Best Practice Report

Sales Asset Management: The Vendor Selection Process

January 1st, 2018

Summary

The sales asset management (SAM) vendor selection process includes a product demo and a test environment to evaluate and compare functionality. A demo script must be developed and shared with participating vendors well in advance of demo dates. Use scoring results and reference notes to rank each SAM system and select the best option for the organization.

When evaluating sales asset management (SAM) solutions, organizations should schedule demos only with vendors whose responses to the request for proposal (RFP) meet the specified criteria (see Sales Asset Management: The Request For Proposal). Limiting the number of vendors that progress to the vendor selection stage enables the selection committee to conduct an effective in-depth analysis of each of them. The sales asset management (SAM) vendor selection process includes a product demo and a test environment to evaluate and compare functionality. A demo script must be developed and shared with participating vendors well in advance of demo dates. Use scoring results and reference notes to rank each SAM system and select the best option for the organization.

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