At Pod, we are committed to ensuring that our customers are set up for success. Because data and integrations are a core part of what powers Pod’s AI coaching solution, having the right foundation in place is essential for driving accurate insights and actionable recommendations.
Customer readiness
To maximize the value of Pod for yourself or your organization, we recommend that customers meet the following readiness criteria.
CRM in Place - Must have
Pod integrates seamlessly with Salesforce (SFDC) and HubSpot. Customers should have an active CRM setup to enable data synchronization.
Historical Deal Data
To generate meaningful insights, customers should have records of both Closed Won and Closed Lost opportunities. This historical data helps train our models for stakeholder recommendations and deal analysis.
Contact & Deal Associations
Relevant contacts should be linked within opportunities within the CRM. This provides Pod visibility into stakeholder involvement (aka the buying committee) for every deal.
Key Deal Fields Available
Critical fields such as deal value, industry, and location should be populated to enhance Pod’s ability to provide accurate recommendations and analysis.
Activity tracking
To improve visibility into engagement and deal progression, customers should track key sales activities such as emails, meetings, and calls within their CRM. This ensures that Pod can analyze deal momentum and stakeholder interactions effectively.
Call Recording integration
While not required, integrating a call recording tool (e.g., Gong, Chorus, or similar) enhances Pod’s ability to analyze customer interactions, identify deal risks, and extract insights from conversations.
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By meeting these criteria, customers can ensure a smooth implementation and leverage Pod’s full capabilities for pipeline intelligence, stakeholder recommendations, and deal acceleration.
If your team isn't totally on point with your data hygiene, rest assured!
By implementing Pod, teams benefit from more automated data entry, reducing manual inputs while improving data accuracy and visibility across the sales pipeline.
It's a virtuous loop — you get better (more accurate) data and your team gets more reliable/personalized recommendations.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!