Reference Guide

AI Project Implementation - A Step-By-Step Guide

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  • Markerstudy
  • Allianz
  • Apleona
  • Signal Iduna
  • Element22
  • Halwell Mutal
  • Wuerth Industry
  • Virginia Farm Bureau

Within this document there are six templates to guide you throughout your implementation journey. You can either print these templates out or use them electronically. Best of luck as you embark on your sales AI implementation project.

Here's what you'll learn about in the guide:

  • Creating a strategy
  • Auditing sales data
  • Conducting a use case discovery workshop
  • Implementation and installation
  • Vendor selectiontickChange management

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SOC for Service Organizations

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