This article is intended to share an overview of what to expect during your onboarding, and share the steps to accelerating your time to implementation.
Welcome to MadKudu new customer, we are very excited to work with you and bring our scoring to your team to drive efficiencies and unlock value. All of our customers are eager to get started - and there are some steps that you can begin to prepare before your Customer Success Team is engaged, in order to be as ready as possible for your kick off.
1) Integrate your solutions: to allow MadKudu to validate we can access your data
Your Account Executive will provide you with access to your MadKudu App.
Based on your subscription, if you are on a Growth Plan you will need to integrate the systems you use that store your leads(typically a CRM) and if you are on a Pro Plan via the MadKudu App, you will also need to integrate the source systems that host behavioral data ( hink Marketing, Web Activity, App Usage etc).
Integrations Overview Page will give you an overview of the different connectors we have. At this time, if you have questions concerning the available integration options, please reach out to your Account Executive who can discuss costs associated with custom integrations.
2) Review the MadKudu fields to be added in your CRM: to receive MadKudu scores
Dependent once more on your subscription, you will need to add fields to Objects within your CRM that will store the MadKudu calculated scores when your model is up and running.
MadKudu recommends that customers authorize MadKudu to create these fields via our API. It's very straightforward for us to complete this and eliminates the task from your busy day. However, some customers have to complete this step themselves due to internal change control policies.
If you want MadKudu to do this - sit back, and your Customer Success Manager will touch on this topic during your Kick Off Meeting. If you need to adhere to internal change control policies - start to review the following link, so that this can be planned appropriately into your change release strategy.
3) Data Flow Diagram: a picture paints a thousand words
During the course of the Kick Off, our goal is to understand your solution landscape as it relates to MadKudu - e.g. what are the main systems involved and what does the flow of a lead entering into your funnel through to becoming a customer look like? Typically, most of this information will be provided in the questionnaires and we will build a flow diagram together, specific to your As-Is process. We will use this As-Is diagram to understand exactly where you are today and then create a To-Be, which will essentially help us quickly identify where MadKudu will be employed in your process.
If you have something existing already or want to make a head start - check out this article.
4) What do you want your model to predict?
Why is this important: your model is built to predict whether new leads coming into your funnel are likely to convert.
In this case, "convert" means to fulfill the objective you want the model to predict for. Customers' needs differ, but some of the primary examples are shared in this article.
5) How Long Does it Take to Score a Lead?
Thinking about how you intend to use the scoring for prioritization and routing, it's important to understand the basic difference between how we score the Customer Fit Model and the Likelihood to Buy Model.
6) What does this look like in CRM? - Deep Dive
"A picture's worth a thousand words" - so the old adage goes. This article will de-abstract the technicalities of the implementation, allowing you to focus on what's most important - what will my sales team see?