How to run your first evaluation
Last updated
Last updated
A software evaluation is an 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 an evaluation is a structured and streamlined process, making it easier to manage workflows, track outcomes, and ensure customer satisfaction.
In Opine, software evaluations are all tracked as Plans.
A Plan is a goal-oriented process designed to prove the value of your solution to a potential buyer. Plans 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.
Opine eliminates the complexity of running evaluations 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 plan on track.
Buyer Portal: Share Plan progress with prospects or customers to ensure transparency and alignment.
By organizing all aspects of evaluation Plans—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 a Plan.
