Wynter Research

How B2B SaaS CMOs buy software

We asked 101 CMOs at mid-market B2B SaaS companies how they discover, evaluate and buy software. In one year, AI went from a side tool to the starting point, and buyers now show up to sales calls already knowing what they think.

101
CMOs
$50M+
Company revenue
Jan 2026
Fielded

What we found

84% of B2B SaaS CMOs now use AI tools or LLMs to discover vendors, up from 24% a year earlier, and 68% start their search there before touching Google. Google is still used by 72%, but as a fact-checker: only 9% start by googling a software category. Peer communities are the other starting point, and word of mouth is the factor CMOs most often rank #1 for getting a vendor considered.

By the time a vendor gets a call, the work is mostly done. 48% of CMOs arrive very familiar with the vendor, up from 22% in 2025, and 62% look at exactly three vendors. The demo is where the decision gets confirmed, not where it starts. This is the third edition of this study.

5 key insights

84%
Of CMOs use AI or LLMs for vendor discovery, up from 24% in 2025

AI went from side tool to starting point in one year.

AI use for vendor discovery grew 3.5x in twelve months. 68% of CMOs now start their search with AI tools before traditional search engines, using LLMs to map a category quickly and get what they see as unbiased recommendations. AI recommendations (10%) now edge out Google Search (8%) as the factor CMOs rank #1 for consideration.

"I'm using Perplexity so I can do a natural language search to find software types. I use Google only if I have certainty about which specific software types or products I want."B2B SaaS CMO
42%
Rank word of mouth as the #1 factor for considering a vendor

Word of mouth is still the front door.

Asked to rank what drives consideration, 42% of CMOs put word of mouth and peers first, with an average rank of 2.1 out of 8. 65% start vendor searches in peer communities: private Slack groups, CMO Coffee Talk, Exit5, CMO Huddles, Pavilion and Chief. Human validation beats vendor content.

"My process is: ask my CMO Slack group, ask ChatGPT, cross-reference on G2. By the time I Google anything, I already have a shortlist."B2B SaaS CMO
48%
Arrive at sales calls very familiar with the vendor, up from 22%

The cold demo is dead.

80% of CMOs arrive at the first sales call moderately or very familiar with the vendor, and 48% very familiar, more than double the 2025 figure. They have asked peers, queried AI, read reviews and visited the website. A call that opens with company background spends its first ten minutes on things the buyer already knows.

"If a sales rep starts with 'So tell me about your company,' I know they haven't done their homework and the call is going to be a waste of time."B2B SaaS CMO
34%
Of CMOs now invest in GEO/AEO, a category that registered 0% in 2025

GEO became a budget line in a single year.

Generative engine optimization, making a brand visible in AI answers, did not register as a priority in 2025. In 2026, 34% of CMOs invest in it, ranking it second only to AI and automation tools among 2026 priorities. Budgets are following buyer behavior.

62%
Look at exactly 3 vendors

Committees grow, shortlists shrink.

The average buying committee now has 5.1 members: the CMO, finance, IT and security, RevOps and end users. As committees grow, shortlists shrink to keep the process manageable, and 62% of CMOs evaluate exactly three vendors. Missing the shortlist means missing the deal.

The full findings

All 14 questions, free to read and cite (n=101).

AI use for vendor discovery grew 3.5x

84%Use AI or LLMs for vendor discovery in 2026 (24% in 2025)
68%Start their search with AI tools before traditional search
9%Start by googling a software category
The 2025 pattern was linear: peers, then Google, then AI as a supplement. In 2026, AI and peer communities start the search together, Google verifies, and the shortlist comes out the other end.

Where CMOs start and which channels they use

"Where do you start when searching for a new software solution?" (Open-ended, coded; most CMOs named several.)

Google (mostly for verification)
72%
AI tools and LLMs
68%
Peer communities
65%
G2 and review sites
52%
Also mentioned less often: vendor websites, analyst reports, LinkedIn and Reddit.
68% of CMOs use at least three of these four channels in parallel during a search. Discovery is about being present across all of them, not winning one.
"Google is my fact-checker now, not my idea generator. I use it to find the negative reviews and complaints."B2B SaaS CMO

The typical buying journey

"Walk us through your vendor selection process."

  1. Problem or need identified
  2. Requirements mapped, before any research (68% define requirements first)
  3. Initial research in AI tools and communities
  4. Long list of 5 to 7 vendors
  5. Team evaluates and builds a shortlist
  6. Demos with the buying committee
  7. Security, legal and finance review
  8. Final decision

How vendors make the shortlist

54% start with brands they know but stay open to new options. The factors that most often get a vendor onto the shortlist, in order: prior positive experience, peer recommendation, a strong G2 and review presence, integration capabilities, pricing alignment, brand recognition and innovative features.
"I start with the names I know, but I'm always looking for the 'secret weapon' tool that my competitors haven't found yet."B2B SaaS CMO

What drives consideration

"Rank these factors by how much they influence which vendors you consider." Share ranking each factor #1.

