Setting up MadKudu Copilot

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

  1. ⚙️ Create your Account (you will receive an invite to do so)

  2. 💡 Tell us about your business

  3. ⚙️ Connect your systems

    1. Connect Salesforce

    2. Connect MAP (Integrations overview)

    3. Connect Sales Engagement Platform (Outreach, Gong Engage, Salesloft)

    4. [Optional] Connect other signals e.g. LinkedIn

  4. ⚙️ Installing MadKudu Copilot in Salesforce

  5. ⚙️ Customizing your event feed

Team set up

  1. 💡 Determine which (Sales) team will run plays

  2. ⚙️ Create team in MadKudu (How to)

  3. ⚙️ Configure Book of Accounts (How to)

Copilot set up

  1. 💡 Select the prospecting Plays to run

  2. 💡 Decide which action your playbook should trigger

  3. ⚙️ Set up plays in MadKudu Copilot (How to)

  4. ⚙️ Customize Account and Contact Intelligence pages

  5. 🔎 QA the results with one Seller from the team you selected

Roll out

  1. 🏁 Roll plays out to the selected team

  2. 📈 After 2 weeks: Monitor adoption and generated pipeline and roll out new plays (Playbooks Library)

  3. 🔁 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