The document outlines five keys to a successful marketing technology deployment: find a vendor partner that understands your industry and owns the launch plan; take a phased approach starting with a beta group; engage the user base with weekly status calls; emphasize training with materials from the vendor; and provide ongoing support with continued communication after launch.

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.
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