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 Buyers Guides

Buyers Guide to Sales Mapping, Routing and 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.

Buyers Guide to Integration Solutions - 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 to 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!