Top 5 Tips for Getting Started in Spiky Platform

We created this guide for anyone new to the Spiky platform - welcome to the world of Spiky! Feel free to pass this on to your colleagues as well. Before we dive into the tips, let's cover a few fundamental items.

The basics

Before embarking on your Spiky journey, take a few minutes to set yourself up for success:

• Invite your team to join Spiky to improve communication and encourage learning from one another.

• Fill out your profile details and upload a clear photo to help your colleagues find you.

Get started

Login to the Spiky platform. Our user onboarding guide will help you explore the platform and get moving. For more guidance, check out our Onboarding Guide. Let’s start top 5 tips to use the most of the Spiky platform:

1. Connect your calendar account to the Spiky platform

The calendar is a vital scheduling tool for those who manage busy schedules. By connecting your calendar account to Spiky, you can:

• Enable automatic recording, transcribing, and analyzing of the meetings.

• Allow Spiky Scribe to join your selected meetings through your calendar invites.

  

• Eliminate manual uploading or entering links into the platform.

• Save time and eliminate low-value tasks, enabling you to focus on your sales pipeline.

• Provide accurate meeting details and eliminate the need for manual entry.

How to connect your daily calendar to the Spiky

Integrations are effortless at Spiky:

1. Log into your account or sign up for a free account at https://app.spiky.ai/register.
2. Connect Google Calendar with your Spiky account by visiting the Settings > Integrations page in the platform.
3. Click on the Connect button to log in to your Google Calendar account.

2. Create feedback specialized for each meeting type and receive coaching based on these types

Meetings come in different types. Each type requires a unique feedback mechanism to improve communication and output. Spiky makes it easy for you to create feedback specialized in meeting types:

Easy to use, the output will amuse

• Explore the completed and uncompleted fundamental steps and the next meeting discussion for each type.

  

• Gain insights into meeting types, including the most used sales frameworks like BANT, SPIN, or M.E.D.D.I.C. Use more generic types such as qualification, persuasion, team standups, one-on-ones, and more.

• Understand the problem and example questions for topics that have growth potential.

  

3. Edit, copy, or send the meeting summaries to CRM or a colleague

Time is money. Talking with customers and watching those meetings over and over could be fun if you have plenty of free time. For everyone else, summarization is here to help your time management.

• Boil down the meetings with the main points discussed and key takeaways.
• Save your time by reading actionable outputs instead of watching the whole meeting.
• Edit the summary of your meeting if you have something to add or change.
• Share your summaries with your colleagues to help them keep up with the meeting.
• Send summaries to your CRM to connect and combine all information.

Try it out

Head to the Meetings page and go into one of your meetings. In the Overview section, you will see the icons to send to CRM, copy, and edit options.

4. Add the tools you use every day

With Spiky, you can turn the platform into a hub for your sales pipeline, create an end-to-end flow, and save time switching and manually combining information from multiple apps daily.

How it works

Every organization is different and has its own tools, but at Spiky, we’ve been integrated into apps that greatly impact every organization.

• Set up automatic recording and analyzing by connecting Google Calendar and Outlook Calendar.
• Sync your tags and combine CRM information with Salesforce and Hubspot.
• Analyze your past cloud recordings with a simple click using Zoom, Webex, Microsoft Teams, and Google Meet.

Visit the Settings > Integration page to see our ever-increasing integration options.

5. Join the Spiky community

Slack is a great tool to keep communication within the company, and we love it. That’s why we want to create a community, keep our conversation with salespeople, and make it more intimate.

Join the thriving Spiky community on Slack today and stay ahead of the game in sales and customer service. At Spiky, we believe in fostering a close-knit community where individuals can connect, learn, and grow together.

Our community is not limited to Spiky users but welcomes those looking to improve their skills, expand their network, and engage in meaningful conversations with fellow sales and customer service professionals. Whether you have a question, want to share your experience, or simply need advice, our community is the perfect place to connect with like-minded individuals.

Let’s get back to business

But let's remember the reason we're all here: to close more sales. At Spiky, we're passionate about helping businesses drive growth and success. That's why we've put together some essential tips and tricks for getting started on the Spiky platform. And as always, we're eager to hear your feedback and suggestions. Feel free to join our Slack community or contact us at hello@spiky.ai with any questions or comments. Let's take your sales game to new heights with Spiky!