MARGIOLD'S RFP TOOL KIT

Ready to Boost Growth with a New Email Marketing Solution?

If you’ve hit a fork in the road to growth, find a vendor who can match your ambitions and take your email marketing and messaging strategy to the next level.

Switching email service providers is a bold move. We’ve created this RFP Toolkit to support you with the knowledge and insights you need to decide with confidence.

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conversion rate
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average open rate
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increase in annual revenue
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Step 1: Where Do I Even Start?

You’ll need to consider things like, building your business case, analyzing the cost and ROI, scoping the project and determining resource allocation, migration and data privacy requirements, and how long it will take to do onboarding, training and get up and running.

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Step 2: Avoiding Buyer's Remorse. Know What To Look For an Email Marketing Solution

Whether you’re a first-time buyer or have been through the procurement process a time or two, it’s your job to find the right email solution that meets your organization’s needs.

Our guide will help you:

  • Define the functional, operational and technical requirements needed to deliver an engaging and revenue-generating email marketing strategy.
  • Learn ways to get all the stakeholders on the same page.
  • Select a relationship marketing vendor that understands the ins and outs of your industry.
  • Educate yourself on the best practices and use cases for leveraging email marketing technology.
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Step 3: The Migration Process De-mystified.

The idea of migrating to a new email solution can feel overwhelming. That’s why we’ve created an easy-to-follow checklist to make sense of the process.

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Step 4: Face Compliance and Put Customer Privacy First

Ensure your customer data remains safe – and your organization remains compliant – before, during, and after switching email solutions.

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Step 5: Evaluate. Score. Decide.

Conduct a side-by-side comparison of vendors to decide who fits you best. Our comprehensive scorecard allows you to score vendors (and weigh the scores, too) as you see fit.

Download the Scorecard
Ready To Take The Next Step in Your RFP Journey?

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