Congratulations on joining Pod π
We are excited to have you onboard and we look forward to being by your side as you crush your quota. We want you to get comfortable in your new sales home π
So here are a few steps you can take to get started and set up your Pod workspace:
1. Download Pod Chrome extension
By adding Pod extension to your Chrome browser, you can easily access Pod any time you open a new time. You'll also be able to use core Pod functionalities anywhere in your browser.
More details available in the Chrome Extension section of the Resource Center.
2. Connect your sales systems
During the onboarding (or in your account settings page), connect your other sales systems to help you.
Here are the various
Salesforce β Access and update all your CRM data.
Google β Access emails and calendar data related to your active deals.
Gong β Access call transcripts from all your current and historical prospect calls.
Pod will learn from all this data and provide insights personalized to YOUR pipeline.
More details available on Pod-supported integrations in the Resource Center.
3. Open your sales Atlas
Familiarize yourself with your new sales home - Atlas. You'll find your navigation menu, your sales toolbelt and your Prioritize/Organize/Develop panels to know where to focus.
Enjoy a new background image and a quote of the day to get your day started on the right foot.
More details are available in the Atlas section of the Resource Center.
4. Ask Pod AI coach a question
Open the AI coach to start a conversation. Pod accesses data from all your systemsβ CRM, email, calendar, notes, task, sales best practices, call transcripts and moreβ and it's there to give you real-time guidance. You can even pick one of Pod's suggested questions.
More details are available in the AI coach section of the Resource Center.
5. Identify top deals in your pipeline
Get a handle on your pipeline and open your Prioritize space. You'll find a list of Top deals and At Risk deals. Mark your watchlist of deals and update the deal signals
More details are available in the Prioritize Overview section of the Resource Center.
6. Dive into one of your opportunity
Dive deeper into an opportunity by accessing Account 360Λ. You can access all details related to your record and
Review Pod recommendations on the stakeholders to engage on a deal.
Analyze sentiment and top concerns within your buying committee.
Assess deal progress against your favorite sales methodology based on all your customer interactions.
More details are available in the Account 380Λ section of the Resource Center.
7. Create personalized pipeline views
In the navigation bar, click on the calendar icon to access your very own calendar view. Click on the pop-up window to connect your Google Suite account.
You can sync any meeting directly to Salesforce by selecting a calendar invite and typing in the opportunity you want to sync it to at the top of the side drawer.
More details are available in the Pipeline View section of the Resource Center.
8. Create your first notes & tasks
Navigate to the Notes section to access the list of all notes in your team. Click on "New" to spin up a new document (or leverage an existing template) to enjoy the rich text editor.
Open the task manager in your sales toolbelt and review some of your existing Salesforce tasks. You can create a new task and assign it to another Pod user.
More details available in the Notes and Task Manager sections of the Resource Center.
9. Conduct some research on an account
Open your Knowledge Center (in the mini-apps button at the bottom-right of your screen) and enter the name of an opportunity, account, contact, or lead.
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You'll be able to review overview company information and news details from that company.
More details available in the Knowledge Center article of the Resource Center.
10. Invite a colleague to your workspace
The more, the merrier. If you bring some of your colleagues, you'll get more out of your experience in Pod.
Navigate at the bottom navigation to click on the invite button - you will only need to enter their name and email address!
More details available on how to invite someone in our Resource Center.
π‘ Need help? Send us a message via the in-app chat or email us at [email protected].
π€ Want to talk to someone? Book a session with one of our specialists!