The business challenge

We’re undertaking a vendor selection for a client seeking a Marketing Automation and Email Marketing solution.  They want to introduce efficiencies into an already very busy Marketing department while improving the service that they provide to the wider Sales and Servicing communities.

Potential vendors

Based upon an initial criteria of integration with salesforce.com CRM, the shortlist comprises the following:

All of these vendors have some integration with salesforce.com and Investment Management experience.  However, this is a very immature software category in the Investment Management industry.  The salesforce.com integration is a key factor so there are no other vendors in play at present.  However as the industry and software matures, maybe there are some emerging solutions that need to be considered in future.

A wider net

So has anyone experience with other Marketing Automation vendors?  Are there some that don’t currently integrate with salesforce.com but are a strong enough proposition to be considered in isolation? We welcome all suggestions and comments.  In return, we’ll happily share our experience of Marketing Automation within the Investment Management industry with you.