Create a plan

Creating a Plan for an evaluation in Opine is a straightforward process that ensures your team and customers are aligned from the start.

To create an plan for your evaluation:

1. Click Deals in the main navigation.

2. Locate the Deal you want to create a Plan for on the dashboard.

3. Click on the Deal to open its detail view.

4. Click the Create Plan button in the upper right of the screen:

This will guide you through the process of setting up the plan step-by-step.

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Step 1: Fill in required fields

If your CRM (e.g., Salesforce or HubSpot) has mandatory fields configured in the Opine integration settings, you will be prompted to complete these fields before continuing. Required fields might include:

• Deal value: The estimated monetary value of the opportunity.

• Deal stage: The current phase of the sales process.

• Customer industry or size: For segmentation or tracking purposes.

Customizing required fields in Opine allows you to tailor the setup process to align with your organization's CRM workflows. If no required fields are configured, this step will be skipped.

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Step 2: Choose a template

Start by selecting a template or creating the plan from scratch:

• Use a Template: Choose from pre-built templates in your Templates library, which include phases, success criteria, and tasks preconfigured for common workflows.

• Create from Scratch: Start fresh and customize phases, success criteria, and tasks for this specific deal if no template fits your needs.

Using a template saves time and ensures your team follows consistent processes for evaluations, POCs, and POVs. We recommend creating templates for specific plays from your sales playbook to standardize best practices.

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Step 3: Configure the plan

In this last step you can fill in additional info on the Plan:

• Buyer Name: Customize this if it's different from what you use in the CRM. (For instance, if you're working with a particular department within the company.)

• Buyer Welcome Message: Add a brief, personalized message for the customer, explaining the purpose of the Plan. This will be displayed on the Buyer Portal.

• Plan Branding Hex Color (optional): Customize the branding of the Buyer Portal by selecting a hex color that aligns with the prospect's brand.

• Timeline: Specify the start and end dates for the Plan to set clear expectations and deadlines.

• Internal Roles: Assign internal team members to roles (e.g., Product Expert, Account Executive) to clarify responsibilities during the Plan

This information is primarily used to customize the Buyer Portal when you share the Plan with prospect or customer.

Once you're satisfied with the configuration, click the Create button to create the Plan.

With your Plan created, you're ready to customize the plan.

Click Next to read more about Customize the plan.