8 questions to ask marketing work management salespeople during the demo


Once you’ve determined that the marketing work management software is relevant to your business, and you’ve spent the time researching individual vendors, it’s time to schedule demonstrations with the selected vendors. We recommend that you set up demos within a relatively short period of time after receiving responses to RFPs to help make meaningful comparisons. Also, make sure that all potential internal users participate in the demo call and pay attention to the following:

  • The ease of use of the platform.
  • If the seller seems to understand your business and your needs.
  • If they show you your “must have” features.
  • And if the report is usable.

But a good demo is one where the vendor not only clearly demonstrates the capabilities of the platform, but also answers all of your questions in a way that gives you greater confidence in the tool or service.

Here are eight questions you should ask yourself when demonstrating marketing work management software:

How robust and flexible are your reporting options and visualizations?

Different users have different reporting needs. Find out if reports can be customized and automatically delivered to different users and user types, and if the data can be exported in CSV format.

What workflow and project methodologies does your tool support?

Is it primarily Agile or Waterfall focused, or does it include aspects of both?

How are the authorizations and the access of unlicensed persons managed?

If you plan to use the tool to coordinate with subcontractors or customers, you should look for tools that offer
sharing options, including free guest accounts that won’t incur additional license fees. Also consider the granularity of the different types of accounts that can be set up, so that you can expose just the right amount of information to different users and stakeholders.

Regarding projects, tasks, sub-tasks, etc., what is the hierarchy within the tool and how is it organized?

If you plan to use the tool in multiple departments, multiple locations, or with each of your clients, you should ensure that you can separate initiatives from each other within the tool, both to prevent leak of proprietary information and to avoid confusing users. with too much data they don’t need.

Where are the actionable reports?

Business tools usually have dashboards and generous amounts of data, but understanding how and which reports can immediately benefit your business is very important. A good sales team will understand your
business goals and KPIs and have reports ready or can execute them in real time.

What is the onboarding process and how long will it take for my team to be up and running?

What are the training options ie is it online only… or will you send people to our location to train us on site? Make sure you know what onboarding and support is included in the price and what an add-on is.

What type of ongoing support and customer engagement will your account team provide? How will you assess our use or non-use of the platform’s features?

One of the most common reasons a business leaves an enterprise platform is because they aren’t using it enough. How do they suggest you avoid tool and cash fatigue for your organization? A vendor needs to be prepared to address this issue and more specifically how the tool creatively engages users and reinserts them into the environment. Quick and efficient resolution of user questions is also an important factor, as it can make a significant difference in the speed of adoption.

What new features do you envision? What is the long-term roadmap and launch dates?

The digital marketing landscape is constantly changing. It’s important to understand a vendor’s level of innovation and their ability to add and keep up with emerging technologies. How do they solicit suggestions and feature requests from users, and what kind of influence do they have? It is also very important to know the timing of a vendor’s new feature release dates and their ability to meet deadlines. This makes it possible to establish a relationship of trust and long-term relationship with the supplier, knowing that he will always be at the forefront of technology.

If the supplier answers all of your questions well and the platform seems to meet your needs, that means it’s time to move on to checking references, talking with existing customers, and ultimately negotiating the contract. .

Marketing work management: an overview

What it is: Marketing work management platforms help marketers and their teams structure their day-to-day work to achieve their goals on time and within budget, while managing resources and facilitating communication and collaboration. Duties can include task assignments, time tracking, budgeting, team communication, and file sharing, among others.

Why it matters today. Work environments have changed dramatically due to the COVID-19 pandemic. This has increased the need for work management tools that help marketers navigate these new workflows.

Marketers have developed processes that allow them to work with people outside of their own offices, as marketing projects (campaigns, websites, white papers, or webinars) often involve working with external sources.

Additionally, with marketers today being required to design interfaces, write content, and create engaging visual assets, more marketers are adopting agile workflow practices, which often have functionality. to support agile practices.

What the tools do. All of these changes have increased the need for marketing work management software, which optimizes and documents the projects undertaken by digital marketers. They often integrate with other systems such as digital asset management platforms and creative suites. But more importantly, these systems improve process clarity, transparency and accountability, helping marketers keep their work on track.

Read more: What is Marketing Work Management and How Do These Platforms Support Agile Marketing

About the Author

Pamela Parker is a Research Director at Third Door Media’s Content Studio, where she produces MarTech Intelligence reports and other in-depth content for digital marketers in collaboration with Search Engine Land and MarTech. Prior to this role at TDM, she served as a content manager, senior writer and features editor. Parker is a respected authority on digital marketing, having published and written on the subject since its inception. She is a former editor-in-chief of ClickZ and has also worked on the business side helping independent publishers monetize their sites at Federated Media Publishing. Parker received a master’s degree in journalism from Columbia University.


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