Sales Insight Test Group - What is Success? | Community
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May 12, 2016
Question

Sales Insight Test Group - What is Success?

  • May 12, 2016
  • 1 reply
  • 785 views

Any Marketers have experience or learnings around a Sales Insight (SFDC) deployment with a test group?

My team will be partnering with Sales to identify a subset of inside / field sales users to roll out MSI with, however, I'd like to go into the testing period with some concrete hypotheses or ideas about what success looks like. Any insights from your experiences? If so, how did you measure them?

One caveat - we are just getting ramped up, and so the experience will consist of only "interesting moments" from website page views, and gated content downloads from the website. We don't have scoring, or email templates yet.

Thanks!

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1 reply

May 12, 2016

First you might want to start with a pilot group of 30 reps or so and allow them to start using the tool.  A survey would be a good idea to get qualitative success measurements.