The client, a fast-growing equity manager, sought to scale its growth by adopting technologies to scale distribution efforts. It recognized that existing marketing systems were ill-suited to support growth.
The existing email marketing service did not provide the key features that the manager sought, including the following:
Our client needed assistance selecting a vendor that would meet their current and future requirements, as well as pre-implementation guidance on the following topics:
Cutter met with members of the firm’s marketing, IT, and sales teams to understand the requirements for a new marketing automation system (MAS). Cutter then drafted a strawman RFP for the project team to review. Once completed, five vendors were included in the formal RFP search.
While the RFP was with vendors, Cutter lead our client through a series of workshops to discuss and ideate on how an MAS could drive business. Workshops were held on the following topics:
Cutter was able to achieve the following for the client:
Our client, which has committed to using a best-in-class MAS, understands what it will take to successfully implement the MAS, including the following:
As part of the pre-implementation work, Cutter also provided materials to assist in the implementation, including the following: