Diffly

Dans ce tutoriel, vous apprendrez à gérer vos paramètres généraux dans Diffly : profil, mot de passe, logo de l'entreprise et langue de traduction.

Les paramètres généraux dans Diffly

Importez vos contacts, accounts, deals et sales owners dans Diffly à partir d'un fichier CSV ou Excel, avec un assistant en 5 étapes et un aperçu avant validation.

Comment importer vos données manuellement dans Diffly

Dans ce tutoriel, vous apprendrez à gérer les utilisateurs, les permissions et les équipes dans Diffly : invitations, rôles, statuts et organisation.

Gérer vos utilisateurs, permissions et équipes

Configurez les règles de mot de passe de votre entreprise, expiration périodique des mots de passe, verrouillage des comptes et historique, depuis la page Authentification (réservée aux admins).

Comprendre la page « Authentification » de Diffly

Dans ce tutoriel, vous apprendrez à gérer vos notifications dans Diffly pour rester informé et réagir rapidement aux données collectées.

Configurer vos notifications

Apprenez à créer vos catégories de critères de décision, à y ajouter des critères spécifiques et à les traduire si vous utilisez plusieurs langues.

Gérer vos critères de décision

Depuis les Paramètres, configurez le type de sondage à utiliser pour collecter du feedback quantitatif, personnalisez ses questions et traduisez-le.

Personnaliser vos modèles de questionnaires dans Diffly

Connectez votre compte Gmail ou Outlook à Diffly pour que vos demandes de feedback soient envoyées depuis votre propre adresse email - un levier fort sur le taux de participation.

Gérer les adresses d'envoi utilisées pour collecter du feedback (recommandé)

Dans ce tutoriel, vous apprendrez à intégrer Diffly à votre CRM (Salesforce, HubSpot, Pipedrive, etc.) et à configurer la synchronisation de vos données.

Comment connecter votre CRM à Diffly

Dans ce tutoriel, vous apprendrez à intégrer Diffly à Slack et à gérer vos notifications pour tenir votre équipe informée en temps réel.

Comment connecter Diffly à Slack

Dans cet article, vous apprendrez à connecter votre assistant IA à Diffly grâce au MCP Server, et à interroger vos données Diffly en langage naturel sans ouvrir l'application.

Comment connecter votre assistant IA à Diffly avec le MCP Server

Découvrez Diffly Standalone, qui vous permet de piloter votre programme Win-Loss en toute autonomie : organisation des interviews, analyse et publication des résultats.

Comment utiliser Diffly en autonomie

Julien Cohen-Roussey

Tous les paramètres disponibles pour les administrateurs afin de configurer la plateforme Diffly

Paramètres et intégrations

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