กลับ

Martech Vendor Evaluation Framework: 15-Point Checklist for Making the Right Choice

ไวเบฟ คุปตะ (Vaibhav Gupta)

ทักษะการตลาดเทคโนโลยี

5 mins

ในโลกธุรกิจที่เปลี่ยนแปลงอย่างรวดเร็ว การบริหารจัดการลีดอย่างมีประสิทธิภาพถือเป็นปัจจัยสำคัญสู่ความสำเร็จ
ด้วยอินไซต์จาก AI องค์กรสามารถยกระดับกระบวนการนี้ให้ลื่นไหลยิ่งขึ้น ด้วยระบบอัตโนมัติที่ช่วยระบุลีด ให้คะแนน และดูแลลีดได้อย่างแม่นยำและเป็นระบบ

The martech ecosystem in Thailand is more complex than ever. With over 10,000 martech solutions globally and hundreds gaining traction in Southeast Asia, marketing leaders are overwhelmed by options. According to recent Thai industry data, more than 60% of martech implementations fail to deliver expected ROI—largely due to poor vendor selection and mismatched capabilities.


This article introduces a 15-point martech vendor evaluation framework, designed specifically for Thai businesses. Whether you're building your first stack or replacing outdated platforms, this structured checklist helps reduce risk, maximize ROI, and ensure long-term scalability.


Pre-Evaluation Preparation

Before engaging vendors, internal clarity is critical. Start with

  • Needs assessment: Map existing processes and identify gaps

  • Objectives: Define what success looks like—lead gen? automation? analytics?

  • Evaluation criteria: Prioritize “must-haves” vs. “nice-to-haves”

  • Cross-functional team: Include marketing, IT, procurement, and finance

Document your findings in a pre-evaluation worksheet to streamline communication with vendors.


The 15-Point Martech Vendor Evaluation Framework

Core Functionality Assessment

1. Alignment with Marketing Objectives

Does the platform support your strategic goals—customer acquisition, retention, personalization, analytics? Look for alignment between features and your North Star metrics.


2. Feature Completeness

Evaluate whether the platform covers all core functionalities required by your marketing team. For example, does a CRM include native email automation and sales attribution?


3. Usability and Experience

Test usability for different user types—marketers, data analysts, designers. Poor UX often leads to low adoption, especially among Thai teams unfamiliar with global martech tools.


Technical Evaluation

4. Integration Capabilities

Check for open APIs, middleware support (Zapier, Workato), and compatibility with existing Thai business tools (ERP, CRM, POS, etc.).


5. Scalability and Performance

Ensure the platform can handle increasing workloads—more users, more campaigns, real-time data. Ask vendors about benchmark tests and load capacity.


6. Data Security and Compliance

Confirm compliance with Thai data protection laws (PDPA), and clarify where data is stored, encrypted, and backed up. Ask for local regulatory documentation.


Vendor Assessment

7. Company Stability

Is the vendor financially stable? How long have they operated in Southeast Asia? Examine funding history, M&A status, and employee headcount growth.


8. Thai Customer References

Ask for Thai customer case studies. Speak directly with local clients to understand implementation realities.


9. Product Roadmap

Review how often the platform releases new features. A stagnating roadmap often indicates limited innovation. Request a public roadmap or Q3/Q4 preview.


Implementation and Adoption

10. Implementation Support

Evaluate the implementation model—self-serve, partner-led, or vendor-supported. What’s the timeline? What resources are required from your internal team?


11. Training and Change Management

Request demos of their training portal. Does it support Thai users? Are live sessions or localized onboarding materials available?


12. Adoption Metrics

How does the vendor track engagement post-deployment? Look for usage dashboards, team-wide adoption reports, and customer success check-ins.


Commercial Terms

13. Pricing Model and TCO

Compare licensing types:

  • Subscription vs. perpetual

  • Usage-based vs. flat rate

  • Hidden costs (API access, user seats, implementation)

Use a total cost of ownership (TCO) calculator over a 3-year horizon.