Word of mouth and peers
42%
AI and LLM recommendations
10%
Google Search
8%
Word of mouth leads with an average rank of 2.1 out of 8. Brand fame and G2 reviews follow, then AI recommendations, which now edge out Google. Supplier content, paid ads and cold outreach are rarely ranked first.

What buyers do before talking to sales

96%Visit the vendor website
58%Try an interactive demo, up from 46% in 2025
"I want to see the product and the price. If I have to book a demo to see either, I'm gone."B2B SaaS CMO

How CMOs buy versus how they want to buy

Typically buy through a sales-led process
72%
Prefer a sales-led process
58%
A 14-point gap. Buyers want more self-serve options than the market provides.

Committees and shortlists

5.1Average buying committee members: CMO, finance, IT and security, RevOps, end users
62%Evaluate exactly 3 vendors

The demo closes the deal

38%Rank the sales demo the #1 factor in final selection
"The demo is where I verify if it actually does what they say it does. It's the final exam."B2B SaaS CMO

Who does the research

CMO involvement scales with deal size and strategic impact. CMOs mostly lead the research for strategic platforms like CRM and marketing automation, while teams lead it for core department tools and, even more, for tactical point solutions.
"If it touches revenue strategy or brand reputation, I'm doing the research myself. If it's a productivity tool, the team decides."B2B SaaS CMO

How familiar buyers are before the first call

Very familiar
48%
Moderately familiar
32%
Minimal familiarity
12%
Only talk to vendors they already know
8%
"I never go into a demo blind anymore. I've already done my homework. The demo is just to confirm what I think I know."B2B SaaS CMO

2026 investment priorities

AI and automation tools are the top 2026 investment priority. GEO/AEO strategy is #2, chosen by 34% of CMOs after registering 0% in 2025. Then come brand and creative, attribution and analytics, community building, content production, paid media and events.

What changed from 2025 to 2026

Metric20252026
Use AI for vendor discovery24%84%
Invest in GEO/AEO0%34%
Moderately or very familiar before the call64%80%
Very familiar before the call22%48%
Expect an interactive demo before sales46%58%

What this means for B2B SaaS marketers

  1. Build for two discovery systems. Human networks (Slack groups, communities, DMs) run on trust; machine networks (ChatGPT, Perplexity, AI Overviews) run on relevance. You need customer advocacy for the first and GEO for the second.
  2. Turn customers into advocates. Find who already defends you in comments and communities, give them something worth sharing, and ask for specific help in specific conversations.
  3. Let buyers educate themselves. Ungate content, show at least a starting price, and offer an interactive demo.
  4. Change the first sales call. Buyers arrive 80% educated. Skip the company overview, confirm their situation, and talk pricing and implementation early.
  5. Get into the AI answer. When buyers ask an AI for the top vendors, being left out of the answer means not being considered.

Methodology

We surveyed 101 CMOs at mid-market B2B SaaS companies ($50M+ revenue) on the Wynter panel of verified B2B professionals in January 2026. The survey ran 14 open-ended questions; answers were coded into themes, and many answers carry more than one theme. This is the third edition of the study, and year-over-year comparisons use the 2025 edition.

Some percentages are read from coded open-ended answers, so they show how often a theme came up, not a forced choice. Where the original report showed a ranking without exact figures, we report the order only.

Want to run a study like this?

This study was fielded on Wynter, our on-demand B2B research platform, with results in under 48 hours. ICP surveys, message testing, brand tracking and interviews with a panel of 86,000+ verified B2B professionals.

Key statistics

Each stat has its own link. Please cite Wynter and link to this page when you use them.

  1. 84% of B2B SaaS CMOs use AI tools or LLMs for vendor discovery, up from 24% in 2025.Link
  2. 42% of B2B SaaS CMOs rank word of mouth as the #1 factor for considering a vendor. AI recommendations (10%) now edge out Google Search (8%).Link
  3. 65% of B2B SaaS CMOs start vendor searches in peer communities such as private Slack groups.Link
  4. 48% of B2B SaaS CMOs arrive at sales calls very familiar with the vendor, up from 22% in 2025; 80% arrive moderately or very familiar.Link
  5. 34% of B2B SaaS CMOs invest in generative engine optimization (GEO/AEO) in 2026, up from 0% in 2025.Link
  6. 62% of B2B SaaS CMOs evaluate exactly 3 vendors; the average buying committee has 5.1 members.Link
  7. 58% of B2B SaaS CMOs try an interactive demo before talking to sales, up from 46% in 2025.Link
  8. 38% of B2B SaaS CMOs rank the sales demo as the #1 factor in final vendor selection.Link
How to cite this studyWynter (2026). How B2B SaaS CMOs Buy Software in 2026. Survey of 101 CMOs at mid-market B2B SaaS companies, January 2026. https://wynter.com/research/how-b2b-saas-cmos-buy-software