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1. Email Marketing Vendor Evaluation
Business Requirements Necessity Vendor 1 Vendor 2 Vendor 3
General Requirements
Price Falls within Budget Must Have 1 1 3
Secure Web Access for Remote Users Must Have 2 1 3
Easy & Intuitive User Interface Must Have 1 3 3
No I/T Staff Required for Set-up or Maintenance Must Have 1 2 1
Shared Access (Multiple Log-ins) Must Have 1 1 1
Free Trial is Available to Test-Drive System Must Have 1 3 2
Microsoft Outlook Email Integration Must Have 1 1 2
Bonded Mail Servers Available Nice to Have 1 2 2
High Volume Servers Available Nice to Have 1 1 3
General Requirements Total (27) 10 15 20
Contact Management Requirements
Lists can be Imported, Updated, and Segmented Must Have 1 2 3
Microsoft Excel Import/Export Must Have 2 1 3
Automatic Removal of Unsubscribed Contacts Must Have 3 1 2
Automatically Detect Duplicate Emails Must Have 3 1 3
Add Custom Demographic Fields Nice to Have 2 1 3
CAN SPAM Compliant Must Have 1 1 3
Contact Management Requirements Total (18) 12 7 17

2. Email Creation Requirements
Email Setup Wizard Must Have 2 2 2
Add Images and Hyperlinks into Email Must Have 1 3 3
Import Web Pages Must Have 2 1 2
Easy-to-use, robust WYSIWYG HTML editor Nice to Have 3 1 2
Create Messages from Template Nice to Have 2 3 3
Custom Order Design from Service Nice to Have 1 2 3
View Overall Preview (WYSIWYG) Nice to Have 2 3 3
View HTML Source Code Program Nice to Have 1 2 3
Add Email Footer (Unsubscribe Link) Must Have 2 2 3
Email Personalization (Greeting = Name) Must Have 1 2 3
Create Web Forms Must Have 1 1 2
Rich Media can be Incorporated into Email Must Have 2 3 2
Create Auto Response Must Have 3 3 2
Create Surveys Nice to Have 3 3 2
Multiple Languages Available Must Have 3 1 1
Email Creation Requirements Total (45) 29 32 36
Email Sending Requirements
Email Job Scheduling Must Have 1 2 3
SPAM Test (Make Sure your Emails Aren't SPAM) Must Have 2 2 2
Create Email Address Must Have 3 3 1
Test Email Nice to Have 2 1 3

3. Multi-part auto detection (deliver email HTML/Text depending on recipient) Nice to Have 2 1 3
"Send to a Friend" Option can be Enabled Must Have 2 1 3
Email Sending Requirements Total (18) 12 10 15
Email Reporting Requirements
Click-Through Tracking Must Have 1 2 3
Conversion Tracking Must Have 2 2 2
Sent Emails Must Have 3 3 1
Delivered/Undeliverable Must Have 2 1 3
Bounced Emails Must Have 2 1 3
Opened Emails Must Have 2 1 3
Forwarded Emails Must Have 2 1 3
View Unsubscribed Contacts Must Have 2 1 3
Unsolicited Email Complaints Must Have 2 1 3
Compare Message Reports Must Have 2 1 3
Export/Download Reports Must Have 2 1 3
Email Reporting Requirements Total (33) 22 15 30
Technical Support Requirements
Email/Online Forms Must Have 1 2 3
24/7 Phone Support Must Have 2 2 2
FAQ Section Must Have 3 3 1
Help Documentation Must Have 2 1 3
Demo/Tutorials Nice to Have 2 1 3

4. Live Chat Nice to Have 2 1 3
Articles and Resources Must Have 2 1 3
Online Community Must Have 2 1 3
Technical Support Requirements Total (24) 16 12 21
Advanced Requirements
Email campaign scheduling & automation Must Have 1 2 3
Bi-directional CRM System Integration (Salesforce.com, etc.) Must Have 2 1 3
Email/Web Analytics Application Integration (Google Analytics, etc.) Must Have 3 1 2
Closed-Loop Reporting and Real Time Stats Must Have 3 1 3
Dynamic insertion of variables & tracked URLs Must Have 2 1 3
Individual user behavior tracking (micro-analytics) Must Have 1 1 3
Auto responder emails sent upon form conversion Must Have 1 2 3
Leads are scored based on profile & activity history Must Have 2 1 3
Leads routed based on lead assignment rules Must Have 3 1 2
Prospects can be added to drip marketing campaigns Must Have 3 1 3
Landing Pages & Forms - customizable fields Must Have 2 1 3
Landing Pages & Forms - invalid/free email address blocker Must Have 1 1 3
Landing Pages & Forms - form handler for existing web forms Must Have 1 2 3
Landing Pages & Forms - personal URLs, landing pages, or hypersite Must Have 2 1 3
Prospect Activity Alerts - sent to sales users based on automation rules Must Have 3 1 2
Ability to View User Activities within CRM System interface (page views, etc.) Must Have 3 1 3
Activity History - form submissions, email opens, web visits, downloads, etc. Must Have 2 1 3
Prospects can be sorted based on lead score, recent activity, company, etc. Must Have 1 1 3

5. Lead Qualification - leads only transferred when they reach minimum score Must Have 1 2 3
Re-Assignment - leads can be re-assigned to new sales representative Must Have 2 1 3
Profiling - sales users can update prospect profile to automate lead scoring Must Have 3 1 2
Last Activity - sales users can view & sort prospects based on last activity Must Have 3 1 3
Daily Visitor Activity Reports - automatically sent to sales/marketing users Must Have 2 1 3
Lead Management - leads can be pulled back from CRM system if not active Must Have 1 1 3
Advanced Requirements Total (72) 48 28 68
Total for All Requirements (237) 149 119 207

6. Email Marketing Vendor Evaluation
Business Requirements Vendor 1 Vendor 2 Vendor 3 Vendor Fit Diamond
General 37% 56% 74% Vendor 1
Vendor 2
General
100% Vendor 3
Contact Management 67% 39% 94%
80%
Advanced 60%
Contact Management
Email Creation 64% 71% 80%
40%
Email Sending 67% 22% 83% 20%
0%
Email Reporting 67% 45% 91%
Technical Support Email Creation
Technical Support 67% 50% 88%
Advanced 67% 39% 94% Email Reporting Email Sending
Vendor Rating (out of 100%) 62% 46% 86%