Gartner Research

How Midsize Enterprises Can Optimize SaaS CRM Vendor Selection

Published: 10 February 2017

ID: G00315476

Analyst(s): Nadine LeBlanc


Midsize enterprises are expected to offer a customer experience on par with their large-enterprise counterparts with fewer resources. Application leaders of midsize enterprises should hold SaaS CRM vendors to the same standard by taking charge of the selection process.

Table Of Contents
  • Key Challenges



  • Take Charge; Build a Vision by Leveraging Key Vendor Selection Strategies That Get Vendors Excited to Work With You
  • Compare Thoroughly the Multiple SaaS CRM Product Offerings From Your Shortlist of Vendors; Don't Be Afraid to Mix and Match to Fit Your Needs
  • Be Your Own Sales Rep; Keep Abreast of Enhanced Product Offerings and New Technologies, and Be Prepared to Migrate Vendors, Product Offerings and/or Cloud Technologies
    • Bimodal IT: A Sustainable Way to Keep Abreast of New Technologies With Rapid Experiments and POCs
    • Exit Strategy: Be Prepared to Migrate Vendors, Product Offerings and/or Cloud Technologies

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