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Marketing Automation

Your Marketing Automation Platform Evaluation Guide

Marketers discussing marketing automation platform evaluation.

The Great Marketing Evolution

Marketing today is no longer about sending the right message—it’s about delivering that message at the right moment. Customers expect brands to anticipate their needs, adapt quickly, and deliver personalized experiences without feeling intrusive. The companies that succeed? They’re not guessing. They’re using data and automation to stay ahead. 

But making the leap from fragmented campaigns to connected experiences isn’t easy. Some organizations are stuck in an endless cycle of marketing automation platform evaluation, while others invest in tools they never fully activate—or that ultimately limit their growth.

So, what separates success from stagnation? Speed-to-activation and the ability to personalize at scale.

Why Speed, Personalization—and Marketing Automation Platform Evaluation—Matter

High-performing teams are launching campaigns in weeks—not quarters—while delivering deeply personalized customer journeys. The difference isn’t just technology—it’s how they choose and use it.

A strategic marketing automation platform evaluation begins by identifying gaps in your current approach and aligning technology and processes to real business goals. Success hinges on a few key criteria:

  • Personalization & AI Capabilities: Can the platform deliver dynamic, data-driven experiences and predictive insights?
  • Integration & Connected Ecosystems: Will it unify your CRM, sales tools, and broader MarTech stack?
  • Customer Journey Orchestration: Does it support intuitive mapping, multichannel engagement, and real-time responsiveness?
  • Scalability & Flexibility: Can it grow with your business and adapt to changing workflows?

If these are tough questions to answer—or if your tools aren’t delivering results—it might be time for a smarter approach.

Perficient’s Proven Approach to Marketing Automation Platform Evaluation

Our marketing automation platform evaluation is designed to move you from indecision to activation. Whether you’re assessing new solutions or trying to get more from what you already have, Perficient helps you align your platform to business outcomes fast.

For those considering Salesforce Marketing Cloud, we offer jumpstarts to increase time-to-value:

Moving Beyond Platform Paralysis

Choosing the right platform is just the beginning. Perficient brings deep technical expertise and strategic insight to every stage of your transformation—from marketing automation platform evaluation to activation and adoption. The result? Smarter campaigns, stronger customer connections, and measurable growth.

Don’t let platform paralysis slow you down. Let’s work together to accelerate your marketing strategy.

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Corin Bragstad

Corin Bragstad is a Marketing Manager at Perficient with more than a decade of experience in B2B tech. She's led strategic partnerships, managed multi-million-dollar marketing campaigns, and driven engagement at in-person events attended by thousands of IT and business professionals across the U.S.

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