Run your first pilot

A pilot is your opportunity to align with your customer on measurable success criteria, demonstrate the value of your solution, and move the deal closer to closure. With Opine, running a pilot is a structured and streamlined process, making it easier to manage workflows, track outcomes, and ensure customer satisfaction.

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What is a pilot in Opine?

In Opine, a pilot, POC (Proof of Concept), and POV (Proof of Value) are all tracked as Evaluations.

An Evaluation is a goal-oriented process designed to prove the value of your solution to a potential buyer. Evaluations are broken into phases—such as prerequisites, execution, and outcomes—and tied to success criteria that define measurable goals.

This structured approach ensures clarity and alignment throughout the process.

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How Opine simplifies pilots

Opine eliminates the complexity of running pilots by providing tools like:

• Templates: Start with a pre-built framework tailored to your team’s best practices.

• Criteria Library: Reuse measurable success criteria to align with customer expectations.

• Opine AI: Get recommendations for next steps, updates, and insights to keep the pilot on track.

• Buyer Portal: Share pilot progress with prospects or customers to ensure transparency and alignment.

By organizing all aspects of the pilot—tasks, meetings, success criteria, and reporting—Opine enables you to focus on delivering value rather than managing administrative overhead.

Click Next to learn how to create Create a pilot.