MarTech RFP guide

Whether you’re a procurement manager, marketer, or in any other way responsible for choosing a marketing platform that meets your needs, this guide is for you.

Request for Proposal (RFP) or Request for Information (RFI) processes are rarely straightforward. Vendors interpret questions differently, define capabilities in their own way, and often return a spreadsheet full of “yes, but” answers that don’t actually line up. It’s surprisingly difficult to run a process that leads to an unbiased result and helps you select the right tech for your business.

We’ve seen hundreds of RFPs and have crowdsourced opinions on what makes for the most streamlined process. The result is right here. It contains the essential questions you’ll want to ask
any future platform before you sign on the dotted line.

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