A successful rollout requires proper preparation. Of course, you’re in charge.
This overview will help you to maximize the value with uman!
The following steps are important:
On average, this takes 2-4 weeks, depending on the complexity and the size of your portfolio.
Choose a start date for the rollout
Pick a date when your team can actively start engaging with uman. Ideally, align this with a sales meeting or training session to introduce the platform effectively. We plan a 1h kick-off session to introduce uman to the entire team. This session will be recorded and can be used
Inform your team that we’re launching uman and what they can expect
Communicate the benefits of uman and how it will support their daily work. Set clear expectations about how and when they will start using the platform.
Enable single sign-on (SSO) so everyone can log in
Ensure a seamless login experience by integrating uman with your existing authentication system (Google, Microsoft, etc.). This prevents password fatigue and makes access effortless.
Set up your super user account(s)
Identify and configure accounts for key users (e.g., sales enablement, sales leadership) who will help guide the team in using uman effectively. Super users can monitor adoption, provide training, and ensure best practices are followed. Uman will enable the setup of the first user.
Identify the GTM users you want to onboard to the platform, including their roles
Determine which team members will use uman and define their roles:
BDRs & Sales Representatives – Access insights to prepare for prospect meetings
Account Managers – Stay up to date with account intelligence
Portfolio Managers & Marketing – Ensure the right content and positioning are available for sales
Enrich your portfolio in uman
Add your key sales materials, value propositions, and relevant market insights to uman. This ensures your team has the right information at their fingertips when preparing for customer interactions.
If your services and offerings are not clearly defined, we advise to prioritise fast moving offerings, as their impact will be exponential. Over time you can complete the slow moving offerings to obtain 100% covea
Invite your colleagues to the uman platform
Once everything is set up, invite your team members to join. Encourage them to explore the platform and start integrating it into their workflow.