Questions to ask vendors before buying a customer journey orchestration solution

Once you have determined that customer journey orchestration (CJO) makes sense for your business, consider researching individual vendors and their capabilities. This research will better prepare you for when the time comes to select a specific vendor.

Researching customer journey orchestration

Evaluate your company’s current CJO capabilities and conduct research on solutions by following these steps.

Make a list of current capabilities. Make a list of all the CJO capabilities you currently have, those that you would like to have and those that you can’t live without. This last category is critical and will help you avoid making a costly mistake. For example, if you seek to harness the data coming from your call center, make sure to ask vendors about their capabilities in this area, and their ability to perform sentiment analysis on the conversations happening in that channel.

Take your list of capabilities and then do some research. Speak to your marketing peers at industry events to find out who is using which tool and why. Many vendors profiled in The MarTech Intelligence Report on CJO provide whitepapers and interactive tools that can help.

Narrow your list to those vendors that meet your criteria. Submit your list of the critical capabilities you’ve identified, and set a timeframe for them to reply.

Decide whether or not you need to engage in a formal RFI/RFP process. This is an individual preference. If you run a formal process, be sure to give the same list of capabilities to each vendor to facilitate an apples-to-apples comparison.

The most effective RFPs only request relevant information and provide ample information about your brand and its needs. It should reflect high-level strategic goals and KPIs. For example, mention your company’s most important KPIs and how you will evaluate the success of your CJO efforts. Include details about timelines and the existing martech systems you have deployed.

When written properly, an RFP will facilitate the sales process and ensure that everyone involved on both sides comes to a shared understanding of the purpose, requirements, scope and structure of the intended purchase. From the RFP responses, you should be able to narrow your list down to three or four solutions that you’ll want to demo.

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Questions to ask vendors

Set up demos with your short list of vendors within a relatively short time frame after receiving the RFP responses. Make sure that all potential internal users are on the demo call, and pay attention to the following:

  • How easy is the tool to use?
  • Does the vendor seem to understand our business and our marketing needs?
  • Are they showing us our “must-have” features?

Other questions to ask each customer journey software vendor depending on the type of services they provide include:

Data gathering

  • Does the solution integrate with the systems you currently use to store customer data?
  • What type of machine learning and/or artificial intelligence does the tool use?
  • Are we able to choose different models and tune them to our own needs?
  • Can we segment and view customers by multiple criteria?
  • Can the tool identify anonymous interactions and match them to the correct profile?
  • Does the tool allow us to reconcile data from all of the channels in which we interact with customers?
  • Is the solution GDPR and CCPA compliant?


  • Does the solution provide real-time analytics?
  • What do the reports look like and how can they be customized?
  • Does the tool use artificial intelligence and machine learning? How?
  • Is sentiment analysis of relevant customer interactions available?
  • What types of insights are surfaced through analysis and what recommendations does the tool make proactively?

Real-time interaction management

  • How does the tool natively orchestrate interactions or integrate with the systems we use (i.e. display ad management, content management systems)?
  • How is data exchanged? Are real-time or near real-time personalized or segmented campaigns feasible?

Training and customer support

  • How much training will we need to use the software, and what kind of training is available?
  • What level of customer support do you offer, and when is it available (i.e., 24/7 vs. 8/5)?
  • What is the turnaround time for support queries/tickets?
  • Do you provide professional services or support for our transition?
  • What new features are you considering?
  • What’s the long-term product roadmap and launch dates?

Download the full MarTech Intelligence Report: Enterprise Customer Journey Orchestration Platforms: A Marketer’s Guide

Customer journey orchestration: A snapshot

What it is. Customer journey orchestration lets marketers connect real-time data points from across channels, touchpoints and systems, allowing users to gain insights into the customer journey over time. This allows marketers to explore the customer journey using data.

Why it’s hot today. Businesses know they need to be customer-focused in each aspect of their marketing operations. As a first step, brands need to understand how consumers are finding them. Whether it be via search, advertisement, or word of mouth, the medium used will set the trajectory for the rest of their journey.

Meanwhile, the average person uses many devices to access the internet, and Cisco forecasts that the number of devices connected to IP networks will increase to more than three times the global population by 2023. With so many devices, people shift back and forth depending on the task at hand and their current environment. Consumers and business buyers turn to an average of nine channels to browse product inventory, look for advice, and make purchases.

Capturing their interactions post-discovery, such as communication with a call center or visit to a retail outlet, helps brands see which of their assets are helping them along their path. What’s more, brands need to know what those who convert do post-purchase–this information helps companies win repeat business and encourage customer advocacy. Customer journey orchestration tools do just that.

What the tools do. The majority of vendors offer one or more of the following capabilities to give marketers an understanding of the customer journey: data gathering from a wide variety of channels and touchpoints; analysis using artificial intelligence and machine learning, and customer journey visualization.

Many vendors also offer customer journey orchestration (CJO) capabilities, which allow users to act upon the insights and actually deliver the next step in the customer journey in real-time.

Why we care. Customers expect to have consistent experiences at each of these touchpoints. They want personalization, a trend that continues to grow. Tools like customer journey analytics software give brands the ability to gain insights from their audience and act on them.

Dig Deeper: What is customer journey orchestration and how are these tools helping marketers?

The post Questions to ask vendors before buying a customer journey orchestration solution appeared first on MarTech.

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