Sales Enablement Deployment Guide

There is a tremendous amount of value that you can unlock through sales enablement. But it is important to keep in mind that you don’t have to “boil the ocean” right away. The most successful deployment projects we have seen deliver value quickly by starting with the most painful problems that hold back your sales efforts. Once the system is up and working successfully, it is much easier to extend it into new areas and to support additional roles in the company.

Deployment Lifecycle

We have found it useful to break up the deployment into three phases.

Sales Enablement Deployment Lifecycle


During the develop phase, the project is planned, designed, and implemented. There are two common temptations that often cause problems during development.

Scope creep

It is very tempting to keep expanding the project as you go. While you build out the solution, you almost always discover new content that you hadn’t originally thought about, and new roles in the organization that you could address if you add “just a little bit more” content.

Waiting for content initiatives

Virtually every company we have worked with had some set of initiatives underway to improve their existing content or develop some great new material that the sales team needs. “Maybe we should just wait until <content initiative> is done…then the content will be so much better!”

We strongly encourage companies not to wait and not to let the scope grow much beyond the original focus. There will always be active or contemplated initiatives to improve content. Those efforts are easier and much more likely to be effective with a solid platform in place. It is far easier to add content to a working and successful solution that is already deployed. Choose the most important content to focus on and get started with what you have. Most companies will use the process of collecting and organizing their content as a good opportunity to do some cleanup and purging, which is a positive side-effect of pulling it together. But try not to wait until some new class of content is developed—in our experience, that frequently takes much longer than anticipated.


The launch phase makes the solution available to the user community. In the enthusiasm to roll out a solution, companies frequently want to skimp on validation and training. This makes the solution less effective than it should be, and it hurts adoption. Often, the way that people in corporate headquarters think about organizing information isn’t exactly the way that people in the field really use it. Getting experts in the target community as trial users will find those problems so they can be fixed before launch. And if people don’t get any training, adoption will be slowed down and users will take longer to become adept and efficient.


After launch, the company moves into the operate phase. By using the analytics system built into the platform, they can manage the content that is available on the platform and begin to move the company into a data-driven approach to optimizing their sales cycle. We find that companies are most successful when they first use the platform to manage their content more effectively. Next they begin to analyze different areas of usage and performance. Then they optimize their content and their investments, using the insights from the analysis.

Building on Initial Success

As we have said above, we strongly recommend that companies start by focusing on the most important problem with the biggest business impact. For example, it is common for growing organizations to have a major content problem— sellers can’t find the content they need, and there is redundant and out of date material scattered across many locations. So the focus for the initial deployment might be the content that is needed by mainstream sellers to pitch and close new customers.

Once the basic solution is deployed and successfully addressing that most urgent need, it can be expanded to enhance the solution’s value:

Project Length

The time required to launch a solution depends heavily on the scope and on the amount of time that companies can dedicate to it. A simple rollout with basic content and a single sales team can be done in a few weeks. Deploying a solution for a multi-national enterprise with thousands of items and a heavily matrixed sales organization is more likely to take a few months to complete.