The strategy aims to create a co-pilot assistant tool that boosts the productivity of salespeople. It starts by conducting comprehensive research to identify challenges salespeople face, review current tools, and gather insights from sales personnel. For example, surveys are used to understand team workflows, while analyzing market trends helps identify the specific functionalities the co-pilot should offer.
A user-friendly design is essential, focusing on simplicity and efficiency. Wireframes are created and validated with small groups of sales staff to ensure intuitive navigation. Feedback is continuously integrated, ensuring the design remains aligned with user needs.
Finally, developing and integrating the technology involves selecting the right tech stack and assembling a qualified team. This phase focuses on coding core functionalities, integrating existing sales platforms, and ensuring data security. A beta launch helps gather further feedback, while training ensures sales teams can effectively utilize the new tool.
The strategies
⛳️ Strategy 1: Conduct comprehensive research
- Identify the key challenges faced by salespeople
- Review existing tools and technologies used in sales
- Conduct interviews with salespeople to gather insights
- Survey sales teams to understand their workflow
- Analyse current market trends in sales technology
- Compile findings into a detailed research report
- Identify gaps that the co pilot assistant can fill
- Evaluate competitor offerings in the market
- Create a list of desired functionalities based on research
- Consult with sales experts for additional input
⛳️ Strategy 2: Develop a user-friendly design
- Gather user interface requirements from sales staff
- Create wireframes of the co pilot assistant dashboard
- Design user interface with a focus on simplicity and efficiency
- Validate design with a small group of salespeople
- Incorporate feedback into the design iteratively
- Ensure mobile compatibility for on-the-go accessibility
- Prioritise intuitive navigation and feature accessibility
- Test the design for usability with prospective users
- Make adjustments based on usability test results
- Finalise design approval with stakeholders
⛳️ Strategy 3: Develop and integrate the technology
- Select the appropriate technology stack for development
- Assemble a development team with necessary expertise
- Begin coding the core functionalities of the assistant
- Integrate the tool with existing sales platforms and CRMs
- Test the tool for bugs and performance issues
- Iterate on the feature set based on test feedback
- Ensure data security and compliance with industry standards
- Conduct a beta launch with select users for feedback
- Roll out training for sales teams on the new tool
- Gather feedback and make continuous improvements
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.