14. Contract Terms and Flexibility

Scrutinize lock-in clauses, renewal cycles, and upgrade fees. Favor contracts with termination clauses and flexible upgrade paths.


15. ROI Measurement and Exit Strategy

Ask: How do they calculate ROI? Do they assist in defining success KPIs? Also, clarify data portability options if you need to switch platforms in the future.


Applying the Framework: Example Evaluation Scenario

Let’s walk through a simplified application of the 15-point framework for selecting a marketing automation platformfor a mid-sized Thai B2C company.


Step-by-Step

Evaluation PointWeightVendor AVendor BNotesFeature Alignment15%45B includes WhatsApp APIIntegration Capabilities10%34A requires middlewareThai Language Support10%53A has Thai UITraining & Onboarding10%25B offers localized webinarsTotal Score—7281B scores higher overall


Scale: 1 (Poor) to 5 (Excellent); Total score = weighted average

Red Flags to Watch

  • Lack of real Thai customer references

  • No public roadmap

  • Pricing transparency issues

  • Vague commitments on Thai data compliance


Adapting for Business Size and Industry

Business SizeRecommended AdaptationSmall Thai SMEsPrioritize ease-of-use and onboarding supportMid-market companiesEmphasize integration and performanceLarge enterprisesFocus on scalability, roadmap, and contract flexibility


Expert Tip

Always conduct a live proof-of-concept (POC) before signing. Include actual data and workflows to simulate your environment.


Conclusion and Next Steps

Summary of Framework

This 15-point framework offers a rigorous way to compare martech vendors across functionality, technical fit, vendor strength, implementation, and pricing.


Implementation Plan

  1. Finalize evaluation criteria

  2. Shortlist 3–5 vendors

  3. Apply the framework + scoring system

  4. Run demos + POCs

  5. Present decision with documentation


How HireGrowth Can Help

HireGrowth offers expert guidance for evaluating, selecting, and implementing martech tools tailored to your specific Thai business needs. Our AI-powered tools help assess stack gaps, compare vendors, and build scalable ecosystems.

Need help selecting the right martech solution for your business?v
HireGrowth's AI-powered experts can guide you through the vendor evaluation process and help you build a customized martech stack.
Book a free 30-minute consultation HERE to discuss your martech needs.

บทความที่เกี่ยวข้อง

Jun 11, 2025

6 mins

The Complete SEO Implementation Roadmap for Businesses
Discover the complete SEO implementation roadmap for Thai businesses in 2025. Follow our expert step-by-step guide to improve rankings, traffic, and growth with proven strategies.

Jun 11, 2025

6 mins

The Complete SEO Implementation Roadmap for Businesses
Discover the complete SEO implementation roadmap for Thai businesses in 2025. Follow our expert step-by-step guide to improve rankings, traffic, and growth with proven strategies.

Jun 11, 2025

6 mins

The Complete SEO Implementation Roadmap for Businesses
Discover the complete SEO implementation roadmap for Thai businesses in 2025. Follow our expert step-by-step guide to improve rankings, traffic, and growth with proven strategies.

Jun 11, 2025

5 mins

15 Proven SEO Techniques to Boost Your Website Rankings
Discover 15 proven SEO techniques to boost your website rankings in 2025. Implement these strategies to improve visibility and traffic for your Thai website. Expert tips from HireGrowth

Jun 11, 2025

5 mins

15 Proven SEO Techniques to Boost Your Website Rankings
Discover 15 proven SEO techniques to boost your website rankings in 2025. Implement these strategies to improve visibility and traffic for your Thai website. Expert tips from HireGrowth

Jun 11, 2025

5 mins

15 Proven SEO Techniques to Boost Your Website Rankings
Discover 15 proven SEO techniques to boost your website rankings in 2025. Implement these strategies to improve visibility and traffic for your Thai website. Expert tips from HireGrowth