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
  • Iterate


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