How to set your team up for success with the Library

Software evaluations are one of the most critical stages in the sales cycle. But to do them well—and consistently—you need the right foundation.

This guide is for pre-sales managers, enablement leads, and team owners looking to equip their teams to run high-quality evaluations that are repeatable and scalable.

It walks through how to set up and manage the key building blocks of Plans:

• Success Criteria: Reusable, testable definitions of your product’s capabilities. These include instructions, labels, and evaluation guidance for buyers.

• Plan Templates: Pre-built evaluation frameworks that standardize how your team approaches specific segments or deal types (like enterprise or commercial).

• Plays: Reusable modules for situational workflows—used to address challenges like competitive pressure, legal reviews, or internal approvals.

Let’s begin with understanding how to setup Success Criteria in your Library.