The MAP Evaluation Checklist

Does the platform support native integration with your CRM without middleware or custom development?

Can you control exactly which fields sync, in which direction, and when?

Is sync triggered explicitly or does it run on a batch schedule regardless of need?

What is the sync throughput, and is there a known backlog issue?

How does the platform handle duplicate records?

Can you build complex, multi-branch workflows in a single visual canvas?

Are there node limits, step limits, or canvas size restrictions?

Does the platform support real-time triggers, or are actions batch-processed?

Can you edit a live workflow without rebuilding it from scratch?

Does automation logic require scripting or developer support for advanced use cases?

Does the platform have native AI features, or is AI functionality dependent on third-party integrations?

Can AI assist with content creation directly inside the platform?

Does the platform support AI-driven segmentation or predictive scoring?

Is the AI roadmap clearly communicated and actively being built, or is it vaporware?

How is customer data used to train AI models, and what are the data privacy implications?

Can you filter on any field in your database without workarounds?

Are segments queried on demand, or do they run on a schedule regardless of use?

Does the platform support multiple simultaneous scoring models?

Does lead scoring live inside the scoring object, or does it require a separate workflow to calculate?

Can you set score decay and threshold-based triggers natively?

Is there a consistent drag-and-drop builder across emails, forms, landing pages, and CTAs?

Does the email builder perform reliably at scale, without lag, forced refreshes, or known bugs?

Can you build forms with conditional logic without custom code?

Does the platform support localization and multi-language content natively?

Is there a versioning and rollback system for assets?

Does the platform support role-based access controls at the workspace level?

Is there an approvals workflow for assets before they go live?

Can you set global communication limits by channel and time period?

Is there visibility into sync errors and send suppressions on the contact record?

How are transactional emails handled relative to communication limits?

Can non-technical users pull campaign performance reports without analyst support?

Does the platform surface attribution data at the asset, folder, and workspace level?

Are UTM parameters tracked and reportable natively?

Can reports be accessed and filtered without navigating through multiple views?

What data can be migrated from your current platform, including contacts, assets, history, and scoring?

What is the typical implementation timeline from contract to go-live?

Who owns the migration: vendor, partner, or customer?

Does the vendor have a certified partner ecosystem for enterprise migrations?

Is parallel running supported during the transition period?

Is pricing based on contacts, features, or seats, and is it published transparently?

Are there hidden add-ons or feature tiers not included in the base price?

Does renewal pricing increase automatically year over year, or is it tied to actual database size?

Is there a free trial or sandbox environment available before contract signing?

What are the support SLAs during and after implementation?