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FIND THE RIGHT
PARTNER
Your chosen vendor
should “own” the
launch plan: request
materials and
information and
communicate daily
Partner should
understand the
unique requirements
of your industry
TAKE A
PHASED
APPROACH
Limit scope of
each step while
laying foundation
for future change
Start with beta
group to get
valuable user
feedback for
implementation
ENGAGE THE
USER BASE
Weekly status
calls ensure better
usability among
end-users, not
just at the
corporate level
Continue
engagement
after beta and
company-wide
launches
EMPHASIZE
TRAINING
Vendor should be highly
involved and experienced
in training process
Slide decks, FAQs, videos
and webinars should be
part of vendor-supplied
training materials
Effective end-user training
increases adoption and
ensures success
PROVIDE
ONGOING
SUPPORT
Communication
between vendor
and your company
should continue
after launch
System should
evolve and scale
with your business
as needed
MARKETING TECHNOLOGY
DEPLOYMENT:
FIVE KEYS TO SUCCESS
WHY IT’S IMPORTANT
A marketing technology deployment involves an investment of both time and money.
There’s no better way to mitigate your investment risk than taking a good first step.
1 2 3 4 5

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Find the Right Marketing Tech Partner in 5 Steps

  • 1. FIND THE RIGHT PARTNER Your chosen vendor should “own” the launch plan: request materials and information and communicate daily Partner should understand the unique requirements of your industry TAKE A PHASED APPROACH Limit scope of each step while laying foundation for future change Start with beta group to get valuable user feedback for implementation ENGAGE THE USER BASE Weekly status calls ensure better usability among end-users, not just at the corporate level Continue engagement after beta and company-wide launches EMPHASIZE TRAINING Vendor should be highly involved and experienced in training process Slide decks, FAQs, videos and webinars should be part of vendor-supplied training materials Effective end-user training increases adoption and ensures success PROVIDE ONGOING SUPPORT Communication between vendor and your company should continue after launch System should evolve and scale with your business as needed MARKETING TECHNOLOGY DEPLOYMENT: FIVE KEYS TO SUCCESS WHY IT’S IMPORTANT A marketing technology deployment involves an investment of both time and money. There’s no better way to mitigate your investment risk than taking a good first step. 1 2 3 4 5