In order to be truly successful with a customer engagement platform, you need ongoing training, documentation and support. Some marketers might also need services around developing creatives, like responsive HTML templates. It's critical to pick a platform with a strong focus on customer success through documentation, training, support and services.

RFP Questions for Services


  1. Describe your implementation process and the resources to expedite onboarding and time to value. What's the typical timeline?


  1. Does your team provide dedicated account management? What are the varying levels of support?

  2. Describe what dedicated product training and self-learning resources are available.


  1. Do you offer 24/7 customer support? Do you have global presence for support? What support levels are included and what are the Service Level Agreements (SLAs) for technical support?

Read Blueshift's responses to these questions