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Specification template : Marketing Automation project

Listing your requirements is a fundamental step to the success of your Marketing Automation project! It allows you to define your needs and to have a precise project brief for your future provider or your internal project team.

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Fill out the form to receive your project specification template!

A detailed specification template
to prepare your Marketing Automation project

The essential information to provide to present your company, your business model and your project

An audit of your existing tools (CRM, website, etc.) to anticipate your integration needs

An overview of your use cases with concrete examples

A tool to anticipate any additional needs you may have

marketing automation project

Implementing a Marketing Automation tool will allow you to :

Boost your marketing and sales performance by aligning these two teams
Improve your customer experience and launch highly personalized campaigns
Build custom dashboards to analyze the performance of your campaigns
Optimize your funnel, generate more leads and improve customer loyalty