Choose Your Program Platform with Confidence.
Streamline and accelerate your customer marketing platform selection with expert guidance, tailored scorecards, and curated shortlists to ensure you choose the right fit the first time.
Clarity and Precision in Your Selection.
Our Discovery Workshop helps you define your ideal platform based on your program strategy and key requirements, so you know exactly what you need - and what you don’t - before getting swept away by flashy functionality.
Captivate helps you hone in on your ideal program architecture and the type of technology that is best for supporting it.
Speed Up Selection by Avoiding Dead Ends
We stay on top of vendor functionality and user feedback, keeping up to date on which use cases platforms support best.
We quickly create your Platform Shortlist, focused on your unique criteria, eliminating the need for you to sift through countless options or attend irrelevant demos just to find out they can’t support your program vision.
Objective, Experienced Recommendations
Our goal is to help you find the platform that will help your program thrive, period. Captivate doesn’t take platform referral fees so you can trust that our recommendations are 100% unbiased.
You’ll benefit from our structured approach to evaluation, including customized scorecards and final recommendations that provide clear, vendor evaluations to support your decision-making.
Captivate's Platform Selection Process
We believe choosing a platform vendor should be clear, efficient, and tailored to your organization’s needs. Here’s an overview of how we guide you from initial strategy to final decision.
Engage in our Discovery Workshop.
We’ll dive into your business needs, existing tech stack, budget and program strategy to clarify your platform needs.
An evaluation scorecard designed just for you.
We’ll dive into your business needs, existing tech stack, budget and program strategy to clarify your platform needs.
Receive Captivate’s recommended platform shortlist.
Receive a curated list of vendors with reasons we believe they match your criteria, complete with strengths, potential blockers and unique insights from users and Captivate.
Sit back and relax during vendor demos & evaluation.
We help you move faster by coordinating demos, gathering stakeholder feedback, and scoring platforms for clear comparison.
The amount of time and energy and effort and resources that my team would’ve needed to apply to helping us evaluate the vendors in the category and ultimately selecting the right vendor, it would’ve taken a lot longer.
Our most popular packages
Platform Selection Advisory
Ideal for organizations who want to accelerate their platform decision and feel confident in their list of candidates.
Platform Selection Project Mangement
Full end-to-end project management including vendor demo scheduling, internal stakeholder management, detailed platform scoring and a final detailed recommendations report.
Our most popular packages
Our workshop will provide clarity on your platform needs, priorities, and compatibility requirements to guide the selection process.
Yes, you can select up to four top vendor choices, and we will help you evaluate and decide. You’ll also receive recordings, assets and materials from each demo.
Our Procurement Process Support retainer offers dedicated project management to keep your selection on track.
Yes, we offer additional Technical Integration and Launch Support retainers to ensure smooth implementation and adoption.
Still have questions?
We want to be sure you feel confident in working with us.
