For sales, CSM, advisory and others who work with customers – without using the platform directly
Non-Technical Guide

You don't need to log into the platform to create great value with INVOLV3. As a Non-Technical user, your role is to be able to present, communicate and apply the insights from Assessments in the dialogue with your customers. This guide is created to make you confident and effective in exactly that part of the process.
Introduce GAP Assessment
A central part of your work is to be able to introduce a GAP Assessment in a way that creates curiosity and understanding with the customer. In the guide, you learn how to pitch the Assessment concept so the customer can quickly see the value. You get insight into how to talk about the purpose and effect without going into technical details, and you learn how to avoid the terms that typically create misunderstandings and resistance.
Review results
When an Assessment is completed, you need to be able to review the results together with the customer. You therefore get a simple and effective way to understand and communicate the insights so you can hold strong dialogues, even if you don't work in the platform yourself. The guide helps you structure the conversation, focus on what's most important and translate data into concrete next steps. This enables you to deliver valuable conversations that both promote collaboration and strengthen the relationship.
Deeper understanding
INVOLV3 gives you access to a deeper understanding of the customer's organization than you can normally achieve through meetings alone. The guide shows you how to use this insight actively in your sales and advisory work. You become better at supporting your recommendations, adapting your solutions and creating alignment between the people who need to make decisions at the customer.
In short
You learn to use INVOLV3 as a strategic tool – without having to open the platform.