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marketing automation checklist

Looking to find the right marketing automation platform for your organization? Get the Marketing Automation Checklist to ensure your chosen platform meets all your current and future needs! With B2C and B2B communications, marketing automation is quickly becoming less of an optional component and more of a mandatory requirement. No matter the size or the industry, businesses are constantly looking for ways to optimize their communications and save time. And, what better way than with marketing automation tools?


With marketing automation, businesses and organizations can automate communications with contacts, increase personalization, and save valuable time and resources. To learn more about the benefits of marketing automation, click here. Before you dive head first into marketing automation, it's important to know what you're looking for and what you should expect from a marketing automation platform. There are a lot of options out on the market right now, so to aid in your search we have created a list of the most requested features and tools by clients.This interactive marketing automation checklist presents you with the most in-demand functions, features, and capabilities users are looking for today.


Make sure you're getting all the features you need by completing this checklist for any vendors you are considering. If a vendor meets the criteria for a specific point, simply check off the appropriate box. And, at the end, tally up how many points the vendor received and compare it to other options.

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