The SaaS Management Demo Playbook

The difference between choosing the right platform and the wrong one is massive. For a 200-person company, it could be £500,000 in annual savings versus six months on implementation with minimal ROI. This guide will ensure you ask the demo questions that reveal which vendors can actually deliver value, and which are just expensive spreadsheets.

What’s Inside

20 Must-Ask Demo Questions - Designed to uncover real product capabilities and reveal potential red flags.
Objective Evaluation Rubric - Measure SaaS Management vendors across six critical categories:

Discovery & Visibility
Cost Optimization
Security & Compliance

Integration Depth
Implementation Speed
Pricing Transparency

4.5

4.8

4.5

A proven structure to:

Spot gaps early in the sales process

Compare vendors side-by-side with confidence

Justify your choice with an objective, measurable framework

"Cledara gives you the control you need before things get out of hand."
 
Laura Beales

Founder

Tally Market
 

The Cledara Group consists of Cledara Inc., a Delaware Corporation and Cledara Limited, registered in the UK (11455373). Cledara Limited is registered under the UK Data Protection Act (ZA466806). Cledara Limited is a distributor of Modulr FS Limited, a company registered in England and Wales with company number 09897919, which is authorised and regulated by the Financial Conduct Authority as an Electronic Money Institution (Firm Reference Number: 900573) for the issuance of electronic money and payment services. Your account and related payment services are provided by Modulr FS Limited. Whilst Electronic Money products are not covered by the Financial Services Compensation Scheme (FSCS) your funds will be held in one or more segregated accounts and the full value safeguarded in line with the Electronic Money Regulations 2011 – for more information please see here. Your card is issued by Modulr FS Limited pursuant to a license by Visa Europe. Visa and the Visa brand mark are registered trademarks of Visa Europe.Cledara Limited is also registered with the UK Financial Conduct Authority as an EMD Agent (reference no. 902831) of PayrNet Limited, an Electronic Money Institution authorized by the UK Financial Conduct Authority (reference number: 900594). The Cledara Virtual Debit Mastercard® is issued by PayrNet UK Limited pursuant to a license by Mastercard International. Cledara Limited is a partner of Modulr Finance B.V., a company registered in the Netherlands with company number 81852401, which is authorised and regulated by the Dutch Central Bank (DNB) as an Electronic Money Institution (Firm Reference Number: R182870) for the issuance of electronic money and payment services. Your account and related payment services are provided by Modulr Finance B.V. Your funds will be held in one or more segregated accounts and the full value safeguarded in line with the Financial Supervision Act (Wet op het Financieel Toezicht, Wft) – for more information please see here. Your card is issued by Modulr Finance B.V. pursuant to a license by Visa Europe. Visa and the Visa brand mark are registered trademarks of Visa Europe. Cledara Limited also provides other regulatory services. These are separate and unrelated to the account and payment services you receive from Modulr Finance B.V. and Modulr FS Limited. In the United States, the Cledara Virtual Credit Mastercard® is issued by CBW Bank pursuant to a license by Mastercard International Incorporated. By using the virtual card, the cardholder agrees to all terms under which it was issued.