Shopping for a new tool requires the attention of several departments within the company — marketing, sales, and customers. And the same goes for the piloting, implementation, and trial of a tool. As a rule of thumb, all departments must be aligned to create a coherent strategy, which is the key to accomplishing any goal.
But is it necessary to plan and create a thorough annual plan to achieve good alignment between teams? Or is it enough to craft a list of primary goals and observe it from various standpoints?
In the latest episode of Taking the Lead, Christina Brady welcomes Esther Friend, the VP of Sales Efficiency and Transformation at Five9. They get into the piloting phase of tool evaluation, creating alignment between teams, the role customer feedback plays in tool improvements, and other such aspects relating to tool acquisition and assessment.
Taking the Lead