From first call to eCommerce & Retail go-live, one shared plan.
Enterprise / Editable, share via Salesforce
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Read-only view, shared from the Salesforce opportunity.
Prospect company
eCommerce & Retail
Deal owner
Improvado Account Executive
Evaluation timeline
Six-week evaluation, target go-live in week 6
Success criteria
One trusted marketing number, fewer tools to maintain, and reporting hours cut in half.
Evaluation steps
Step
Owner
Due
Status
Discovery and success criteria agreed
Account Executive
Week 1
Security and compliance review
InfoSec and IT
Week 2
Technical validation (POC) on a live data slice
Solutions Engineer
Week 3
Business case and ROI review
Economic buyer
Week 4
Stakeholder sign-off
Executive sponsor
Week 5
Contract and procurement
Procurement
Week 6
Click a status to change it. Steps, owners, and dates are editable. Use Copy link for Salesforce to share the filled plan; opening that link shows a read-only view.
Mutual commitment
Both teams agree to the owners and dates above and review progress each week until go-live.
Improvado owner
Improvado Account Executive
eCommerce & Retail sponsor
Customer sponsor
Plan confirmed. Paste the Salesforce link so both teams work from the same plan.