Who is this for?
MadKudu Admins
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.
After you received your invitation to create your account, follow the steps below to complete the set up of MadKudu Copilot.
Setting up your MadKudu Account
Connect Salesforce
Connect MAP (Integrations overview)
Connect Sales Engagement Platform (Outreach, Gong Engage, Salesloft)
[Optional] Connect other signals e.g. LinkedIn
Copilot customization
💡 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 can provide additional resources:
if you don’t have sequence templates for the selected plays → see here (coming soon)
if you need material to train your sales team → see here (coming soon)