SaaS Customer Communications Management Buyer's Checklist

Switching from a legacy Customer Communications Management system to a cloud-based SaaS platform presents the unique opportunity to reimagine your operations, as well as the channels that you communicate across and the experiences that they deliver. As you assess potential vendors, it's critical to ensure that the platform can not only meet your current production, compliance, and personalization demands, but your future digital transformation and omnichannel goals. 

To help you identify a SaaS platform that ticks every box, our product experts have compiled a list of key considerations to compare vendor compatibility against your business criteria. Select a solution that will drive your communications strategy today and years into the future with this step-by-step checklist! 

Expertly assess whether a potential SaaS CCM solution: 

  • Has enough power and availability for your peak volumes
  • Can meet complex regulatory and composition requirements
  • Offers the level of migration and post-sale support you need
  • Is future-proof and backed by independent, third-party analysis 

 

Critical investments call for careful assessment. Download the essential Checklist!

 

Seven ways to assess platform compatibility
Checklist document positioned against digital cloud background
fy23_q3_gl_corp_ib_cxm_saas_ccm_compatibility_checklist
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