
that prospects move through to become buyers, use Demand Metric’s Buying
Process Stage Template and Buyer Persona Template to document buying stages
and seller actions for each of your fictional buyer personas pain points. Invest in the
staff training and content to execute those programs successfully.
8. Document and improve internal marketing processes - Document and improve
internal marketing processes. Work closely with sales to define lead scoring rules,
handoff mechanisms and service levels, and ways to capture results. Use Demand
Metric’s Qualified Lead Definition Template to achieve alignment on the definition
of a qualified lead and the Service Level Agreement Template to define the level of
service that you will provide. Build measurement systems and use them to hold
marketers at every level of the department responsible for results they control. Bring
in outside resources, such as agencies and consultants, when you lack the internal
expertise or time to do the work in-house.

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© 2012 Demand Metric Research Corporation. All Rights Reserved.6
Bottom Line
If you’re serious about marketing automation, Demand Metric encourages you to use the
2012 B2B Marketing Automation Vendor Selection Tool (VEST) during the vendor
selection process for the following reasons:
 It provides detailed information on individual vendors, including scores that measure
each product’s sustainability for different kinds of buyers.
 It is combined with background information on how marketing automation systems are
used; industry size, history and trends, related systems that compete with or complement
marketing automation products; and tips for system selection and successful
deployment.
 It draws on nearly 200 data points for 22 B2B marketing automation vendors that
show which vendors are most suitable for small, mid-size and large organizations.
 Results of the assessment are displayed on easy-to-understand charts that make
it simple to see which products are best suited to the different situations.
Once you’ve identified the leaders in your category, you can dig deeper by reading vendor
profiles that describe each product’s strengths, weaknesses and special features. This lets
you move beyond generic rankings to find systems with the precise features you need. The
profiles also offer basic information on pricing, company size, and installation count by
client type.
If you have any question about the 2012 B2B Marketing Automation Vendor Selection
Tool (VEST) or about marketing automation in general, feel free to click here and book a
call with an Analyst.