Before a sales ops team rolls out any new solution to the sales force — productivity, expense reporting, forecasting, or whatever — it's important to step back and be sure it's going to achieve the goal they want.
TLDR; The Checklist
- Listen to sales reps
- Personalize the end-user experience
- Involve key constituents in proposed changes
- Keep it simple
- Engage early adopters
- Deliver quick wins