Martech Upgrades: Key Considerations When Looking for a Consulting Partner that is Right for You

With personalization having emerged as one of the strongest marketing tools available, you may be considering a complete upgrade or modernization of your current technology but are wondering where to start. The first step is to find a consulting partner that understands the challenges you’re facing and can help you determine the best solution to meet your needs. Here are some key things to consider when evaluating who might be the right fit for you:

·???????Expertise

Look for a consulting agency of experts who specializes in 1 to 1 engagement. Moving to a real-time, omni-channel, single decisioning platform can be complex and overwhelming, so finding someone with deep expertise who excels at designing and implementing complex solutions is critical.

·???????Communication

A consulting agency with strong communication skills who can clearly explain complex technical concepts and processes in plain language will help you understand the solutions available to you and keep you informed every step of the way.

·???????Innovation

Your partner should take an innovative and forward-thinking approach to marketing tech upgrades, offering creative solutions that can help your business stand out in a crowded marketplace.

·???????Customization

Look for a consulting agency that can customize an implementation plan based upon your company’s preferred methodology. They should be able to provide you with tailored solutions that suit your unique requirements and deliver measurable results.

·???????Integration and Implementation

The partner you choose should be able to seamlessly integrate the new marketing technology with your existing systems and processes, optimizing your organization’s investment across platforms. This can help ensure that the upgrade process is efficient and minimizes disruption to your business operations.

·???????Scalability

Find a consulting agency that can help you scale your marketing tech upgrades as your business grows, providing solutions that can accommodate your changing needs and support your long-term growth strategy.

·???????Collaboration

Find a consulting agency that is willing to work collaboratively with your team. They should be open to feedback and willing to work closely with your marketing and IT teams to ensure that the upgrade process is smooth and successful.

·???????Flexibility

A consulting agency that is flexible and can adapt to changing business requirements is important, especially one who is proven to be agile, capable of moving faster and being more responsive while meeting your company’s unique needs.

·???????Training and Support

Look for a partner that provides training and coaching to ensure your team is fully prepared to use and maintain the new technology after the upgrade is complete. Better yet, find an agency with staff augmentation services to supplement your team with delivery experts, ensuring your peace of mind while teams get up to speed.

·???????Long-term Partnership

The partner you choose should be committed to building a long-term partnership with your business. This can help ensure that the agency provides ongoing support and advice, helping you stay up to date with the latest marketing technologies and trends.

·???????Managed Services

Your new partner should offer managed, ongoing enhancement releases, testing, and platform upgrades. In addition, they should be able to optimize the performance of your existing systems and implement new offers and propositions in production, should you need them.

Carefully weighing each of these factors will assist you in finding the right partner for you who possesses the extensive and proven expertise you require to help you achieve the long-term success you’re looking for with your marketing technology. Ultimately, the partner you choose should be able to provide you with peace of mind and the confidence that you’re in great hands every step of the way.

CXForward | April 25, 2023