Sales Tools
Why would I need to consider Sales Tools?
- Different sales tools are used for all of the different sales channels and products
- Sales Tools are how an order is submitted and processed
- Sales Tools needed should be scoped and improvements / updates agreed
Pre-requisites to Consider Prior to Engagement
- Do I know the sales tools that are to be used / impacted?
- Have I engaged the relevant teams who can manage my updates (Some tools are not managed by AIS e.g. AD, Digital etc.)
- Have I allowed sufficient lead time?
- Have I thought through all sales tools impacted including validations and service?
Stakeholders
- Simon Mason (Senior Manager, Enterprise Requirements)
- Gary Malsbury (Requirements Team Manager, Sales Tooling & Capability)
Who, How and When to Engage Sales Tools
- Front door can be accessed via: https://btbusiness.secure.force.com/CaseMgt/
- Select which front door to raise; In-life Support or Request for Change
- Select ‘Request for Change’ to raise a request to change existing or add new capabilities to the supported sales tools
- Select ‘In-life Support’ for all other requests
- There are some Sales Tools which product owners own and manage themselves, these individuals must be contacted separately
What will success look like at point of launch / post-launch?
- Requirements that have been defined for the Sales Tool are updated and completed
- In-life testing has been successful
- If a trial was completed, the sales tool proved to be successful
- The sales process is more efficient than before
Related chapters
- Enablement Assets
- Channels
How are the Readiness Team Involved?
- Readiness Managers – Will facilitate and ensure that the Sales Tools are ready for the launch through sign-off once the changes and User Acceptance Testing are completed
- Change Board – Manages governance and Impact Assessments
- Channel Deployment – Gathering Subject Matter Experts from channels, forming Readiness tribe
- Channel Improvement – Measuring post-launch success and cataloguing defects