Welcome to MadKudu. Below you will find the steps you will go through during your onboarding. Each step has detailed documentation linked to it. Some steps are marked with a 💡 which means they require a decision related to your use case. Steps marked with a ⚙️ contain set up instructions.
System set up
⚙️ Create your Account (you will receive an invite to do so)
⚙️ Connect your systemsConnect Salesforce
Connect MAP (Integrations overview)
Connect Sales Engagement Platform (Outreach, Gong Engage, Salesloft)
[Optional] Connect other signals e.g. LinkedIn
Team set up
💡 Determine which (Sales) team will run plays⚙️ Create team in MadKudu (How to)
⚙️ Configure Book of Accounts (How to)
Copilot set up
💡 Select the prospecting Plays to run💡 Decide which action your playbook should trigger⚙️ Set up plays in MadKudu Copilot (How to)⚙️ Customize Account and Contact Intelligence pages🔎 QA the results with one Seller from the team you selected
Roll out
🏁 Roll plays out to the selected team📈 After 2 weeks: Monitor adoption and generated pipeline and roll out new plays (Playbooks Library)🔁 Repeat with another team
To make your onboarding a frictionless experience MadKudu provides additional resources
if you don’t have sequence templates for the selected plays → see here
if you need material to train your sales team → see here