Marketing Automation Selection ServicesThe Annuitas Group

By: The Annuitas Group  09-12-2011
Keywords: Management Process, Lead Management Process

For B2B marketers, marketing automation technology provides the means to be more efficient and more effective. While marketing automation provides a great opportunity for marketers to truly deliver value to their organizations, it’s also creating an issue in that most marketers have never been required to make a major software purchase. It’s no wonder so many are asking, “Where do I start?”

In addition, the vendors are plentiful (over 100!) and the promises are many in terms of what these solutions can do.  Not to mention, it’s extremely challenging to differentiate one solution and its features/functionality from another.  As a marketer you need an objective source to cut through the noise, and help match your business process needs with the technology solution that best fits your organization.

To help you select the right marketing automation vendor, The Annuitas Group provides Marketing Automation Selection Services.   Through this service, we help you weed through the complex process of selecting a vendor from beginning to end.  This includes reviewing your current lead management process (and any potential gaps), defining process and technology requirements, identifying potential vendors, scheduling demos, securing pricing, and making recommendations on both the final vendor selection and implementation planning. And because we are vendor agnostic (we do not take referral commissions from any vendor), we can be truly objective on our clients’ behalf.  The end result is that you will be confident that your organization has selected the right marketing automation partner.

Marketing Automation Selection Services includes…

  • Demand generation and lead management process review
  • A detailed process and technology requirements document
  • Budget planning
  • Initial recommendation of marketing automation vendors
  • Liaison services between vendors and clientele
  • Software demos facilitation
  • Vendor evaluation
  • Proposal and pricing review
  • Final vendor selection recommendation
  • Implementation planning consultation

Keywords: Lead Management Process, Management Process,

Other products and services from The Annuitas Group


Create sales and marketing alignment and improve revenue

The end goal is to provide a catalyst event that creates alignment between marketing and sales, gains executive buy-in and provides a starting point for a more comprehensive lead management audit. Marketers need a way to quickly identify specific lead management issues so they can move their organizational mindset from being one of resistance to one focused on process change.


Marketing and sales automation services to maximize lead management

We become a virtual member of your team to ensure your organization is maximizing your marketing automation investment and utilizing it to bring efficiency to your lead management process. The Marketing Automation Optimization service offering includes our expertise in helping to facilitate the implementation of marketing automation software from a process perspective.


Outsource Your Lead Management Needs to B2B Marketing Experts

Even after the implementation of the Lead Management Framework, some companies choose to benefit from The Annuitas Group’s on-going, third party insight and expertise on lead management issues. Through regular reviews, meetings and working sessions with stakeholders, we assist in maintaining “best-in-class” status, upholding a measurable impact on revenue and enhanced ROI.


Experts in Creating a Lead Management Framework for B2B Companies

You may or may not have the internal resources to dedicate to implementing a new lead management process, but one thing is for sure – you want to get it right the first time and maintain the momentum and organizational alignment that effective process creates.


B2B Lead Management Marketing Services

Recent research by Gartner, Aberdeen Group and other analysts confirm that creating a documented, standardized lead management process is the fastest way to increase marketing and sales effectiveness. That’s why The Annuitas Group has created six distinct lead marketing service offerings to assist you in every phase of evaluating, developing, implementing and executing a Lead Management Framework™.


B2B Lead Management Audit Services & Expert

Having a Lead Management Framework in place will help marketing generate more qualified leads, shorten the sales cycle, and ultimately lead to increased revenue and profitability. A Lead Management Audit by The Annuitas Group serves to help clients “know what they don’t know” by walking through and examining every step of the Lead Management Framework.