Key concepts
Foundational concepts to help you get the most out of Opine.
These key concepts will guide how you manage deals, create Evaluations, and collaborate with your team and customers.
Deals
At the heart of Opine are Deals, which represent opportunities pulled directly from your CRM (Salesforce or HubSpot). Every deal serves as a container for Evaluations, insights, and collaboration tools. Learn more in our Deals Overview.
Evaluations
An Evaluation is the core workflow in Opine, used to run pilots, POCs (Proof of Concept), or POVs (Proof of Value). Evaluations are tied to specific deals and structured into phases with measurable success criteria, meetings, and tasks. They align your team with customer goals, helping demonstrate the value of your solution. Explore the Evaluations Dashboard.
Success Criteria
Success Criteria define measurable goals for each phase of an Evaluation, ensuring alignment with customer expectations. Learn how to manage and reuse criteria in the Criteria Library.
Templates
Templates allow you to create reusable workflows for Evaluations. They include predefined phases, success criteria, tasks, and meetings, helping your team save time and maintain consistency across deals. Read about Creating and Using Templates.
Requests
A Request represents a blocker, feature request, or product gap identified during an Evaluation. Requests can be linked to Jira tickets, ensuring alignment between your sales and product teams. Learn more in the Requests Dashboard.
Workbench
The Workbench is your personal hub in Opine, designed specifically for Sales Engineers. It provides an overview of the deals you’re working on, the tasks assigned to you, and actionable insights from Opine AI. Visit the Workbench Overview to learn more.
Opine AI
Opine AI acts as your virtual assistant, providing insights, recommendations, and summaries for your deals and Evaluations. Discover how Opine AI can save time and boost productivity in Using Opine AI.
Integrations
Opine integrates seamlessly with tools like Salesforce, HubSpot, Slack, Zoom, Jira, and more. Learn how to set up integrations in Connect Your Tools.
Pilot Sharing
Sharing the Pilot Page with your customer fosters transparency and collaboration. It allows stakeholders to track progress, view success criteria, and provide feedback in real time. Find out how to Share Evaluations.
Evaluation Summary
The Evaluation Summary is a slide deck automatically generated by Opine once a pilot is completed. Use it to present outcomes, success criteria statuses, and key highlights. Learn about Sharing Evaluation Results.
These concepts provide the foundation for using Opine effectively. If you’d like to dive deeper, click the any of the linked topics above to explore further.
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