Overview

Welcome to the Opine Getting Started Guide! Whether you're a technical sales team member, pre-sales engineer, account executive, or manager, this guide will show you how to streamline your POCs (Proofs of Concept) and turn them into a strategic advantage.

Here’s what you’ll learn:

• How to set up Opine: Start by configuring your account, integrating tools like Salesforce, Slack, and Zoom, and customizing workflows for your team.

• Mastering the interface: Navigate Opine’s key areas, including Workbench, Deals, and Evaluations, to track progress and collaborate effectively.

• Running your first pilot: Learn to create, execute, and finalize pilots, ensuring alignment with your customers while measuring success through structured evaluations.

• Leveraging Opine AI: Save time and stay on top of your deals with AI-powered insights, summaries, and recommendations.

• Driving results: Share clear, impactful reports and evaluation summaries to foster alignment and trust with prospects and stakeholders.

We’ve organized this guide to make it easy to find the information you need. Use the navigation menu on the left to jump directly to a section, or follow the Next button at the bottom of each page to progress step by step.

Ready to get started? Let’s transform your POCs into a repeatable, winning process. Click Next to begin with Account setup!