Setting up MadKudu Copilot

  • Updated on Oct 29, 2024
  • Published on Oct 23, 2024
  • 1 minute(s) read

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