OM | FM Provided

Implementation Deck — One version for CoM only, one for MEDDPICC only, and another for Combo.

FM_Manager Coaching Assistant — Tool for managers to complete during deal review sessions that tracks Rep behavior trends. Managers should fill this out during each deal review to track improvements over time, or lack thereof.

Manager Feedback - Opportunity Manager — Step-by-step guide walking through the "how" behind leaving manager feedback on a Rep's assessment.

Opportunity Manager - Admin Reference Guide — General tips & tricks for client OM admins to be aware of during OM install & setup.

Opportunity Manager - Expectation Guide — A fill in the blank style guide for client leadership to complete alongside an FM CS Consultant to determine what "good" use of OM will look like within the client's org.

Opportunity Manager - Manager Best Practices — General manager best practices guide around manager coaching and usage of Opportunity Manager.

Opportunity Manager - Rep Best Practices — General Rep best practices guide on the usage of Opportunity Manager.

Opportunity Manager - MEDDPICC Qualifier Fields — Lists the names of each field within the MEDDPICC Qualifier, the field type, and a brief field description.

Opportunity Manager - Value Card Fields — Lists the names of each field within the MEDDPICC Qualifier, the field type, and a brief field description.

Opportunity Manager - Technical Sheet — General tech details of Opportunity Manager. For example, which SFDC versions OM is compatible with, last security review, available languages, etc.

Relationship Map Key — One-pager key of Opportunity Manager's Relationship Mapper that breaks down what each color, line, box and circle means.

UAT Guide — Checklist for client admins to follow along with while conducting user access testing after installing Opportunity Manager.

Provided to clients immediately after the Implementation Call. Contains all steps a client should follow to successfully install, customize, and roll-out Opportunity Manager. This guide can be shared with a potential client during the sales process if the client wants insight into the setup process before purchasing OM.

"How To" guide for Reps and Managers to assist in learning how to use OM. For example, how to use the guided assessment, manager feedback, etc.

"How To" guide for Reps and Managers to assist in learning how to use OM. For example, how to use the guided assessment, manager feedback, etc.

"How To" guide for Reps and Managers to assist in learning how to use OM. For example, how to use the guided assessment, manager feedback, etc.

This post contains links to the user guides, which contain the relevant video series listed below.

Video Series for Manager's on how to leverage Opportunity Manager during coaching sessions to help Reps grow their understanding of the methodologies and close more deals.

Internal Only SharePoint Files: Opportunity Manager Opportunity Coaching Video Series

Video series on how to leverage the Relationship Mapper to win more deals from either a Rep or Manager's Coaching perspective.

Internal Only SharePoint Files: Opportunity Manager Relationship Mapping Video Series

Video series on how to use each part of Opportunity Manager. For example, how to fill in the CoM Value Card or Guided Assessment.

Internal Only SharePoint Files: Opportunity Manager "How To" Video Series

Walks through the full installation & customization of Opportunity Manager. Client admins can follow along with the video during install. Do not share pre-sale, only post-sale. Versions:

• Implementation | CoM + MEDDPICC with Value Framework

• Implementation | CoM + MEDDPICC with Discovery Guide [Coming soon]

• Implementation | CoM Only with Value Framework [Coming soon]

• Implementation | CoM Only with Discovery Guide [Coming soon]

• Implementation | MEDDPICC Only [Coming soon]