Don’t let a great demo substitute for a real evaluation. Equip your team with the right questions before you talk to a single vendor.
Platform evaluations are a lot harder when every vendor sounds exactly the same. This guide gives you 100+ structured questions across 14 categories so your team can compare vendors on what actually matters, involve the right stakeholders, and make a decision you can confidently defend.
Here’s what’s inside:
- How to Run the Process
Structure your evaluation from first outreach to final decision, with guidance on building your shortlist, running demos, and scoring responses consistently. - 14 Categories of Questions
Covering data ingestion and unification, AI capabilities, cross-channel execution, integrations, security, compliance, and more. - How to Build a Business Case
What marketing leadership, IT, and finance each need to hear, and how to frame the investment for each audience. - Common Buyer Mistakes
The evaluation missteps that cost teams months, and how to avoid them. - Demo Pressure Tests
What to ask vendors to show you live, with real scenarios from your own business.
3 Reasons to Download Now
Stop picking platforms on vibes.
Every CEP vendor leads with AI, seamless integrations, and an enterprise-grade feature set. The questions in this guide separate real capabilities from a well-rehearsed demo.
Get every stakeholder aligned.
Marketing, IT, and finance all care about different things. This guide shows you how to build a business case that speaks to all three, so you're not navigating budget conversations without backup.
Make a defensible purchase decision.
Teams that skip a structured evaluation process end up comparing apples to slide decks. 100+ questions across 14 categories means you're comparing vendors on the same criteria every time.