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Day 1 with Spiky: A checklist to help you
Day 1 with Spiky: A checklist to help you
Updated over a week ago

Welcome to Spiky πŸ‘‹

Spiky is here to empower and radically change your company's sales and customer support process. We know the creation and migration process could be challenging, but we are here to support you to make everything easy.

This article has some general tips&tricks, conditions, and general information about the Spiky Platform. Feel free to check out the rest of our help center.

There will be a total of three steps to start your sales analytic journey with Spiky:

Step 1: Set up your account

The first step into the platform is setting up your account. It is simple but also an effective way to step into the platform. Also, you need to fill in the account information to associate the outputs of the meetings with your profile.

settings page, account

πŸ’‘ Make sure to add a clear profile picture to help your colleagues to find you easily.

Step 2: Connect your calendar & CRM

The calendar is a vital scheduling tool for those who manage busy schedules. A calendar connection will help you to automatize the recording and analyzing process.

  1. Log into your account or sign up for a free account at https://app.spiky.ai/.

  2. Connect your daily calendar with your Spiky account by visiting the platform's Settings > Integrations > Calendar page.

  3. Click on the Connect button to log in to your calendar account.

settings page, integration, calendar

CRM integration will create a two-way sync between your meeting insights and CRM. It enables to auto-filling process and helps you to save time.

  1. Log into your account or sign up for a free account at https://app.spiky.ai/.

  2. Connect your daily CRM with your Spiky account by visiting the platform's Settings > Integrations > CRM page.

  3. Click on the Connect button to log in to your CRM account.

Step 3: Invite your teammates

πŸ’‘ You can only invite teammates if you are an admin in the platform. You can check your permissions through the Settings > Team Management page.

Whether you want your teammates to analyze their meetings or help each other to develop themselves, invite them securely through the People page.

And write their email addresses to invite them.

Step 4: Analyze your first meeting

You are ready to step into the nature of sales. ⛰️ Be free and explore the platform and analysis by clicking everywhere!

Let's add one more thing about helping you how to start the analysis. Really each will only take you one minute.

We're always here to help πŸ˜„

If you have any questions in your mind and couldn't find the answer in this checklist, make sure to visit other articles in our Help Center.

If anything fails, you can always contact us through the smiley icon on the bottom right of the page.

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