You're troubleshooting new technology in Sales Operations. What's the first thing you should do?

The first step in troubleshooting new technology in Sales Operations is to thoroughly understand the system's functionality, including its purpose, features, and intended workflow. Engage with team members who have experience with the technology to gather insights or potential issues. Finally, perform basic checks for connectivity, configuration, and compatibility to identify any immediate issues needing attention.

When troubleshooting new technology in Sales Operations, the first thing to do is to conduct a thorough assessment of the issue by gathering relevant information such as the nature of the problem, when it occurred, any error messages or symptoms observed, and any recent changes or updates made to the system or software, in order to gain a comprehensive understanding of the underlying cause and scope of the issue, which serves as a critical foundation for devising an effective troubleshooting plan and determining the appropriate course of action to address the problem and restore functionality to the technology in question.

You can't solve a problem unless you know what the issue is. This means doing a complete audit of the integration, features, and intended actions through that tool.

1?? Assess Team's Skills: Evaluate logical reasoning abilities to identify strengths and areas for improvement. 2?? Provide Feedback: Offer tailored feedback and coaching to enhance reasoning skills, focusing on growth areas. 3?? Cultivate Curiosity: Encourage questioning and exploration to develop robust logical thinking across various scenarios. 4?? Introduce Scenarios: Expose teams to diverse real-world situations to apply logical reasoning effectively. 5?? Teach Logical Frameworks: Introduce structured frameworks for problem-solving and decision-making to bolster team capabilities. 6?? Review and Adapt: Regularly reflect on team's logical processes, refining strategies for ongoing enhancement and success.

Narrowing down the problem is definitely the first step. When users find issues screenshots are super helpful, also getting on a live screen share can help to drill down what is going on. I think the thing to remember is that there isn’t always a singular cause. Narrowing down all of the possible root causes is critical. It can be easy to make an assumption, put a quick fix in place, only to realize there were more related causes.

Before you get to fixing the problem, check for all the system settings being intact 1. Check for updates on the system 2. Try restarting your system to get to the latest version 3. Maybe you have too many apps open, close them and try

After you have done checking basics 1. Check out the FAQ section on the technology 2. Work on the tips to see if the system works 3. Reading the literature will also help you get to speed on some of the features you haven't learned about the tech.

After all the steps if you still are not able to solve, then don't wait reach out to the support team and send them all the screenshots and details of the problem you have recorded, this will help accelerate the support team giving them a solution faster.

While you wait for support to come back talk to the internal tech team to see if someone has any knowledge of the technology in question. Put up a message in the company internal social media to see if any one knows about this problem.

Just hire people at the intersection of operations and tech. Tech savvy enough to identify and solve your current challenges. Former operators who ran those processes before. In short, us ;)