Buyer’s Guides for Enterprise Software
Filter’s tailored reports are built specifically around each client’s unique goals, requirements, and technical architecture, ensuring that recommendations are practical and actionable.
We also publish Buyer’s Guides that provide a generalized overview of a software category. These guides offer deep insights for anyone considering a purchase and comparing vendors, while also showcasing the depth of analysis our team brings to every engagement.
Together, they demonstrate how we combine broad market expertise with precise, client-focused recommendations to support confident technology decisions.
Featured Buyer’s Guides
Buyers Guide
Document Management for Salesforce - 2025
With over 600 Independent Software Vendors (ISVs) on the Salesforce AppExchange dedicated solely to Document Management Software (DMS), and each providing a range of features, selecting the most suitable option for a client can be.... well, a challenge. While these Apps may appear similar at first glance, they possess distinct storage and integration capabilities that serve very specific purposes. This Buyer’s Guide aims to assist IT leaders in navigating the ever-changing landscape of Document Management. It streamlines the selection process, highlighting how the best options can boost efficiency and security simultaneously - all while integrating this tech with the other enterprise solutions your customers are using (like Microsoft SharePoint, Google Drive and Box for example
There is not one App that fills every Document Management need, so IT teams need to figure out which apps from which categories will help them the most. At Filter Advisors, we’ve been working with Sales and Marketing Teams since 2015, and we’ve seen a ton of them benefit from different types of Document Management Software. However, we realized that the Document Management space was very confusing for an IT leader who is just starting to look at the different types of tools available to them
Buyers Guide
Document Generation for Salesforce - 2025
Salesforce is by far the largest CRM provider in the world, with a vast variety of Apps in its ecosystem that extends functionality to just about anything you can think of.
In fact, there are over 300 Independent Software Vendors (ISVs) in the Document Generation category alone on the Salesforce AppExchange, each flaunting their own tricks of the trade around document creation. So, picking the right one can be like searching for a needle in a haystack.
Document Generation software is essential for automating the creation, customization, and distribution of data-driven documents. To assist Salesforce Admins in navigating this terrain, we've created a trusted Buyer’s Guide to serve as your compass through the constantly evolving Document Generation landscape. In this guide you will learn how these tools can offer AI-powered document automation through cloud-based solutions. Thus, enhancing simplicity, accessibility and scalability - leading to what we all want most... happy customers!
Buyers Guide
Integration Solutions and Software Connectors - 2025
But integration solutions are also a broad and often confusing category of tools. Although many of these platforms look similar and claim to do it all, in reality there are important differences in both the type of tool as well as the features offered by each provider. We put together this buyer’s guide to help you find the right integration solution for your business.
Software connectors and Integration Solutions are the plumbing that lets critical data flow between the tools your customers already rely on and the product you’re building. Get them right and you unlock new revenue streams, shorten sales cycles, and keep engineering focused on core value.
These solutions take care of a lot of the hard work - they handle authentication, abstract and translate data models, and connect to the native end points of whatever you’re trying to connect. They make it easy for you to automate tasks, build native integrations between your SaaS and other databases or software platforms, and keep critical records in sync across tools.
Buyers Guide
Sales Mapping, Routing & Territory Management Apps - 2025
In talking with Sales Teams, we’ve seen a ton of them benefit from different types of Mapping Apps. However, we realized that the Sales Mapping App space was very confusing for a Sales Leader who is just starting to look at the different types of tools available to them.
We decided to compile a Buyer’s Guide to clear up this confusion and to help Sales Teams get where they wanted to go. There is not one App that fills every sales mapping need, so sales teams need to figure out which apps from which categories will help them the most.
Sales Mapping, Routing, and Territory Management software is confusing for many reasons. It all looks similar when you’re looking at it, even though the different categories of these apps do very different things.
So we published this Buyer’s Guide for route planner, sales mapping, and territory management apps for salespeople and sales management to better understand this constantly evolving space.
Former Fortune 2000 Tech Executives delivering unbiased, in-depth evaluations of technology landscapes - giving you confidence in high-impact decisions.
Engagement Snapshot
Our partnership delivers key milestones and actionable research outcomes, providing valuable insights along with clear recommendations for next steps to maintain momentum and drive results.
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6 weeks from kick-off to final report
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Report and executive deck presentation
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Typical engagement starts at $75k
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We would love to hear from you! If you have any questions, comments, or feedback, please don't hesitate to reach out. Our team is dedicated to providing the best possible consultative solution to our customers and we will get back to you as soon as possible. Thank you for your interest in Filter Advisors.