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The B2B Tech Bait-and-Switch

Written by Brad Clarke | Feb 25, 2026 5:36:37 PM

In today’s B2B landscape, tech sells. From slick martech demos to AI-powered dashboards, platforms promise to automate, optimize, and personalize everything. And for some large enterprises, they deliver.

But for most midsize marketing teams? These platforms too often become a bait-and-switch: they promise to make everything easier, but they leave you on the hook.

The truth is: tech is not a strategy. And buying a platform doesn’t mean you’ve solved a problem.

The Fork in the Road: SaaS vs. SOP

When teams start looking for help, they often face two options:

1. The SaaS Route

A vendor offers a powerful platform with configurable workflows, data integrations, and a future-forward roadmap.

  • Pros: Scalable, flexible, cutting-edge features
  • Cons: Long onboarding, complex setup, steep learning curve
  • Risk: You’re the owner. And you’re responsible for adoption, implementation, and ROI
  • Pros: Fast to value, low internal lift, predictable outcomes
  • Cons: Less control, less customization
  • Risk: You have to trust their process (and their people)

2. The SOP Route

An agency or service provider offers an out-of-the-box, tech-enabled process they manage on your behalf.

The Real Problem: Teams Are Tapped Out

Sales teams know this. Account teams feel it. Marketers today are:

  1. Under-resourced
  2. Time-starved
  3. And juggling cross-functional stakeholders who expect fast results

The appeal of SaaS starts to fade when you realize your team doesn’t have capacity to run it. And even when they do, the value often goes untapped.

You don’t just need a tool. You need someone with the expertise to use it for you.

A Better Model: Managed Technology, Not Just Technology

This is the middle ground that’s missing from most marketing vendor comparisons.

The best solution for mid-market organizations is often:

  • A sophisticated platform, paired with
  • A partner who configures, operates, and evolves it with you
  • The scalability of software
  • The guidance of a trusted expert
  • And the outcomes of a done-for-you service

This hybrid model offers:

DCG ONE doesn’t just give clients access to production, fulfillment, and personalization tools. Instead, we bring the team, the process, and the proof points to make them work.

How to Spot the Right Fit

Before signing with a platform vendor, ask:

  1. Who will own implementation and adoption internally?
  2. Do we have the resources to fully use this tool within 90 days?
  3. What happens if our team turns over or bandwidth drops?
  4. Will this vendor absorb risk or transfer it to us?

If the answer is “we’re not sure,” it might be time to reframe the question.

The Trust Factor

Platforms promise capabilities. Partners deliver outcomes.

When you’re running lean, navigating compliance, or trying to move fast without breaking things, the partner-led model isn’t a compromise — it’s a competitive advantage.

Tech should support your team, not stretch it.

And trust is still the best feature anyone can offer.