How to choose a customer engagement platform: A buyer's guide
So you need a customer engagement platform. Or maybe you're not even sure if that's what you need—you just know you want to send better emails, fire off timely SMS messages, drop in-app nudges that actually work, and stop duct-taping together five different tools to make it happen.
If you want to send messages (email, SMS, push, in-app, webhooks, whatever) based on what your customers actually do, you need a customer engagement platform. This guide breaks down everything you need to know when evaluating and deciding which platform to choose.
We've broken this guide down into stages, kind of like a typical customer journey:
- Do I even need this? What engagement platforms do (and don't do)
- What's changed? How AI is making a big difference for marketers (if you haven’t heard)
- What should I look for? The capabilities that matter for your team
- How do I get budget? Building the ROI case
- What happens after I buy? Surviving migration and your first 90 days
Download the guide to get the evaluation scorecard, platform comparison chart, and AI prompt for building your one-page business case.
