Best Practice Report

Evaluating And Selecting Sales And Marketing Technology Vendors

 and  three contributors
Updated Feb 06, 2026

Summary

For a B2B organization, careful evaluation is essential to select the right sales and marketing technology solutions to address business needs. When an organization decides to purchase new technology, it should apply a disciplined process that includes a vendor evaluation scorecard based on objective data. In this report, we define a four-stage approach to sales and marketing technology purchase decisions, including gathering technology requirements, evaluating vendors, and making a final selection.

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