Komiko Pro – On-boarding steps

Here are the steps to on-board Komiko Pro.

1. Initial set up – 30 minutes

The agenda for the call:

  • Quick demo of Komiko, if was not done earlier. Email sync video, Quick preview video.
  • Install Komiko in Salesforce – (1) allow access (2) deploy meta data (3) define settings. It is possible to install to a sandbox instance or directly to production. Install komiko help article.
  • Collect data required to setup the dashboards and playbooks. Dashboard and playbooks settings help article
  • Setup an Office 365 service account – help article or G-suite service account – help article. Since this setup requires a user with Office 365 or G-suite admin rights, it is typically done after the call. Setting up a service account makes the administration of mailbox access simpler and is highly recommended. When there are less than 10 users or during a pilot stage it is possible to skip this stage and have each user register by themselves.

2. Between the first and second meeting

When the email service account is ready, Komiko will start synchronizing the target mailboxes. It typically takes around 48 hours, but may take longer in case of large number of mailboxes.

3. First review of Komiko in Salesforce – 30-60 minutes

Agenda

  • Review Komiko’s data – last interaction dates, K-Score added to accounts, contacts, opportunities and leads
  • Komiko’s Visualforce widget embedded into the accounts, opportunities, contacts and leads pages
  • Dashboard – Accounts, Opportunities, Team members, Accounts segment health
  • Playbooks – segments defined, rules and target selected
  • Collect questions, comments, issues
  • Agree on next steps

4. Second setup review meeting – 30 minutes

Agenda

  • Review topics discussed in previous review
  • Finalize roll out plan – the entire team, sub-set
  • In some cases there may be a need for a 3rd review prior to starting roll out.

5. First review with the team – training – 30 minutes

Agenda

  • It is recommended that someone from the customer side will lead the training assisted by Komiko’s on-boarding team
  • Komiko’s team will provide a proposed slide deck
  • Agree on a second session one week later to collect feedback

Initial roll out

5. Second review with the team – training – 30 minutes

Agenda

  • Collect questions, comments, issues from the team
  • Determine next steps. It is recommended to start by having at least a monthly call to check status and collect feedback in the first 3-4 months and then switch to quarterly cadence.

Roll out

6. Monthly reviews for the first 3-4 months – 30 minutes

Agenda

  • Collect questions, comments, issues from the team
  • Share product usage and observations
  • Share new development

7. Quarterly reviews later  – 30 minutes

Agenda

  • Collect questions, comments, issues from the team
  • Share product usage and observations
  • Share new development

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